Brent Wesler Director Professional Services

Brent Wesler Director Professional Services
iQFA: Session 10 Service Products and Packaged Solutions Under the Hood Brent Wesler Director Professional Services

Agenda Service Products Packaged Solutions Fortis Portal SignIt
TIFF Ninja PurgeIt DocPack Packaged Solutions Check21 ApproveIt Fortis Remote Capture FaxIt Fortis Disaster Recovery (DR) PurchaseIt MergeIt Paradatec

Agenda High level overview Requirements and considerations
Demonstration Installation – files and directories

Solutions Service products Packaged Solutions Fill a gap in a process
No annual support 45 day warranty Packaged Solutions End-to-end solution Best of breed Vertical or horizontal Some include direct 3rd party support

A mobile thin-client, Fortis access point

What is Fortis Portal? Fortis Portal is a rendering engine with a simplistic, thin-client web interface designed for those customer facing businesses or geographically distributed environments that require a remote or mobile Fortis access point: Zero “foot print” on the client No ActiveX controls Access to Fortis documents outside a firewall – thru port 80 Secure Fortis environment using existing Fortis security credentials Portal by default consumes a Fortis view license

What is Fortis Portal? Standard rendering to PDF documents
Support for Acrobat Reader/Professional 5, 6 or 7 Load balancing on multiple web servers Access to Fortis documents from Mac computing environments Read-only access to Fortis documents Update of data is available with customization Single sign-on authentication capabilities Only consumes a Fortis license during login, search and render License is released when the web service function has been executed Direct access to documents or queries via URL parameters IP]/QueryPrompts.aspx?Query=Transcripts

Portal Supports RC4 Encryption
Portal has the ability to request a document directly. It requires 5 parameters: Document ID Document Type Database Username Password Example URL: Company&User=sysadm&Password=sysadm Encrypted link generator built into Fortis Portal so that the URL arguments are hidden, this way you can send links to users without them being able to see the user credentials and database information they are using to access a document. The encrypted version of the link above looks like this: On the technical side this encryption is RC4 with a seed anywhere between 40 and 128 bits that has been base64 encoded for URL compatibility

Fortis Portal Web Services (WS)
CheckASPUserAuth CheckASPUserName CheckAuthUser CheckAuthUserAndDatabase FileExistsInPDFTemp GetDatabases GetDocTypeFields GetDocumentFields GetFolderDocTypes GetFolderDocs GetFolderDocsByDocType GetFolders GetJPG GetJPGURL GetOrginal GetOrginalFileName GetPDF GetPDFURL GetQueryPrompts GetQueryResults GetQuerySetQueries GetQuerySets GetRootFolderDocs GetRootFolderName GetRootQuerySet GetRootQuerySetQueries Benefits of JUST Web Services (WS) Customer can build their own interface Web services can be called without an interface Great “out-of-box” solution for web integration Extensible for use by other applications Allows better licensing efficiencies

What is Fortis Portal? Fully customizable interface using standard Microsoft .Net technologies

What is Fortis Portal for Mobile Devices?
A platform independent, text interface that allows delivery of documents to just about any web device The same thing as core Fortis Portal except it uses a text interface Provides both browse folder and query functionality Standard rendering to JPG (for Blackberry’s) or PDF as option

Fortis Portal for Mobile Devices
Mobile device interface has been tested on the following devices: Blackberry 7250, 7290, 7130 Trio (Palm OS) Trio (Windows CE OS) Samsung Pocket PC (Windows Pocket PC OS) Web enabled cell phones Mobile device interface works on just about any web browser – tested on: MAC Safari MAC Firefox Mozilla Opera Netscape IE 5, 6, 7 Linux

Fortis Portal Topology

PowerWeb Topology

Fortis Portal Web Server
Requirements Fortis Portal Web Server IIS 5+ Web server located outside of the firewall. ASP.Net (2.0) application. Services can customize to integrate into existing portals. Fortis Portal Backend IIS 5+ Web server install on existing Fortis Application Server. Web Service Provider Web Service Provider can be utilized for any Web Service based application. *Both Pieces can run on a single machine for Internal LAN/Intranet configurations

