WebCenter Content Out Of The Box Electronic Signature

WebCenterContent
Electronic & Digital
Signatures
Peter Aarts
Managing Consultant Oracle WebCenter
ECM adviseur
Sig Leader WebCenter : Oracle Benelux User Groep & Oracle Gebruikersgroep Holland
[email protected], gsm. 06-53727256
23 april 2014
WebCenterContent Electronic & Digital signatures
WebCenter Content Out Of
The Box Electronic Signature
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WCC – Electronic Signature Demo
• WebCenter Content Supports “Electronic
Signatures”
– Decoupled from the document itself – “signature”
stored in metadata
• WebCenter Content REPOSITORY, not the
electronic signature
– Complies with 21 CFR Part 11
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WCC – Electronic Signature Demo
• Well suited for:
– Internal Workflow Approvals / Auditing
– Business requirements where the content will never
leave the repository
• NOT well suited for:
– Legal documents that may be distributed
– Industries that require the document itself to be
validated
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Signatures
WCC Electronic signature
• Well suited for:
– Internal Workflow Approvals
/ Auditing
– Business requirements where
the content will never leave
the repository
• NOT well suited for:
– Legal documents that may be
distributed
– Industries that require the
document itself to be
validated
WebCenterContent Electronic & Digital signatures
CoSign Digital signature
• Secure integration of legal,
trusted verifiable certified
digital signature
functionality
• For internal & external use
• On/In the content
(document) itself
• Easily and affordably
eliminate expensive
print/sign/scan cycles
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WCC Electronic Signature
• Documentatie
Managing Content
5.5 Signing Content Electroniccally
27 Managing PDF Watermark
• http://www.ateam-oracle.com/sign-here-please/
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WCC Electronic Signature
• End User:
–
–
–
–
Document Check Sum Creation
Electronic Signature Capture
Electronic Signature Viewing
Matching of a local file to revisions of a specific WebCenter Content managed
content item
– Searching for a document in the WebCenter Content Repository based on a local
file
• Administrative:
– Signature Metadata Configuration
– Signature Watermark Configuration
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Electronic Signatures Features
xCheckSum (information field)
•
When the Electronic Signature feature is enabled a check sum is calculated during the check-in of a document. The calculated
check sum value is stored as metadata with each revision of the document being checked-in in a custom metadata field called
xCheckSum. The checksum value calculated is based solely on the document contents and does not depend on an electronic
signature being captured for the document.
Checksum_Algorithm
•
The supported algorithms used for computing the document checksum value are: MD2, MD5, SHA-1, SHA-256, SHA-384, SHA512. The check sum compute algorithm used can be altered through a Checksum_Algorithm environment configuration entry
that is part of the Electronic Signature component configuration. The configured value on initial installation of the component is
SHA-512.
primaryFile:computeChecksum
•
The computation of the check sum for the document can be disabled by setting the environment configuration entry
primaryFile:computeChecksum to a value of false.
When a document check sum value is being computed it is used in the features:
•
Matching a local file to a selected content items revision(s) based on the calculated check sum value
•
Searching for a files in the WebCenter Content Repository based on the check sum value of a local file
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WCC – Electronic Signature
Administration
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WCC – Electronic Signature
Administration
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WCC – Electronic Signature
Two ways to sign the content
– In a workflow approval proces
– By a content action on the information page
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WCC – Sign by workflow
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WCC – Sign by Content Action
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WCC – Electronic Signature, Sign
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WCC – Electronic Signature
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WCC – Electronic Signature, shown ?
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WCC – Electronic Signature, Shown?
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WCC – Electronic Signature , Shown?
• On the document it self?
– When the Electronic Signature feature is enabled along with PDF Watermark, the
PDF Watermark capabilities are enhanced to provide the ability to apply a
watermark of selected electronic signature data on a PDF rendition of a document.
– Activate and configure the component PDF Watermark: PDF Watermark
Administration
– There is a custom Boolean metadata field that gets maintained with each content
item named xESigHasElectronicSignature that gets stamped with a value of 1
when an electronic signature has been captured
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WCC – PDF Watermark Administration
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WCC – PDF Watermark Administration
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WCC – Electronic Signatures, features
• Matching of a local file to revisions of a specific
WebCenter Content
•
This feature uses the check sum value that is calculated for the revisions of
checked-in content items to allow users to see if a document on their local
file system matches any of the revisions of a selected content item. The
following illustrations walk through the end user experience of matching a
local file to a content item revision
•
From the signature tab of content items document information page the
user selects Search For Local File in Repository
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WCC – Electronic Signatures, features
• Searching for a document in the WebCenter
Content Repository based on a local file
•
•
This feature uses the check sum value that is calculated on revisions of
checked-in content items to allow users to search the WebCenter Content
repository for content items whose checksum value matches the calculated
checksum value of a file on their local file system. The following illustrations
walk through the end user experience.
From the Content Management Menu, user selects Search For Local File In
Repository
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WCC – Electronic Signatures, extensions
The Electronic Signature component, also makes it
possible to:
- Create custom components
- Use partner components
for
• File Download validation
• Locating duplicate content items of a selected revision or
all revisions of a currently selected content item
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Questions ?
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CoSign for WebCenter Content
Arx, CoSign ® provide in partnership with
Bezzotech a digital signature for WebCenter
Content via the
WebCenter Content – CoSign connector
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CoSign for WebCenter Content:Overview
• WebCenter Content Overview
– Why A Central Repository with Integrated Workflow?
– Oracle Electronic Signatures
– Oracle Electronic Signature Demo
• Digital Signatures
–
–
–
–
Why Digital Signatures in ECM?
Digital Signature ROI
What are digital signatures?
What is the digital signature mechanism
• CoSign Digital Signatures
• CoSign Connector for Oracle WebCenter Content Demo
• Conclusion
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What is you signature workflow proces
•
Print, Sign, Send via Snail Mail, Wait, Repeat?
•
Print, Sign, Scan, Email, Repeat?
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Integrated: Content, Workflow, Signature
Check-in
Document
Sign
Document
Approve
Document
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Why Digital Signatures in ECM?
Needed signatures on more
than half of their
documents
Added more than 1 day to
their processes just to
collect signatures
Source: AIIM 2013
Survey
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Printed more than half
of their documents just
to add signatures
Digital Signature ROI
Source: AIIM 2013
Survey
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Content Examples – Benefit from Digital
Sigatures
Transactional Document Examples
Governance Document Examples
Claims
Clinical Documentation
Customer service change orders
Designs, Drawings, Plans
Field Service, Maintenance, and Calibrations
Reports
 General Contracts, Master Service, and Subcontractor Agreements
 HIPAA patient forms and consent forms
 Invoices
 Lab Reports, Notes, and Certificates of
Analysis
 Lease Agreements
 Loan Agreements
 Manufacturing Instructions and Reports
 Medical Records
 Pleadings
 Purchase Orders
 Sale Proposals

