Sign New Mexico Travel Agency Agreement Secure

Document type sign travel agency agreement new mexico secure

good morning and welcome everyone to the one span climbed to 420 nineteen rounds up webcast thank you for joining us today my name is Delaney Silva Democratic Marketing Manager l1 span and I'll be your host for today's presentation I'm joined by my colleague Tim Bedard director of product marketing at one span he's responsible for the company's digital customer journey solutions including adaptive authentication risk analytics identity verification and heat signature with more than 20 years of high-tech security experience tim has successfully launched multiple cloud-based services covering security access governance and Identity and Access Management I also have Michael Williams on the webcast he is our partner and developer technologies manager at once and he manages our technical evangelism team and a partner integration team prior to one span Michael works for open text analytics for seven years as a Technical Evangelist and community manager for the BI RT product and finally I have Mikaela Cal on the webcast he has a product manager for the EEO region he has more than 10 years of experience in the digital signature world he joined Chris Pine in 2007 as their first employee to build the first mass-market platforms would be to see transaction he then joined open trust in 2013 as a product manager for their protection plan products and in today's 60 minute webcast all four of us will be providing you an overview of the latest features and enhancements part of the Q for 2019 roundup so just a few housekeeping items before we get started we've muted all the line to avoid any background noise and if you have any questions you can go ahead and submit them by entering them into the Q&A section of your GoToWebinar console you can simply type in a question as it comes to mind and we'll address as many as we can at the end of the webcast so our team has been hard at work on a number of new products and initiatives and I want to keep some time to highlight some of them today so we recently unveiled our new signer experience which is our next-generation climbing experience empowering your signers to execute transactions easier and faster than ever before we overhauled the signing interface to provide a modern streamlined and intuitive experience to accelerate the signing process I'll talk a little bit more the new signers are in shortly and also give you a demo of the updated interface we also launched our latest secure agreement automation solution that allows financial institutions transform their customer account opening and financial agreement processes into a seamless secure and fully digital experience Tim will give you all the details of this latest solution and for our listeners tuned in from Europe one time is partnering with trusted service providers to offer qualified electronic signatures and advanced electronic signatures Timothy is compliant with the program TSP capabilities will be integrated into one fan time allowing customers to leverage TSP trusted tiny technology directly from our signature solution Nikhil will go over the TSP program in more detail in the second half of the webcast and finally on the connector front we have updates to share about three new connectors we've recently added to our growing portfolio of apps and connectors we now have connectors for Pegasus fans guide wire and Laserfiche Michael will fill you in on these updates along with a demo of connectors later on in the webcast alright so that's the only update about the latest and greatest but one fan so at this time I'll check out our features and enhancements section by speaking about the new signer experience so we're proud to launch this as part of release 11.30 the new signer is was a highly anticipated upgrade for quite some time now a product management and UX team were hard at work to bring the new signer experience to life and bringing this to fruition is a major milestone for an e-signature solution and for us as a company at once then now the number one clarity for us in undertaking this major overhaul to the tiny experience with the provide your end-users your customers the best customer experience when interacting with your brand so to provide a simple and intuitive dining experience with top of mind for us to choose the best us design principles for the signing interface to increase customer adoption rate and reduce abandonment rates when your customers are entering the signing process types of improvements can you expect with the new signer experience he updated the underlying technology stats that the new signer experience was built on our R&D team did a complete rewrite of a code to ensure that we're releasing a more solid reliable scalable and performance tiny experience to your signers you can also expect a modern clean and intuitive user interface with this upgrade we want to make sure that we're thinking of the signers and help them complete the finding experience in a simplified way the tiny experience is optimized across all devices giving your signers the flexibility to e-sign transactions whether that's from their desktop computer tablet or mobile phones we wanted to ensure that no matter which device miners are using to each time that the experience is consistent and truly responsive across all these devices and answer document loading we're using a PDF viewer to display the document so you'll notice that you can zoom into documents as much as you need to without compromising the quality of the document the document will be clear and it won't be displayed as a pixelated image on the screen in addition the new finder experience was optimized for documents are loaded faster and this will help accelerate the e-signing process for your signers and finally we wanted to give you the power to customize a tiny experience to your assignment so not only are you able to customize it with your brand logo you can now customize the color and text race throughout the tiny experience so it reflects your brand identity and that your brand is truly front and center with designers all right so at this time I'm going to jump into a demo to give you a quick walk through the new sign of spring so just going to go ahead and switch gears here give me a quick second all right okay so I'm in the once and find web application so I just wanted to start off by showing you a newly added section to the navigation bar up here so it's the admin page you've added a customization section for flying over here so I'm just going to go ahead and access five so if I just click on climbing taupe I'll just log back in my session just climbed out go into the signing section