Fortis Portal for Mobile Devices

Try it Out! http://portal.westbrooktech.com/fortisportaltext
We have setup a demo of Fortis Portal on our internal servers here in Branford, CT - you can try it out using the external IP addresses provided below: Fortis Portal Mobile Version Fortis Portal Standard Version

Portal Demonstration Installation files and directories
D:\My Documents\consulting\Projects\Portal Portal Web Services Portal full interface Portal text interface

Thin-Client Workflow Authorization

The Advantage Can be applied to any approval cycle… Accounts payable, Capital expenditure, Loan applications, Specification design, Student transcripts, Employee evaluations, and Patient diagnostics just to name a few…

Authorization workflow – at a Glance

Quick Access Login Faster:
Quickly gain access to pending files right inside of Microsoft Outlook.

Decisions Awaiting Your Input
Organized: View a comprehensive list of documents requiring your approval.

View Documents Easily Viewable:
Review in detail each document in your “to be approved” list.

Making Decisions Simple:
Make your decision fast and easy with a click of a button.

The Approveit Advantage Questioning a Document
Selection: You can dispute and redirect a document based on insufficient or inaccurate information.

The Decision Making Process
Quality Control: Authorized users can forward documents to the next stage in the approval process.

Custom Designed User Interface
Can easily be formatted to any business processes.

The Approveit Advantage Business Focus Interface
Approveit makes the authorization workflow more efficient. Making Decisions

Business Focus Interface
Questioning a Document Making Decisions

Questioning a Document Customize Approvals Making Decisions

Questioning a Document Customize Approvals Making Decisions Logout

Questioning a Document Customize Approvals Making Decisions Automatic Logout Logout

ApproveIt Workflow

ApproveIt Configuration
Configure dynamic settings Written to default.ini on PW server Upon client login settings are copied to HKLM registry Uses Wscript host to write to registry

ApproveIt Installation
PWSites_Approve is the default directory Must have execute permissions to \Template\ApproveIt DocHead and DocEdit.fht pass parameters to ASP page

ApproveIt Demonstration Installation files and directories
D:\Imaging\Fortis\PWSITES_Approve Configuration of profiles D:\Imaging\Fortis\PWSITES_Approve\Defsite\Template\ApproveIt Registry D:\Imaging\Fortis\PWSITES_Approve\Defsite\Template\ApproveIt\approveit.txt Workflow ApproveIt implementation guide

Digital Image Signature
Fortis SignIt Digital Image Signature

What is it? SignIt is an electronic signature pad technology integrated with Fortis and Topaz Systems line of products. SignIt natively embeds the electronic TIFF signature to the currently open Fortis document. Thus, we refer to SignIt as a digital image signature. SignIt is a unique product that reduces the need to print, sign and rescan documents as well as adds greater efficiencies to workflow processes that require signatures.

SignIt Functionality Find tool to navigate to signature area
Date/Time stamp Signature description Find tool to navigate to signature area Pre-defined signature areas (i.e. top-right) Support for Fortis LAN, PowerWeb and ApproveIt interfaces Supports custom launch (CTL+L) from within Fortis Transparent signature or white background

SignIt Terminal Services Requirements
Windows 2003 Server Terminal Services connection has COM port mapping checkbox cleared Group policy permission for “Do not allow COM port redirection” is disabled Works with Topaz Serial signature pads only

SignIt Requirements and Considerations
Topaz Systems SigPlus and SigPlus Imager toolkit are installed on the client Only scanned black/white images can be signed within Fortis Support for Adobe Acrobat and MS Office documents from Fortis launch Support for signature pad pass-thru to Terminal Services or Citrix Works with Topaz USB, serial of Ethernet signature pads Works with Windows tablets

Topaz Systems

SignIt Fortis Client Install
You must have Topaz SigPlus and Topax SigTool Imager installed. Client Install Step 1, unzip the contents to C:\program files\SignItPW Step 2, run sigplusbasic.exe (Topaz software) Step 3, run sigtoolimager.exe (Topaz software Step 4, regsvr PaintX.dll Step 5, double click SignItReg.reg to merge the registry file. This will add a button to IE for SignIt

SignIt Installation for PowerWeb
Powerweb Adjustment. The docfile.fht will need to be edited. At the bottom of the file is a section with the following header:  You will need to add the following line to the bottom of that section: <!- Add the following line for SignIt to work -> <INPUT NAME="SignItDB" TYPE="HIDDEN" Included in the zip file is an example, however please do not use this file since it is from an older version of powerweb. Try it out… Open a document in Powerweb (must be black and white) and click on the SignIt button in IE. The interface is similar to the LAN client. A prereq to this install is that you have a fortis client installed on your machine.

