9.4 Central mailroom AI mailroom
The central mailroom handles the administration of non-assignable mail and special processing orders. The following functions are available: New non-assignable mail Mail that has not been assigned to a transaction type, group or specific user is displayed here. An employee can assign a suitable process type (transaction type) to this mail and determine a responsible […]
9.3.3 Detailed view
The detailed view icon (at the right-hand end of a mail process) can be used to call up a detailed view of the mail process. In this view, the editor can switch between text content and PDF view. The AI tags of the mail process and the processing notes can also be viewed here. Additional […]
9.3.2 Confidential mail
Incoming mail can be marked as confidential. Personalized confidential mail can only be viewed and processed by the defined contact person. If no specific contact person is defined, confidential mail can instead be delegated to a department or team to ensure efficient processing. Revocation of confidential mail status Confidentially marked mail can be removed in […]
9.3.1 “Upload new post” (button)
If the user wants to upload a new post, they can do so by clicking on the “Upload new post” button. Clicking on the button opens an editing window in which the user can open the Explorer using the “Browse” button. Here, the user can select a drive and a folder from which they would […]
9.3 E-correspondence
In the “E-correspondence” tab, the user sees an overview of all mail processes that concern them. The overview shows that seven mail processes have been assigned directly to the user, for which they are solely responsible. The number next to “New mail” (e.g. 235) and “In process” (e.g. 36) refers to mail processes from process […]
9.2 User groups AI mailroom (EPO)
EPO administratorRead and edit rights for all mail processes in the AI mailroom. They can create and edit new process types and filing locations and make administrative settings. EPO-CentralPostUserCan read and edit their own mail processes and upload new mail. They also have access to the “Central mailroom” tab and mail processes without an assigned […]
9.1 Performance features
Bundling of all input channelsThe entire communication ecosystem is mapped. Secure handling of confidential and personal mailData protection and confidentiality are guaranteed. Transparent business transactionsThanks to a complete history, all transactions can be tracked at any time. Audit-proof processingA complete processing history ensures that all steps are traceable. Communication without media discontinuitySeamless communication through to […]
9. AI post office
The “AI Mailroom” module is a sophisticated digital solution for financial institutions that enables intelligent and centralized management of all incoming documents. Letters, contracts, orders, invoices and other formats are automatically classified, processed and forwarded directly to the correct recipient. Once the documents have been viewed, they can be archived in the core banking system. […]
8.5.2 Global categories
Each favorite (except for Quick Links) must be assigned to a category. In the “Global categories” area, the FA administrator and the BM portal administrator can create categories that are visible to all portal users. The overview table displays the name of the global category as well as an edit icon, a delete icon and […]
8.5.1 Global favorites
An administrator can create global favorites for the portal users. This tab contains an overview table with the columns: Title, Description, URL, Category and Favorite type. These columns can be sorted alphabetically in ascending or descending order by clicking on the adjacent arrow. At the end of each line there is an edit icon (pencil), […]