Case Study: The use of RealObjects PDFreactor® to create management reports, from a self-developed reporting application to Integrated Data Warehouse (in German: Integrieter Datenhaushalt – IDH) for the Sparkasse Financial Group
Finanz Informatik, headquartered in Frankfurt am Main, is the central IT service provider of Sparkasse Finance Group. Its customers include 376 Sparkasse savings banks, six state banks, DekaBank, eight state Landesbausparkasse state building societies, public sector insurers and further companies within the Sparkasse Finance Group and the financial sector. Finanz Informatik offers a complete IT service – from application development through infrastructure and data center operations to consultancy, training and support.
The reporting application ‘IDH-Reporting’ for integrated data warehousing (IDH) provides the savings banks and state banks in Germany with a comprehensive software solution in the form of an individual development for the creation of reports and analyses from its IDH databases. Self- development means that IDH-Reporting is designed precisely for the specific needs of the savings banks and state banks, providing a wide functional range and great flexibility and avoiding the overheads of standard market tools with the irrelevant functions they include.
In the age of digitalization and the paperless office there remains the regulatory obligation to permanently archive certain results in order to track decisions and to visualize and in some cases also print content for the management and for committees. This not only requires the creation of reports in PDF format but also the possibility of exporting and importing report contents to and from PowerPoint using the Finanz Informatik committee reporting plugin. The documents that are created must be of high quality and optically attractive in order to satisfy the exacting standards of the management and the committees.
A further challenge is the permanent archiving of IDH retrievals and annotated analysis results. Persisted PDF documentation is required here also in order to fulfil the regulatory requirements in relation to assurance and traceability. These are generally results in table form that can often be large.
Various possible solutions were investigated for the creation of PDF documents in order to satisfy the tasks in the above challenge. Taking into account the regulatory requirements in relation to archiving in PDF/A format RealObjects PDFreactor® proved to be the most suitable tool. PDFreactor® distinguished itself with 1:1 reproduction of the browser UI in the PDF, even with more complex HTML content. Server-side printing without dedicated UI software such as a headless browser means that PDFreactor® is excellent for use in server landscapes that are highly optimized with high level protective measures.
Alterra PIM-System and RealObjects PDFreactor® for Market Grounds: high-quality product catalogs “on demand”
Sepia based in Düsseldorf, Germany, is one of the leading manufacturers of Product Information Management Software. Alterra® is the best system for fast and sustainable integration of a professional product marketing solution in large companies. Sepia’s far-reaching services are: determination of the requirements and integration of a PIM system including the complete rollout of the software. As result you can manage complex product data and publish it into different systems and formats.
The Hamburg-based company Market Grounds develops and markets high-quality food products related to coffee. In order to keep customers up to date with the current range of products, Market Grounds must be able to create product information and price lists with focus on their different target groups. In the past, Market Grounds maintained various data repositories for this purpose, each of which was specifically specialized for its output medium. To reduce production times for the different output channels and to get the effort required for data maintenance under control, the company decided to integrate Alterra PIM as a central product data store for all marketing and sales-relevant product information (texts, product features, image data, videos and much more).
Alterra PIM combined with RealObjects PDFreactor opens up new ways to build an uncomplicated, lean and fast print automation system – 100% supporting a modern digital strategy. Alterra PIM improves your product data and target channel accuracy; RealObjects PDFreactor is the professional tool for the best possible PDF output. With this state-of-the-art solution, which is quickly implemented and easy to use, your company will reach another milestone on the road to digitalization.
Case Study: The Use of RealObjects PDFreactor® to meet statutory Archiving Obligations (PDF/A) at the Internet Branch of the Sparkasse Savings Banks
Finanz Informatik, headquartered in Frankfurt am Main, is the central IT service provider of Sparkasse Finance Group. Its customers include 384 Sparkasse savings banks, six state banks, DekaBank, eight state Landesbausparkasse state building societies, public sector insurers and further companies within the Sparkasse Finance Group. Finanz Informatik offers a complete IT service – from application development through infrastructure and data centre operations to consultancy, training and support. In OSPLus the company is now providing one of the leading overall banking systems for the German market.