SignIt Demonstration Installation and registry
D:\custom apps\signit\SignIt Release\signit.msi SignIt from Fortis Thick-client SignIt from PW or ApproveIt SignIt from Adobe

Solution warrants bar code separation on an import?
How do you leverage your MFP and existing hardware base? 49

TIFF Ninja Tiff Ninja™ is a revolution for the document management industry. By offering complex document manipulation functions to any network attached document capture device, Tiff Ninja™ exposes a new world of functionality that was previously only available through the use of production class document scanners. Features: Document separation based on Barcode (Code 39) or Blank Page Document separation based on barcode with a user defined prefix value using Custom Prefix Recognition™ technology Blank page deletion Document rotation in 90, 180, or 270 degree increments 50

Tiff Ninja Fills a gap within the import
Allows for blank page and bar code separation on import Also provides basic document rotation Bar code logic based on prefix

Tiff Ninja Use Cases Accelerated Health Services Fax from physicians
Fax server drop’s to a network directory Tiff Ninja monitors the directory on an interval Applies bar code reading technology to faxed image Performs document separation Fortis import script occurs and captures faxed images

TIFF Ninja 53

Tiff Ninja Demonstration Installation files and directories
C:\Program Files\InfiNet Business Systems\Tiff Ninja\iimfp.exe D:\My Documents\consulting\Projects\TiffNinja

What is PurgeIt PurgeIt is a command line application that can be run manually or by Inflo to delete documents from Fortis based on a retention schedule. PurgeIt is the final component within a Fortis Records Management workflow, where documents that meet a specific criterion will be purged after x number of days, years, etc. PurgeIt includes 3-pass data clearing and sanitization using Microsofts secure delete tool prior to deletion as per DoD standard M (the definitive standard on data destruction). 56

How Does PurgeIt Work? 57

PurgeIt Sample Inflo process map
Retention schedule rule setup per doc type

PurgeIt Dummy document type as a control table
Inflo can use the variable data within a document record

PurgeIt Demonstration
Looks for invoice that matches retention schedule Moves invoice to a purge folder Performs a 3 write pass delete of document from disk No install required

What is DocPack? Doc Pak offers a unique offline resource for attorney's, utility workers or any remote staff that require simple access to Fortis documents in a standard PDF format without the need for installation or special viewers. 63

DocPack Interface 64

DocPack Simple staging solution
Makes exported PDF’s local to selected HTM document No special viewers other than Acrobat Reader No connectivity No installation of software

DocPack Demonstration From query results screen
Select records for staging by selecting checkbox Setup custom launch or select desktop icon to initiate DocPack Selected staging directory and HTM file name are created Copy directory contents to CD, DVD or post online Installation and directories No install required Run docpack.exe from icon or custom launch Must have a query results screen present D:\custom apps\docpak

What is Remote Capture? The Fortis Remote Capture "best-of-breed" solution is a thin- client, web-browser based scan/import and index interface that seamlessly integrates with the Fortis document management system Fortis Remote Capture is powered by Captovation's Web Capture module which lets you easily deploy browser-based document scanning and indexing as well as import at remote locations through a firewall. Prevent lost documents between sites

Fortis Remote Capture Benefits
Documents can be scanned and indexed at their place of origination allowing companies to realize these major business benefits: Reduce scanning requirements at central site Eliminate shipping costs Reduce labor costs Improve customer service

Fortis Remote Capture Features
Minimal Software Installation Runs Within Browser TWAIN-Compliant Remote Database Linking Database Linked Pick-Lists Firewall Friendly (communicates via HTTP/S - port 80) Centralized Administration Auto-Populate Index Fields Rotate and Deskew Auditing of Remote Activity

Why Fortis Remote Capture?
Easy Deployment and Use Central Administration Implementation Methods Database Linking Reliable Transmission

Why? – Easy to Setup Easy to Setup
Fortis Remote Capture requires no manual software installation at remote sites. The Web Capture Client is automatically downloaded and installed as soon as the user connects to the Web Capture Server.

