HP Exstream and OnBase
Where Content Meets Communication
Customer Communications Management
with HP Exstream
HP Exstream is a market-leading
Communications Management software
platform that helps you create, manage and
deliver interactive, on-demand and structured
communications in your customer’s preferred
delivery format.
An object-oriented architecture based on open
standards, HP Exstream supports:
Service s Oriented Architecture
Automated content assembly
Consistent multichannel delivery
Content in multiple languages
Online presentation for patient portals
2
OnBase ingests
any type of
content to
initiate workflow
Policy
Change
request
enters into
OnBase
approval
workflow
and
matches to
related docs
An Exstream Scenario
Paper
Fax
Email
Web/Mobile
Insured or Agent
fills out a policy
change request
online
Sent to
underwriter for
approval
An Exstream Scenario
Underwriter clicks
OnBase task to
request Policy
Generation from
Exstream
Policy
Admin
System
Claims
System
Billing
System
Exstream
produces print
& digital output
Exstream
aggregates data
from 3rd party
systems to
generate policy
document(s) as
needed
Document(s)
automatically
archived in OnBase
Printed copy to
policyholder
Policyholder, Agent &
Carrier pull up in
OnBase as needed
Customer or Agent fills
out application online
A Quick Example
If all criteria is met, a
user can click a task to
request Exstream to
create the Policy
Application
document Received in
OnBase workflow –
Flagged for Missing
Documents
Exstream document is
generated and can be
returned to OnBase for
archival, participation in
workflow, or as a related
document
Exstream/OnBase Integration Capabilities
• Permanent archive for documents created in
Exstream
• Initiate workflows
• Apply Records Management/Retention rules
• Make available for search internally (users)
and externally (customers/agents)
• Initiate Exstream as part of a workflow process
• User or system tasks to ‘call’ Exstream to
create document(s)
• A proven solution
Summary
HP Exstream is a CCM Leader
OnBase is an ECM Leader
All HP Exstream produced content can be
fully managed and maintained via OnBase –
providing complete control, process
management, accessibility and availability of
documents and content
by one system
that is scalable across the enterprise