STATEMENT JOB EXAMPLE

Job Request Description

   --  A statement job with a credit card needs to be printed and mailed
   --  Separate E-Documents are needed for Statement and Credit Card posting
   --  A PDF Archive file is required for the client's in-house archive platform
   --  Different promotional messages need to be applied to specific accounts
   --  A loan pre-approval attachment needs to be added as the last page of the statement
   --  An insert is required for the opening of a new branch
   --  An envelope imprint is required for those statements that receive the attached loan pre-approval

Let's look at it a different way:

Primary Input Files:

• Statement file
• Credit Card file
• 3rd Party Rewards file

Marketing Lists (csv format):

• Auto Loan Pre-Approval file (account number, amount and interest rate)
• Kids Newsletter file (account number)
• Checking Account file (account number)
• Targeted ZIP file (7 ZIPs listed)

Marketing Artwork (PDF or other format):

• 3 graphic message images (for top of statement)
• 1 (PDF) file (for attachment document)
• 2 graphic files for Newsletter printing
• 1 graphic image (for targeted envelope press-print)

Related Instructions:

• Messaging priority (which messages take precedence over others)

Production Documents Generated

• (PDF/HTML) E-Statement (Online Statement)
• (PDF/HTML) Credit Card (Online Statement)
• (PDF) Statement + Credit Card (Print/Mail)
• (PDF) Newsletter (Print/Mail and Online Statement)
• (PDF) Envelope Imprint (Print/Mail)
• (PDF) Targeted Statement Attachment (Print/Mail and Online Statement)
• (PDF) New Branch Insert (Print/Mail and Online Statement)
• (PDF) Statement + Credit Card (Archive Export)