alright so here you can customize the styling of the different elements within the signing ceremony you can go ahead and enter the color text codes here to brown the signing experience the way you want as for text strings you would have to go through supports to do this and just an FYI we will be building out the section in the future to add more customizations that you can do yourself so I'm just going to get out of this page now and I'm going to go ahead and send a transaction out for signing and I already prepared a template to send out different speed things up so I'm going to go ahead and click new transaction and select my template which will be a mortgage renewal and I will go ahead and click create alright so I have my documents in place my liner in place everything looks good so I'm going to go ahead and click Next and I'm just going to double check to see if I have my signature blocks in place that we're all good for the NDA and for the mortgage renewal my signature block is there as well and so everything looks good so I'm going to send the transaction with the signature so I'm going to go ahead and click send aside all right so I'm going to switch gears once more now and just go to my inbox and I'm going to go ahead and access the transactions assigned for my emails so I'll just access the email here and then click on go to document all right so we're brought to the new signing interface so as you can see here we've completely revamped the interface and the finding process is streamlined it very clear for a signer to follow for example we included action items at the top that give clear instructions to signers on what they need to do not mean a change to where the consent document can be accepted it's now located at the top of the page instead of having the signer school all the way to the bottom to accept the document you'll also notice that you can now zoom in to the document and zoom out of the document without compromising the quality of the documents they will show up pixelated and I just want to show that you can also add your logo to the signing interface and also customize a signing experience to use colors that reflect your brand identity so I'm just going to go ahead and accept the consent document and we'll brought to the next page here so I just wanted to show you the the new hamburger menu over here on the left hand side if you just click here as a signer you can see which documents require your signature under in this example the NDA requires our signature and so does the mortgage renewal and again you can customize the colors of the menu as well I'm going to go ahead and close that and we'll go ahead and sign the documents now so as you can see here the signature block color is also customizable and as I mentioned in my presentation the text rings throughout the finding experience can be fully customized and this includes the text that you see here in the signature box as well so I'm going to go ahead and sign the document will confirm my signature and do the same for the mortgage renewal and confirm my signature there as well all right so we're finished signing and we're brought to the Thank You page where you can customize the text and also include the handover URL of the page to read there at signers to a web page of your choice so we're proud to launch this as the MVP of our new sign your experience we will reach feature parity with our classic funny experience sometime in 2020 with the rest of the features that need to be included to the new signing interface I will also be introducing new features for the interface so please stay tuned for that so I'm just going to go ahead and switch gears now back into the presentation so I know that demo was was very quick but we did hold a webcast which gave a deep dive tour of the new signer experience about two months ago it was more detailed and definitely worth watching if you weren't able to attend that session I have included the webcast link on this slide in addition I included links to other resources that will help you seamlessly transition to the new signer experience so next up I'll hand the mic off to you Tim to think about our latest secure agreement automation solution follow yours Ken Thank You Jelani sorry about that I was on mute that was a great update in a great demo a lot of exciting things happening in the once the ensign product and service so again hi everyone my name is Tim Bedard I am the director of park marking here at once man in this part of today's webcast I'm gonna cover our brand new cloud-based solution called secure agreement automation this new solution was launched this past June and I'm going to talk about how and where it fits into the overall digital customer journey itself additionally I will highlight the typical business challenges and use cases that banks and FIS are facing today as it relates to the new account opening an onboarding process itself finally I will go through and provide a quick and dirty overview of secure agreement automation so with that let's go ahead and get started here there we go all right so when we talk about the digital digital customer journey there's many different stages as you can see in this slide as you can see steps 3 through 5 they're really cover or really focus on the account opening whether it's for lending or financing or retail banking commercial banking or even contract disclosures where as steps 6 & 7 are all about onboarding onboarding being defined as a new customer you know receiving access to you know via the new credentials or account paperwork or even new their new credit card that they applied for specifically with agreement automation banks enough eyes can automate and digitize the steps 3 through 5 in their customer journey itself so that's kind of where we see the secure agreement automation focused on whether it's the verify the decision the approve of the account and then providing disclosures in Kent in getting consent from the actual new applicant she's actually applying for whether it's a a savings account checking account could be a new line of credit whatever it may be with regards to the bank that they're dealing went through a digital channel when we talk about the next step you know what are the challenges on I'll just build this out here in the interest of time secure agreement automation really addresses three primary use cases the first one being a poor customer experience in a recent article by the ITA group in a report called account opening running like you own it poor customer experience is the number one business driver or also you could also call it an inhibitor and ever of acquiring new customers quickly in that specific report ITA notes that the application