Use Doxim Preference and Data Override to Enhance Statement Processing

A Unique Capability To Enrich Customer Segmentation and Targeting

Using The Informatica B2B Transformation Engine Doxim Business Process Manager (BPM) provides powerful transformational capabilities that can take data from virtually any business system, in any format, and convert that data into a rich XML format that provides the flexibility needed to create better looking documents – like personalized statements.

However these capabilities are limited by the number and variety of data elements delivered in the host data stream. If a data element does not exist in the data stream it cannot influence the way documents are composed, routed, bundled or delivered.
Enriching the Data Stream

Doxim’s unique Preference and Data Over-ride capability removes this limitation, inherent in most legacy host data streams. Using Doxim Preference and Data Over-ride any additional data element can be introduced into the data transformation process and used to enrich documents and their contents. All that’s needed is an external data table containing additional data elements that can be matched to the host data stream using a unique identifier (e.g. a client number or an account number).

Example Applications

1. A financial service provider provides Air Miles as an incentive for clients to use their services. By using the Doxim Preference and Data Override to incorporate an external data table containing clients’ Air Miles balances, these balances can be displayed on the client statement rather than having to send a separate Air Miles statement to the client.
2. By incorporating client age data (for example from a Know your Customer database) the Doxim Preference and Data Override can be used to insert data that will allow marketing message segmentation for different audiences – e.g. a message about mortgages can be directed to young adult customers whereas a message about managing retirement savings can be targeted at more mature clients.
3. If information like Investment Advisor contact details and photo are available in the host data stream, Doxim BPM allows this be added to an investment statement template. Using the Doxim Preference and Data Override this generic contact information can be augmented with additional contact details and photos, e.g. of other support staff that the client might wish to contact.

To find out more, please contact us.