The Idea Reduce document / source (Mb) size, simplify document structure, and remove embedded risks to improve ease of retrieval, rendering performance, and overall system stability within Chorus. Summary Customers are experiencing an ever-increasing volume, size, and complexity of documents and source types arriving via email for ingestion into Chorus. These documents, depending on type and origin, introduce a range of performance, usability, and security challenges when processed and viewed within the platform. Examples include: PDFs containing live hyperlinks, external references, and digital signatures that trigger outbound calls when opened Word documents generated by third-party applications containing embedded macros or active content JPEG images, often high-resolution files (e.g. from mobile devices or SLR cameras), resulting in large file sizes RTF and other formatted documents, which can create rendering inconsistencies This increasing variation in document types and behaviour: Impacts performance, with slower load and rendering times Introduces security risk through embedded links, macros, or external calls Adds complexity to the content viewer, which must support a broad and evolving range of formats Degrades user experience and productivity, particularly when accessing large or complex documents To address this, Chorus Capture could be enhanced to support automatic conversion of inbound documents into a simplified, standardised PDF format at the point of ingestion. This would include: Conversion of all supported file types (including complex PDFs) into a consistent PDF format Sanitisation during conversion, removing embedded hyperlinks, macros, and dynamic content Option to generate a lower resolution and optimised PDF image, reducing file size Providing flexibility to balance image quality vs performance, depending on user need By standardising documents at ingestion, this solution would: Reduce document complexity at retrieval and viewing stage Improve performance and load times through smaller, simplified files Reduce reliance on content viewers needing to support an expanding range of document behaviours Minimise security exposure from embedded external content Improve overall stability, consistency, and user experience within Chorus N.B This post is customer sponsored. The (Chorus) product manager concerned would be happy to engage directly with SS&C, to discuss the present challenges and the feasibility of having such a product enhancement.
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