Why? – Central Administration
The Fortis Remote Capture system is administered through a web browser, allowing administrators to centrally configure scanning profiles.

Why? - Implementation Implementation
Captovation Web Capture supports three remote capture methods: Scan/Import only Scan/Import and index documents Scan/Import and index batches (groups of documents).

Why? – Database Linking Database Linking
Fortis Remote Capture reduces data entry keystrokes and errors by allowing the indexing process to link to an external database and retrieve additional information. For example, a user can quickly search a corporate database by customer name to retrieve and auto-populate a customer account number field. The Web Capture Server performs all database searching to provide a firewall friendly and efficient method to search corporate databases.

Requirements Remote Capture Server requires:
Microsoft Internet Information Server (IIS) version 4.0 or above Remote Capture Client requires Microsoft Internet Explorer 5.0 or above (5.5 recommended) and a TWAIN compliant device. In addition, the Java Runtime Environment (JRE) version or above must be installed on any computer using Remote Capture Administration.

Fortis Remote Capture Topology

Fortis Remote Capture Demonstration Create scan profile
Assign Fortis commit driver Web capture service Scan Index Remote database lookup Release to Fortis

Electronic Check Processing Made Easy

What is Check21 Best-of-breed, end-to-end solution for electronic check processing Fortis Check21 meets the needs of ANY customers wishing to optimize their check processing that complies with the mandates set for Check21 by the Federal Reserve. Check21 is a compliance mandate that allows for electronic check clearing. Consumers will no longer receive cleared paper checks back but rather have access to electronic images of checks.

Check21 Target Market Credit Unions Banks Thrifts A/R Companies
Utilities Municipalities Brokerage Financial Services Retail ANYONE who receives a large amount of checks

How Does Check21 Work? Now thru one centralized interface all checks:
Scanned and endorsed Important metadata automatically captured thru CAR/LAR and MICR parsing (i.e. account and routing number, check dollar amount, check number) Quality checked – confidence based Batch uploaded via FTP/FTPS directly to your financial institution or Federal Reserve Bank in an approved x9.37-DTSU 2003 ICL (image cash letter) format Front and back of check with data is seamlessly imported into Fortis/SE

Easy-to-use Interface
Single interface for scanning and QA Pick list support Caution flags when check error Viewer window for front/back of check Data entry validation

Fortis Check 21 Supports Built-in CAR/LAR support
Built-in x9.37 ICL (image cash letter) module Built-in confidence based QC module to accept check batch Built-in FTP/FTPS upload mechanism for batch transmit to banking institution Shared Branch Acquirer (SBA) Support Auto MICR parsing Batch total balancing Electronic endorsements

Electronic Endorsements

Creation of ICL

FTP/FTPS ICL to The Federal Reserve

Fortis Check 21 Supports Unlimited number of manual defined data entry fields (i.e., payee, date) Import checks from your clearinghouse Back-end data validation (i.e., cross-reference scanned check account number with internal CRM/ERP data to auto populate) Support for Canon (CR-180, CR-55), Digital Check, Panini as well as Kodak i6060 and i6090 scanners Fortis commit driver to automatically import checks and associated check metadata into Fortis repository Support for back-end check remittance matching

Check21 Process Flow AR Clerk Scans QA Check Batch Commit Batch
ICL Creation BOFD Federal Reserve Fortis Repository

Check21 Cost Benefits Reduction of HARD Costs Reduce FLOAT
Savings on items paid one day sooner (Source – Global Concepts): 5% = $136 savings for $1 million check Transportation of paper items from branches to check clearinghouse (Superior Iron Range Community FCU - $2,000 per month) Eliminate manual check imagers and media costs Eliminate mailing of paper checks back to customer Reduction of SOFT Costs Streamline check processing procedures Employee per hour savings - no longer need to physically encode checks Retain image of check in archive – disaster recovery, audit, etc.

