Abstract: A system may include an incoming image document data store containing electronic records. Each record may include an image document identifier and an image file along with associated optical character recognition and natural language processing information generated by a cloud-based computing environment. An incoming image document tool receives, from a remote user device, an indication of a selected image document. The tool may then retrieve information about the selected image document and automatically map at least some of the associated optical character recognition and natural language processing information to pre-determined document data fields. The tool may display the mapped information and receive an indication of acceptance. The mapped information and image file may then be stored in an enterprise data store and a workflow may be automatically assigned to the selected image document in accordance with the mapped information and enterprise logic.

Abstract: A system for enterprise distribution of electronic and paper documents for multiple insurance products is disclosed. The system including a memory device to store policy information for multiple insurance products associated with each of a plurality of clients. The memory device stores document delivery settings, including contact information and notification/alert preferences. The system includes a processor to generate document delivery questions relating to the preferred medium for notification and alert documents. The system includes a receiver to receive responses to the document delivery questions. The processor generates consent questions and updates the document delivery settings based on the response to the document delivery questions and the consent questions. The system may also include a transmitter to transmit a message to the clients notifying them of the change in the document delivery settings and to transmit a message notifying a source system of the change in document delivery settings.

Abstract: A publishing system and method for distributing electronic and paper documents for multiple financial service products is disclosed. The system includes a memory device configured to store policy information for the multiple financial service products associated with each of a plurality of clients to store communication settings for each of the multiple financial service products, the communication settings including contact information and notification preferences, and to store document templates. The system includes a processor configured to process a request for generating notification/alert documents, to generate notification/alert documents by modifying the document templates based on the policy information and communication settings and to store the notification/alert documents in the memory device, and to determine whether the notification/alert documents were not received or received in error.

Abstract: A system for enterprise distribution of electronic and paper documents for multiple insurance products is disclosed. The system including a memory device to store policy information for multiple insurance products associated with each of a plurality of clients. The memory device stores document delivery settings, including contact information and notification/alert preferences. The system includes a processor to generate document delivery questions relating to the preferred medium for notification and alert documents. The system includes a receiver to receive responses to the document delivery questions. The processor generates consent questions and updates the document delivery settings based on the response to the document delivery questions and the consent questions. The system may also include a transmitter to transmit a message to the clients notifying them of the change in the document delivery settings and to transmit a message notifying a source system of the change in document delivery settings.