Electronic Bundling for Statements

Bringing Increased Flexibility to eStatement Uploads

Electronic bundling refers to the process of routing e-Statement output to an archive – either to the Doxim Enterprise Content Manager or another third party ECM – for online access by staff and clients.

Doxim BPM can be configured so that the routing preferences for the electronic archive can be set differentially to those used for print routing. This differential approach to routing print vs e-Statements allows users to specify their individual preferences surrounding how they want to receive, view and manage their statements electronically vs in print.

For example, this allows for the print versions of a savings account, checking account and investment account statement to be bundled for mail delivery in one envelope, while simultaneously allowing preferences to be set for these statements to be delivered to the Doxim ECM archive as three separate PDFs, or as one consolidated monthly statement.

To find out more, please contact us