Ensure compliant, consistent documents with EPAM’s Dynamic Document Builder
Empowering compliance and efficiency
In financial services, retail banking and insurance (FS&I), creating compliant and consistent documents can be a challenge.
EPAM's Dynamic Document Builder (DDB) is a tool designed to empower digital and marketing teams to streamline their document creation process, accelerate the production of policy documents, financial statements, or regional offers by locking in critical components like terms and conditions to prevent unauthorized edits and maintain compliance.
It leverages EPAM’s AI platforms to intelligently extract content, manage updates, and regenerate documents. Featuring an intuitive drag-and-drop interface, DDB helps maintain consistency and support adherence to regulatory standards.
By streamlining the creation, management, and distribution of your financial documents, DDB can help you meet strict industry standards while enhancing productivity and client trust.
Key FS&I challenges addressed
REGULATORY COMPLIANCE
Rapid changes in financial regulations in part require documents to be accurate, auditable, and version controlled.
RISK MANAGEMENT
Ensuring data integrity and minimizing exposure to errors helps avoid significant financial or legal risks.
OPERATIONAL EFFICIENCY
Handling high volumes of documents demands an agile, scalable solution, whether it’s for client onboarding, general terms and conditions, or an update to a core piece of content.
SECURITY
Safeguarding sensitive financial information helps ensure only authorized access to critical data.
CAMPAIGN LOCALIZATION
Roll out offers and campaigns specific to regions, local branches, or events, in record time.
Solution features and benefits
Modular document creation
Assemble documents by piecing together individually crafted dynamic sections of content blocks that pull in real-time data components via a simple drag-and-drop interface.
Content reuse and versioning
Utilize pre-approved content blocks and maintain a full revision history for each document.
Custom content entities
Define custom content entities to manage each document’s lifecycle — from creation to review and publication.
Drag-and-drop builder
Empower users with an intuitive interface to visually assemble documents without the need for coding.
Workflow and history tracking
Integrate with a robust workflow engine that mandates thorough review and approval at every step.
AI-driven localization
Automatically translate and adapt documents for different regions using advanced AI tools.
Tracked publication and PDF export
One-click publication produces secured PDFs that can be tracked for usage and compliance metrics.
Compliance and digital rights management
Embed comprehensive DRM and compliance controls to restrict access and prevent unauthorized modifications.
Dynamic Document Builder brochure
Explore the value of EPAM’S Dynamic Document Builder for Sitecore Content Hub