abandoned rates can be as high as 95% and really the three reasons why that is happening is because one give a lengthy application process to you require a branch visit in three of a sub-optimal mobile experience so the key takeaway here is you know bank signifies are fighting the same customers so a more positive customer experience in the you account opening process is critical to quickly acquiring and retaining these new customers over time itself and we talk about operational efficiencies we're really talking about you know what's the real challenge the challenge here is that agreement processes are largely a manual function inside most organizations so it's whether you have a mole a manual identity verification manual document preparation manual storage of other systems or even you know setting up the manual agreement you know audit trails all of this manual work means that it can take days even weeks to complete an agreement process the point here is emphasized the need for a specialized process and systems to ensure those agreements are fully automated and managed effectively when we talk about operational efficiencies like I said before if you can if you can automate this on digitize it obviously you have less people involve less manual process you know this really you know helps to drive down that that operational fraud are not operational problem applications rather that happens and the reason why that is is is because it's at the front door right so if you can you can shut that down you know you can stop those compromised authentication methods like KBA or third-party data breaches and credit credit bureaus where you can actually catch those things before they become a problem downstream itself because unfortunately you know if you don't don't take care of it'll catch 80% or 90% of it upfront then that's going to be a bigger problem downstream 30 60 90 120 days when those applicants start to do fraudulent things themselves so with that let's go into the specific verticals then we're going to talk about really quickly here and I'll just build us out itself so we talk about the actual you know before we get into the what is securing automation itself it's important understand which verticals this impacts it impacts a lot of a lot of specific verticals whether it's retail commercial banking even wealth management in capital markets and what I'll do is I'll line each of the verticals to the specific use cases that you see here on this specific slide so with that let me go ahead and put this in so what I've done here is I've color-coded each one of the actual verticals and what I've done is actually called out which specific use cases apply that specific vertical in this case retail banking the primary use case is really the digital remote account opening and in the interest of time you know I'm not going to go through every single detail but in that specific use case this i when an unknown applicant applies for a new checking or savings account or even a credit card remotely be an online or mobile device again this is a unmediated use case meaning that they're not dealing face-to-face physically with a bank employee and it's typically you know high-volume of a very low risk because it's a low value of the transactions themselves so a primary example this is when an applicant applies for a new credit card for say you know with a credit limit of two thousand dollars or five thousand dollars itself now with regards to commercial banking there's two other use cases that are worth mentioning here and again I'll focus on one of them and I'll cover the other two when I get to wealth management capital management so in this case I'll talk about digital remote loan applications again this is for both new and existing bank customers already pre-approved for loan financing or you know an expansion of their existing line of credit again this is an unmediated use case a very low volume but very high risk and the reason why it's high risk is because these transactions are have a high value hence hence the risk right so for example if you have an existing customer that applies you know via digital channel and they want to increase their business line of credit from say $250,000 to million dollars obviously the bank or the fi wants to make sure the before they allow that to be extended they want to make sure they know who they're talking to through an identity verification and an e-signature contra process there so we talked about wealth management one of the specific use cases that I like to use here I'll talk about the digital remote account opening use case is when you know in this case a specific user or existing user or bank customer you know wants to add or remove a person from one of their business accounts and again unmediated use case it's very low could be high depending upon time of the year type of transactions but very high value hence risky transactions so the example that I had a bank actually tell me was they have a number of of their clients in wealth management where they have an existing person customer that you know they go on vacations for long periods of time they gave me one example where they actually had a customer going on vacation for a month they were gonna rent out a 100 foot sailboat in the Mediterranean but before they went away they needed to add one of their business partners to the to one of the business accounts this would allow that new business partner to pay the company bills while the owner was on vacation itself so a pretty interesting use case there and then again I'm moving over to the capital management I've covered all of these pretty quickly but all these use cases in the past the only difference here is that really the use cases just change the use cases are the same but the only difference is the underlying actor so whether it's an existing customer a new customer or a different type of line of credit or type of loan that they're going for the key takeaway here is that a modern digital customer journey for remote account opening or even loan applications or account maintenance use cases can increase application conversion rates and it could also lower you know operational costs I can mentioned earlier but also provide a superior customer experience and that experience is what banks in advise can can help build greater customer loyalty and help build better retention of those customers over time okay so with that I'm gonna go into something here called trusted identity platform this is actually one spans foundational piece it's a cloud-based platform runs in the Amazon Web Services and it's a literal ativ security technologies you know whether it's a I machine learning conserves that foundational for all of