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What’s the best way to track business-critical documents and make sure they’ve been received on time? What about applying compliance and retention policies to thousands or even millions of files without spending a fortune? And how do you destroy documents after they’ve exceeded the retention periods you’ve designated?

iDentifi.trak™ is a 100% browser-based application for keeping track of all types of entities, customers, accounts and documents. It generates exception reports when required collateral is missing, automatically knows when a new document is scanned or imported electronically and works with most host feeds to reduce indexing time and facilitate browsing between accounts.

iDentifi.trak’s security model ensures that only the people you want working on an account, entity or document can view them. Trak produces a comprehensive audit trail and integrates with Microsoft’s Active Directory for single sign-on. Use it with iDentifi.Web or as an integral part of iDentifi.NET, Integra’s document management suite for financial service companies.

Get on trak - with iDentifi.trak!

 
•  Track documents by entity, customer, account, document type, expiration date and account manager
 
•  Use as a comprehensive tool for applying regulatory compliance and retention policies
 
•  Run exception reports for required documents such as multiple collateral, recurring insurance, financial statements, and more
 
•  Import data from a variety of core systems
 
•  High-performance and scalable solution written in .NET 2.0
 
•  Granular 3-tier security model
 
•  Fully integrated with iDentifi.Web
 

Download the iDentifi.trak Product Brochure (PDF Format)

For more information or to schedule a demonstration email us at sales@ibsimage.com

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