Electronic Document (BOK)

Tuesday April 14 • 8:00 AM – 8:50 AM
Electronic Document (BOK): What is a Transaction Document? (Oleander B)

Front and center in the delivery of transaction documents is compliance. For over 50 years, our industry has converted data into formal documents that must be legally presented to external parties. The information must be correct, understandable and delivered on time. Any misstep in the process can jeopardize the evidentiary weight of the issued document; potentially leading to customer dissatisfaction, regulatory intervention, fines, and sanctions.

The process to create these legally relevant documents is very complex, as outlined in A Guide to the Electronic Document Body of Knowledge™. The Electronic Document BOK:  Production Workflow Basics track explains, and expands upon, the EDBOK Guide. Each session will cover one of the steps in the workflow, from data to delivery.

This session will highlight the purpose of these documents in commerce, some of the current and emerging regulation governing their issuance, and their future growth and metamorphosis.

It will also look at how to exploit more effective customer communications without jeopardy.

Attendee Takeaways: Improve your knowledge with experienced views on best practices, pitfalls and successes of the delivery of legally relevant correspondence..

Speaker: William Broddy 


Tuesday April 14 • 9:00 AM – 9:50 AM
Electronic Document (BOK): Data Extraction and Formats (Oleander B)

Most data within transaction documents comes from highly secured enterprise Systems of Record. These systems are live ‘general ledgers’ that are hard to extract data from, nearly impossible to add new types of data to, and protected by the highest levels of electronic and physical security. As a result, developing extraction routines for a new document can be more than half the cost of the development project.

This session will explain the nuances of the different types of data that can be used in customer communications. It will also explain the differences between ‘mainframe’ data (that represents 90% of what we need to extract), and PC data (which most ‘cloud’ platforms use). It will also explain data structures such as flat files and XML, and which work most efficiently in our environment.

Attendee Takeaways: Achieve a better understanding of issues surrounding the use of corporate data.

Speaker: William Broddy 


Tuesday April 14 • 10:00 AM – 10:50 AM
Electronic Document (BOK): Document Objects  (Oleander B)

All customer communication documents are assembled from a series of predefined objects, such as fonts, photos, vector-graphics, barcodes, scanned images, and structured text blocks. When these are constructed correctly, documents can be rendered quickly, accurately, and repeatedly (today and in seven years). Poorly constructed objects can cause printers to crash, electronic documents to freeze, and archived copies to incorrectly render.

This session will explain the different types of objects, why they are different, why legacy objects are problematic, and why multi-channel testing is critical.

Attendee Takeaways:  Understand the necessity for different object structures to support different needs.

Speaker: William Broddy 


Tuesday April 14 • 1:30 PM – 2:20 PM
Electronic Document (BOK): Document Composition (Oleander B)

The Composition step in the production workflow is often called the ‘heart of the process.’ This is where data is interpreted and structured; documents are personalized based on very complex client preference, geographic, and distribution ‘business rules;’ and converted into final format for print or electronic presentation to web or mobile devices.

This session examines the discrete steps that take place within most composition programs: data assembly, business rules, formatting, sorting, emitting, and reconciliation reporting.

Attendee Takeaways:  Understand the process that turns data and predefined objects into finished pages within legally acceptable documents.

Speaker: William Broddy 


Tuesday April 14 • 2:30 PM – 3:20 PM
Electronic Document (BOK): Print Streams, Manipulation,
& Transforms (Oleander B)

We need to produce transaction documents using many different types of print / presentation streams: AFP, PostScript, PDF, Metacode, line-print, HP/PCL, etc. Because we have been producing transaction documents for over 50 years, we have programmed them in the most suitable print stream at that time. We also deal with print streams that work properly with small documents on desktop printers but are ill-suited to production printing (and impossible to electronically view on the web or mobile devices).

We seldom have the luxury of quickly updating legacy composition programs to emit a state-of-the-art presentation stream, add a barcode, sort the documents in a different order, or emit a subset of documents in a web or mobile-friendly format. As a result we must use manipulation tools to ‘clean up’ already formatted print streams.

This session will explain the different print streams that we deal with and the history behind them. It will also explain the function provided available tools to massage or transform print and presentation streams.

Attendee Takeaways:  Understand the different presentation stream formats, the weaknesses and strengths of each, and how print stream utilities can be deployed for tactical fixes.

Speaker: William Broddy

For more information, and to register, please visit the conference website


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