one spans cloud solutions and that really helps to secure those digital interactions across all the different digital channels themselves now from here you know what we can do is as that foundation the trust identity platform provides like I said before those common components in services across the individual specific modules or services like save risk analytics or adaptive authentication or the more comprehensive solutions like you know security secure agreement automation itself what we're building here at once band is a common fabric a common platform for which all of the specific cloud solutions run off of going forward something to make it easier for banks enough eyes to adopt and invest and integrate with going going forward and with that I'm gonna now go into a little bit more detail I'm going to do a quick overview of what exactly secure agreement automation is so there's really only three things you really need to remember there's really three core components is that any capture and document verification is the facial comparison or selfie and also there's a one-time ODP authentication to prove who our user actually is and then of course you've got the e-signature slash digital signature and this is a with what we've done with these different technologies who's that we've actually integrated them so they are a unified and seamless solution gonna quote out of the box okay and the thing that really you know the glue that keeps them connected all together it's really the underlying workflow management capabilities and the supporting evidence and what I mean by evidence is like you know the provided ID any document that's been scanned and verified it's actually valid evidence that an electronically signed application and supporting workflow it's a full audit trail from n to n okay just keep in mind one thing that we'd like to talk about is is security and automation is really that only solution in the market that really captures a complete you know end-to-end audit trail its patented come standard with the solution at no additional cost and we like to think of it as an additional or free insurance policy that can come in handy for compliance or legal purposes if if an issue were to come up later now when we talk about one of the things we talk about from a secret sauce perspective is really what's behind the actual technology and it's really our multi-layered orchestration and verification hub and what this does is allows you to tap into a variety of different check types in an optimal way you know so that you can you can quickly acquire it on both those customers as new customers quickly so it's important to have access to a wide range of these checks so that you can select the best the best methods for your particular demographics or Geo's or specific use cases so for example you know mobile identity capture and verification facial comparison or even biometric capabilities but also you know you consider you know links to bureaus or even ID any databases to perform name and address checks for example ultimately it's nice because it's a hub you're integrating once so the ability to tap into multiple kyc methods enables you to optimize a higher pass rate and you can do this by triggering a failover mechanism in the event that one of your verification processes fails or maybe one of the identity providers services is unavailable at a specific date and time and it's specific time you can you can context switch over to the next so that you can actually allow that applicant to continue along that process incomplete it and that helps you to reduce that potential application abandonment itself so with that let's just talk about I'm not going to go through all these differentiators here with regards to secure a green automation I'll just talk about three of them the first one being one vendor one SLA one API what does this really mean it means that you have a single vendor one span that provides you know one service level agreement one SLA even though there may be multiple identity verification vendors behind the cloud service itself and you have one API integration into the orchestration verification hub itself not multiple integrations into your organization's infrastructure that way you have one vendor not multiple vendors to optimize your digital customer journey the other differentiator that I like to talk about is really it's more than just a signature well well it's extremely you know while securing that capturing you know legally binding signatures is very important the ability to automate and secure that digital customer journey allows the organization to reduce those the new account opening abandonment and application fraud rates and then finally last but not least like I mentioned before the high pass rates you know this really again by automating that digital customer opening process you know banks and F eyes can improve that do customer acquisition and also you know with that via that automated failover that I mentioned earlier where you're gonna have one or multiple identity verification providers behind the scenes and with that update on secure green automation now going to pass it over to McHale and the floor is yours thank you very much team can you hear me well yes okay thank you so this product looks amazing so let's go to the next slide Janani can you move to the next slide please you should be able to do it and now it works sorry okay so my name is I'm sorry for my French accent I'm based in France I'm going to talk about trusted service provider just to give you an idea of what what is the concept what's the philosophy what we want to address with this feature we consider as one span organization and most of you knows that we are a global company that transaction are global because as a bank as a customer as a signer you could be interested to interact with different countries with different people if you need to sign an agreement with a European company for instance but also as a as a bank for in bit we see world you could have some subsidiary or global approach to things so this is why we consider and we try to give you an opportunity to transact globally with respect of the local lows because right now we have a different way to sign you you can sign with advanced electronic signature that like we used to do in North America and Canada and the same rest of the world but some countries have specific level of signature of specific local roots and low related to the signature itself so this is why I mean we consider that transaction are global but trust me to be local I'm going to explain the concept so I'm sorry so here I mean just based on EDA's regulation I don't know if you're familiar with this regulation this is the