OpenText Exstream implementation at a large financial services organization

  • Implemented Exstream Live/Empower Components to create interactive Templates to allow business users to edit the content using Live Editor.
  • Enabled E-Signature for faster fulfillment and reduced costs in entire new customer enrollment cycle.
  • Consolidated print files and reduced print operations, processing and mailing costs.

Business Situation

  • Financial Services company is modernizing their core platforms and providing e-Signature and multi channel communication capabilities to its customers.
  • Printing single consolidated print files at centralized print shop and reduced print operations, processing and mailing costs.
  • Enable E-Signature for faster business fulfillment and reduce new customer enrollment cycle expenditure cost.


  • Configuration of Multi-channel delivery methods & distribution.
  • Fulfillment of Live documents.
  • 2000+ underwriting documents and letters that are on MS Word and old MS Word functionality without the modern correspondence features.
  • Lack of centralized correspondence template management system - leading to inconsistent customer communication and unable to
    generate target & personalized communications.


  • Consolidated 2000+ Underwriting letters into 85 templates.
  • Designed and implemented automated command line packaging utility with saving of time in packaging applications.
  • Implemented Command Center & Exstream Delivery Manager modules help to generate multichannel distribution via E-mail, Fax,
    Mail and Text messaging.
  • Conducted Governance Reviews with Business and IT together towards continuous improvement.