The Swiss Life Group is one of Europe’s leading providers of financial security solutions and life insurances. In Switzerland, Swiss Life offers companies and private individuals optimal solutions for all of their financial security needs and risk situations. Around 600 financial consultants in 40 branch offices look after customers throughout the whole of Switzerland.
Customer Application Requirements
In the area of group insurance, a wide variety of Microsoft Office documents from daily business transactions for creating proposals and managing portfolios of collective contracts are administered in Microsoft SharePoint. These documents were previously archived in TIFF format. They originate from different business cases like requests for proposals, underwriting, and benefit entitlements in addition to transactions that can be conducted by the customers themselves, including new admissions, terminations, salary changes, personnel mutations, yearly updates etc.
By changing to a PDF/A conforming archive directly out of Microsoft SharePoint, Swiss Life intention is to make the documents text-searchable and, by means of a digital signature and time stamp, fulfill compliance requirements. This should be achieved in the future through conversion of the Microsoft Office documents directly into PDF/A upon closure of the business case and entering them in the archive together with metadata, a digital signature and a time stamp.