common legal framework for Europe it entered enforce in 2014 and and this is exactly the idea of this regulation this common legal framework is really to accelerate the digital transformation Europe because before this regulation each country have his own regulation about the heat what should be the e-signature how we can identify the the signer before adding a signature what type of certificate cetera so this regulation under enforce as I said few years ago define what have to be the identity and management itself and the signature and define three level of signature so this is for Europe but when you think about it for other region there is a lot of it's a country and fragmented countries an approach to the signature itself in different region this is the case right now in Latin America for instance but also in Asia Pacific so this is and why this TSB approach is really to play with local player just as an example in this map to give you an idea the number of different ca or trade service provider in Europe there is more more than 200 different ESP in Europe so it's complicated right now to address with all these difference with a different approach how they provision the certificate how that what type of level of signature they can provide by the end of the transaction so which why with this approach to facilitate all this complexity and to make it simple for you as a user you can send any document in any countries and then we can provide the right signature according to the local law so signing your description how it works so if you consider here to her this is a transaction so you have an access and you have to type of of signer you could be a known known signer so you're already clients of the bank or any company in the enterprise or you could be a unknown applicant so for unknown African I think Jim presented the solution secure agreement automation allows you to onboard anyone for non applicant or even for in certain region who could be a known advocate you need to go through the identification process I mean could be two factor authentication based on our technology our simple SMA which sent by SMS and when you go to the signing ceremony you will be connected to different CA so I talked about a that's regulation so even if they have this common legal framework in Europe I mean this is the theory the reality here in the field is different because Italian want to sign with an Italian CA even if the Italian signature is recognized by a German Court France or a French Court but the reality is different but then the theory so the approach we have is to and this is what we have today is having a CL Italian CA plug the Spanish one a Brazilian one for Latin America one in Singapore and I'm going to explain it one point by point so this is available in the product and free transparent for you as a sender or a signer I mean it's just we try just to simplify all this complexity and the signing experience will be the same for you depending on this different CA so just you few words about the different TSP we already plugged right now so we blog a sec oh this is a polished solution the mostly for southeastern Europe with a very good footprint in this region we also have another solution which is validated idea this is a Spanish solution and this is an aggregator of different ca so we have fair map professional at this year as a TSP so with this solution we can provide advanced electronic signature with on-the-fly certificates personal certificate or qualified electronic signature by the end the same in Italy with enforcer and and this is just the beginning of the story we also have golf deck right now for a back region so this is mostly for Singapore but they they want to extend this business and this approach to do to China as well because they define the specific see a specific approach of things and how they put sign with a looming PGI solution issue it by the government and it's the same in Mexico it's the same in other country as well so there is a lot of different initiative governmental initiative we're going to make sure that we are compound with all these different initiative so this is just an overview of how of what the solution is so I want to show you a demo of how it works exactly we talked about the system the different link we have with the the TSP but I want to show you from a user experience how it works so it's a video demo so here and so it's the older user experience and you gates it allows you to see the difference between the new one presented by the Lanyon that the old one so what I'm going to do right now is to create a transaction so and maybe as a user of one fansign solution you're familiar with this screen so I just add myself as a signer and here and this is important I can select what we call a signing method so here we have a different signing middle total so this was demoed based on the TSP so right now we are in production so we can sign varieties be for each signer for each workflow and then after I defined where I want to put my signature on the signature field so I need to locate it on the document this is classic and and I can add a signing day and this signing date is important because right now when we talk about signing date it's not just adding a date into the document but we are talking about qualified time stamping for your this mandatory and this is required by the regulation so now if I move to the signing experience so as a signer I can I just have to click and then I will be connected to the different CA so everything is white level I mean I didn't worth level it just to allows you to see that you're connected directly with the TSP right now so have you your credential to access to your emo qualifier add el ctronic certificate so in this day this is an Italian one theorem are a Mota and just to activate among the brought with the search fit works already provision for me and just what related I just need to do to sign and with an OTP and then I click to sign and I'm done so I have right now a transaction with a qualified electronic signature and what does it mean modify different signature it mean that means that it reverses the burden of the proof on the signer and this is the highest level of signature of course we can also provide advanced electronic signature based on this technology or we're gonna add other feature like biometric signature etc in in 2020 so the most important thing is when you open the PDF sign with the qualified electronic signature you have this screen and I open it with Adobe Reader and you can see that Adobe Reader is recognized that this certificate is from the evil trans list and it's a qualified one according to the EDA's regulation and this is exactly what european regulator