Did you know that halFILE can

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Did you know that halFILE can??
Session VI
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Solution-driven software
Customer-driven solutions!
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This session covers real-life examples of halFILE
installations showing how problems can be solved
with some creativity and design
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Southern National BankHouston, Texas
Problem Implement imaging for loan documents,
integrate with current loan application system,
and replace current document tracking system.
Solution Use halFILE to store credit and
collateral documents, developing databases that
include necessary expiration information and
utilize lookups / flow features to reduce
duplicate data.
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Southern National BankHouston, Texas
Problem Customer requires exception reports and
notices of expiration to be generated.
Solution Develop a report manager to extract
halFILE information for exception reporting and
to print expiration notices based on expiration
date and document lead times.
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Southern National BankHouston, Texas
Problem Systems needs to recognize new loans as
well as update loan specific information from
loan application system.
Solution Create a morning upload program to pull
new/updated loan information from the loan
application system and update halFILE.
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Southern National BankHouston, Texas
Evolution Implementation of e.halFILE to give
access to Credit and Collateral documents to loan
officers and other users in a familiar
browser-based interface
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Beach Abstract TitleLittle Rock, Arkansas
Problem Demand to share valuable documents for
Pulaski and Lonoke Counties with other title
companies, banks and real estate entities
Solution Use Import/Export module to deliver
data and images on CD
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Beach Abstract TitleLittle Rock, Arkansas
Problem Demand to share valuable documents for
Pulaski and Lonoke Counties with other title
companies, banks and real estate entities
Solution Install e.halFILE with tracking module
to provide access to documents via the Web and to
log transactions of activity to be used in
billing customers for usage
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Skamania CountyStevenson, Washington
Problem Need to image enable legacy
UNIX-based application.
Solution Install halFILE as the Document Manager
and get hal to develop halScrape which
interacts with the terminal emulator to scrape
information from the UNIX application and post it
to halFILE database fields.
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Augusta TitleAtlanta, Georgia
Problem Serve Title Examination needs for the
entire state of Georgia through an Internet-based
system.
Solution Work with hal to develop halTrack
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Augusta TitleAtlanta, Georgia
AugustaTitle.com

• Accept Title Orders via the Web
• Deliver orders to examiners in the field
• Receive documents from the field via e-mail and
  fax
• Provide customer access to documents via the Web
• Send e-mail notification of order status changes
• Deliver documents to your customers

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Jackson CountyEdna, Texas
Problem Recorded documents are paper-based with
no backup
Solution Use halFILE to scan documents
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Jackson CountyEdna, Texas
Problem Recorded documents are paper-based with
no backup
Solution Maintain paper-based books by using
halFILE to print documents for filing
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Jackson CountyEdna, Texas
Problem Recorded documents are paper-based with
no backup
Solution Develop Crystal Reports to print
quarterly, semi-annual and annual Grantor and
Grantee reports using Search Report Only option
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Jackson CountyEdna, Texas
Evolution Implement halFILE CountyCashier to
record documents at the front desk and perform
allocations of fees received
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Jefferson County Land TitleMadison, Indiana
Problem Figure out how to integrate maps with
halFILE
Solution Use the halFILE API to perform calls
from the mapping system to search halFILE for a
parcel and display documents images
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Jefferson County Land TitleMadison, Indiana
Result You can drill down a map of the county
to the parcel and press a key and view any
documents in the halFILE database
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Bryan Independent School DistrictBryan, Texas
Problem Need to electronically store 1099s, W2s
and other reports printed from their legacy
systems
Solution Implement halCOLD to import and
automatically index captured text files Use
halCOLDs overlay feature to reproduce 1099s, W2s
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Modoc County Assessor OfficeAlturas, California
Problem Need an imaging system that can meet
their workflow needs.
Solution Design a halFILE database that include
a status field used to pass documents from desk
to desk through the process of parcelization.
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Modoc County Assessor OfficeAlturas, California
Step 1 Documents are FTPed each night from
Recorders AtPac system to the Assessor Office.
Step 2 Documents are imported into halFILE.
Unnecessary documents are eliminated.
Step 3 Draft person parcelizes and identifies
any obvious issues and sets status set to 2.
Step 4 Clerk searches for any documents with
status of 2 and processes those documents and
sets status to 3.
Step 5 Processed documents are archived.
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Modoc County Assessor OfficeAlturas, California
Evolution

• Photos of parcels are scanned and indexed in
  halFILE
• Historical parcel documents are scanned and
  indexed in halFILE

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Coastal TitleEdna, Wharton, Goliad Texas
Problem Want to use document imaging to expand
operations to new offices in new counties
Solution Installed halFILE and a courthouse
scanning process to scan and index documents in
order to get certified by the state
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Coastal TitleEdna, Wharton, Goliad Texas
Evolution First halFILE Title Plant Customer
(halFILE for DOS)
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Coastal TitleEdna, Wharton, Goliad Texas
Evolution Scanned Jackson County, Wharton
County, Goliad County and Calhoun County
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Coastal TitleEdna, Wharton, Goliad Texas
Evolution Partnered with hal Systems to put
documents on
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hal Systems CorporationDallas, Austin, Denver,
New York City
Problem Need to build a Knowledge Base of
solutions to software problems
Solution Used halFILE, integrated via the
Lookups feature to our timecard recording
software, to enter tech support incidents
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hal Systems CorporationDallas, Austin, Denver,
New York City
Evolution Used e.halFILE to publish Knowledge
Base to customers Added menu selection in halFILE
Manager to access www.halfile.com and Knowledge
Base Improved support for our customers
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• So, whats your story?