ATMLive Mgr2011 - TEKchand LLC

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Nov 5, 2013 (3 years and 9 months ago)

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ATM
Live

Manager Platform

Content | Personalization | Remote Management

For Your Multi
-
Vendor ATM Portfolio

Product Presentation by TEKchand LLC

THE COMPANY


Our History:
TEKchand was founded in 1999 to provide an agnostic
Server based content management solution for an industry mired in
proprietary o/s technology and limited software options. TEKchand is
headquartered in Chicago, USA, with offices in Delhi, India and Toronto,
Canada.


Our Product:
For over a decade, TEKchand has focused solely on
developing its core platform,
ATM
Live

Manager Platform
, and flagship
product, ATM
Content

Manager, to deliver a proven value
-
add agnostic
solution regardless of ATM software.


Our Mission:
develop
easy

to use
,
cost
-
effective

solutions for enabling
ATM content management and new value
-
added services on multi
-
vendor
ATMs,
without requiring

the cumbersome and expensive process

of
overhauling ATM hardware or software,
to deliver a superior customer
experience


Our Customers and Partners:
TEKchand's client roster includes some
of the most prominent payment processors in the EFT industry.

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


AGENDA


ATM
Live

Manager Platform Overview


ATM
Live

Manager Product Suite


ATM
Content

Manager


Graphic Content Mgmt for state
-
screen ATMs


PwrHTML

for Web based ATMs


ATM
Personalization

Manager


PwrCRM

for Personalization and Targeted Marketing


Host Interface vs. Direct ATM Interface


ATM
Remote

Manager


EJ Manager
for Electronic Journal Management


Asset Manager Lite
for Asset Inventory and Patch Management

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

PLATFORM OVERVIEW


ONE Platform…..For All Your ATMs



the ATM
Live

Manager platform
delivers dynamic capabilities and advance functionality (ex: CRM) for your entire
multi
-
vendor ATM portfolio directly via ATM agent installed on device, or indirectly
via interface to the ATM Host


Security and System Integrity is a High Priority

-

Because of ATM
Live

Manager’s multi
-
administrative structure, campaign development and system
management functions are segregated, so that your marketing organization can use
a separate GUI to build campaigns without compromising system integrity.


Designed with Both the User and Operations in Mind

-

With
simplicity the core focus, non
-
IT users are able to design, model, and promote
content instantly, without sacrificing security.


Web Technology Provides Flexibility

-

ATMLive Manager is a 100% JAVA
J2EE application that is platform independent. The Platform's unified web interface
centralizes management functions for all your ATMs, and can be accessed from any
PC and location.


ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

PLATFORM OVERVIEW


A Solution that Changes As Your Needs Change


TEKchand’s
modular and service oriented architecture (SOA) empowers flexibility and
scalability needed as your ATM portfolio changes. Start with our Content
Management solution, and when ready,
incorporate



A POWERFUL CRM ENGINE AT THE ATM

and incorporate in your
marketing plan to deliver targeted marketing messages and other real
-
time
information based on dates, times, locations, and cardholder preferences and
deliver…….


THE RIGHT OFFER, TO THE RIGHT PERSON, AT THE RIGHT TIME



A POWERFUL SOFTWARE DISTRIBUTION ENGINE
to manage your
Windows OS devices, from inventory management, EJ management, to managing
application and OS patches.


ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

ARCHITECTURE COMPONENTS


A Self
-
Contained Comprehensive Solution


LIVE Manager allows you to seamlessly migrate your ATMs
into the next generation of functionality with a single interface, even if running O/S2


ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

ARCHITECTURE COMPONENTS

External Network Facing
Components

Database Components

ATM Network Facing Components

End Points/Self Service Terminals



Separate Web Applications provide
a multi
-
admin structure to segregate
ATM Operations functions from
those that can be managed by the
Marketing department without
sacrifice of security and control.



1

Controller Web App

module is
the command center for all
administrative functions, from
database setup to user
management.



2 Admin/Builder Web App

modules are for content distribution
and other management functions by
users with limited knowledge of
ATMs



3

Support Web App

modules are
for the Support staff/ Help Desk to
support other users.



4

TEK
-
Email Gateway

sends email
alerts for campaign/content change
events to users that have registered
to receive Email Alerts.
[NOT IN
PRODUCTION YET]



5

TEK
-
SMS Gateway


sends alerts
for cardholder activity at the ATM to
cardholders that have registered to
receive Mobile Alerts as part of their
ATM Preferences Setup. TEK
-
SMS
Gateway ONLY communicates with
the TEK
-
SMS DB
. [NOT IN
PRODUCTION YET]



6

TEK
-
DB

is the master database
for the WEB Application. FI, User,
ATM, Content parameters, Business
Rules, and other parameters reside
in this database. TEK
-
DB also
serves as the reference database
for other DB.



