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GhostDraft Suite from GhostDraft
Specialized insurance document generation platform with template management, content authoring tools, compliance features, personalization capabilities, and integration with existing policy administration systems. Designed specifically for insurance policy creation and management.
Product analysis by function
Policy Document Generation Systems for Policy Administration
Applications that automate the creation of insurance policies, endorsements, and other documentation with correct language, coverage details, and regulatory disclosures.
More Policy Document Generation Systems
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Document Generation Capabilities
(12 Yes /12 Known /15 Possible features)
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Template-Based Generation Ability to use pre-defined templates for various policy types. |
GhostDraft Suite offers insurance-focused template management; supports predefined templates for various policy types as described in its documentation and marketing material. | |
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Dynamic Content Insertion System can insert variable data such as policyholder names, effective dates, and coverage specifics. |
Dynamic content insertion (like policyholder name, effective date) is highlighted as a core feature in product literature; GhostDraft's platform supports variable data fields. | |
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Multi-Document Package Creation Ability to generate and bundle multiple policy-related documents in one package. |
The platform supports document bundling for distribution – allows package/batch policy generation with multiple documents, as indicated in GhostDraft solution briefs. | |
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On-Demand Document Creation Documents can be generated instantly upon user request or system trigger. |
On-demand document creation is cited as a selling point: users or systems can generate documents instantly, as described under their product use cases. | |
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Batch Generation Capability to generate large volumes of documents in batch processes. |
Batch generation is a stated capability for high-volume insurers, supporting mass document production for renewals and issuances. | |
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Version Control Tracks document versions to ensure access to previous revisions. |
Version control is listed in the Suite’s documentation management and compliance tools, tracking document and template changes. | |
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Automated Endorsement Creation Can dynamically generate endorsements based on mid-term policy changes. |
Automated endorsement generation is mentioned as a configurable workflow for policy changes in feature reviews. | |
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Parallel Document Drafting Multiple users can simultaneously draft or edit different documents. |
No information available | |
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Document Preview Users can preview finalized documents before publishing or sending. |
The system offers a preview feature before publishing or sending documents, as indicated in user guides and demo videos. | |
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Custom Clause Insertion Supports inserting tailored clauses at the time of document creation. |
Supports custom clause insertion during document composition, referenced by customizable content and authoring features. | |
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Error Detection in Document Output Ability to flag missing required information or policy inconsistencies. |
Platform alarms for missing information and policy inconsistencies to ensure completeness, appearing in compliance documentation. | |
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Workflow Integration Document generation can be triggered as part of policy administration workflows. |
Workflow triggers for document generation as part of policy admin lifecycle are described in GhostDraft integration materials. | |
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Simultaneous Format Output Generate documents in multiple formats (PDF, DOCX, HTML) concurrently. |
System can output in PDF, DOCX, HTML at once, as per product and API documentation. | |
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Time to Generate Single Policy Document Average time the system takes to generate a standard policy document. |
No information available | |
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Bulk Generation Capacity Number of documents that can be generated in a single batch process. |
No information available |
Regulatory and Compliance Support
(8 Yes /8 Known /10 Possible features)
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Regulatory Language Library Pre-loaded library of approved regulatory language for different jurisdictions. |
Pre-approved regulatory language and compliance libraries are listed as compliance feature; used to streamline filings. | |
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State/Jurisdictional Rule Detection Automatically applies correct language/disclosure based on insured’s location. |
Automated detection and application of state/jurisdiction requirements referenced in GhostDraft's compliance solution pages. | |
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Compliance Update Automation System updates templates and language upon regulatory change. |
Compliance automation is cited as a benefit; templates and content update as regulations change. | |
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Audit Trails Detailed tracking of edits for compliance reporting and dispute resolution. |
Audit trails for compliance and governance support are standard; referenced on multiple GhostDraft datasheets. | |
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Disclosure Management Ensures mandatory disclosures are included on applicable policies. |
Mandatory disclosure management is described under the Suite’s compliance functionality. | |
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Version Comparison Tools to compare policy documents across regulatory updates. |
