between clients are analyzed to identify those that can benefit from the automation and customization
attained through 'smart' documents.
A smart document contains the intelligence to
create itself to access and manipulate relevant client data from multiple sources and organize this data
to meet client needs. Using a powerful document assembly and communications environment, customization
goes significantly beyond simple 'conditional' if/then/else business rules.
The result is a
unique custom document that is sent to a client over one or more communications channels and formatted
for one or more client devices.
The document can be of arbitrary complexity,
ranging from a simple notification to a multi-field data entry form. It can be formatted for delivery
by e-mail, fax, or voice, posted to a company web site as a personalized web
page, or presented through web services.
The company does not need to have a centralized
data warehouse a 'smart' document is able to integrate data from a variety of sources into a single
feed, choosing only that information which is relevant to the client.