Brief portrait of UBS AG
As a leading global financial institute, UBS provides wealth and asset management services as well as investment and private banking services to customers around the world. UBS leads the market for private and business banking in Switzerland; employs over 60,000 staff in more than 50 countries around the globe and is represented at every significant financial center.
Customer application requirements
The company secretariat at UBS is responsible for archiving management process documents within the Corporate Center and Business Divisions. During a routine archive review it was discovered that the UBS homepage was not included in the archiving process. Despite an extensive disclaimer on the homepage it was decided that UBS should be able to prove in 5 or 20 years time what it communicates via its homepage today. This would provide UBS with greater security as regards the traceability and verification of communication content and would also be advantageous from a historic viewpoint.
Anything of relevance from a Corporate Governance viewpoint requires long-term archiving. This includes all linking functions. However, it also became apparent that not all content is worth archiving or can be converted to an archivable state. It was therefore necessary to view and list all of the contents. Searches for identified content are executed based on URL and date. This made it clear that only the PDF/A format would be able to meet these requirements. UBS decided to utilize the 3-Heights™ Document Converter Service from PDF Tools AG as a result of the evaluation.
The system detects any changes to the archived version and knows whether or not to create a new version for the archive. The size of the websites to be archived is adopted 1:1 in PDF/A format. This creates a rolling page in PDF/A format, whereby page numbering is controllable.
Archiving occurs analog to existing archive material and is supplemented by a full text search function.
It was important for us to have a reliable partner on board as we were entering uncharted waters. PDF Tools AG was able to offer us the best possible solution for our needs and ensured technical support was available at all times. The successful project was rounded off by the extremely attractive cost-benefit ratio of the PDF Tools AG solution.
Daniel Spichty, Project Manager, UBS AG
The 3-Heights™ product family from PDF Tools AG stands for:
HIGH QUALITY – HIGH VOLUME – HIGH PERFORMANCE!
Customer: UBS AG, Zurich, Switzerland (www.ubs.com)
Utilized product: 3-Heights™ Document Converter
Download: Success story in PDF