Note: Content and other resources
are saved outside the DB in a file
system (i.e.
CONTENT
RESOURCES

folder)



TEK
-
SMS DB

serves the TEK
-
SMS
Gateway and maintains the 1
-
way
cryptographic PAN based Unique
Customer ID (“UID”) against which
the Mobile Phone Number and other
cardholder details are maintained.
[NOT IN PRODUCTION YET]



TEK
-
MAIL DB

serves the TEK
-
Email Gateway to manage Email
messages for registered users.
[NOT IN PRODUCTION YET]



7

Card Holder databases

(TEKCRM and TEKCRM Audit DB)
maintain the PAN #, and the
cardholder ATM preferences in the
clear. This family of databases is
segregated from other databases
and modules for PCI compliance.



8

Third Party DB Connectors

are
used to connect and manage
interface between third party CRM
databases.



9 TEKchand Gateway (“TG”)

is a JAVA engine that uses
Web Services to interface with ATM Host Device Handlers
(“DH”) to process cardholder preferences transactions ,
targeted marketing and CRM on state
-
screen ATMs that
do not support web exits /extensions for 3
rd

party CRM
solution interface,. Current Hosts supported include: ACI
Base24 ™, FIS
Connex
, ™ Euronet ITM ™, and a number
of proprietary host systems.



10 TEK
-
OD

is a JAVA server that communicates with the
Tekchand HCP client on TCP/IP enabled ATMs. TEK
-
OD
serves as the command center for all remote management
jobs for the endpoints.
TEK
-
DM (Dispatch Manager) and
TEK
-
SYNC

are distinct sub components of TEK
-
OD, and
are responsible for moving content from central content
repository to the distribution servers for further distribution
to the endpoints.



11 TEKchand Web Services
fulfill various roles, and can
be extended as required:



TEK
-
FTS service
is the HTTP/SOAP based File Transport
Server that communicates with the TEKEX Agent on the
ATM to distribute/ capture files to/ from endpoints.

TEK
-
CRM

service

communicates with the TEK
-
CRM
Agent on the device to manage targeted marketing
message requests embedded in the Tekchand PwrHTML
Campaign Object. Review PwrHTML technical
documentation for details.



TEK
-
ATMP
-
EG service
specifically communicates with the
NCR Relate Agent™ (per NCR documentation and API) to
manage the ATM Cardholder Preferences transaction set
for NCR APTRA™ Edge devices.



TEK
-
C21
-
Diebold RSS

service

communicates with the
Diebold™ RSS ImageWay™ Agent for Check Image
capture.
[NOT IN PRODUCTION YET]





12
Tekchand ATM Agent Program Stack
consists of
HCP Client, TEKEX Agent, TEK
-
CRM Agent,
and

FileUploader.



HCP Client

is the command center of the
Tekchand ATM Agent Stack. HCP interacts with
TEK
-
OD server via Https/XML, and directs
other Tekchand programs in the Agent Stack to
complete various job requests from TEK
-
OD. A
job can be anything from content distribution, to
file capture, to remote management.



TEKEX

Agent

is invoked by HCP for all file
distribution jobs. TEKEX agent communicates
with TEK
-
FTS Web Services using SOAP/Https
to upload/ download content.



FileUploader
program

has a configurable event
and active directory scanner for identification
and requisitioning of target files (ex: EJ, log,
Check21 files) for guaranteed delivery to the
Tekchand server.



TEK
-
CRM

Agent


is invoked by the PwrHTML
Campaign Object to process requests for
targeted/dynamic content from TEK
-
CRM web
services. [Note: Requires separate licensing
from ATM Vendor



13 NCR Relate™ Agent


is invoked by the
NCR Edge™ ATM application, and
communicates with TEK
-
ATMP
-
EG Web
Services to process the cardholder preferences
transaction set.

[Note: This is a NCR Owned
and Licensed product., and requires
separate licensing and approval to use from
NCR]





ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

ARCHITECTURE COMPONENTS


Open Standards

-

ATM
Live

Manager relies on Open
Standards (Linux for OS, Apache
-
Tomcat for web server, and
PostgreSQL for database) and Internet based technologies for
compatibility and affordability. The platform delivers a
common standard of functionality through the architecture of
its three main components:



Web
-
Centric

-

provides an easy to use and easy to access web
-
interface for all
related content development, delivery, and remote management functions for multi
-
vendor
devices.



ATM
-
Centric

-

interfaces directly with TCP/IP ATM (OS/2 or Windows) to distribute
multi
-
media files for content management and for remote ATM management functions. An
agent (“TekEx Agent”) installed on ATMs uses HTTP/XML to communicate directly with
the ATM
Live

Server for all content delivery and activation functions.