I will be using the Kodak i6090 today
DEMONSTRATION I will be using the Kodak i6090 today

Check21 Demo Demonstration Create check capture profile
Scanner settings Validation rules Commit driver selection Ensure Fortis document type has matching field names Place any size check in check scanner CAR/LAR Quality control modifications if necessary Commit batch to x9.37 ICL Commit batch to Fortis

Leverage the Power of Artificial Intelligence to Drive Fax Automation

What is FaxIt? Fortis FaxIt is a best-of-breed solution that leverages the robust capabilities of BISCOM’s FAXCOM fax server and seamless integration with the Fortis product suite. Fortis FaxIt utilizes the powerful features of the BISCOM Advanced Fax Routing module to dynamically read unstructured data from fax images, apply business rules and route documents appropriately. Using artificial intelligence, FaxIt can cleverly classify fax images based on the text pulled from the image.

What is FaxIt? Inbound Connector
Inbound faxes can be routed thru BISCOM’s Advanced Fax Routing module - OCR’d, categorized and automatically imported via web service into the Fortis repository. Data from the fax header (i.e., fax number, to, from, etc) are automatically populated with the Fortis record. Outbound Connector For outbound faxes a user can simply select CTRL+L from within a Fortis document or query results view to seamlessly place the selected Fortis document(s) into the FAXCOM web client interface, populate the send to fax number from a Fortis field, attach a cover page as well as expose additional options

Why FaxIt Advanced Routing?
Implement business workflow Automate fax processing Route sensitive information without unauthorized access So, what is Advanced Fax Routing, and why is it necessary? Advanced Fax Routing is a tool for automating inbound fax processing through rules-based workflows. The rules and the workflows might be simple – or they might be complex. Either way, Advanced Fax Routing is capable of using rules to trigger actions that determine where and how received faxes are delivered. Advanced Fax Routing is a module within Biscom’s FAXCOM Suite for Windows application. FAXCOM Suite for Windows supports multiple user environments, such as , Web, and desktop fax client, as well as numerous Application Programming Interfaces. FAXCOM Suite integrates with LDAP-compatible directory services such as Active Directory. FAXCOM Suite communicates with Biscom’s FAXCOM Fax Server to provide an enterprise fax server solution.

FaxIt Advanced Routing
Delivering received faxes involves “Info gathering” of details and data from the fax Formatting the delivery Delivering to one or more destinations Advanced Fax Routing involves gathering details about the fax, formatting the fax, and then delivering the fax. Advanced Fax Routing really is quite comprehensive in what it is capable of doing. Through the presentation, I’ll touch on the world of capabilities its provides. It is worth noting, however, that any given workflow might use only a subset of these features.

Information Gathering
First – gather the data known immediately about the fax Date & time it arrived Fax number sent to Caller-ID of sender TSID of sending fax device Number of pages Size Fax port (on the FAXCOM Server) When a fax arrives, there are a number of data points that we know about it immediately. Things like the date and time the fax arrived, which fax server port the fax was received on, the Caller-ID and TSID of the fax sender, the fax number that was sent to, and so on. FAXCOM gathers these data points and associates them with the fax image.

Info Gathering Get fax header data as well as textual data from the fax image For example, here we have a screen shot of a received fax, which in this case is viewed with Biscom’s FAXCOM Viewer application. Taking a look at the top header of the fax image, we see that the fax arrived March 21 at 10:50 am, and we also see that it’s 4 pages long. Working our way down to the addressing section of the fax image, we see that the fax is FROM Brian Kilduff an TO Harry Winston. This screen shot is just to point out some of the data known immediately about the fax when it arrives. There are additional data points not shown here, like the Caller-ID of the sender, that are also potentially known immediately as well.

Info Gathering Second – extract additional data from the fax image OCR
Barcodes Use unstructured pattern matching OCR In addition to the “known data”, Advanced Fax Routing has the ability to extract additional information from the fax image. Each fax is received as a TIFF image. The FAXCOM solution can OCR the image to convert it to a readable and searchable format such as Text or PDF. The FAXCOM solution can also interpret barcodes included on the fax image. OCR and barcode data can provide a secondary source of information that associates with the fax image. The known data and the extracted data can both be used to make formatting and routing decisions.

