What
Is It?
• Square 9 Merge was designed to meet the needs of
companies that require mechanism for consolidating,
sequencing and outputting existing documents contained
with the content repository. From a single web interface
or automated Windows service, a user can enter a data
value and be returned a single PDF document containing
all document content specific to that value.
• If you are in the business of receiving a large
amount of disparate paperwork where retention is critical
for a period of time and then need to quickly collect,
sort and output in a specified format, Merge is the
solution for you.
• Merge provides preset sequencing of documents.
For example based on the mortgage lending specification
- Merge can sort or sequence documents so certain
predefined pages come before others. Merge automatically
reorders pages as necessary as well as provides an
optional exception reporting capability to flag those
required pages/documents that do exist in SmartSearch.
How Does It Work?
• With Merge users simply type a docket, packet, title
or loan number into a prompt and a .Net Web Service
pulls all documents throughout the document management
system and exports them in proper order to a single
PDF or TIFF file, and then is uploaded to an FTP site,
network directory or presented in Adobe Acrobat for
email.
• To allievate added capture and data entry costs, Merge supports the addition,
deletion, and modification of cover page templates.
The cover page bar codes can be generated with data
from most any ODBC compliant data source.
• Export details are currently defined for the CountryWide and
CitiBank lending formats. Additional formats can
be added as necessary or customized to
a specific lending
institutions requirements.
• Basic configuration of Merge is required and exists
in the web.config file.
• A web form allows for a value or series of
values to be provided.
Additional elements on the form include export type
(PDF or Tiff), and lender.
• Authentication to the web form is controlled through
Windows/IIS permissions.
• Based on the entered value or user defined number(s)
provided, the application will find all documents
related to a particular action in the SmartSearch,
export and merge them into a single PDF file. Documents
are exported to a pre-defined directory, by profile,
on the server.
Note that no facilities
are in place to support multiple exports simultaneously
to the
same vendor.
o Optionally, based on lender an additional page
will be added as page one to each loan file. The
new cover page contains data related to each loan
number.
o Data for the cover page is pulled directly from
a SQL Server data source (additional charge for
SQL Server integration).
o If the required data exists in multiple tables/data
sources, the customer must provide a SQL View to
simplify data access.
• Based on each customer, the output file has a
predetermined file naming convention. Again, data
for the file naming is based on data extracted from
SQL data source. If an export is run against loan
packages that already exist, the existing loan packages
is overwritten
Business Case
• One of the world's leading supplier of technology,
project management, and information solutions to the
oil and gas industry, required a solution to meet
the extensive process of manufacturing data books.
• Each component assembly within the companies product
line that consists of: gas lifts, coiled tubing, drilling
platforms, subsea well meters requires data books
be printed that contain diagrams, safety data, schematics,
drawings, requirements, etc. The process of creating
a complete book takes 9 months to a year to compile
• Merge monitors a pre-defined control table that
lists all parts contained within a component assembly
for each product.
• The document management system workflow continually
monitors for specific documents by project or part
number, ensures all required documents exist and then
consolidates into a single PDF document and instantiates
a mass print. If certain documents do not exist an
exception report is delivered via email to the project
leader noting those documents that are missing as
well as any additional validation details, like duplicates.
• Since the final data book requires sub-sections,
headings – the print output is sent to Planet Press
Watch process for transactional formatting
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