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 WebCenterContent Electronic & Digital signatures 2 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 WebCenterContent Electronic & Digital signatures 3 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 WebCenterContent Electronic & Digital signatures 4 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 5 WCC Electronic Signature • Documentatie Managing Content 5.5 Signing Content Electroniccally 27 Managing PDF Watermark • http://www.ateam-oracle.com/sign-here-please/ WebCenterContent Electronic & Digital signatures 6 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 WebCenterContent Electronic & Digital signatures 7 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 WebCenterContent Electronic & Digital signatures 8 WCC – Electronic Signature Administration WebCenterContent Electronic & Digital signatures 9 WCC – Electronic Signature Administration WebCenterContent Electronic & Digital signatures 10 WCC – Electronic Signature Two ways to sign the content – In a workflow approval proces – By a content action on the information page WebCenterContent Electronic & Digital signatures 11 WCC – Sign by workflow WebCenterContent Electronic & Digital signatures 12 WCC – Sign by Content Action WebCenterContent Electronic & Digital signatures 13 WCC – Electronic Signature, Sign WebCenterContent Electronic & Digital signatures 14 WCC – Electronic Signature WebCenterContent Electronic & Digital signatures 15 WCC – Electronic Signature, shown ? WebCenterContent Electronic & Digital signatures 16 WCC – Electronic Signature, Shown? WebCenterContent Electronic & Digital signatures 17 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 WebCenterContent Electronic & Digital signatures 18 WCC – PDF Watermark Administration WebCenterContent Electronic & Digital signatures 19 WCC – PDF Watermark Administration WebCenterContent Electronic & Digital signatures 20 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 WebCenterContent Electronic & Digital signatures 21 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 WebCenterContent Electronic & Digital signatures 22 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 WebCenterContent Electronic & Digital signatures 23 Questions ? WebCenterContent Electronic & Digital signatures 24 CoSign for WebCenter Content Arx, CoSign ® provide in partnership with Bezzotech a digital signature for WebCenter Content via the WebCenter Content – CoSign connector WebCenterContent Electronic & Digital signatures 25 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 WebCenterContent Electronic & Digital signatures 26 What is you signature workflow proces • Print, Sign, Send via Snail Mail, Wait, Repeat? • Print, Sign, Scan, Email, Repeat? WebCenterContent Electronic & Digital signatures 27 Integrated: Content, Workflow, Signature Check-in Document Sign Document Approve Document WebCenterContent Electronic & Digital signatures 28 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 WebCenterContent Electronic & Digital signatures 29 Printed more than half of their documents just to add signatures Digital Signature ROI Source: AIIM 2013 Survey WebCenterContent Electronic & Digital signatures 30 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 31 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 WebCenterContent Electronic & Digital signatures Document Tamper Detected 32 What does integrity look like for users? Valid Signature Visible Signature Block WebCenterContent Electronic & Digital signatures 33 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 WebCenterContent Electronic & Digital signatures Signer’s ID & Public Key 34 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. WebCenterContent Electronic & Digital signatures 35 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. WebCenterContent Electronic & Digital signatures 36 Demo CoSign Connector for Oracle WebCenter Content, by Bezzotech WebCenterContent Electronic & Digital signatures 37 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 38 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 39 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 40 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 41 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 42 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 43 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 44 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 45 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 46 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 47 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 48 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 49 CoSign Connector for WCC Demo WebCenterContent Electronic & Digital signatures 50 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 WebCenterContent Electronic & Digital signatures 51 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 WebCenterContent Electronic & Digital signatures 52 Questions? 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