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Integrated with HP Dialogue software for high-volume and on-demand enterprise document automation, Dialogue Live is an intelligent, interactive document solution that provides a common infrastructure for managing the editing of all types of interactive documents across the enterprise.
Dialogue Live also automates integration of field-edited documents with centralized corporate systems and document production. Companies benefit by eliminating point solutions and manual fulfillment processes, resulting in more productive employees, significantly reduced costs, less strain on IT resources, fewer calls to customer service, and happier customers.
Dialogue Live is ideal for companies in all industries that want to provide customer-facing employees with the flexibility and autonomy they need to complete interactive point-of-need personalized documents for clients, while ensuring accuracy and controlling costs through centralized production and fulfillment.
Reduce costs and improve consistency by eliminating point solutions for field-delivered documents—from proposals, letters, contracts, and forms, to other types of interactive communications.
Reduce errors and miscommunications by controlling what content customer-facing employees can deliver based on built-in document intelligence.
Improve customer satisfaction by automating follow-up and fulfillment from interactive processes, such as sending personalized letters, enrollment kits, brochures, and more.
Reduce employee training costs by replacing paper-based forms and their manual processes with intelligent, interactive documents customized for different users. Documents actually “complete themselves” with just a few pieces of information entered.
Reduce IT costs and complexity by reducing the number of documents and templates that need to be developed and supported.
Reduce mailing and archival costs by centralizing the distribution of field-generated documents.
DLF Designer extends the functionality of Exstream Dialogue Designer so document developers can create Live documents by adding interactive functions, such as editing controls and rules, into any existing or new Dialogue document application. Functionality traditionally included in entire interactive document systems can be included in Live document applications. Live documents can be designed as stand-alone applications or for inclusion in web-based or other types of custom-developed interactive systems.
DLF Input allows an edited Live document (DLF file) to be used as input to the Dialogue engine for data extraction, to trigger events, create other documents, or be used as content within another document, which could be output in any format (e.g., AFP, PDF, PostScript, etc.).
Dialogue Live Format (DLF) files, or Live documents, are generated by the Dialogue engine just like any other type of document output. Based on XML standards, DLF was designed to support any type of interactive document. DLF embodies the interactive application framework for accessing and feeding external systems, interfacing with workflow systems, controlling presentation, formatting, and editing rules, providing user and content authentication, and containing data and content. DLF output can be produced from a work station, concurrently by the Dialogue engine with other output in high volume, or created on-demand using Dialogue Real-time. DLF files can also be used as input to Dialogue.
DLF Fulfillment supports template processing, allowing users to store an edited DLF file along with an accompanying distribution list, or defined location for one, in a repository for fulfillment processing by Dialogue. For this type of processing, the edited Live document may have some variables and rules that will be resolved in the Dialogue production run.
Web Services Interface (WSI)
The Web Services Interface allows Dialogue Live applications to participate seamlessly in an organization’s Service-Oriented Architecture (SOA) without custom integration normally required to leverage existing web services. Utilizing Dialogue’s easy click and map design interface; Dialogue Live applications can be configured for interaction using standards-based methods for data, content, or authorization directly from the Live Editor. The WSI also is an ideal mechanism for sending DLF files to the Dialogue engine as opposed to traditional file-based methods or messaging-enabled submission events which require the additional deployment of software. This module is highly recommended for Dialogue Live applications that need to integrate with critical enterprise systems such as Dialogue, ECM, CRM, and ERP.
Dialogue Live provides a single infrastructure for companies to manage the editing of interactive documents across the enterprise. It dramatically improves traditional interactive document processes by reducing point solutions used in the field, eliminating manual fulfillment tasks, reducing the number of steps required to complete point-of-need personalized documents, and ensuring accuracy and costs are controlled through centralized production and fulfillment.
Live documents are designed and developed in the visual, collaborative Dialogue design environment just like any other Dialogue document. Using Dialogue DLF Designer, the document developer has the ability to add editing controls and rules to the document in order to manage user interactions, making some areas of the document editable, while locking others down.
With DLF Designer, the Live developer can include logic to access external data sources for pre-filling areas of the Live document based on what is input, authenticating user rights and content, executing decision-making logic, and triggering other processes.
Live document developers can also add interactive features to existing Dialogue document applications, so any Dialogue-created document can be turned into a Live document.
Once tested in the Dialogue design environment, the Dialogue engine processes the Live document application to produce the Dialogue Live Format (DLF) output.
XML-based, DLF files are self-contained and portable, so they can routed and managed like any other data file in the enterprise. Their XML-based structure makes it easy for external systems, like Enterprise Content Management (ECM) and Business Process Management (BPM) solutions, to easily retrieve data and content from DLF files.
DLF files can be stored in a common repository for user retrieval. Depending on the type of document they need to create, users select the appropriate DLF file from the repository and use the Dialogue Live Editor to personalize and complete the pre-approved document.
The Dialogue Live Editor allows users to edit and interact with Live documents, or DLF files. Live Editor can be used as a browser-based plug-in for web applications, or run stand-alone as a desktop application.
Live Editor provides context-sensitive help and interview pages that guide users through the personalized document completion process. Users enter information into pre-defined areas of the Live document and depending on what is entered, certain sections, sentences, words, or images will automatically be included or excluded.
Live documents can also be role-based, so what the user sees and can edit depends on who they are.
Based on logic in the Live document application, the Live Editor can also access data or pass data to external systems through web services or other connectors to and from corporate systems. For example, the Live Editor can automatically retrieve current information for a customer after some identification has been entered, and automatically pre-fill areas of the document based on content from that source(s).
With Live Editor, users can deliver personalized, pre-approved documents on demand with the accuracy, flexibility, and speed they require. Additionally, the edited Live document(s) can be sent to a central repository for further processing by the Dialogue production environment.
With Dialogue DLF Input, edited Live documents (DLF files) may be used as input to the Dialogue engine to drive other processes. Data and content can be extracted from the Live document and used to update corporate systems, generate new documents, trigger events, make copies of the edited document in other formats (such as for archiving and mailing), or be used as content within another document, which could be output in any format (such as AFP, PDF, PostScript, etc.).
With Dialogue DLF Fulfillment, Live documents can be used as templates to drive delivery of personalized documents to many different people. Using an attached or defined distribution list, the Dialogue engine processes the Live document with its rules to generate a document for each person on the list. A corporation that wants to provide its franchises or branches with the ability to localize and personalize direct mail pieces, but needs to ensure branding standards and certain content remain unchanged, is a good candidate for using Dialogue DLF Fulfillment. The local branch simply adds their content, such as custom images, provides the distribution list, and submits the Live document for processing.
Any business process that involves end users interacting with documents, or any interactive document process that exists to spawn other processes or generate additional documents, is a potential fit for Dialogue Live.
Some of the applications suitable for Dialogue Live include: