Contract Automation Resources

Exari Document Assembly Technical FAQs

 Do you integrate with other applications?

Exari provides a complete toolset for data integration with existing systems. Our well designed API can share any relevant data with upstream and downstream systems and databases. Your existing workflow management systems can also be integrated with Exari.

What is your enterprise implementation methodology?

The Exari Methodology is adapted from Scrum. Scrum is a widely used, proven, pragmatic, empirical flexible methodology that maximizes frequent, rapid, iterative delivery of incremental functionality into productive use. Exari uses this methodology to help our customers implement our document assembly system throughout their enterprise and automate a series of documents.

What is your technical support process?

Exari offers 24/7 support. We have support staff in the UK, Australia, and the United States. The Exari support website sends SMS notifications to engineers for high priority issues ensuring rapid response. We support our customers by phone, email, our support website and finally SMS.

Do you offer a hosted/SaaS solution?

Exari does offer a hosted solution. We currently provide hosted/SaaS solutions to customers in the government, banking and insurance sectors. We are able to meet the security, privacy and redundancy requirements of the most demanding organizations. Exari servers are hosted in a secure data center. All servers have power supply and network card redundancy and hard drives are typically configured in a mirrored configuration. All servers are firewalled and are usually subject to intrusion prevention systems. Services are monitored 24/7. Upon request, Exari will develop a hosting proposal.

How long does it take for the average customer to complete an upgrade?

Typically, an upgrade takes between 0.5 – 1 day.

Can your product support high volume document production?

Yes – the Exari architecture is scalable and allows documents to be produced via a web interview, via batch processing or a combination of these.

How scalable is Exari?

A single reasonably specified server can easily handle over 100 concurrent users. Exari can provide metrics to specify either the single server requirements or number of servers in a cluster to handle the highest peak load.

Does Exari include auditing and security control of template access and use?

Yes – Exari supports full version control of templates. Users can only access published versions of templates. Access controls can be applied at the template and/or folder level. Controls can also be applied to restrict output formats and other features available. Audit logs for admin tasks and version histories of templates are also available as well as user usage statistics.

Does Exari support real time output document creation?

Yes – Exari has offered real-time document creation since its first release in 2001. Documents can be created in real time and Exari provides a dynamic browser interview and a browser preview of the assembled document. This preview is interactive in that it shows the user why content is present and allows the user to change their answers to questions to modify the content. You can see this for yourself by running our contract automation demo.

Changes made to templates can also be propagated through to users in real time.

Does Exari offer management and reporting interfaces?

Yes – Exari provides a variety of reports and logs. These vary from version history reports of a template, usage by user and template, business logic hot spot analysis through to administration logs and custom reports

What is the underlying technology used across the application?

Exari is written in Java and uses open standards wherever possible such as WebDAV, SOAP, XSLT, etc. Templates, business rules and styling resources are all stored using open XML formats.