Electronic Presentment

The Electronic Presentment feature provides a set of Web services that you can use to search repositories created by the Archive feature and retrieve jobs or documents so they can be viewed or resubmitted. You can use the Web services to create your own interface to the data stored in those repositories.

For example, if your company has a robust internal Web interface, you can create a portlet for that interface so call center representatives can access customer statements when customers call with inquiries. The representatives can find the statements, and resubmit them to be reprinted and sent to the customer, all without logging in to the Ricoh ProcessDirector user interface.

The feature includes a sample workflow and an example user interface, which is separate from the Ricoh ProcessDirector user interface. The workflow receives jobs from a sample input device and uses a sample history record notification to capture the times when jobs are printed and mailed. The workflow stores jobs, documents, property values, and history information in a sample repository. The user interface is for demonstration purposes. After you examine it, you can build your own user interface using Web services calls to access the data stored in a repository.

This no-charge feature is provided with the base product but is not installed by default.

You must have the Archive feature installed to use the Electronic Presentment feature.

The feature adds these Web services to Ricoh ProcessDirector:

Get repositories for user

Retrieves the list of all the repositories in the system that the user is authorized to view.

Get properties to search on

Retrieves the list of properties that can be used to search one or more repositories.

Search repository

Searches one or more repositories and returns a list of the objects that meet the search criteria, along with the properties that were stored with them. The search results are included in the body of the response.

Get data file

Retrieves the file that was stored in the repository, as specified in the File to store property of the StoreInRepository step. You can use the results returned by the Search repository Web service to determine the file identifier and location.
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