According to Directive 2004/39/EC of 21.04.2004, released by the European Parliament and the Council regarding markets for financial instruments (MiFID, abbreviation for Markets in Financial Instruments Directive) banks are obliged to archive advertising content presented to their customers for certain types of products for a period of five years and to submit this in the event of legal disputes. This also applies to advertising information shown online via the Internet branches of the Sparkasse savings banks. Realization of archiving that conforms to the directive (conforming to PDF/A) presents substantial challenges to Finanz Informatik as the operator of the Internet branch.
The use of RealObjects PDFreactor allowed an approach to be realized for the Internet branch that guaranteed the fulfillment of statutory archiving requirements (PDF/A compliant) that saved a lot of expenditure compared to the alternative approaches that were investigated and that would not have been easily realizable with other PDF libraries. Finanz Informatik chose a PDFreactor Corporate Application License because the Internet branch is operated using a group concept (50+ groups, 400+ physical and/or virtual servers) and this also covers the future expansion of the server infrastructure.
Raiffeisen Austria is counting on PDF Generation with RealObjects PDFreactor in its E-banking Solution
Raiffeisen Software GmbH is the software house of Raiffeisen Bankengruppe Österreich and one of the largest IT service providers in the country. For over 50 years Raiffeisen Software GmbH has been creating IT solutions that provide innovation, increased efficiency and added value to customers. Raiffeisen Software GmbH supports the daily business of Raiffeisenbanks in Austria with user-friendly IT systems. The corresponding IT solutions set standards in the financial sector.
Personal electronic document storage is an important topic for the customers of various Raiffeisen systems. In the e-banking system „Mein ELBA“ Raiffeisen therefore aims to offer its customers the simple and fast generation of PDFs in various templates (turnover lists, advisor mailbox etc.). The interconnection within all templates in the system means that it is also important that separate implementation and layout of the PDF document is not necessary beyond the web templates, which have also be designed both professionally and responsively. Ideally the PDF should be generated from the HTML and CSS shown in the web browser.
The use of RealObjects PDFreactor allowed Raiffeisen to establish a generically usable „HTML to PDF as a service“ function in its systems without requiring a lot of time. Raiffeisen Software GmbH chose a PDFreactor „Corporate Application License“ that also enables unlimited use of any sub applications such as „Mein ELBA“ (https://banking.raiffeisen.at/) as part of the application „Digitale Regionalbank“.
EDGE Learning Media integrates PDFreactor into Content Management System
EDGE Learning Media is a leading provider of learning material. They believe in creating effective and efficient content, and enriching learning experiences. EDGE Learning Media has a national footprint, which is testament to the hard work done to establish meaningful relationships in education and industry. It is also testament to EDGE’s reputation for developing clients’ enriched learning experiences on time and to budget.
In order to streamline its process and ensure that the same quality content available in its books is provided through a variety of online channels, EDGE embarked on a project to digitize all its content. From textbooks to concept videos to multiple choice questions to case studies, all content was moved from a variety of formats and software packages into a centralized Content Management System.
After significant research, PDFreactor was selected to provide the backbone for this extraction process, thanks to its proven reliability and accuracy in rendering a variety of content. Integrating PDFreactor into the CMS and publishing process has enabled EDGE Learning Media to produce high quality print ready PDFs. Incorporating all the complexity of publishing textbooks, from images and graphs to complex accounting tables has been achieved under the watchful and detailed eye of experienced typesetters.
ReviewPro integrates PDFreactor® for Client Reporting
ReviewPro is the leading provider of Guest Intelligence solutions to independent hotel brands worldwide. Their suite of cloud-based solutions includes Online Reputation Management (ORM) and the Guest Survey Solution (GSS), which enable clients to obtain a deeper understanding of reputation performance as well as operational/service strengths and weaknesses. More than 25,000 hotel brands worldwide are currently using ReviewPro’s solutions.
