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Document automation

Automatically generate personalized PDF documents at scale

Transform data from your systems into agreements, account statements, invoices, policies, certificates, and receipts ready to be stored, delivered, signed, or incorporated into a digital process.

Request a demo Explore the process ↓
INPUTS

Data + template

Source data
  • Core banking or insurance system
  • CRM and BPM
  • APIs and web services
  • Forms and portals
HTML template

Structure, styling, images, headers, and corporate content.

ENGINE
Dynamic composition engine

Dynamic composition

Variables Conditions Tables Versions
OUTPUT
PDF

Personalized document

Ready to continue the process.

Store Send Publish Sign
A complete document capability

More than PDF generation: automate the entire document process

DANAconnect combines templates, data, business rules, and subsequent actions to generate personalized documents ready to be stored, delivered, signed, or incorporated into other processes.

Design the logic once and let every event generate the right document for the appropriate customer, product, and moment.

A single document logic

Template, data, and rules work as a single unit

The visual design remains controlled while the content changes based on the information received from each process.

Automation

No manual assembly

The document is generated in response to an event, request, or transaction.

Traceability

With full context

Record the source, data used, recipient, and subsequent actions.

Documents you can automate

Generate personalized documents for every process

Automate account statements, policies, agreements, certificates, invoices, and onboarding documents using data from your systems.

Document journey

Every document starts with an event and ends with an action

Document generation becomes part of the operational journey without replacing the systems that originate the data or manage the process.

01

An event occurs

An approval, transaction, enrollment, closure, payment, or request triggers the flow.

02

Data is collected

The flow receives information from core systems, CRM, BPM, APIs, or forms.

03

The PDF is generated

The template applies variables, conditions, images, and dynamic tables.

04

The process continues

The document is archived, delivered, published, signed, or returned to the system.

Core bankingCore insuranceCRMBPMAPIsFormsDocument systems
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Dynamic composition

Design once. Personalize every document.

The template defines the corporate structure. Data and rules determine which information, sections, and tables appear in each PDF.

HTML

Structure and style

Headers, footers, typography, images, and corporate visual composition.

{x}

Dynamic variables

Customer, account, policy, product, request, or transaction data.

IF

Sections driven by business rules

Show, hide, or modify clauses, messages, coverage, and terms based on the segment, product, process status, or information received.

TAB

Variable tables

Transactions, installments, charges, coverage, and other repeatable data sets.

VER

Controlled versions

Templates and content managed consistently across processes.

After generating the PDF

The document does not remain isolated: it continues its journey

Generation connects with Document Manager, digital channels, portals, and signature processes to complete the document lifecycle.

PDF

Personalized document ready for processing

With its content, metadata, identifiers, and relationship to the customer or transaction that originated it.

DM
Document repositoryStorage, indexing, and retrieval.
ENV
Digital deliveryEmail, WhatsApp, rich SMS, or portal.
FIR
Electronic or digital signatureImmediate continuation of the contractual process.
API
Return to systemsDelivery through an API, web service, or internal flow.
AUD
History and evidenceRecord of generation and subsequent actions.
Document types

A single engine for documents across different processes

The logic adapts to the information and journey of each process.

Financial information

Periodic or transactional documents
  • Account statements
  • Proof of payment
  • Settlements
  • Invoices and certificates

Contracting

Documents that formalize decisions
  • Agreements
  • Addenda and terms
  • Approval letters
  • Pre-signature documents

Insurance

Product and coverage information
  • Policies
  • Endorsements
  • Certificates
  • Coverage summaries

Onboarding and servicing

Documents generated during the journey
  • Applications
  • Consent forms
  • Information summaries
  • Letters and certificates
Document governance

Control without turning every change into a new development effort

Centralize document logic and maintain visibility into the templates, data used, and journey of every generated file.

Consistent templatesCorporate structures managed from a common layer.
Identifiable dataRelationship between the document and the customer, product, process, and transaction.
Indexing and versionsOrganization and subsequent retrieval through Document Manager.
Auditable evidenceHistory of generation, storage, delivery, retrieval, or signature.

Make document generation a natural part of your processes

Automate the creation, personalization, management, and delivery of PDF documents using data and rules from your business systems.

Request a demo