Document Archival and Retrieval Technology (DART) version 1.1 replaces ODOC Platform.

Document Archival and Retrieval Technology version 1.1, or DART, is Bluepoint’s newly developed, proprietary, server communication application. DART is the long awaited replacement for ODOC, the application that is currently used in all of Bluepoint’s enterprise content management (ECM) products.  DART is the primary server application that interfaces with Bluepoint Solutions’ suite of ECM applications and the database.

DART brings greater enterprise level consistency and scalability to Bluepoint’s growing ECM product line. A virtually unlimited number of features can now be added across our ECM suite, providing a higher level of flexibility to the development process. The technology forms a new foundation of source code that will be enhanced and modified to better satisfy the needs of all financial institutions, regardless of size.

Bluepoint’s ECM suite will now rely on DART’s framework for client communication and server administration. For example, FD Master’s client-centric file system and DART together will form FASTdocs, your paper-free storage solution. Bluepoint’s feature-rich Receipt and Transaction Management solutions will also rely on DART for storage and retrieval of images associated with transaction records and business intelligence information. Bluepoint’s entire ECM suite will take full advantage of DART’s .NET framework platform, offering all the features and functionality you’ve come to expect and more!  DART will continue to ensure record integrity and data security by allowing you to store all account holder information in a single, highly organized file. It will also continue to support any windows file types including text, numeric, audio, video or image.

One tremendous benefit of developing a proprietary server communication application for our ECM product line is that we now have complete control over future development.   This enables us to enhance and upgrade the software directly, speeding turnaround times and increasing our responsiveness to the needs of our customers.  For example, DART offers a new time saving feature called QwikLogon that allows users to be recognized by FD Master using their Windows® user name and credentials.  DART links the Windows® user name with the FD Master user name. Once this link is established, FD Master does not require its own logon. It simply grants access and permission based on the user who is currently signed into Windows®.   DART 1.1 also offers users a significant boost in performance, noted in the increased speed of processing, plus greater flexibility, evidenced by longer file names that are allowed in the system.

DART offers greater stability, reliability and performance than ever before.   DART version 1.1 makes it possible for us to optimize the database and reduce data request response times for client workstations, whether they are at the main branch or a remote branch.  With the development of this new, modern  platform, we are protecting the investment of our customers and future customers.

Upgrades to DART version 1.1 will be available to customers in the coming weeks.  Make sure to schedule your institution’s installation of DART, well in advance, with your Bluepoint technical account manager (TAM).  Be the first to take advantage of DART’s new features and functionality!  Stay tuned for more exciting information about the release of DART version 1.1.

Today, Information Technology departments face a serious challenge when managing software installations and updates at multiple locations. It is a problem that increases exponentially when those locations extend across a metropolitan area, an entire region or nationwide, a typical scenario for financial institutions. In order for Information Technology staff to keep all those geographically disparate systems running smoothly, uniform software versions must be maintained at all user-stations. An innovative method for handling installations, updates and version control is through the use of a remote deployment tool. Remote deployment is the most effective solution because it allows the administrator to install updates without actually going to each user station, offers a simple user interface and provides a technique for handling multiple updates that ensures enterprise-wide compliance.

Bluepoint Solutions now provides an administrative tool, built right into its Remote Deposit Capture (RDC) product line, which allows your technical staff to remotely deliver upgrades and patches. It provides the capability to remotely install upgrades and patches on Branch and Teller Capture workstations located within the institution, as well as Merchant Capture workstations, which can be deployed at any geographic location nationwide.

Bluepoint’s Remote Deployment tool allows the system administrator to create, distribute and monitor upgrades from a central location. The administrator can ensure optimal performance of all systems through purposely selected updates, maintaining complete control over the features, upgrades and patches that are deployed to certain users at specified times. In addition, the Remote Deployment tool allows the administrator to throttle the amount of electronic information that is delivered in order to optimize the network bandwidth load.