Host
-
Centric

-

interfaces with the ATM Host to support content changes and CRM
transactions on state
-
screen ATMs without native Web Exits or Extension support (i.e.
ATMs that cannot support HTML based campaigns and Web Services)

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATM
Live

MANAGER

PRODUCT SUITE

ATMLive Manager Product Suite

Content , Personalization and Device Management Delivered!

ATMContent




Manager

ATMRemote




Manager

ATMPersonalization






Manager

Brings content management to Legacy and Web based Multi
-
vendor ATM
networks.

-

Graphic Content Management for ATM Screens for mass marketing
via base product

-
Targeted media
-
rich (HTML/Flash) campaign management for web based ATMs & Kiosks
via PwrHTML Campaign Manager Product

Brings Cardholder Preferences, 1
-
to
-
1 targeted marketing, and CRM to
State
-
Screen and Web based ATMs and Kiosks.

-
1
-
to
-
1 targeted marketing and CRM
via PwrCRM Campaign Manager Product

-

The CRM solution is enabled on Web based ATMs (that support PwrHTML Campaigns)
via TEKchand CRM agent on device
, and on State
-
Screen ATMs
via the Host Interface

Brings Remote Device Management to your multi
-
vendor Windows ATMs

-
Capture and Manage EJ files
via EJ Manager Product

-

Capture system information for asset tracking, distribute ATM vendor campaign objects
(ex: NCR Promote™), personality files (ex: Diebold “Super Load”), and Software and OS
Patches… all
via the Asset Manager Lite product


ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATMContent Manager

Managing Content on State
-
Screen ATMs

ATMs with Web Extensions | PwrHTML Campaign Manager


ATM
Content

MANAGER

Features & Benefits


Multiple Device Support



Multi
-
vendor ATM differences (912™,
NDC™, Aptra Edge™, Diebold Agilis™) are seamlessly managed by one
application



Include the ATM in Your Marketing Mix



Finally, Integrate the ATM in
your future marketing plans



Powerful Campaign Management System



Marketing campaigns can be
targeted by FIT, location, time of day, and set for immediate or future start
and end dates



Security Is Not Compromised

-

Provide multi
-
user access without
compromising system security with TEKchand's exclusive multi
-
administrative structure….only approved changes are implemented



Single Platform Eliminates Redundancy



No multiple “vendor specific”
platforms for content distribution, makes training issues disappear

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATMContent MANAGER

Screen Shots

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Content
MANAGER

PwrHTML Campaign Mgr Add On

PwrHTML Campaigns

are TEKchand’s

next generation concept for
supporting high
-
impact, multi
-
media, targeted and interactive marketing messages on
Windows
-
based ATMs and Kiosks with Web extensions and/or HTML support
capabilities in the native ATM Application. Designed specifically with ATMs in mind, it
brings to live the full power of web technologies without compromising the customer
experience and security.

KEY FEATURES:


Web 2.0 based Web User Interface for designing ATM screens and creating PwrHTML
Campaign Objects,


integrate Text, Graphics, Video, and Audio into screen design,


target marketing messages based on Time of Day, BIN, Device Location, Language, and 1
-
to
-
1
targeted marketing by interfacing with the Tekchand TEKCRM Agent and Web Services,


auto
-
refresh local content at pre
-
defined intervals from the content server,


interface with 3
rd

party CRM servers/databases,


controlled access to permit for the management of PwrHTML campaigns by Marketing
Departments without compromising control and security.

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Content

MANAGER

PwrHTML Campaign Mgr
[Screen Shots]

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATMPersonalization Manager

CRM & Targeted Marketing | PwrCRM Campaign Manager

Host Interface vs. Direct ATM Interface


ATM
Personalization

MANAGER

Features & Benefits

Set of applications that enable the creation and
management of cardholder transaction preferences and
1
-
to
-
1 targeted marketing campaigns.


KEY FEATURES:


Multiple Ways to enable the solution depending on your ATM capabilities and vendor
relationships
-

(a) via TEKCRM Client installed on Web based ATMs that support PwrHTML campaigns, or (b)
via Host Interface for state
-
screen based ATMs


Manage cardholder preferences on both legacy state
-
screen ATMs as well as Windows
based ATMs


Enables Powerful CRM
-
based 1
-
to
-
1 Targeted Marketing Initiatives (
PwrCRM™ Campaign
Manager
)


PCI Compliance and extensive security considerations for network environments

-

Separate CRM
database from core database and system components; component modularization for flexibility in physical
location of modules; DB encryption; IP verification and logging for all request/responses


State
-
Screen ATMs without Web Exits/Extensions Supported
-

eliminates the additional licensing
requirements, professional services fees for Web Exits/Extensions from ATM vendor. Note, Requires interfacing
with the ATM Host.


