Request for Information: Finnvera document generation and transfer solution

Information

01 - Prior information notice
Not applicable
10/18/2021 3:45 PM (GMT+02:00)

Buyer

Finnvera Oyj Finnvera Oyj
PL 1010 (Porkkalankatu 1)
00101 Helsinki
Finland
1484332-4

Short description

This document is not a prior information notice, a contract notice or an invitation to tender and the purpose of the publication of the document is not to start a tendering process. Participating to a potential future tendering process does not require giving information to this request. The purpose of the request for information is to explore information system solutions for generating digital documents in PDF- and MS Office compatible formats. Finnvera’s prime objective with this RFI is to learn about available alternatives and market offerings in order to formulate requirements that would enable a successful sourcing process. The objective is not to evaluate solutions against a detailed set of requirements or compare vendors against each other. Specifically, Finnvera wants to understand a) Capabilities of solutions related to managing and transferring metadata as well as coordinating document transfer based on metadata. Metadata could include information of e.g. customer and financial case. Metadata can be used for example to access documents in the document management systems or to forward documents to correct recipients. b) Document template management capabilities and supported template formats c) Capabilities for supporting multiple languages and multiple document versions d) Supported integration interfaces and data formats e) Support for embedding preformatted data (e.g. images, tables, XHTML) f) Capabilities for generating editable/non-editable PDF files and support for editable fields (plain text/rtf) in PDF files. g) Capabilities for viewing and editing generated documents h) Hardware or environment requirements i) Delivery models j) Suitable contract models (structure, key terms, term). Finnvera is required to follow several requirements and recommendations set for providers of financial services as well as public services. For this reason Finnvera wants to understand: k) Approaches taken to ensure that solution meets the requirements set in the General Data Projection Regulation 2016/679. l) Approaches taken to ensure that generated documents meet the requirements set in the accessibility directive 2016/2102 as implemented in Finnish law 306/2019 (WCAG 2.1 is used as the reference for practical requirements). Documents that are provided to Finnvera customers through Finnvera online service are required to be accessible. m) Approaches that should be taken to make the solution compliant with the recommendations stated in FSA 1/2012 “Outsourcing in supervised entities belonging to the financial sector” or EBA 2/2019 Guidelines on outsourcing arrangements. Partial solutions are also taken into account. Please note that an actual printing service or a physical mailing service are not to be included; documents are to be processed in digital format only. Companies interested in the matter are requested to send descriptions of available solutions, a short description of the company, information of supported pricing models and information whether the solution is available for demonstration or trial purposes. The procured system will be at first utilized by finance case origination and servicing suites currently in use at Finnvera. Other systems requiring document generation may be integrated later. Generated documents include for example offer letters, contracts, notification letters and various reports. A separate service is in use for processing sent invoices. Documents are generated for multiple purposes. Certain documents are delivered to customers or financial institutions either by physical mail (a separate printing and mailing service is in use) or by the Finnvera online service. Other documents are only for Finnvera internal use. Documents may have predefined headers and footers and may require a formal layout. In addition to text, documents may contain pictures as well as tables, lists and other usual structural items. Documents will be stored in Finnvera document management system, which is at the moment Sharepoint based, but may change in the future. Generated documents may be viewed or edited as part of the business process during which the documents are generated.

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