Info Gathering Pattern matching OCR to retrieve the order number and date Route appropriately based on these values Here is a screen shot of a Purchase Order received by fax. An example of data extraction by OCR could be the order # field towards the top right corner of the fax image. The FAXCOM solution could be configured to OCR the fax when it is received, then to deliver the fax image, its known data points, and also the OCR results, to FAXCOM Suite for Windows. Within FAXCOM Suite for Windows, Advanced Fax Routing could be configured to look for the string “Order #” and then to retrieve the digits that follow – in this case The fax delivery step, as an example, could then be to deliver the fax image and the order number to an address.

Info Gathering FaxIt can read the barcode and extract the data that it represents Data extracted from the barcode can be used to determine fax formatting or delivery instructions, or additional data is added to the “known data” when the fax is routed to its destination. Here is a another screen shot of a received fax, this one with a barcode towards the bottom left of the fax image. FAXCOM can read the barcode and extract the data that it represents. As with OCR results, the data extracted from the barcode could be used by Advanced Fax Routing to determine fax formatting or delivery instructions, or it could just be additional data that is added to the “known data” when the fax is routed to its destination. An Advanced Fax Routing example using barcodes could be where multiple vendors fax purchase orders to a single distributor. The vendors use order forms prepared by the distributor, where a reference to the vendor name is embedded in the barcode. As faxes are received, Advanced Fax Routing can use barcode scan results to recognize which orders are from which vendors. Orders can then be routed to different destinations based on the vendor.

Info Gathering Third – perform a lookup in one or more data sources referencing the data already collected LDAP-compatible directory service ODBC-compliant database TXT file We’ve talked about collecting the known fax data, and also the ability to extract additional data by OCR or barcode. Another capability is to perform a lookup in a network resource in one or more data sources, possibly referencing the data already gathered. Lookups could be in an LDAP-compatible directory service, an ODBC-compliant database, or even a text file. Working with the barcode example, the barcode results could produce a numeric string. Advanced Fax Routing could perform a lookup in a network database to match that numeric string to a company name and an account manager. The fax could then be delivered by to the account manager with the name of the company placing the order provided in the subject field of the message.

Formatting the Delivery
Faxes arrive in TIFF format File formats for the delivery include TIFF & Searchable TIFF PDF & Searchable PDF TXT Split a multi-page fax into multiple deliveries I mentioned earlier that faxes arrive in a TIFF file format, which is the standard file format for fax communications. The TIFF format has a number of benefits – it’s widely known and accepted, and because it’s an image, it’s a very secure file format in that viruses, or other malicious content, cannot be embedded within it. Once the fax is received, it can be advantageous to convert the TIFF image to another file format – possibly to extract more data or maybe because the final recipient needs the fax contents to be searchable, much as a Word document received by would be searchable. The TIFF image can be delivered as TIFF, Searchable TIFF, PDF, Searchable PDF, or even text. It’s also possible to split a single received fax into multiple unique faxes. This is a common function of Advanced Fax Routing. An example would be where 20 orders are received in a single batch fax job each night. Advanced Fax Routing, by OCR process or barcode scan, recognizes that these are individual orders and splits the single fax into multiple faxes and multiple deliveries.

Naming of the file can be controlled For example, use OCR results to create a new file name Data can be delivered with the fax Known data, such as date & time, TSID Extracted data, such as OCR and Barcode results Additional data retrieved with a data source lookup Can be formatted as XML, TXT, CSV, etc. Advanced Fax Routing can also control the name of the file that is delivered. And it can deliver data with the fax – that includes the known data, the extracted data, and the data retrieved on lookup to a network resource. An example here could be that a fax is received and OCRd. The OCR process returns a customer number. Advanced Fax Routing uses the customer number to query a network database. The database query returns the customer name, ship to, bill to, and credit terms. Next, the fax is renamed to include the customer name and the date & time the order was received. And finally, the order is delivered, with the new file name, along with the ship to, bill to and other data retrieved on the network database lookup.

