automated indexing and advanced capture - … · automated indexing and advanced capture ......
TRANSCRIPT
Automated Indexing and
Advanced Capture
Jeff Welan, Advanced Capture Sales Specialist, Hyland Software
Hyland Software
• Developing ECM solutions for more than
20 Years
• 1300+ Employees
• 10,500 Customers in 61 Countries
• 2011 Annual Revenue $213M
Business Process Improvement
• Access documents faster
• Automate manual business processes
• Streamline compliance
Advanced Capture
Advanced Capture is automating the data
collection process from known documents that
have data in the same area by extracting and
validating the defined data field and passing
that data to other systems.
The benefit of using Advanced Capture
solutions is to lower the cost of data acquisition
and increase operational efficiencies.
Advanced Capture
Why did Hyland decide to develop an Advanced Capture Solution?
• One solution vendor – Leverage solution expertise
– Support
– Integration
– Enhancements
• One tightly integrated solution
• Maximize investment in Onbase
• Complete solution
True or False
The goal of Advanced Capture would be to
provide OCR results as close to 100% as
possible.
The goal of Advanced Capture would be to
provide Data Accuracy as close to 100% as
possible.
Advanced Capture Solution Capture
• TWAIN / ISIS / Kofax
• Batch Scanning
• QA / Re-Scan
• Imprinter Support
• Integration with MFP / MFD
• Import
• Fax / Email
• EDI
• File Formats (XML, CSV, DOC, TXT, PDF, TIFF)
Process
• Image Enhancement
• Annotation
• Auto Orientation
• Color Dropout
• De-skew / Cropping
• Blank Page Deletion
• Batch Processing
• PDF / Text Conversion
• Full Page OCR
• Classification
• Document Separation
Index
•Key from Image •Point / Click Indexing
•QA / Re-Index
•Autofill
•External and Internal:
•Verification and Matching
•Lookups and Validation •Database, ERP, CRM
•Image-enabled Apps •Revision Control
Store
•Client / Server Architecture
•Single Repository
•Images and Data
•Keyword Search
•Full Text Search •Retrieval
•Document Retention •Reporting
•Security •Encryption
Export
•Delivery of Images / Data
•ODBC
•Web Services / SOAP
•837 / 837 / HL7
•XML, PDF, TXT, DOC •Workflow
•Email / Notifications
•Database, ERP, CRM
•SAP, Oracle, Lawson, PeopleSoft, DataTel
Extract
• Barcode
• Auto-fill / Lookup
• OCR / ICR / OMR • Data Definition-based Processing • Structured Documents • Semi-Documents
Advanced Capture Solution
Top 10 Challenges DATA ACCURACY 1. Classification
a) Doc Type b) Doc Definition c) Doc Set
2. County 3. #7, yes no 4. Yes for # 7 additional info. 5. Validate CPA Number 6. #16 check value on another page. 7. Signature 8. Date Format 9. Signed submitter = Field 11 10. 21 = 10% 16
Advanced Capture Solution
Advanced Capture
Why Hyland?
• One solution vendor
• One tightly integrated solution
• Maximize investment in Onbase
• Provide complete solution
ImageSoft Check2Bank
What is it?
• ImageSoft product for scanning and deposit of
checks.
How does it work?
• Scan checks with a normal document scanner using
OnBase or Kofax
• A2iA software reads the CAR/LAR, MICR, and checks
for signature
• Data is electronically sent to your accounting system
ImageSoft Check2Bank
• Replace Legacy Check Posting Equipment
• Eliminate/Reduce Manual Remittance Processing
• Eliminate Lockbox costs and delays
• Electronic Remote Deposit direct to your bank
• Customer Service Improvement – Ability to quickly find
payment information (Huge Win!)
ImageSoft Check2Bank