Overview
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As
the internet and its use rapidly develop, it has become necessary for
the collection industry to exploit these technologies and increase efficiencies.
One of the new challenges facing the debt collection agencies is delivery
of information to their clients. The internet provides us with several
new choices with regard to delivery of reports to your clients. Quantrax
has recognized the benefits of providing internet-based options for clients
to access reports, see up to date information on the progress of collections,
provide the collection agency with new accounts to be collected
(electronic uploads) etc. As a firt step, we have opted to invest in the
providing your clients with access to client reports. This module is linked
to Intelec, the collection management system which is the flagship product
of Quantrax. As the first step on providing web-based facilities to our
clients, Quantrax will introduce the "Web-Based Client Reports Module".
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Features |
The following options will be available.
- You will have the
ability to set up the clients for whom the reports are to be delivered
through the web. The set up would be similar to the E-mail options that
are currently available at the client master level. Currently, the following
standard Intelec reports are available in this module.
1. Placement History
2. Status report
3. Close out report
4. Regression report
5. Activity History
6. Acknowledgements
- Once the option
is set up for a client to have reports sent to the web, the reports
generated in Intelec (using the standard menu options for generating
the above reports) will be converted to PDF and HTML formats and send
to the web server.
- Once the reports
are sent to the web server, your clients are able to view their reports
through a web site.
- The clients would
be provided with a user name and a password that allow them to access
their reports (in a manner similar to the way we can look at our bank
statements through on-line banking options)
- Once the clients
log in with user name and password, a list of reports available would
be displayed.
- The clients have
the option to view the reports or download the reports in PDF format.
Once downloaded, the clients would be able to print the reports.
- There is an option
to password-protect reports in PDF format.
- You can easily
manage the way in which reports are generated. New options are available
in Intelec for this purpose. There is an application available that
can control what the clients are able to see even after the reports
are generated.
- It is easy to set
up the users that are allowed to log in and view the reports.
- Options are available
to provide SSL security when clients login and download reports.
- There is an easily
customizable web based interface.
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Benefits |
With this system, you will :
- Revolutionize the
way you deliver reports to clients.
- Save time and money.
It would no longer be necessary to print reports and mail them to clients.
- Clients could always
have the most up-to-date with regard to statistics and their accounts.
- As this module
is integrated with Intelec, the reports can be sent to the web seamlessly
with little additional work required on your part.
- There is no direct
database connection from the web server to the iSeries. Hence this solution
is extremely secure.
- Your client only
needs a web browser to access their reports.
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General Architecture |
![](WebBas1s.jpg) |
The Intelec Report Access Module consists of following components.
1. New options in
Intelec
These are the options
that would be available once this module is installed along with Intelec.
The user would be able to setup what reports that clients are allowed
to see from the web. These changes would apply to the client master setup
within Intelec.
2. Intelec Report
Access Server
This is a windows
service (runs in the background of the web server) that is responsible
for accepting the reports sent to the server. The file transfer occurs
only after an initial validation phase. The server would validate if the
iSeries that sends the reports is authorized to do so. This is a configurable
option.
3. Intelec Report Access Monitor
This is a windows
service (runs in the background of the web server) that is responsible
for updating the database that contains report information. It would
periodically look at a particular folder and move the reports to a correct
location so that report is available for download by the client.
4. Intelec Report Access Manager
This is an application
that resides on the web server that allow the collection agency to define
the clients that are allowed to access the reports through the web. The
application can also control the Intelec Report Access Server and the
Intelec Report Access Monitor. It also possible for the collection agencies
to specify which iSeries are able to send the reports to the server. Multiple
iSeries can send reports to a single web server.
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Here are some examples of the screens you will see within the Report Access
Manager.
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Setup
users that are allowed to access the web
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Specify
which reports that users are able to see even after the reports are generated
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5.Intelec Report Access
Web |
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Intelec
Report Access Web can be accessed only by authorized clients. They would
be able to view a list of reports that are available for them. The web would
be easily customizable according to your needs. For example the web can
be edited to be consistent with your corporate web site. |
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Authorised
users could log in to view reports
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Users
will see a list of reports available for download
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System Requirements |
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Following are the hardware
requirements. |
You
can use any personal computer that is suitable for use as a web-server.
For
example:
-Desktop
Personal computer
-Intel® Pentium® 4 Processor 520 w/HT Technology
(2.80GHz, 800FSB)
-512MB Dual Channel DDR2 SDRAM at 400MHz (2x256M)
-80GB SATA (7,200RPM) Hard Drive
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Software requirements |
-Microsoft Windows 2003 Server (Standard Edition)
-Web Server – Internet Information Services (Version
5.1 or Later)
-iSeries Access for Windows (Version V5R2)
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3rd Party Services
(Optional) |
- VeriSign SSL
Certificate – (128 bit encryption – Secure Site Pro) |
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