Push faxes into Fortis automatically Here’s a screen shot of a formatting example. On the left screenshot, I’ve highlighted the Order # and Date fields. This data could be extracted from a received fax by OCR. On the right screenshot, we see that fax has been delivered to a UNC location. Note that the fax is saved as a PDF file, and that the file name includes the order number and the date from the fax image. Drop faxes into a network directory Or use Fortis import script

Delivery Destinations
Attachment UNC Message body Network locations FTP, SFTP Printers & MFPs Fortis/SE Probably the most common delivery destination for received faxes is . The fax can be delivered as an attachment to the message, or instead you might deliver an notification message that includes a UNC link to the fax somewhere on the network. You could also OCR the received fax and deliver the OCR results as the body of the message. Network locations are also potential delivery destinations. UNC, FTP, and SFTP are supported. Faxes can be printed to printers and multi-function devices.

Delivery Destinations
ODBC compliant database Applications Fortis/SE FAXCOM Image Indexing Kofax Captiva Oracle SAP Other examples of delivery destinations include an ODBC compliant database, or even applications. Faxes could be delivered to FAXCOM Image Indexing, Biscom’s data capture and indexing solution, for example. They could also be delivered to third party applications such as FileNet or SAP.

Workflow Examples Example 1 – route by date & time
Faxes that come in during business hours go to a printer Faxes that come in after-hours go to an address Faxes that come in on weekends go to an SFTP location A simple example, but a very popular one, is to route faxes based on the Date and Time they were received. For example, faxes that come in during business hours, Monday through Friday, 8am to 5pm, are delivered to a network printer. Faxes that come in overnight, Monday through Thursday, are delivered to an address. Faxes that come in on weekends are delivered to an SFTP destination.

Workflow Examples Example 2 – order processing
OCR is performed on each received fax to obtain the “Order #” A barcode scan is performed on each received fax to obtain the “Customer ID” An ODBC database lookup against the Customer ID obtains a UNC path for the Customer and also their “bill-to” information and credit terms Fax formatting The fax is converted to Searchable PDF The fax is renamed to include the Order # and the date The fax is delivered to the correct UNC along with a CSV file containing the “bill-to” information and credit terms Or The fax is seamlessly imported into the Fortis repository Here’s an example similar to the one covered earlier in the presentation. Once the fax is received, an OCR is performed to obtain the Order #, and a barcode scan is performed to obtain the Customer ID. Advanced Fax Routing does a lookup in an ODBC database – querying against the customer ID to obtain billing and credit details for that customer. The fax is then delivered to a UNC location as a Searchable PDF file with a file name that references the Order # and the date. In addition to the PDF, a CSV file is also delivered that includes the data picked up with the ODBC database lookup.

Workflow Examples Example 3 – Image Indexing
Each fax is converted to Searchable TIFF by the FAXCOM Server The cover page is discarded, and the secondary pages are split into multiple fax jobs Each fax is delivered to the FaxIt application The data extracted by OCR is pre-populated into the Image Indexing data capture fields An Image Indexing user verifies that the data capture is correct, and forwards the fax to the Fortis document management system A third workflow example could involve Biscom’s Image Indexing application. As faxes are received, they are converted to Searchable TIFF. The cover page for the fax is discarded, while the secondary pages are split out into multiple unique faxes. Each fax is individually delivered to Biscom‘s Image Indexing application, along with the data retrieved by OCR. The OCR data is pre-populated into the data capture fields of Image Indexing. After additional workflow steps within Image Indexing, the fax is delivered into FileNet.

Workflow Examples Additional examples
Deliver to specific users via based on the DID number or Caller-ID Delete or quarantine faxes detected to be Spam Automatically redirect faxes when a user is out of the office Deliver an XML or text file with the fax image so that the image can be indexed into Fortis/SE Here a few other workflow possibilities. -- You could deliver to specific users based on the DID number sent to, or perhaps the Caller-ID of the sender. -- You could quarantine or even delete faxes determined to be Spam based on the TSID or Caller-ID of the sender, or even based on the OCR results -- You could automatically redirect certain faxes when a user is out of the office. -- You could deliver an XML file with the fax image so that the image can be easily indexed by an application.

FaxIt Workflow

FaxIt Demonstration Inbound connector will continue to run and monitor documents in the FAXCOM server Outbound connector initiated via custom launch (CTL + L) Fortis doc sent to FAXCOM server Fortis field value used as fax number Fortis document is sent

Fortis Disaster Recovery

Fortis Disaster Recovery
Sure, you back up your data. But how frequently? How much data would you lose in a disaster between backups? How quickly can you recover from a disaster? How long would you be without access to critical applications and data?