are looking for I mean having this qualified stamp into the PDF and you will allows you to sign with the highest level of signature right now in Europe mostly the most risky contract arts and with qualified electronic signature but for most of the document in b2c world it's advanced electronic signature based on our body trained and qualified early to qualified the time stamping sorry it's it's okay to sign most of the document we use qualified electronic signature mostly for the high risky document like mortgage with a high amount of money or [Music] could be a big partnership or a session of a company or this type of token so as you can see I mean with this approach we try to simplify all this complexity across the world across different country and different approach of the regulation so one span over a seamless and secure signing experience with a1 and c1 single platform most of our clans right now are different locator are incorporating in different location and they don't know how to address that so the idea is you can have one single platform but less these different country ensuring compliance with legal local regulation we talked about it integrating different level of signature it could be simple advanced in five different signature and without integrating managing and maintaining different points furniture and it allows you to close deals faster because you are compliant with the local regulation so you can sign any type of document with your end-user and it eliminates cost associated with paper-based process this is I mean digital transformation allows you to do so just one differentiator and it's important to mention because right now as a global solution and one of our main differentiator is this TSP approach for the globalization of the solution because we try to be agnostic a magnetic solution it means that we can switch from a CA to another one we don't have our own CA rooming PTI we are not a CA as one span but we rely on the best player local bread there it means that based on the legal requirement based on pricing based on yesterday I mean whatever the reason you want to play with these or that CA we can address that for you and that's important as as you saw during the demo you can just you just have to select you ate the sending experience the the type of signature you want to achieve or you want the signer to achieve and it's easy to use so it's like securing to mention one integrated platform for each signature compliant with local regulation select your preferred CA and there is a you can also have a failover system just engaged to have at some issue with the CA ability to deliver on Prem solution so just I want to be clear on that I mean you are once Valentine is available on tram as a solution the TSP is mostly cloud solution but we don't we never send any data to the GSP when we call the chess P we just send the ash of the document Siwon formation on the signer the minimum is his name and his email address it's required to generate the certificate of personal certificate and then after they purged everything so because when we talk about on-prem I'm not talking I'm talking about one's minds and as a platform but not the room in PTI itself delivered by differentiate does make sense to install different remove room in PK in your environment so from a data privacy standpoint it doesn't change anything so we still have the strong quarrel capabilities visual body so you can check all the different step of the transaction you have all the information related to the identification how we operate the signature what type what's the level of signature we use for this document you can mix different level of signature in the same document and of course and this is mostly for Europe it's full HD PR compliant solution with with the 100% data residence in Europe because we have an instance for Europe so you can switch from analysis to another one you can have a full compliance for Europe but also for other country we have other answers many evidences in Canada in US and Australia in Europe etc so that's our main differentiator again we are not a CA by choice because we really want to focus on our core business and give you an offer to you as a client the best solution to to sort of this complexity due to the it's fragmented market and the different approach different country can have to the e-signature itself so with that I'm done I'm going to pass the slide to Michael Williams our apps talk about asking Pinnacle Michael so it's yours Thank You Mikhail so we've been busy in the once Panasonic connector world as pointed out earlier we've added connectors into three different platforms those being pega systems guide wire and Laserfiche across these three platforms we've actually created five different connectors so for pega we've got a single connector in there the the way the peg is used is more of an individual application or custom application approach so we have data transforms in a smart shape to work into the process workflow behind the application within that platform so integrating one stand sign into any application within Bega's is can be quickly done using our smart shop and data transforms it's currently available now I can get it out on the pega marketplace with guidewire we've actually created two connectors one with and they call them accelerators because these can actually be completely extended you know beyond the capabilities or I have capabilities removed from them if you want to limit the functionality that's available to to your users you can actually do that as well but into claim Center and policy Center so whether you're managing clients or or managing actual insurance policies you'll be able to utilize once again sign within the appropriate Center that you're using that one's coming soon next several weeks it should be available I'm going through the finalization of the certification process there and you'll be able to get it from the guidewire marketplace and finally Laserfiche on the list here we have a repository connector so directly from the document repository you can select documents and send them out to one span sign and we also have coming soon also being finalized within the next week or two a workflow connector to actually allow you to build a dynamic workflow within the Laserfiche workflow platform which can actually connect to the Laserfiche forms platform to up allow you to utilize a form data and push that into a one stand sign transaction and back your process with that workflow so but you can get the the repository connector now out on our website and like I said the the workflow one will be coming soon and we'll update that that same page with that integration download as well with that I'm