Test Procedures
WebCenterContent
Electronic & Digital signatures
 Board Actions
 Corporate Communications and Public Reports
 Disbursements: Check, Wire Transfer Orders, and
ACH Transactions
 Employee Actions
 Employee Benefit Changes
 Employee On-Boarding Documents
 Employee Time Sheets
 Employee Training Acknowledgements
 Expense Reports & Re-imbursement Approvals
 Financial Spreadsheets: Data Collection and
Aggregation
 Gift Records
 Journal Entries related to Accounting and General
Ledger
 Standard Operating Procedures, Policies, Work
Instructions, and Training Documents
 Tax Filings





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What are Digital Signatures?
Digital Signature Background
Digital Signature: open standard, peer-reviewed and vetted for
security and consistency by: NIST, ETSI, ISO, IETF, W3C.
VISIBLE PART OF A DIGITAL SIGNATURE
Document Integrity
Confirmed
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Document
Tamper Detected
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What does integrity look like for users?
Valid Signature
Visible Signature
Block
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What is the Digital Signature Mechanism?
 Digital signatures replace handwritten signatures for electronic documents.
 Digital “fingerprint” of a document X Digital Identity of a signer 
• Digital signature is unique to the [document & signer]
 Digitally signed documents have legal effect and trust outside of the
organization
+
+
Document
Document
Hash
Signer’s
Private Key
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Signer’s ID
& Public Key
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Digital
Signature
Signed
Document
Trust beyond borders
Signature Verification &
Integrity = Trust
Trusted
by:
Employees
Partners
Signature
embedded
in document
Suppliers
Clients
Regulators
•
Only digital signatures create self-contained, portable and sustainable
electronic records that have value and trust outside of the repository and the
organization, independent of the system that created them.
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CoSign® Digital Signatures
•
Compliance with Digital Signature Standards
CoSign is standard digital signature implementation. These standards include ITU-T X.509v3, and
the US designation published by NIST - FIPS PUB 186-3, FIPS PUB 180-3.
•
Compliance with Industry Requirements (FDA, HIPAA, USDA, SOX)
•
Compliance with US E-Sign and EU Directives
•
Compliance with other Global Interoperability Standards
•
Cosign is engineered to meet the broadest diversity of regulation—
compliance wherever in the world a signature needs to be relied on.
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Demo
CoSign Connector for Oracle WebCenter
Content, by Bezzotech
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Demo
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CoSign Connector for WCC Summary
• Secure integration of digital signature
functionality for WebCenter Content
• Legal, compliant, verifiable solution
• Easily and affordably eliminate expensive
print/sign/scan cycles
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CoSign Connector for WCC Summary
• Increase ROI and ensure data integrity
• Reduce the cost of compliance and reduce
the risk of noncompliance
• Minimize the cost of training and support
• Flexible deployment, with support provided
by Bezzotech
• Backed by ARX
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Questions?
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