intelligent document processing for rpa · the possibilities of rpa are limitless—as long as you...

12
Intelligent Document Processing for RPA Quickly extract and structure data from business documents.

Upload: others

Post on 07-Oct-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Intelligent Document Processing for RPA

Quickly extract and structure data from business documents.

Page 2: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 02

Use data to inspire RPA

The possibilities of RPA are limitless—as long as you have access to the right data.

That’s why we built Decipher IDP, an easy-to-use, intelligent document processing solution that extracts and structures data from semi-structured business documents.

Page 3: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 03

Document Types Supported

Decipher IDP can validate and extract data from structured and semi-structured documents, such as invoices, purchase orders, and other typed forms.*

With Decipher IDP, you can:

Benefits:• Data access and accuracy

• Increased processing speed

• Human-in-the-loop verification

• Security and compliance for all industries

• Supports structured and semi-structured documents

Quickly and accurately extract and organize data from forms and documents

Uncover new possibilities and potential

Increase automation adoption throughout the enterprise

* Blue Prism is developing pretrained Decipher Skills that will expand and accelerate the use of additional document types.

Page 4: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 04

Inside Decipher IDP

The Home Dashboard

This is where users can see all of their IDP batches in one place. At a glance, the dashboard shows all completed batches, as well as batches that are on hold due to low confidence levels and require a human in the loop.

HOME DASHBOARD BATCH VERIFICATION ANNOTATOR

Page 5: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 05

Inside Decipher IDP

Batch Verification

After selecting an on-hold batch to address, users are taken to the documents within the batch. This is where the documents for that batch are stored. Documents that require human verification are flagged.

HOME DASHBOARD BATCH VERIFICATION ANNOTATOR

Page 6: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 06

Inside Decipher IDP

Annotator

Once inside the document, Decipher IDP uses colored boxes to show the user where data needs to be verified.

From here, Decipher IDP securely stores the extracted data within Blue Prism where it is ready for RPA.

HOME DASHBOARD BATCH VERIFICATION ANNOTATOR

Page 7: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 07

* Decipher IDP learns from this human-in-the-loop interaction and applies the knowledge going forward.

How Decipher IDP Works

Documents are submitted to Decipher IDP through Blue Prism.

Optical Character Recognition (OCR) and Machine Learning (ML) recognize, classify, and extract data from the documents.

Decipher IDP flags documents and data points that need to be verified because the confidence threshold was not met.*

Validated results are returned to a Blue Prism work queue where the data can be used in RPA processes.

Page 8: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 08

Decipher IDP at Work INVOICE AUTOMATION CUSTOMER SUPPORT PROOF OF I.D.

Invoice ProcessingAlmost all businesses process inbound invoices.

When semi-stuctured data is clearly labeled and consistent, it is a great fit for intelligent document processing.

Potential ROI is measured in millions of dollars each year, including:

• Late fee cost avoidance

• The ability to capture incentives for early payment

How to incorporate IDP into everyday business processes

Page 9: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 09

INVOICE AUTOMATION CUSTOMER SUPPORT PROOF OF I.D.Decipher IDP at Work

Application Forms Examples in this case include account opening forms, loan applications, mortgage applications, job applications, and change of details forms, etc.

Each of these are good document types for automation, provided there is no handwriting.

With Decipher IDP, you can bring a process into scope that wasn’t previously worth automating, or make a partially automatable process fully automatable.

How to incorporate IDP into everyday business processes

Page 10: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 10

INVOICE AUTOMATION CUSTOMER SUPPORT PROOF OF I.D.

How to incorporate IDP into everyday business processes

Decipher IDP at Work

Proof of I.D. ValidationDocument types in this example include passports, driving licenses, birth/death/marriage certificates (without handwriting), and other forms of I.D.

These are frequently used in processes such as account opening, change of name, staff onboarding, insurance claims handling, and more.

Decipher IDP includes validation rules that can confirm the data extracted from the document matches what is expected and refer it to a human if it’s not.

In this example, the benefit is derived principally from the new ability to fully automate a process, which previously was only partly automatable.

Page 11: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 11

About Our Technology Partners

As we continue to add high-value features and functionality to Blue Prism RPA, we want to acknowledge and continue to promote the existing capabilities of our market-leading technology partners.

For the Blue Prism partners who develop and share OCR, ML, and other technological capabilities that complement or support Intelligent Document Processing, we will link those Decipher Skills directly to Decipher IDP to help expand the breadth of document classifications that can be supported.

What we are building together will result in the creation of an industry-standard for Intelligent Document Processing, based on the collective knowledge of our robust partner ecosystem.

Page 12: Intelligent Document Processing for RPA · The possibilities of RPA are limitless—as long as you have access to the right data. ... The Home Dashboard This is where users can see

Blue Prism Decipher IDP | 12

Blue Prism’s vision is to provide a Digital Workforce for Every Enterprise. The company’s purpose is to unleash the collaborative potential of humans, operating in harmony with a Digital Workforce, so every enterprise can exceed their business goals and drive meaningful growth, with unmatched speed and agility.

Fortune 500 and public-sector organizations, among customers across 70 commercial sectors, trust Blue Prism’s enterprise-grade connected-RPA platform, which has users in more than 170 countries. By strategically applying Intelligent Automation, these organizations are creating new opportunities and services, while unlocking massive efficiencies that return millions of hours of work back into their business.

Available on-premises, in the cloud, hybrid, or as an integrated SaaS solution, Blue Prism’s Digital Workforce automates ever more complex, end-to-end processes that drive a true digital transformation, collaboratively, at scale and across the entire enterprise.

Visit www.blueprism.com to learn more or follow Blue Prism on Twitter @blue_prism and on LinkedIn.

About Blue Prism

BP Decipher IDP_5-22-20_Surgery