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Configuring Data Interfaces to a Document Management System

What is the typical process for configuring a data interface to our document management system?

Depending on the vendor, data is usually exported from the original system and the data file is placed on the bank's servers. If the document management system is housed on the bank's servers, it would need to obtain access to retrieve the data files. Once the data files are retrieved, the information is ingested into the document management system.

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First published on 10/11/2020

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