Presentation on theme: "Premier Director Document Imaging"— Presentation transcript:
1 Premier Director Document Imaging 4/13/2017 3:21 PMPremier Director Document ImagingAutomated Indexing1
2 Exactly what is Automated Indexing 4/13/2017 3:21 PMExactly what is Automated IndexingAutomated Indexing is a Director module that will enable Director to identify documents and keywords on those documents by defining forms within Director Client.By using Optical Character Recognition, OCR technology Director can be setup to look at specific locations on a document and read the values at that location.Based on the values at the locations specified Director can identify document types and assign keyword values.
3 Benefits of Automated Indexing 4/13/2017 3:21 PMBenefits of Automated IndexingEliminate Operator ErrorIncrease EfficiencyBy using OCR technology to execute the monotonous tasks of indexing scanned documentsOnly requiring operator interaction with suspect identificationIncrease the speed of availability for important documentation to be accessed by the end userEnd User ConfigurationAdministrator rights are not needed to create new forms
4 4/13/2017 3:21 PMPractical UsesImporting vital information into Director and having it be accessible to the end userScanning Standardized Loan, Deposits, Customer File, and Accounts Payable documentation in an efficient mannerPrimary Keyword and Unique Identifier are located in the same area on every formScan and Go CapabilitiesEssentially it could give you the ability to put down an entire loan file to have it scanned and indexed from start to finish with no interaction.
5 4/13/2017 3:21 PMProcess overviewDocuments are scanned into a specific queue in Director client which is set for automated indexing.Once the documents are finished scanning the OCR engine runs against the documents.It takes each document scanned in and compares it against the forms that are configured in director client looking for a match.Once a match is found it sets the document type and then looks for any keyword values assigned.
6 Requirements for Automated Indexing 4/13/2017 3:21 PMRequirements for Automated IndexingDirector must be properly licensed for automated indexingBatch automated indexing or Ad hoc Automated IndexingThe scan queue must be set to perform automated indexing on the documents that are scanned into it.OCR components must be installed on the station which is go be doing the automated indexing or configuration of forms.
7 4/13/2017 3:21 PMScan queue optionsBatch processing is activated on a per scan queue basisAutomated index processing queueThis scan queue will route batches to the Automated index queueAutomatic Automated Index ProcessingThis scan queue will route batches to the Automated index queue and attempt to process them right away.
8 Scan queue options (Continued) 4/13/2017 3:21 PMScan queue options (Continued)Activation of either automatic index queue options will add a new processing queue to the document imaging window
9 4/13/2017 3:21 PMProcessing itemsOnce items have been scanned they need to be processed. They have 4 options to make this happen.Manually on same machineRight click on the scanned batch in the automated indexing queue and select perform automated indexingManually on designated machineRight click on the scanned batch in the automated indexing queue and select perform automated indexing from a different machineAutomatically on designated machineBy using the switch -SCANAUTOINDEXBased on a scheduled job
10 4/13/2017 3:21 PMForm RecognitionDirector uses a technology called OCR which has the capabilities recognize characters on imagesDirector needs a non-handwritten word or phrase that is unique to that specific Document Type and is in a standard position on that pageBy configuring our form definition we can tell the OCR engine where to look for the information needed to identify the document
11 4/13/2017 3:21 PMForms SetupForms are setup in Director client. To access the forms batches must be in the awaiting automated index queue.
12 4/13/2017 3:21 PMConfiguration layoutThe configuration screen layout is broken into 5 distinct sections.
13 5 sections of the Configuration layout 4/13/2017 3:21 PM5 sections of the Configuration layout1st section is the Current Configuration Overview.This window displays the components of the current working form definition, followed by a listing of all configured form definitions, followed by all document types for the current scan queue grouped with their assigned form definition(s) and associated search order.
14 5 sections of the Configuration layout 4/13/2017 3:21 PM5 sections of the Configuration layout2nd section is the Processing Results VerificationThe result verification window displays diagnostic information related to the individual steps of the Automated Index process to assist with debugging and/or fine-tuning the form definitions.
15 5 sections of the Configuration layout 4/13/2017 3:21 PM5 sections of the Configuration layout3rd section is the Current Batch ManifestThis window displays the contents of the batch that was selected for Automated Index configuration, listed by document and page. Only documents of image and PDF format will be displayed, as these are the only formats that can be processed by the Automated Index module.
16 5 sections of the Configuration layout 4/13/2017 3:21 PM5 sections of the Configuration layout4th section is the Tools MenuThe tool menu allows for performing operations related to the overall configuration or to set the default behavior when a new zone area is drawn on the template.
17 5 sections of the Configuration layout 4/13/2017 3:21 PM5 sections of the Configuration layout5th section is the Current Form Definition TemplateThe form template display window shows the defined zones for the current form definition overlaid on a document template. Zones are created, modified and deleted using the mouse in this window.
18 4/13/2017 3:21 PMForms SetupScan in a document and we will Configure Automated IndexingFrom here we can Assign an existingform or create aNew form
19 4/13/2017 3:21 PMForms SetupBy changing the suspect level to 75 we leave ourselves a margin of error for the OCR engine to correctly identify the document typeKnowing the approximate page limit of each document type will increase the speed in which Automated Indexing processes.
20 Tying Forms to Document Types 4/13/2017 3:21 PMTying Forms to Document TypesIf you have many different document types that are formatted differently we can assign multiple forms to each document typeIn order to do this we will create the different forms but tie them to the same Document Type
21 4/13/2017 3:21 PMForm IdentificationAfter configuring the forms then you must tie it to a location which will be OCR’ed in order to identify the documents.
22 4/13/2017 3:21 PMForm IdentificationSelect Form Identification Zone
23 Form Identification (Continued) This section is Very important.What type of match should be selected?Exact match – Characters must match exactlyFuzzy match – Characters can have a percentage of errorsContains text – selected box must contain the matching values
24 Form Identification (Continued) Should Filtering be used?Is there any advantage to using combined rules?
25 Keyword Identification The form has been setup and identified up to this point.Because we have identified the form we can now scrape the keyword values for indexing.Keep in mind that because we are using autofill keyword sets we only need to focus on the Primary value.
26 Keyword Identification (Continued) Keyword Identification is very similar to the document type identification
27 Keyword Identification (Continued) Setting filtering and suspect level is enough
28 4/13/2017 3:21 PMProcess reviewDocuments are scanned into Director client with a queue set for automated indexingAutomated indexing process is performedThe documents are first identified by comparing documents to forms, and then based on the forms the defined keyword is populatedThe autofill keyword set then kicks in and populates all additional keywords on the document type.
29 4/13/2017 3:21 PMSetup DemoI would like to walk through setting up 2 document types for automated indexingPlease follow along as I go through the process and feel free to ask questions at any point in time.
30 4/13/2017 3:21 PMBest PracticesEach Document Type to be scanned in has a Unique Identifier in a standard positionEach Document Type to be scanned in has the Primary Keyword in a standard positionCreate Different Scan Queues for each file typeLoan documents, Customer file and Deposit documentsThis will allow for a more efficient automated indexing process