going to go ahead and ask for control to do a demo I'm an interest of time I'm going to do videos as there are five connectors that I'd be showing I'm going to go ahead and run a video for each one so if I share my screen here we'll kick it off in the order that you saw them on the slide there before so I'll try to talk through through pega obviously if anybody wants any more information or you know hands on or personal demo of this feel free to contact us and we can set that up for you so if I open up the pen go on here you'll see that if I can go kick off a sample workflow that comes with the connector itself so you can kind of see how its integrated into a front-end application this more looks like our UI in the functionality of it where you can set a package name you can set an expiration date the description a language for the transaction you can configure reminders all the different things that you can do with one span sign you can do in the background behind this connector and whether you're you know adding recipients withdrawal IDs sets specifying their signing order you know all the different things you can do with one span sign or label inside of this connector it's just how you build it into your front-end application so this is the one that comes out of the box so you can see how it can be configured if you're a pega integrator so adding signers being able to go over and add their title and company and all the other information that can be specified and including the authentication method that's going to be used so I'll click through and show that these can be set up as well and finally obviously documents can be sent extraction methods can be used things of that nature to help set up the process so that you can send the transaction out through your custom peg application we do have an example of a mortgage application that we've built into a use case so you kind of see how that would be in a real peg application and so just providing just a handful of options to set up this this particular workflow we're gonna select the borrower we're gonna select the broker and then we're gonna generate automatically through a document generation process the different loan form so the loan form of the broker agreement and those are automatically added to the case as you see over on the right side once we submit this it would be basically sending it out for signature to everyone on the on the transaction which would be the the borrower the broker and the underwriter so what I'm going to do is I'm going to go out to each one of those emails and sign that just so we can see the process what happens the documents come back so quickly going to walk through these you'll see that the borrower has now signed or the broker excuse me so then we'll go out and we'll sign for the borrower so the borrower jumps out and is able to sign the transaction in this demo application workflow that we have set up within pega and this can be demoed by any of our Sales Engineers if anybody wants to see this in a kind of slower slowed down fashion and finally our underwriter is able to come and sign the transaction as well got two documents that the underwriter has to sign so once we finally sign the last document we will click OK and then I will go back into the pega platform and click on as soon as it loads here here we go so I'll click in the and submit and that will actually bring back the documents so you see that all the documents that were in the transaction are still there but we also have these signed versions as well now and we also have an evidence summary so if I click onto one of the signed documents we'll be able to see that the signed document is able to be downloaded and viewed from within the pega platform itself so you see that the the signed document is for sure there and in turn the evidence summary which I don't think anybody else has shown yet on what the evidence summary shows is everything about the transaction what documents are in it who's who's looked at it when they looked at it what IP address they were coming from all those types of things so lots of information in there to show what has actually happened within that transaction the next one on the list I actually had two connectors in there but we're only going to show a one because they basically do the same thing I'm so from your documents screen from a claim or from a policy and select the document and then you're able to kick off the creation of a one span signed transaction again much like our UI you're going to have all sorts of settings you can do with the email message the expiration enabling notarization in person all these different things adding multiple signers you can continue to add documents from here if you want as well we can also do reminders and enforcing the the signature order so you'll see that I will do that here in just a moment with the signature order but as far as adding recipients recipients are limited to contacts who are on a policy or on a an account or claim the reason for that is that you don't want to be able to associate anyone else to sign an insurance policy or claim on behalf of anyone who's not actually involved in that process I'm you see that I'm able to move up and down in the signing order each of those signers you can edit the individual signer information as well within these connectors I'm including specifying SMS or question and answer type authentication and an individual email message or whatever that can go out to that particular signer from here we actually have implemented our designer I'm so if you're not doing an extraction method whether it's our text tag extraction method or our document extraction match the PDF form fields you can actually use drag-and-drop or you can apply a layout so here I'm going to apply a layout and you'll see that all the fields from my layout now are already set with my signers but you still have the capability to drag-and-drop signatures into the transaction or modify the layout that you want to use before you send the transaction from guidewire at this point I will go ahead and send the signature because we're ready to go you'll see I have a package ID on this screen so you can reference that back to the once band sign UI if you need to with a sense you'll see that the different messages that I put in the emails are there and we can go ahead and go out and sign the transaction I've already filled out all the forms in this video example so that the in interest of time but all those editable fields are there to be edited as well both people go in and sign you'll see that the the information from the first signer is in the document and we can go ahead and sign the second signer and then just as you saw with piga