Bluepoint provides updated “packages” of electronic information to RDC clients on a regular basis. These packages can be deployed as-is, or administrators may decide to deploy only some parts of the packages. With the Remote Deployment tool, different packages may be deployed based on groups or individual users, offering complete flexibility. This means new version roll-outs can be done in phases, at a level that is comfortable for your financial institution. Not only does Remote Deployment offer easy setup for system administrators, it is incredibly simple for users. With a few clicks, the system automatically runs through the installation process and prompts the user when finished, usually in just a few minutes.

By using Bluepoint’s Remote Deployment tool, your technical team can:

• Easily transmit and install software to an entire network of users, nationwide
• Free up time to handle other responsibilities
• Ensure that Bluepoints software solutions operate smoothly and efficiently

Take back those days, hours and minutes spent installing updates for your financial institution, one PC at a time!

Save resources and boost efficiency with Bluepoint’s Receipt Manager™ v4.0

Did you know that your institution can generate an email transaction receipt instead of — or in addition to — a paper receipt? With Receipt Manager v4.0, Bluepoint’s electronic receipt management solution, your institution can save paper and printing supplies, further “green initiatives,” enhance service to account holders and increase efficiency at the teller line.

• Go green: offer account holders the next logical step beyond electronic statements. Conserve resources with email receipts.
• Increase security: protect account holders’ private financial information by eliminating insecure, vulnerable paper documentation.
• Strengthen relationships: customize receipt notification emails to reinforce a current marketing campaign, provide information about upcoming policy changes or thank clients for their business.
• Improve staff efficiency: streamline the transaction process and increase efficiency by replacing physical printing with a one-click email at the teller window. Free your staff from time spent on printer maintenance for other more important responsibilities.
• Reduce hard costs: Improve your bottom line with the reduction of paper and printer supplies used at the teller line.

Receipt Manager’s email feature is flexible and configurable to best fit your needs. It provides the ability to be turned off at the organization level. Plus, tellers can generate a paper and/or email receipt based on account holder preferences. Receipt Manager v4.0 includes options to generate text or HTML emails with variable fonts and embedded links and images, specify “reply-to” email addresses, and make unlimited updates to email messages, providing clients with the latest news and current promotions.

Receipt Manager produces an electronic receipt image of every transaction, stores it immediately and makes it available to any authorized employee from any location. Tellers can capture client signatures and identification information, print receipts, research past transactions and now instantly send a receipt notification by email!

Strengthen client relationships through automated email communications

Remote deposit capture for the home users sometimes called consumer capture, home capture, member capture, or desktop teller offers account holders the convenience of making check deposits any time, day or night, without leaving home. Your institution will benefit from earlier funds availability, decreased branch traffic and a competitive advantage with no geographical boundaries. In fact, over the past 10 years your clients have come to expect and rely on self-service options such as Internet banking, an extensive ATM network, and now remote deposit capture from home.

With many account holders primarily banking outside the branch, building relationships with customers face-to-face is challenging, if not unrealistic for some. In today’s competitive business environment, it is essential to find new opportunities to develop relationships and create loyalty. With Bluepoint’s Consumer Capture’s unique, customizable and fully automated email communications, your institution can build and maintain strong relationships with clients, even if they rarely come into a branch.

Bluepoint’s Consumer Capture allows financial institutions to generate two types of customizable email notifications for users. These notifications provide your institution with multiple communication opportunities, making it easy to “connect” with clients on a regular basis:

• Registration Confirmation -  Once a user accepts your organization’s terms and conditions, an email confirming registration is automatically generated and sent to the user.
• Rejection or Change in Amount - When a check enters the system from the Bluepoint Consumer Capture module, it is either accepted, rejected or the amount is changed. When a check is rejected or the amount is changed, an email is automatically sent notifying the user.

Your institution has the ability to customize the email message content for every communication with your clients. Email communications can be as friendly or informative as deemed appropriate for your Consumer Capture users. There are ten email “keys” where message content can be set. The email keys include who to “cc” email address of the sender, reason for rejecting an item, subject, terms and conditions, confirmation of registration and more. The keys can be configured in numerous ways to best meet the needs of your institution and branches. Bluepoint’s Consumer Capture solution lets you continually communicate with account holders, regardless of whether that communication takes place face-to-face. It provides the utmost convenience that your account holders have come to expect, while giving your institution the ability to attract new account holders and strengthen relationships with your existing client base.