Enterprise Records Management at
Wells Fargo
Robust and effective records
management requires a combination of organizational and technical tools.
Wells has a wide range semi-autonomous business units, which a supported by
many different technologies. Paper records retention policies have been in
place for years but are localized and sometimes inconsistent. With the
advent of Sarbanes-Oxley, electronic records management has recently come to
the fore.
A Corporate Records
Management Office has been established, and enterprise classification and
retention policies have been developed and are being implemented. Wells
Fargo?s records management strategy uses FileNet Records Manager as the hub
for classifying and managing both electronic and physical records across a
number of related systems.
Our first priority has been
to eliminate redundancy and waste in the management of physical records.
Policies for electronic records management require agreements on retention
classifications, metadata, across disparate imaging and document management
systems. FileNet RM is linked via Web Services to systems that manage images
and physical records. Support systems for physical records management are in
production and several integration projects for electronic records are in
the pipeline.
About The
Presenter: Bob Carasik
Bob Carasik is a Systems
Architect at Wells Fargo Bank in San Francisco, California. He specializes
in content and image management systems. Bob is part of the Operations and
Corporate Technology Architecture group where he makes design decisions and
technical recommendations for projects. He also develops standards in the
areas of middleware, XML messaging, and meta data.
Throughout his career, Bob's mission has been to filter out the hype and
help the enterprise adopt new technologies in a disciplined way. Recently,
Bob has focused document imaging and records management. He has helped to
catalyze the use of UML in several application integration projects. Bob
developed the open source strategy at Wells.
In past jobs, Bob led research projects in groupware, logic databases, CORBA
component interfaces, and conceptual modeling approaches. He has developed
data acquisition and document management systems.
Bob has a degree in creative writing from the University of Michigan, and an
M.S. in Computer Science from Stanford. He has served on the adjunct faculty
at the University of San Francisco. Some of his recent speaking engagements
include Meta Data 2002, XML DevCon 2001, and the UML Forum (Tokyo) 2005, and
the Wuhan Conference on eBusiness, 2007.