if we go look at the documents screen we will now have all the documents including the signed document and the evidence summary as well and the evidence summary and the signed documents are also available from the one stand sign package view screen as well as the document screen that you see here so if we open up a transaction document you will see the the signed document inside of the guidewire platform itself and also the evidence summary that I showed with the the last one and the last one that I have to show how quickly you're running out of time is Laserfiche so in Laserfiche we have two connectors here one was for the repository here you can select documents and then right-click and then go into send to one span and that'll open up the pop-up view here where you actually looks a lot like the one span sign designer view or not designer view but package view so you can actually come in and and create all the things that you can create with one span sign again as you've seen in the others we also have a settings area um that does include some of the settings that are done with one stand sign but we also have some custom settings as you see for where you want documents to be downloaded to whether you want to create a new version go to the same location as the the current documents you can determine whether you want to download the event summary or the or the documents all those different types of things we can add additional signers we can add additional documents here as well and the add documents will allow you to add from Laserfiche itself or from your local repository you'll see that signing order is also enabled you'll see again very similar to our one span sign UI all these things setting up authentication methods you're gonna see a very similar look and feel to what e have in one span signs UI itself and this is all built directly into the Laserfiche platform i'm so you're not actually interacting with the one span sign platform we just reproduced it inside of the laser fish platform when we create the transaction you're going to come out to the designer view we used an extraction method here but you do have the option of course to drag signatures out onto the document different fields out onto the document as well you can apply layouts you can do additional settings changes to your transaction if you'd like and then of course clicking to send it to sign within the Laserfiche platform we have a listener that's listening to all this happening so we know that that transaction was sent so you'll see it updated in your transaction list that you're now in progress and you have some additional options to delete or archive or whatever there's some default configurations that you can set up as well I'm you saw those in the settings screen and if you want to get to this without starting a new transaction you just go to the right context menu and you can see the same exact thing you can see your transaction list a configuration or you can start a new transaction so this is the a separate connector this is our workflow designer so the two main activities that we have within the Laserfiche workflow are the request signature and the download documents just like all the configurations that you saw within the UI version of the repository integration you're gonna have the ability to set those all up here within these integrations as well so your documents your signers all can be done dynamically information can come through the workflow have you see the little greater than sign or whatever the button to the right of the field those allow you to use actual tokens within the Laserfiche workflow as well so any of these things can be set up dynamically with information that's running through your process itself there are additional advanced settings and things of that nature that's just - to set up the different screens to not have too much on one screen within that requesting at your block on the download documents again the same things you're going to be able to do is specify where you want the documents to go to do you want to create a new version of that document or do you want to just download the documents into the same location or to a particular location where you download all of your signed documents all those configurations can be done within the workflow connector as well to find these over on the the activities list you'll see a one span sign section at the bottom you'll see our three different activities and and that is it and it looks like we're starting this one again so I'll exit out and that's it for me on the demos so delano you can go ahead and take control back and I guess we only have two minutes for questions but wonderful thank you Michael for that detailed overview of connectors on that demo thank you but this time we'll move on to the Q&A portion of the presentation this is a reminder if you have any questions you can add them to the Q&A tab screen in the GoToWebinar console I think we only have time for one question so I'm just going to take a look here so - filled about qes so Makayla I'll pass this on to you how do you provision the qualified certificate so as you know there is some limitation based on the qualified electronic signature and start related to the product because of the regulation but the regulation say that you need at least to have a face-to-face like a kawaii aka C for a bank to provision the certificate so in this case you will need to go to a branch in this case if you want to go to a branch then you need to define the badge as a registered Authority first to allow them to identify the signer and then after based on identification and the process they have to follow we can issue automatically the certificate and the certificate will be available in the club this is what we used to do all right now we are working on different provisioning solution like by adding biometric data into the to be able to provision and to sign the form to provision the such yet itself but also video identification but it still need to be human based it can't be automated and against not limitation from the products with the based on the regulation what's defined on this regulation wonderful so we reached the top of the hour so we'll enter the webcast here so I like the first thank our presenters that presented today so 10 Mikhail Michael for giving a detailed overview of the components of part of the Q for 2019 roundup webcast and thank you to everyone for your participation just an FYI we'll be providing a link to this presentation in the coming days for your reference or if you want to forward it on to your colleagues who couldn't attend today's webcast thanks again for your time everyone and enjoy the rest of your day thank you