Interactive Marketing Campaigns
-

present marketing messages that solicit response and user interaction


Analytics and Reports
-

dashboards provide charts and detailed analysis of campaign and user responses


ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Content
MANAGER

PwrCRM Campaign Manager

PwrCRM solution
enables real
-
time1
-
to
-
1 targeted messages for ATMs and Kiosks
that support the TEKchand PwrHTML Campaigns, or are driven by an ATM Host that
interfaces with the TEKchand CRM Process Interface. PwrCRM product manages all
CRM and targeted marketing related functions, from the establishing/loading of
cardholder data and customer attribute based segmenting rules, to the development,
management, and analysis of a 1
-
to
-
1 targeted marketing campaign.

KEY FEATURES:


Built
-
in Customer Database with over 50 Customer Attributes


Intelligent Rule Base engine for segmenting customer data for targeting marketing messages


Legacy State
-
screen ATMs without Web Extensions are supported (requires Host Interface)


Message presentment can be controlled for max views by Customer, ATM, Day, and more.


Interactive Marketing Messages are supported for soliciting cardholder responses at the ATM


Powerful Analytics engine for campaign performance with dashboards for data visualization


Solution is designed specifically with the ATM user experience in mind.





ATM
Content

MANAGER

PwrCRM Campaigns
[Screen Shots]

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Content

MANAGER

PwrCRM Campaigns
[Screen Shots]

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

ATMRemote Manager

Electronic Journals Management | EJ Manager

Asset & Patch Management | Asset Manager Lite


ATM
Remote

MANAGER

FEATURES AND BENEFITS



A client
-
server system with an intuitive web
-
interface

for the remote
management of Windows
-
based ATMs


Can be licensed as a stand
-
alone system
or can co
-
exist with the other product
modules


Same TEKchand ATM agent employed for the ATM
Content

and
ATM
Personalization

Manager applications
is used for all file capture and remote
device management functions within ATM
Remote
Manager. This design allows our clients to
economically add products as needed without having to revisit the terminal to reinstall a new
Agent



ATM
Remote

Manager functionality includes:


ATM Inventory Tracking and Management (
Inventory Manager
)


EJ Upload, Search, and View for multi
-
vendor ATMs (
EJ Manager
)


File Upload/Download Management & Basic WIN OS Commands (
Remote Control
)


Software Patch management for WINDOWS ATMs (
Patch Manager
)

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Remote

MANAGER

How it Works


EJ Manager


TekEx Agent installed on device uploads Electronic Journals in real
-
time (or once a day as
configured)


EJ Files from various ATM Vendors are parsed, normalized, and inserted into the EJ
Database


EJ Viewer provides a web based user interface for all search, view and reporting functions


Inventory Manager | Remote Distribution Manager

(for WIN OS
only)


TekEx Agent installed on device uploads Sys Info, Registry Info and other files to build the
device inventory information which is presented via the Inventory Manager Web GUI


Patch Repository Manager allows for the upload of MSI patches that can requisition for
various devices based on OS, patch history, installed applications, and more.


Patch Distribution Manager is used to schedule distribution and patch install rules


Distribution Manager has the ability to deploy NCR Promote™ Campaigns & Diebold
“Personality” files

** See Architecture Diagram for Details

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Remote

MANAGER

Screen Shots

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011


ATM
Remote

MANAGER

Screen Shots

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

Test Drive the

ATM
Live

MANAGER Platform

Contact
sales@tekchand.com

and we will have you downloading
customized content in no time


License a Server based Evaluation Demo
for 90 days.


-

All fees applied toward full



product license





-

OR
-


Do a “Live” Product

Demonstration
on a

test ATM using our Hosted Evaluation Server and see

ATM
LIVE

Manager’s powerful application in action

ATMLive Presentation 2011

Confidential © TEKchand LLC 2011

TEKCHAND OFFICES

Prepared to Serve You


Domestically and Internationally

Toronto Office

5050 Dufferin St, Suite 233

Toronto, Ontario M3H 5T5

Canada
E
-
mail:

sales@tekchand.com



Chicago Headquarters


3200 N. Lake Shore Drive

Suite #810

Chicago, Illinois

E
-
mail:
sales@tekchand.com


Tel:

(773) 868
-
0890

Fax:
(312) 896
-
9320

India Office

G
-
19/22 (Ground Floor) DLF Phase


I

Gurgaon
-

122002 ,Haryana, India

E
-
mail:

sales@tekchand.com



ATMLive Presentation 2011

Confidential © TEKchand LLC 2011