06.06.2007
06.06.2007, ArchiDoc Is Archiving Documents of PZU Asset Management
ArchiDoc entered into a contract with the PZU Asset Management SA (PZU AM) for a take-over, management and retrieval of all archive documentation of this broker.
ArchiDoc entered into a contract with the PZU Asset Management SA (PZU AM) for a take-over, management and retrieval of all archive documentation of this broker.
The contract was signed for a 5-year period. It is planned to extend it in the nearest months by implementation of another workflow-type solution aimed at streamlining the document circulation in the PZU AM.
The project referring to document management for the PZU Asset Management SA was broken into several phases. It was kicked-off by an audit of the customer’s business needs. Next, basing on legal regulations, the audit and archiving activity questionnaires filled in by particular organisational units of the PZU AM, mailroom and archive standards were developed (a draft mailroom manual and list of files) as well as a catalogue of records that provides a basis for registering the activity being taken over in the ArDoc system. In the next phase the ArchiDoc took over for storage the PZU AM’s record resources, thus creating the Central Archive. In addition to this some documents were scanned and their digital images are stored in the ArDok repository and available to authorised PZM AM employees in the on-line mode. On demand, employees of the customer can access also the paper originals of the documents. The documents are stored in compliance with relevant legal and internal regulations of PZU AM. ArchiDoc provided the highest security level to the documents and data, both in the IT terms (including encrypted data transmission links) and physically (including stringent access control and 24-hour video surveillance of the facilities). Documents of the PZU AM the mandatory storage period of which expired will be sorted out and destroyed in agreement with the customer and compliant to relevant security procedures.
ArchiDoc won this contract due to the comprehensive nature of its solutions related to document management as well as the company’s competence and experience in rendering archiving services for the insurance industry – ArchiDoc has been running similar projects for, among others, the Uniqua Group.