CoSign Connector for Oracle WebCenter Content. Bezzotech THE Premier Oracle WebCenter Solutions Provider

Transcription

1 CoSign Connector for Oracle WebCenter Content Bezzotech THE Premier Oracle WebCenter Solutions Provider 1

2 Speakers Jason Clarkin - Bezzotech Chief Executive Officer Web Center Solution Architect Enterprise Content Management Professional John Marchioni - ARX VP Business Development Digital Signature Expert 2

3 Overview Digital Signatures Why Digital Signatures in ECM? Digital Signature ROI What are digital signatures? What is the digital signature mechanism Demos: Digital Signatures in-app Context CoSign Connector for Oracle WebCenter Content Demo Conclusion Q&A 3

4 What is your Signature Workflow Process? Print, Sign, Send via Snail Mail, Wait, Repeat? Print, Sign, Scan, , Repeat? 4

5 Why Digital Signatures in ECM? Needed signatures on more than half of their documents Added more than 1 day to their processes just to collect signatures Printed more than half of their documents just to add signatures Source: AIIM 2013 Survey 5

6 After Digital Signatures 65% accelerated the velocity of signature-dependent processes Source: AIIM 2013 Survey 25% achieved ROI in 90 days

7 Signature-Dependent Content or Processes Benefit from Digital Signatures Transactional Document Examples Claims Clinical Documentation Customer service change orders Designs, Drawings, Plans Field Service, Maintenance, and Calibrations Reports General Contracts, Master Service, and Sub-contractor Agreements HIPAA patient forms and consent forms Invoices Lab Reports, Notes, and Certificates of Analysis Lease Agreements Loan Agreements Manufacturing Instructions and Reports Medical Records Pleadings Purchase Orders Sale Proposals Test Procedures Governance Document Examples Board Actions Corporate Communications and Public Reports Disbursements: Check, Wire Transfer Orders, and ACH Transactions Employee Actions Employee Benefit Changes Employee On-Boarding Documents Employee Time Sheets Employee Training Acknowledgements Expense Reports & Re-imbursement Approvals Financial Spreadsheets: Data Collection and Aggregation Gift Records Journal Entries related to Accounting and General Ledger Standard Operating Procedures, Policies, Work Instructions, and Training Documents Tax Filings 7

8 Digital Signature Background Digital Signatures: open, interoperable standard confirms document integrity, signer identity and intent. Peer-reviewed and vetted for security and consistency by: NIST, ETSI, ISO, IETF, W3C. Visible part of a digital signature Document integrity confirmed Document change detected Embedded part of a digital signature + + Document Hash Code Private Key Crypto Op Digital ID Certificate

9 What does Integrity look like for users? Valid Signature Visible Signature Block 9

10 What does Integrity & Auditability look like for users/examiners? Signer s Intent Signer s Identity Document Integrity Digital Signatures are NOT just an electronic replacement for Pen & Paper!

11 What is the Digital Signature Mechanism? Digital signatures replace handwritten signatures for electronic documents. Digital fingerprint of a document X Digital Identity of a signer Digital signature is unique to the [document & signer] Digitally signed documents have legal effect and trust outside of the organization + + Document Document Hash Signer s Private Key Signer s ID & Public Key Digital Signature Signed Document 11

12 Digital Signatures Allow Trust Beyond Borders Signature Verification & Integrity = Trust Trusted by: Employees Partners Signature embedded in document Suppliers Clients Regulators Only digital signatures create self-contained, portable and sustainable electronic records that have value and trust outside of the repository and the organization, independent of the system that created them. 12

13 What to look for in a Digital Signature Solution? CHOICE! Integration with business process automation systems in 3 areas: Content authoring tools Enterprise business systems Access Methods A solution engineered to FIT a broadest diversity of ENTERPRISE and CLOUD APPLICATIONS and access methods.

