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Did you know that halFILE can?? Session VI. Solution-driven software Customer-driven solutions!

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Presentation on theme: "Did you know that halFILE can?? Session VI. Solution-driven software Customer-driven solutions!"— Presentation transcript:

1 Did you know that halFILE can?? Session VI

2 Solution-driven software Customer-driven solutions!

3 This session covers real-life examples of halFILE installations showing how problems can be solved with some creativity and design

4 Southern National Bank Houston, Texas Problem: Implement imaging for loan documents, integrate with current loan application system, and replace current document tracking system. Solution: Use halFILE to store credit and collateral documents, developing databases that include necessary expiration information and utilize lookups / flow features to reduce duplicate data.

5 Southern National Bank Houston, Texas Solution: Develop a report manager to extract halFILE information for exception reporting and to print expiration notices based on expiration date and document “lead times”. Problem: Customer requires exception reports and notices of expiration to be generated.

6 Southern National Bank Houston, Texas Solution: Create a morning upload program to pull new/updated loan information from the loan application system and update halFILE. Problem: Systems needs to recognize new loans as well as update loan specific information from loan application system.

7 Southern National Bank Houston, Texas Evolution: Implementation of e.halFILE to give access to Credit and Collateral documents to loan officers and other users in a familiar browser-based interface

8 Beach Abstract & Title Little Rock, Arkansas Solution: Use Import/Export module to deliver data and images on CD Problem: Demand to share valuable documents for Pulaski and Lonoke Counties with other title companies, banks and real estate entities

9 Beach Abstract & Title Little Rock, Arkansas Solution: Install e.halFILE with tracking module to provide access to documents via the Web and to log transactions of activity to be used in billing customers for usage Problem: Demand to share valuable documents for Pulaski and Lonoke Counties with other title companies, banks and real estate entities

10 Skamania County Stevenson, Washington Problem: Need to “image enable” legacy UNIX-based application. Solution: Install halFILE as the Document Manager and get hal to develop “halScrape” which interacts with the terminal emulator to scrape information from the UNIX application and post it to halFILE database fields.

11 Augusta Title Atlanta, Georgia Problem: Serve Title Examination needs for the entire state of Georgia through an Internet-based system. Solution: Work with hal to develop halTrack

12 Augusta Title Atlanta, Georgia AugustaTitle.com:  Accept Title Orders via the Web  Deliver orders to examiners in the field  Receive documents from the field via and fax  Provide customer access to documents via the Web  Send notification of order status changes  Deliver documents to your customers

13 Jackson County Edna, Texas Problem: Recorded documents are paper-based with no backup Solution: Use halFILE to scan documents

14 Jackson County Edna, Texas Problem: Recorded documents are paper-based with no backup Solution: Maintain paper-based books by using halFILE to print documents for filing

15 Jackson County Edna, Texas Problem: Recorded documents are paper-based with no backup Solution: Develop Crystal Reports to print quarterly, semi-annual and annual Grantor and Grantee reports using Search Report Only option

16 Jackson County Edna, Texas Evolution: Implement halFILE CountyCashier to record documents at the front desk and perform allocations of fees received

17 Jefferson County Land Title Madison, Indiana Problem: Figure out how to integrate maps with halFILE Solution: Use the halFILE API to perform calls from the mapping system to search halFILE for a parcel and display documents images

18 Jefferson County Land Title Madison, Indiana Result: You can drill down a map of the county to the parcel and press a key and view any documents in the halFILE database

19 Bryan Independent School District Bryan, Texas Problem: Need to electronically store 1099s, W2s and other reports printed from their legacy systems Solution: Implement halCOLD to import and automatically index captured text files Use halCOLD’s overlay feature to reproduce 1099s, W2s

20 Modoc County Assessor Office Alturas, California Problem: Need an imaging system that can meet their workflow needs. Solution: Design a halFILE database that include a status field used to pass documents from desk to desk through the process of “parcelization”.

21 Modoc County Assessor Office Alturas, California Step 1: Documents are FTPed each night from Recorder’s AtPac system to the Assessor Office. Step 2: Documents are imported into halFILE. Unnecessary documents are eliminated. Step 3: Draft person “parcelizes” and identifies any obvious issues and sets status set to ‘2’. Step 4: Clerk searches for any documents with status of ‘2’ and processes those documents and sets status to ‘3’. Step 5: Processed documents are archived.

22 Modoc County Assessor Office Alturas, California Photos of parcels are scanned and indexed in halFILE Historical parcel documents are scanned and indexed in halFILE Evolution:

23 Coastal Title Edna, Wharton, Goliad Texas Problem: Want to use document imaging to expand operations to new offices in new counties Solution: Installed halFILE and a courthouse scanning process to scan and index documents in order to get certified by the state

24 Coastal Title Edna, Wharton, Goliad Texas Evolution: First halFILE Title Plant Customer (halFILE for DOS)

25 Coastal Title Edna, Wharton, Goliad Texas Evolution: Scanned Jackson County, Wharton County, Goliad County and Calhoun County

26 Coastal Title Edna, Wharton, Goliad Texas Evolution: Partnered with hal Systems to put documents on…

27 hal Systems Corporation Dallas, Austin, Denver, New York City Problem: Need to build a Knowledge Base of solutions to software problems Solution: Used halFILE, integrated via the Lookups feature to our timecard recording software, to enter tech support incidents

28 hal Systems Corporation Dallas, Austin, Denver, New York City Evolution: Used e.halFILE to publish Knowledge Base to customers Added menu selection in halFILE Manager to access and Knowledge Base Improved support for our customers

29 So, what’s your story?


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