At ReviewPro they provide their clients with the most relevant and insightful information delivered in the most actionable way possible. Downloadable reports, in both excel and PDF, are a vital component in how their clients manage their guest satisfaction, teams, tasks, day-to-day activities, and organizational and management meetings.
A static reporting solution was not an option for ReviewPro, and their challenge was to provide a dynamic reporting solution across their platform that would give their clients the customized information they needed, in the simplest and most efficient way possible. It had to be a scalable solution that they could implement across both existing and new functionality.
After comparing various options, their engineering and product teams selected PDFreactor as the product most suited to their use case. PDFreactor allows their clients to get real-time reports that are completely customizable to their role and informational needs. When their users are in the ReviewPro tool they are able to customize their view of the information on screen, and PDFreactor allows them to then immediately translate this into a printable and sharable PDF report.
Mindworking has chosen PDFreactor®
The Danish software company – Mindworking A/S – has successfully integrated PDFreactor into their marketing system. The new PDF engine enables accurate correspondence between the HTML editor in the system and the output PDF files, which has improved satisfaction among their most important clients.
Mindworking A/S has developed marketing systems for the real estate industry since 2002, and now operates throughout Scandinavia and the UK. The recent penetration of new markets has resulted in new demands in terms of production of marketing material.
Mindworking has been challenged by the requests for flexible text columns. The initial PDF engine did not support for HTML5 regions, and Mindworking had to find an alternative solution.
Based on a market research Mindworking chose to go with RealObjects and PDFreactor which seems to be the right choice. Today PDFreactor is successfully implemented into the Mindworking Marketing System, and Mindworking is now happy to accommodate all sorts of layout requests from the real estate industry in different markets.
collectionHQ® integrates RealObjects PDFreactor®
collectionHQ is the leading collection performance improvement solution, based on the proven Evidence Based Stock Management (EBSM™) methodology. Easy to implement, simple to use and extremely costeffective, collectionHQ delivers repeatable performance improvements for library collections by providing evidence based analysis, advice and performance monitoring of all collections across all media. See www.collectionhq.com.
Many subscribers to collectionHQ have a requirement to take outputs from the action plans around the shelf stacks as they perform activities to improve their collections. Using the previous version of collectionHQ, users would often choose to export data to a spreadsheet where they would reformat the output before printing material to use at the shelves. By incorporating PDFreactor, collectionHQ was able to provide users the ability to reformat data on screen then deliver straight to PDF. This has provided a significant improvement for many library staff.
The Canadian Paediatric Society integrates PDFreactor
The Canadian Paediatric Society (CPS) is the national association of paediatricians, committed to working together to advance the health of children and youth by nurturing excellence in health care, advocacy, education, research and support of its membership. As a voluntary professional association, the CPS represents more than 3,000 Canadian paediatricians, paediatric subspecialists, paediatric residents, and other people who work with and care for children and youth.
The CPS publishes practice points and position statements in abstract format in their medical journal Paediatrics & Child Health and in full-length HTML at their website. A printable, professionally-designed PDF is then created from the HTML in real time from a server using PDFreactor®.
The CPS utilizes PDFreactor® to capitalize on their existing web processes by defining page layout and styles using CSS. PDFreactor® delivers fast, reliable, high-quality journal-like documents that their audiences can easily download and print.
Versorgungsanstalt des Bundes und der Länder integrates RealObjects PDFreactor into online tariff calculator
The Versorgungsanstalt des Bundes und der Länder (VBL) has been providing public-sector occupational pensions for 80 years. Currently some 5,450 participating employers and about 4.1 million insured employees use VBL’s services. VBL manages more than € 14 billion of employee and employer contributions. The instant provision of printable insurance offers (PDF) is a major feature of VBL’s Web offerings.
RealObjects PDFreactor enables a fast, realiable, cost-efficient and high-quality printing functionality within the VBL offer creation process.