ktm forms for kofax capture chris maertz, cto. agenda what is ktm? ktm functionality now in kofax...
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KTM Forms for Kofax CaptureChris Maertz, CTO
Agenda What is KTM?
KTM Functionality now in Kofax Capture Thin Client Indexing and Validation Advanced Forms Classification and Extraction Test Ride Full KTM Functionality
FAQ
Q&A
What is KTM?
Kofax Transformation Modules KTM automates the classification, separation, extraction and
validation of structured, semi-structured, and unstructured documents for lower costs, faster processing and higher data quality for downstream business processes.
Add-on to Kofax Capture
KTM Functionality now in Kofax Capture
Kofax Capture 10 Now Includes….
• KTM Thin Client Indexing and Validation
• KTM Advanced Forms Classification and
Extraction
• Test Ride Full KTM Functionality
* Available to customers current on software maintenance
Kofax CaptureAdministration
KTMProject Builder
Batch Manager
Scan ExportKTM Server KTM/KC Validation
KTM/KC VerificationKTM Correction
+
KC + KTM Workflow Components
Thin Client Indexing and Validation
Remote Validation
Customer Problem Perform data validation and
verification at a remote site to: Take advantage of lower labor costs Leverage local resource skills, e.g.
language capabilities Outsource data validation to field
agents
KCNS remote validation not cost effective if: Many smaller remote locations No local IT skills Changing locations
Central
RemoteValidate
Remote Scan
Remote Scan
RemoteValidateRemoteValidate
RemoteValidate
RemoteValidateRemote
Validate
Solution: Thin Client Validation Thin client validation and
verification allows extracted data to be reviewed over the internet using a web browser
Customer benefit No local software install Lower deployment, support costs Rapid deployment
Central
Thin Client
Remote Scan Remote Scan
Thin Client
Thin Client
Thin Client
Thin Client
Thin Client
KTM Thin Client Validation Kofax Capture 10 users now have access to KTM’s Thin Client indexing and validation!
No local software to install and maintain Just open a browser and start entering data No longer need Citrix outside the firewall Lower TCO for remote and distributed capture
Easy-to-use UI designed for efficient data entry of dozens to hundreds of fields Configurable forms layout maximizes productivity for each form and each user Performance-optimized for data entry over the web
Configurable business rules drive process automation
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KTM Thin Client Validation – Forms DesignThe validation form is customizable
Tabs
Image snippets
Combine fields
Combo boxes
Check boxes
Design BDesign A
Production User In
terface
Verification Vital when automatic validation not
possible
Three modes / use cases Confirm/edit existing data
Double-key data with cross check
Read-only verification
Customer benefit – reduce cost/delays due to downstream processing errors
Correction Boosts productivity for validation of
fixed form fields
Used to key single character OCR rejects, separately from Validation
Customer benefits: Increase productivity
Decrease keying cost
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KTM Thin Client vs. KCNS Remote Client
• Use Thin Client Validation for:• Validation of many fields on a
document• Validation/verification only at
remote site – no scanning• Many smaller remote locations• When no local IT skills exist• Frequently changing locations• When LAN/WAN connection not
available
• Use KCNS Remote Client for:• Few fields to index• When scanning also done
remotely• Multiple central sites• When LAN/WAN connection is
available
Complement KCNS Remote Client!
