Statements and invoices are typically created on pre-printed forms, usually off-site at a third-party facility. Changing the layout of these statements can be cumbersome and costly. In addition, once sent, the statement is not readily available to customer service representatives, which can delay handling inquiries or reproducing statements. The Statement Composition module captures the host application print spool and stores the statement in the OnBase repository where the appropriate statement design is overlaid on the data. The electronic file is available for future retrieval by customer service representatives who can re-print, fax or email.
Users define what statement layouts consist of: formatting, logos, pictures, charts and messaging. Graphical element and data format options include mathematical calculations, data-based graphing, and charts. Statement Composition can be used for most statements, including:
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Checking and savings statements
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Mortgage documents
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Invoices