14 What to look for in a Digital Signature Solution? COMPLIANCE! Compliance with Digital Signature Standards A standard digital signature implementation, includes: ITU-T X.509v3, and the US designation published by NIST - FIPS PUB 186-3, FIPS PUB 180-3; in the EU: ETSI. Compliance with Industry Requirements (FDA, HIPAA, USDA, SOX) Compliance with US E-Sign and EU Directives Compliance with other Global Interoperability Standards A solution engineered to meet a broad diversity of regulationcompliance wherever in the world a signature needs to be relied on. 14

15 What to look for in a Digital Signature Solution? CONTROL! Procedures and policies User provisioning Authentication (HR, security, proofing, etc.) and user-management methods A solution engineered to FIT ENTERPRISE and CLOUD infrastructures. Capable of adapting to the customer s polices, procedures and complementary technologies for user control - not the other way around.

16 Demos: Digital Signatures in-app Context

17 Demo: WebCenter Content Out Of The Box Electronic Signature 17

18 WebCenter OOTB Electronic Signatures - Demo 18

19 WebCenter OOTB Electronic Signatures - Demo 19

20 WebCenter OOTB Electronic Signatures - Demo 20

21 WebCenter OOTB Electronic Signatures - Demo 21

22 WebCenter OOTB Electronic Signatures - Demo 22

23 WebCenter OOTB Electronic Signatures - Demo 23

24 WebCenter OOTB Electronic Signatures - Demo 24

25 WebCenter OOTB Electronic Signatures Summary WebCenter Content Supports Electronic Signatures OOTB Decoupled from the document itself signature stored in metadata WebCenter Content REPOSITORY, not the electronic signature Complies with 21 CFR Part 11 Well suited for: Internal Workflow Approvals / Auditing Business requirements where the content will never leave the repository NOT well suited for: Legal documents that may be distributed Industries that require the document itself to be validated 25

26 Demo Purchase Order Workflow in WebCenter Content using Bezzotech s CoSign Connector for Oracle WebCenter Content 26

27 Workflow Demo Check-In Purchase Order 27

28 Workflow Demo Purchase Order Enters Workflow 28

29 Workflow Demo Workflow Steps 29

30 Workflow Demo Log In as Director Step 1 in Workflow 30

31 Workflow Demo View Workflow Assignments 31

32 Workflow Demo Select Workflow Review 32

33 Workflow Demo Preview of Document 33

34 Workflow Demo Click Approve Validate Credentials 34

35 Workflow Demo Signing of the Purchase Order 35

36 Workflow Demo New Revision Signed by Director 36

37 Workflow Demo Easily see the signature is valid 37

38 Workflow Demo Visual Representation of Signature 38

39 Workflow Demo Interrogate Signature - View Details 39

40 Workflow Demo The Workflow Advances to Final Step 40

41 Workflow Demo Login as Vice President 41

42 Workflow Demo View Workflow Assignments 42

43 Workflow Demo Preview Document and Previous Signature 43

44 Workflow Demo View Signature Details for Validity 44

45 Workflow Demo Approve Document Verify Credentials 45

46 Workflow Demo Sign the Purchase Order 46

47 Workflow Demo New Revision with Additional Signature 47

48 Workflow Demo View Signatures & Validity 48

49 Workflow Demo Digital Signature Search Results View 49

50 Workflow Demo Review Signatures from WCC 50

51 Workflow Demo View Signature Details w/o Native App 51

52 CoSign Connector for Oracle WebCenter Secure integration of digital signature functionality for WebCenter Content Legally enforceable, compliant, verifiable solution Easily and affordably eliminate expensive print/sign/scan cycles Increase ROI and ensure data integrity Reduce the cost of compliance and reduce the risk of noncompliance Minimize the cost of training and support Flexible deployment, with support provided by Bezzotech Backed by ARX 52

53 Questions? 53

54 Contact Information CoSign Connector for Oracle WebCenter Content Jason Clarkin Phone # John Marchioni johnmarc@arx.com Phone #