eDocument Direct

Business Intelligence and Reporting Tools (BIRT).

BIRT is an Eclipse-based open source reporting system for web applications, especially those based on Java and Java EE. BIRT also offers a charting engine. Reports include charts for easy interpretation.

Storage

Reports can be viewed in real time or stored in an agent repository. Stored reports may be kept for as long as necessary and retrieved and viewed only by agent users granted this role.

Security

Every report and its output and the scope of its views of data may be configured to support any scheme of agent user hierarchy.

Output Formats

Reports can be output as HTML, PDF and raw data.

Automated Reporting

An agent user may set-up any report to run automatically at a variety of frequencies and times. The agent may select a report to run daily or as infrequently as monthly. The specific day of the week and time of day, etc. can be specified. Time spans such as data for last week or last month can be specified.

Data Extractions

This tool can be used to extract raw or compiled data in plain delimited form to be used by your organization's own spreadsheets and reporting tools.

No PDF Viewer Required

Documents are displayed using Flash animations or HTML5. No PDF viewer is required on the browser or mobile device.

Events

The bottom of the page shows all of the events that have occurred. See when the bill was mailed, viewed, emailed, paid, faxed, etc. Who performed the event and when each event is also recorded.

Agent User Delivery Actions

The document can be emailed, faxed or even re-mailed (optional) by your user agents.

Security

Document displays and deliveries are fully encrypted.

Rendering Format

The document is presented as either a Flash animation or in HTML5. No PDF viewer is necessary. The user can see the document on a full screen, switch pages, increase or decrease the zoom of the view. Works on Apple® devices.

Email an encrypted PDF

Your customer selects a password. The password is used by the Agent to encrypt a PDF that is then attached and emailed to the customer.

Download PDF

Download a PDF of the bill for local viewing and printing.

Electronic Check Payments

eDocument Direct allows you to accept checking account payments. This can be useful to reduce credit card merchant charges. Both guaranteed and non-guaranteed check payments are supported.

Convenience Fees

As an option, your organization can collect a convenience fee from the customer as part of an online transaction. The system will properly apply the convenience fee and the bill payment amount to your accounting system.

Pay Anything / Quick Pay

eDocument Direct allows your customers to make payments for items that do not have associated bills. This is useful to government for fee collections such as parking tickets and permits. Each payment type properly collects information and applies payment rules so that any user (including the general public) can make a payment.

Past Due Payment Notification

When a payment is past due for a statement, the notification area will draw the user's attention to the past due payment using color and graphical cues.

Multiple Payment Features Available

Schedule future dated, recurring payments, or one-time payments, all using optional stored wallet information . Refunds, voids, dishonored credit transaction tracking. Payment restrictions such as high/low payments or bounced checks can be implemented. Late payment surcharges can also be applied.

Payment Options

All major credit cards accepted including VISA, MasterCard, American Express, and Discover. Electronic check processing is available. Optional fraud protection as well as settlement times configurable by region.

Support for Multiple Currencies

You can accept foreign currency. Payment amounts are adjusted to reflect exchange rates recognized by your organization. Bills can show amounts in any currency.

Multiple Attempts Are Made.

4 attempts are made to email your customer. These attempts are timed 6 hours apart. This is done to mitigate any temporary failures of email systems.

If all attempts to email fail, eDocument Direct can generate and mail a paper bill. This bill will contain a message indicating that the email failed and asks that the customer update the email address.

Some Times You Still Need the Paper.

Certain notices or document types must be paper mailed. For example, even if a user has elected to suppress paper billing, you may select certain document types such as a shut-off notice to be paper mailed in addition to electronic delivery.

This feature will also fall back to a paper document delivery method for a user whose electronic delivery channel fails to respond. Emails can be attempted any number of times. After all attempts fail, the paper version of the document will be generated and mailed. This document will include a notification to the customer informing him/her that he/she needs to update their information so electronic delivery may resume.

eMail the Bill.

In some cases, it is desirable to send the bill with the email. The bill is sent as an attachment. This method is generally used if little or no security or protection of personal information is required.

eMail a Link.

A notice is sent to your customer from your organization. The notice informs the customer that he/she can click on a link and view or pay the bill. This is a very secure method because the bill document is not sent using email.

This email can contain relevant and timely content in addition to the notice. It may also contain a message requesting that the customer go green and eliminate the paper mailed bill if he/she is still receiving a paper bill.

If this is an error or unexpected, the customer can call customer service and learn more.

Suggestive Service Preferences

During the enrollment process, encourage your user to go green saving your organization the expense of mailing paper bills. The flow of the enrollment process can encourage the user to select the most cost effective billing method for your organization.

Confirmation of Terms

When confirming the enrollment selections, the user will affirm your terms and conditions of enrollment.

Instant Use (Optional)

At the conclusion of enrollment, the user can proceed directly to view and pay a bill.

Pre-existing Services

If your customer has already selected a billing option such as a payment plan or automatic ACH debits, these choices will be recognized and can be preserved in the enrollment process.

The enrollment process will recognize the customers existing preferences.

Service Options

The user can select any of the communication and payment options you provide. Selections include yes or no to paper billing, email and optional automatic credit card or check (ACH) payments. Even faxing can be provided.

Authentication

How do we know if this prospective user can view and pay bills for a particular account. Any form of authentication and even multiple forms of authentication can be set-up. Typical tests include matching an account number with a service address or a date-of-birth. PIN numbers on billing documents can also be used. Any form of authentication is available.

Verification Properties

Any data items can be added in addition to standard ones. Custom data such as phone number or birth date can be collected during enrollment.