Within the IP Manager subject experts define the business rules and content that form the basis of the system. Using a business process modeling toolbox, authors can define the business rules that combine the appropriate pre-approved documents with the variable data from specific transactions.  They can create, retrieve and reuse content, clauses and documents – from a simple interface designed for non-programmers.

Question Designer - Where the questions necessary to capture variable data are created, and their delivery parameters specified.   

Easy Interview Designer - Where questions are grouped into pages and formatted for delivery, and the business process decision tree translated into the corresponding page navigation.       

Query Builder - Where business process rules are defined using conditional expressions.

Template Designer - Where the format of the required output document or documents are designed, including insertion points for the Easy Interview answers and outcomes.

Process Manager - Where the output document formats and distribution methods required to complete the automation of the business process are designed.

Easy Interview is our web-based presentation layer that acts as a wizard to accurately capture data from the end user. Each question and page is dynamically generated based on previous answers or web service calls. Sophisticated rules-based decision-tree logic guides the user through long and short versions.

• Contextual help, hints and examples to fill in information
• Validation and mandatory field for accurate data capture
• External page access (e.g. credit card payment gateway) for process driven applications
• Custom pop-ups for external data entry
• On-page distributor allowing data to be sent at any stage during an interview
• Dynamic strings giving a customized user experience.

The Delivery Manager is the component responsible for the conversion and distribution of the process output documents.  It supports conversion of documents to the following formats and can be integrated with most other third-party converters:

	Document Converters		Document Delivery
	Answer Set (XML data)		Email Distributor
	Answer Summary (XML data)		ECM workflow/document management/
	Easy Resume (URL)		File Distributor
	PDF Document (PDF)		Print Distributor
	RTF Document (RTF)		My Documents
	Word Document (DOC)		HTML Email Distributor
	WordprocessorML (Word 2003 ML)		MSMQ
	HTML Convertor		Other customized
	File Watcher & Transform
	Answer Set XSL Transform

The Process Manager is the core Perfectus component and is responsible for managing the actual document creation process.  The key functions of the Process Manager are:

	Package Manager	Stores and versions Perfectus packages created with the IP Manager and published to the server
	Process Coordinator	Manages the entire business process flow, starting with the Easy Interview , storing of the subsequent answers and outcomes, assembly of the process output documents in the formats required, and then distribution of the final documents by the required distribution methods.
	Document Assembly	Highly scalable XML-based document assembly function which merges one or many document templates with the answers and outcomes from an Easy Interview .  This function takes advantage of .NET free threading and server load balancing to support enterprise-level document assembly volumes.
	Publisher	The Publisher is the component responsible for rendering the Easy Interview as HTML in a web browser for the end user.  It utilizes the Microsoft IIS web server platform.  It also presents a SOAP interface for rendering Easy Interview s via alternate web server technologies.