Case Study: Australian Retail Bank achieves seamless, always-available document generation for 1,100 frontline staff and 60% fewer templates with ActiveDocs

A ActiveDocs Case Study

Preview of the Australian Retail Bank Case Study

ActiveDocs integrates with multiple systems to generate documents for 1100 frontline staff at a major Australian bank

Australian Retail Bank, a nationwide network of branches and customer-facing outlets with more than 1,100 frontline staff, needed a high‑performance, resilient document generation capability to support hundreds of document types in real time. The bank was managing roughly 500–600 templates with limited tools for template/user management, so it engaged ActiveDocs (ActiveDocs Server and ActiveDocs Designer) to modernize and scale its document processes.

ActiveDocs implemented a multi‑server, redundant ActiveDocs Composition/Server array integrated with the bank’s databases and teller systems, and deployed ActiveDocs Designer with shared Data Views, Snippets and an enhanced Rules Engine for central template management. The result was seamless, wizard‑driven, always‑available document generation for 1,100 users, significantly improved performance and availability, and a measurable reduction in template volume of more than 60%.


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