No information available | |
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Automated Document Validation Checks document content for regulatory compliance prior to issuance. |
Document validation checks for compliance prior to issuance are described in compliance workflow demos. | |
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Deficiency Reporting Generates reports on missing or outdated compliance items. |
No information available | |
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Retention Policy Enforcement Automated retention and purging of documents to maintain compliance. |
Retention and document purging for compliance is included within platform regulatory controls. | |
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Regulatory Change Alerting Notifications to users or administrators when regulation changes impact policy language. |
GhostDraft notifications for regulatory change impacting product content are cited in compliance automation features. |
Integration & Connectivity
(10 Yes /10 Known /10 Possible features)
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API Availability System offers REST/SOAP APIs for data and trigger integration. |
REST APIs available for integration, as documented in integration and developer materials. | |
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Core System Compatibility Ability to integrate seamlessly with popular policy administration platforms. |
Cited compatibility with leading policy administration platforms in insurance and explicit mention of integration partners. | |
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Third-Party Data Source Integration Connects to rating, claims, or external regulatory databases. |
Provides connectors to third-party data sources, including claims and regulatory feeds, as per integration documentation. | |
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Web Services Support Supports inbound and outbound web service calls for document triggers. |
Supports inbound/outbound web service triggers for document actions, per API docs. | |
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Integration with E-signature Platforms Direct delivery to digital signature systems (e.g., DocuSign, Adobe Sign). |
Integration with DocuSign, Adobe Sign, and other e-signature platforms is a listed feature. | |
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Real-Time Data Synchronization Syncs policy data in real time between core platforms and document module. |
Claims real-time sync with core systems; implied for policy and document accuracy. | |
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Event-Driven Execution Supports event-based document generation and updates. |
Event-based document generation/workflows are mentioned in multiple GhostDraft capability descriptions. | |
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Standard Data Format Support Supports ACORD, ISO, or other insurance-industry standard data structures. |
ACORD and other standard format support are referenced as part of insurance system integration. | |
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Email and Communication Platform Integration Auto-sends generated documents via email or to portals. |
Document email/portal delivery is included in product descriptions and workflow diagrams. | |
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Custom Export Capabilities Exports documents to custom data repositories, ECM, or archiving solutions. |
Supports custom export to third-party archives, ECM, financial reporting systems (per sales and technical documentation). |
User Experience and Usability
(7 Yes /7 Known /10 Possible features)
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Intuitive User Interface A clean and logical UI designed for business process support. |
The UI/UX is a selling point for the platform; frequently mentioned as intuitive and tailored for business users. | |
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Role-Based Access Controls User permissions and views tailored to job function. |
Role-based user access is described in the security and admin sections of the product documentation. | |
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Self-Service Document Editing Enables authorized users to edit or customize document content before finalization. |
Authorized users can edit/customize content pre-finalization; described as a self-service/document author tool. | |
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Document Search and Retrieval Advanced search functionality to quickly locate documents. |
Advanced search capabilities for document retrieval, as featured on UI screenshots and reference guides. | |
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Multi-Language Support Interface and document output in multiple languages. |
Multi-language output and interface support mentioned for multinational carriers; branding/globalization features. | |
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Accessibility Compliance UI meets accessibility standards (ADA, WCAG). |
No information available | |
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Guided Workflows Step-by-step process guides for document creation and issuance. |
Step-by-step document workflows to guide users through policy processes are referenced repeatedly. | |
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Customizable User Dashboards Individualized dashboards with relevant document generation KPIs. |
No information available | |
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Notification and Messaging Alerts users of required actions, document readiness, or process bottlenecks. |
Alerting and notification functions are built-in (reminders, status updates, etc.), as described in product workflow diagrams. | |
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Concurrent User Capacity Maximum number of users able to interact with the system simultaneously. |
No information available |
Document Output, Formatting, and Storage
(8 Yes /8 Known /10 Possible features)
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Custom Branding Support Policy documents can be branded per carrier or product line. |
Custom branding per carrier/product is highlighted in marketing and case studies. | |
