Extensions for Oracle

Financial Services


Customer Transaction Console

A single point of access in Microsoft Office to all customer transactions in Oracle ERP

Benefits

  • Unify your approach to solving content management problems and addressing compliance requirements

  • Learn about new content-enabled solution

  • Extend and manage content from Oracle, PeopleSoft, and JD Edwards applications

More content will be created in the next two years than in the entire history of civilization. The majority of this content is unstructured and often needs to be associated with Oracle ERP transactions to support customer servicing, inquiry, and discovery. Livelink ECM – Customer Transaction Console leverages the Microsoft Office environment as single, integrated access point for all supporting content, transaction, and processes related to a business event.

All supporting unstructured content (documents, images, faxes, emails, reports, and so on) is securely stored in Livelink ECM – Document Management. Microsoft Outlook and other Microsoft Office applications provide a consistent and familiar environment for access to all supporting information related to a customer transaction, providing benefits in user adoption rates, cost reduction, improved productivity, increased customer satisfaction and retention, and increased ability to comply with regulatory guidelines.

Customer Transaction Console streamlines customer inquiry processing in sales, call centers, and service departments. Information (data and documents) that is stored in Oracle applications, including PeopleSoft, JD Edwards, and Oracle E-Business Suite, can be accessed quickly in a consolidated view directly from the Microsoft Office environment.

  • Features


Below are some of the capabilities of Livelink ECM - Customer Transaction Console:

  • Customer transaction reviews can be initiated from Microsoft Outlook or any Microsoft Office application. The Customer Transaction Console displays all related content and transaction sources, including incoming email, attachments, faxes, reports, images, supporting documents, tasks, and application transactions.

  • All content is securely captured and stored in Livelink ECM – Document Management.

  • Financial application sources supported include JD Edwards World, JD Edwards EnterpriseOne, PeopleSoft Enterprise, and Oracle E-Business Suite.

  • The powerful Model Manager module provides pre-built templates for defining content and transaction sources, relationships, and metadata.

  • Microsoft “Smart Tags” are used to access content from source documents.

  • Pre-built Oracle Application Connectors are dynamically accessed to aggregate and access relative transactions and content.

  • Supporting BPEL processes can be accessed, monitored, and managed from the Customer Transaction Console.

  • Full annotation support includes sticky note, blackout, rubber stamping, and post-it functionality, facilitating all of the necessary mark-up steps that users are accustomed to with paper-based processes.

  • Flexible, automated, and accurate metadata tagging methods, in conjunction with screen connector technologies, capture and index information from standard business functions without the need for custom scripting and programming.

  • Authorized users have single sign-on to all supporting content and transactions.

Downloads

For more information on Livelink ECM - Customer Transaction Console: