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Archive of normative and reference documentation: "Knowledge tree"

This is an automated system for the creation, approval, publication and structured storage of all the company’s regulatory and reference materials, which allows employees to provide convenient access to the current version of regulatory and administrative documents, reference information, training materials, typical templates, and the like

Functionality 

  • Multilevel repository of reference documentation with flexible differentiation of access rights to documents depending on the role and position of the employee, type of document (public or non-public), its type and state 
  • Creation of normative and reference documents by templates with automatic filling of template fields based on the information entered in the electronic form of the document 
  • Automatic publication of a document approved in the workflow system (for example, an order, order, etc.) in the appropriate place in the structure of the Knowledge Tree, depending on the attributes of the document 
  • Support for your own processes of approval and publication of documents directly in the Tree of Knowledge, the ability to sign approved CEP and EDS documents 
  • Functionality of two-way links (links) between different documents 
  • Automatic control system for the timing of the relevance of documents. The ability to automatically send messages and tasks to responsible employees at the end of the document’s validity period 


Implementation results

  • Gaining access to up-to-date versions of orders, orders, templates of working documents and training materials on bank products 
  • The solution was recognized as the most useful IT-implementation of 2011 in the bank

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