value-add-on series automated indexing our webinar will start momentarily… product session
TRANSCRIPT
value-add-on series
Automated Indexing
Our Webinar will start momentarily…
Product
Session
value-add-on series
Automated Indexing
Ray Gerwig, Product Evangelist
Product
Session
value-add-on series
SessionsMON TUE WED THU FRI
4 5 6 7 8
11 12ProductOverview
13TechnicalPartners
14 15
18 19 20TechnicalCustomers
21 22
25 26 27 28ProductWhat’s New
29
12 13
20
28
PAPERSlows YourProcess!
Paper-based Process
Electronic Process
scan EARLIERcomplete business FASTER
Paper and the Business Process
value-add-on series
SUN MON TUE WED THU FRI SAT
1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30
AP Clerk
VP Finance
Manager
Mail Room
Scan Operator
Paper Based Processwith Scanning
value-add-on series
Awaiting Index (254)(254)
value-add-on series
Scan Index Retrieve
Scan Operator
Indexer Enterprise User
1 2 3
Processor
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value-add-on series
Awaiting Image Processing
Document Imaging
Awaiting Barcode Processing
Awaiting Document Separation
Awaiting Automated Indexing
value-add-on seriesAutomated Indexing
Zonal OCR-based
Data Extraction
Document Separation,
Identification
& indexing
Automated Indexing
BenefitsReduces the time and cost of manual indexing
Reduces indexing bottleneck
Faster transaction completion
Automated Indexing
ImprovesData accuracy
Document availability
Customer service
value-add-on series
Advantages over other products
No duplicate configuration
No additional database requirement
No integration or export process to manage
No processing limits, page nor document
Easy to configure and update
value-add-on series
Available Technology
Machine Print (OCR)Check Box (OMR)Signature DetectionLogo/Image MatchingPoint and Shoot Indexing
Hand Print (ICR)…coming soon
value-add-on series
Automated Indexing
Zonal OCR, OMR
Automated Indexing
value-add-on series
Reduce manual data entry
OnBase Automated Indexing
Image or PDF
Automated Indexing – Use cases
Documents with Static Structure
Applications, Printed Forms
Contracts
Cover Sheets
AP/AR ProcessingInvoicesDelivery Receipts
Look Similar
StaticFormat
Identify the Documents
Identify the Documents
Identify the Documents
Values are alwaysFound in the same spot!
NOW - 2 Types of Recognition Available
Document Cover SheetsBar Codes and Machine Print
Bar Code Recognitio
n
Automated
Indexing
Automated Indexing - Features
Document classificationSelect Document Type
IndexingKeyword value assignmentAuto-Fill Keyword SetsKeyword Data SetsMIKG – table dataVB Scripting
Point and shoot indexing
value-add-on series
Form set-up
Configuring zones
Form set-up
Configuration – Getting Started
Install OCR engine
Scan Queue Processing Option Automated Index
License WorkstationAutomated Indexing
Shortcut Command Line Switch-SCANAUTOINDEX
Configuration - Form Set-up
Scan sample pagesRight-click to start
Template Configuration
Template Configuration
Template Configuration
Template Configuration
Template Configuration
Template Configuration
Template Configuration
Template Configuration
Form Set-up: Classification
Prioritize, most common forms at top.Faster processing.
Form Identification: Text or ImageNew in
10.0
Form Identification: Page Registration
.
.. .
Keyword Zones: OCR
Keyword Zones: OMR
..
..
New in
10.0
Keyword Zones: Signature Detection
New in
10.0
Batch Processing
Automated Indexing
Batch Processing
= INVOICE
form 1
Identification
= Packing Slip
form 2
= Delivery
form 3
OCR Zones
Point & Shoot Indexing
Automated Indexing
Point & Shoot Indexing
Point and Shoot Indexing
513412349-9223423
shift + drag
Scalability
Auto-indexScan Verify Commit
Auto-indexScan Verify Commit
All within Client Imaging
Automated Indexing – Verify
New View
in 10.0
• Suspect keywords in RED• Tab, zooms in on zone, and
floats snippet
Workflow– Integration
Action:Queue document or related document
for OCR – Automated Index
value-add-on series
Batch Automated Indexing
Ad-hoc Automated Indexing
Licenses - TWO
value-add-on series
Licenses
Batch Automated Indexing
Configuration Batch & Hit-list Processing Point & Shoot Indexing
Ad-hoc Automated Indexing
Configuration Hit-list Processing Point & Shoot Indexing
$10K $5K
value-add-on seriesManual Indexing
RESOURCE INTENSIVE
$$$
value-add-on seriesAutomated Indexing
REDUCES MANUAL EFFORT
value-add-on series
Document Capture Process
Reduces capture time
Receive Scan Index Use
so documents are available faster
ROI – Faster Processing with fewer resources
Process forms automaticallyUser hours/dayROI often received in less than a year.Increase throughput, or re-task resources!
RO
I
ROI – Example
1hr/day * $15/hr * 5workers = $75/day
$10K ÷ $75/day = 133days!
Less than 7 months!
RO
I
Automated Indexing
Released only 2 years agoOver 100 customers already using it!
Recent additions at customer requestOMR mark recognition (check marks)Use Logos/Images for identificationDetermine whether document is signed
What customers tell other customers…
• Many of the kinks have been worked out with newer versions (9.2+) of the Automated Indexing module. OCR success rate has been improved with engine and configuration tweaks. I would guess 99%+ success rate excluding errors related to the document itself (bad print quality, text movement outside of the zone, text blending into zone etc.). It does take some practice with zone placement and settings to get good results. You will have to be patient. Overall we are happy with the module though. You can email me at [email protected] if you have any questions.
• We went live with Automated indexing about a month ago. I will admit that getting those fields "just right" can take some time, and our scanner staff have learned to make sure the docs are lined up proper. Otherwise, we love it. Were looking at about 75% reduction in indexing and I’m sure that number will increase as we tweak the templates.Were on 9.2.0I’ve given the departments the ability to adjust their own index templates (we do a distributed scan model). That’s taken a significant workload off myself.
Prod
uct
Ove
rvie
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value-add-on series
Automated Indexing
Thank
You!April 13 Technical Webinar – PartnersApril 20 Technical Webinar – CustomersApril 28 What’s New - All