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Flexible Output Formats Supports multiple document output types: PDF, DOCX, HTML, XML, etc. |
Supports standard output types: PDF, DOCX, HTML, XML. | |
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Automated Document Indexing System tags/output files to support quick search and retrieval. |
Automated indexing and search tags are generated for all output, per implementation guides. | |
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Watermarking and Stamping Ability to apply watermarks or legal stamps to document output. |
No information available | |
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Document Encryption Applies encryption to sensitive documents at rest or in transit. |
Applies encryption to documents at rest and in transit—security and compliance resources confirm this. | |
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Retention Policy Settings Configurable policies for archiving or deleting old documents. |
Admin can set policies for archiving, auto-deleting aged docs as part of compliance suite. | |
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Bulk Document Export Export large groups of documents for migration or reporting. |
Bulk export for migration/reporting is mentioned across migration and BI integrations. | |
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High-Quality Print Output Ensures printed policy documents maintain quality and layout. |
Focus on print-quality maintenance, with WYSIWYG and output controls. | |
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Metadata Tagging Attaches policy and customer metadata for downstream use. |
Metadata tagging of documents for downstream processes is implemented, as referenced in API docs. | |
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Storage Scalability Maximum volume of documents storable within the system. |
No information available |
Security and Privacy
(6 Yes /6 Known /10 Possible features)
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User Authentication Robust login and verification for system access. |
User authentication with SSO, MFA capabilities is cited in security documentation. | |
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Role-Based Security Document and feature access limited by assigned roles. |
Role-based security for both documents and features, enabling configurable controls. | |
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Audit Logging Records all access and changes to documents for forensic review. |
Audit logs for access/change tracking maintained for compliance and forensic needs. | |
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Data Encryption Encrypts data at rest and in transit. |
Encrypts data at every layer per security policy requirements. | |
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Secure API Access APIs protected via authentication, authorization, and encryption. |
APIs are secured using authentication, OAuth2, and other best practices. | |
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Consent Management Manages and records customer or user consent regarding data usage. |
No information available | |
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Data Masking Sensitive data is masked in non-production environments. |
Mentions data masking for test/sandbox environments in technical documentation. | |
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Document Integrity Checking Verifies that documents have not been altered after creation. |
No information available | |
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Access Frequency Monitoring Reports on access rates or patterns for potential misuse. |
No information available | |
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Incident Response Integration System can integrate with corporate security incident response tools. |
No information available |
Business Rules & Logic
(8 Yes /8 Known /10 Possible features)
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Rule-Based Content Assembly Document sections and wording included based on business logic or policy data. |
Business logic-driven content assembly based on policy/input data is a central design theme of the system. | |
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Visual Rule Designer Interface for business users to design or edit logic without code. |
Visual/no-code rule configuration for non-technical users shown in product screenshots and video demos. | |
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Conditional Clause Management Adds or excludes clauses automatically based on policy criteria. |
Conditional clause/certificate handling is standard, as per insurance policy workflows. | |
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Approval Workflow Configuration Document flows can require multi-step approvals before release. |
Supports multi-step approval routing in document workflows, per product literature. | |
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Rule Library Repository of re-usable rules for document automation. |
Reusable business rules library maintained in the document automation suite. | |
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Automated Exception Handling System alerts and manages exceptions to standard document flows. |
System detects and routes exceptions per documentation. | |
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Simulation/Test Environment Test impact of rule changes before production deployment. |
Test/simulation environments for business logic are present for user acceptance and rule validation. | |
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Rule Versioning Tracks and manages historical versions of business logic and rules. |
Track and manage multiple versions of rules for compliance and rollback. | |
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Rules Performance Metrics Statistics on how often specific rules are triggered or cause exceptions. |
No information available | |
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Rule Processing Speed How quickly business rules are evaluated during document generation. |
No information available |
Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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Document Creation Reporting Dashboards and reports on quantity and type of documents generated. |
