摘要 |
<p>An information management system for storing and retrieving related documents (134), messages, and customer inquiries as electronic images in a secured environment. The system is centrally maintained and provides for integration and accessing of information from multiple remote offices. Input paper-based documents are scanned, indexed, and reviewed by preprocessing (158). Information is linked together by transaction into folders (170), and each document is assigned to a Trade Service Representative (174). Transaction folders (170) include all physical input and output associated with each transaction, such as electronic messages, mail, inquiry history records, system user messages, and inbound facsimile messages. The system maintains an internal unique key identifier for each transaction folder (170) and each related document. Document work flow can be monitored for backlog and assigned work levels.</p> |