Advanced Forms Processing
Handling Paper Forms Paper forms are still a fact of everyday life for
many organizations in many different industries Banking/finance - application forms, account
opening Government – tax forms, benefit forms Healthcare – claim forms, CMS-1500s, EOBs
Gathering data from paper forms and entering data it into line of business applications is a huge burden
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Business Pains
• High labor costs
• Processing delays
• Legacy documents
• Errors
Automate with Advanced Forms Processing KTM can automate the extraction of data
from any form
Lower operational costs, speed processing, reduce errors
Ability to handle not just OCR-friendly forms, but legacy forms as well
Easy configuration of 100s of form types and revisions
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Key elements
• Layout / barcode classification
• Automatic form clean-up
• Rapid forms definition
Layout and Barcode Classification Layout classification - removes the need for document sorting
Documents are delivered/scanned in unsorted batches Each document auto classified by layout or barcode – fast, no OCR
required! Automatic document rotation is performed during classification Documents are extracted using the correct classification for each layout
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Layout and Barcode Classification Learn-by-example techniques make this simple to configure and
maintain:
Form Type A Form Type B rev 1
Form Type B rev 2
Form Type C Form Type D
2. Gather samples 4. Classify unknown documents
3. Train the system1. Understand the categories
Registration of reading zones
Background Removal
• Automatic registration of zones• No need for registration marks (esp. important for faxes)• Skew, stretch and shift are corrected up to 1 cm
• Zonal image pre-processing, background removal and character reconstruction• Auto-OMR thresholding for checkboxes• Learn-by-example system – no rules• Easy to train – only 5 samples required
Automatic Form Registration and Clean-UpTypical legacy form
- no dropout, not OCR optimized
Field Zone Definition
Rapid Forms Definition for Zonal Data Extraction Rapid forms definition – reduces set-up and maintenance costs
Definition of forms with approx 20 fields typically in <1 hour Copy settings in ‘blocks’ to accelerate configuration of similar
types/revisions
23Rev A Rev B
KTM Advanced Forms Processing
Barcodes
OCR Fields
ICR Fields
OMR Fields & Groups
Vertical Text
Test Ride Full KTM Functionality
KTM Project Development Environment Full KTM project development environment
Gain exposure to Advanced Recognition functionality for capture-to-process of any document type
Configure information capture of: Invoices, mortgage
documents, insurance claims, contracts, checks and letters, etc.
Used to: Configure classification
and extraction Tune performance Perform testing and
benchmarking
Kofax Transformation Modules – Full Version To use in production, upgrade to the full KTM version, which additionally
provides:
Content-based classification
Automatic document separation
Freeform data extraction
Table cell data extraction
Database lookups
Online Learning and Knowledge Bases
Advanced recognition engines (Recostar)
Invoice processing add-on option
Medical Claims processing add-on option
Mortgage processing add-on option
Check processing add-on option
Cursive field and page recognition add-on option
Arabic recognition add-on option
Frequently Asked Questions
vFrequently Asked Questions
INCLUDED in KC 10 Update:• Layout-based classification
• Unlimited extraction fields
• Advanced Zone Locator
• Barcode Locator
• ABBYY FineReader OCR
• Document Review (thick client)
• Validation, Verification, Correction (thick and
thin client)
KTM Features NOT included:• Content-based classification
• Automatic document separation
• Freeform data extraction
• Table cell data extraction
• Database lookups (use scripting instead)
• Online Learning and Knowledge Bases
• Advanced recognition engines (Recostar)
What KTM Features are included?
Frequently Asked Questions
This is just a license update to enable select KTM features. No KC software updates are required. Simply re-activate your KC license. You should see the “561” product code in your license.
Is this an update to the KC 10 product?
Frequently Asked Questions
You will see the KTM software in your product download area. Be sure to install both KTM 5.5 R2 and KTM 5.5.2.
How do I obtain the KTM software?
Frequently Asked Questions
After purchase of KTM, re-activate your license to enable all KTM features. Existing projects and configurations will remain in-tact, and you can add additional document types to the project.
What is involved in upgrading my KTM software to the full version?
Frequently Asked Questions
Yes, KTM user stations consume KC station licenses, just like any KC user station would. You can run several KTM or KC modules on the same computer and require only one station license. However, a KC station license is needed for each KTM thin client in use.
With this KC 10 Update, do KTM user stations consume KC station
licenses?
Frequently Asked Questions
No KTM volume needs to be ordered – only KC page volume is tracked. If/when full KTM (and associated volume) is ordered, any forms-related processing will not be counted against full KTM page volume.
With this KC 10 Update, must KTM volume be ordered to process
pages through KTM?
Availability and Requirements Available Now
Requirements No-charge KC license activation or re-activation Installation of KC 10 and KTM 5.5 R2 & 5.5.2, including thin client server Creation of a KTM project Additional KC concurrent station licenses for KTM user stations, if necessary No additional KTM page volume required
Support and Upgrades Certification on KC 10 Update required to receive product support Allows for easy upgrade to full KTM product (sold separately)
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Thank you! Chris Maertz | [email protected]