Reporting and dashboarding on document creation quantities/types is standard feature (see user dashboard docs). | |
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Compliance Reports Automated creation of compliance logs and regulatory audit reports. |
Automated compliance reports are available for audit and regulatory submissions. | |
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Process Bottleneck Detection Identifies delays or issues in document generation workflows. |
Identifies bottlenecks/delays in process workflow monitoring, as per reporting module descriptions. | |
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User Activity Analytics Monitors and reports on system usage by user or team. |
Provides analytics on system/user activity (usage, access) as a dashboard feature. | |
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Template Utilization Metrics Tracks how often each policy template is used. |
Tracks template utilization in reporting suite. | |
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Exportable Reports All reports can be exported (CSV, Excel, or PDF) for external use. |
Exports reports as CSV, Excel, PDF per documentation. | |
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Custom Ad Hoc Reporting Users can create custom queries for document data insights. |
Offers ad hoc reporting and querying for flexible analytics. | |
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Scheduled Report Delivery Sends periodic reports by email or portal. |
Supports scheduled report generation and delivery as part of reporting toolkit. | |
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Turnaround Time Metrics Tracks the average time between document request and completion. |
No information available | |
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Error/Exception Analytics Analysis of error rates and categories in document processing. |
No information available |
Maintenance and Support
(6 Yes /6 Known /10 Possible features)
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Automated Template Updates System can push out template edits without downtime. |
Template update changes can be deployed without downtime, promoted as part of low maintenance/CI tools. | |
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Self-Healing Capabilities Detects and auto-resolves minor operational issues. |
No information available | |
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System Health Dashboards Visual, real-time monitoring of key operational metrics. |
System health and operations dashboards highlighted as key IT and business features. | |
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24/7 Vendor Support Availability Availability of direct technical support at all hours. |
No information available | |
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Knowledge Base/Help Center Searchable documentation and guides for users. |
Publicly available knowledge base and help center resources for users. | |
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User Feedback Capture Mechanisms to collect, track, and act on user feedback. |
No information available | |
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Automated Backup and Recovery Critical document and system backups are routine and restorable. |
Automated backup/recovery is a feature described in business continuity sections. | |
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Release Management Tools Supports planned software updates with change management. |
Release management and CI/CD tools are available for planned updates and change management. | |
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API Documentation Portal Comprehensive API docs for integration partners. |
Dedicated API documentation portals are provided for developers and integrators. | |
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Support Response Time Typical first-response window for support tickets. |
No information available |
Scalability and Performance
(7 Yes /7 Known /10 Possible features)
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Horizontal Scalability Able to increase capacity by adding more servers/instances. |
The system is described as horizontally scalable to meet enterprise client workloads. | |
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Cloud-Native Deployment System is built for cloud platforms and elasticity. |
Marketed as a cloud-native solution with multi-cloud elasticity for insurance. | |
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Load Balancing Distributes workload across multiple resources. |
Load balancing capabilities for high availability and performance are mentioned in infrastructure documentation. | |
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Disaster Recovery Readiness System includes active/standby disaster recovery configuration. |
Disaster recovery (active/standby) and business continuity are included. | |
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High Availability Feature Uptime guarantees and redundancy for mission-critical operations. |
Uptime/availability commitments and failover are articulated in SLAs and product datasheets. | |
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Performance Monitoring Continual monitoring of system performance KPIs. |
Continuous/real-time monitoring and reporting on performance metrics is standard. | |
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Maximum Document Throughput Maximum number of documents the system can generate per hour. |
No information available | |
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Concurrent Process Capacity Number of simultaneous document generation processes supported. |
No information available | |
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System Uptime Percent of time the system is available without interruption. |
undefined Uptime commitment and reporting available in product SLAs and technical docs; 99.9% is commonly claimed. |
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Average Response Time Under Peak Load Typical policy document generation time at peak volume. |
No information available |
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