What is Fortis DR? Fortis Disaster recovery is a “best-of-breed” packaged solution powered by Double-Take Double-Take creates a unique, real-time data protection solution that virtually eliminates your fear of data loss or system downtime. This product works behind the scenes enabling your company to provide uninterrupted service to your customers and employees, even when disaster strikes.

Fortis DR Benefits Local high availability - One-to-one, many-to-one, and many-to-many server monitoring and failover / fail back provides extraordinary flexibility and reliability. Off-site disaster recovery - Coupling Double-Take with Windows Powered NAS devices provides a low-cost, highly scalable alternative to traditional disaster recovery approaches. Storage consolidation and enhanced centralized backup - Enables centralized, 24x7 backup of open files using your existing backup hardware and software without the need for open file agents.

Fortis DR Benefits Hardware/software/operating system upgrades/migration - Transparent failover capability coupled with on-line data mirroring and replication facilitates migration with no production system downtime. Content distribution - One-to-many (-to-many) replication for automatic content distribution.

Fortis DR Features Continuous, asynchronous, byte-level replication.
Double-Take monitors changes to all protected files and replicates only the actual bytes that change. Hardware independent. Get the flexibility to choose best-of-breed hardware and software as your enterprise grows. Application independent. Patented STAR (sequential transfer asynchronous replication) technology enables complete data replication integrity for virtually any application. Certified Windows compatibility. Double-Take is certified for all editions of Windows Server 2003 and Windows 2000.

Fortis DR Features Snapshot Support.
Double-Take integrates with Microsoft Volume Shadow Copy Service to allow you to schedule and recover from up to 64 point-in time copies of data on your Double-Take target. Using the Double-Take Application Manager console, configure for manual, automatic or scheduled snapshots of business-critical data. 64-bit support. Double-Take provides 64-bit versions that run on Windows Server x64 Edition (AMD64 and EMT64) or Windows Server 2003 for Itanium-based systems. Get the enterprise-class data protection you need for your high scalability Windows environments.

Fortis DR Features Windows Server 2003 clustering support.
Protect up to eight nodes in a single cluster; replicate to or from MSCS clusters of up to eight nodes, and automatically respond as cluster resources move from node to node. Use standard network protocols. Replicate over any existing IP network – LAN,WAN, VPN or NAT – so you can deploy without additional infrastructure costs. Many-to-one failover. Allow multiple production servers to use the same target server. Intelligent Data Compression. Improve performance and reduce network usage by compressing only the data that will benefit.

Fortis DR Features Flexible Bandwidth Scheduling.
Limit network use of Double-Take during busy work hours and increase or remove these limits during non-peak times for very efficient replication with the least amount of impact on production resources. High availability and failover. Set your production server to failover to a second server in the event of a failure. Integrate with existing backup solutions. Use replicated data to perform remote backups and snapshots at any time without impacting your production server.

Fortis DR Topology

Fortis DR Configurations
Requirements Require one Double-Take license per server Require same OS and database back-end on production and DR platforms Configurations Fortis DR for Virtual Machines Fortis DR for SBS Edition Fortis DR for Server Edition Fortis DR for Adv Server Edition Fortis DR for Datacenter Edition

An Integrated Web-Based Purchase Requisition and Replenishment Solution

Product Overview PurchaseIt is a web-based purchase requisition and replenishment system that seamlessly integrates with mission critical line-of-business systems to control and monitor purchase approval decisions that affect speed of delivery, inventory, budget and employee reimbursement.

Product Benefits Centralized Procurement
- with work-flow to automate approvals Shorter lead-times Improved communication of order status Enforces contract spending Lowers cost of Direct Purchasing Ability to flag patient billable items Reporting

PurchaseIt Target Market
No ERP (i.e. Lawson, McKesson) Legacy ERP Have ERP but requisition module too expensive Need flexible integration with ALL internal MMIS systems Want purchasing integrated with Cardinal Pyxis Kiosk’s Want document management integrated into purchasing Want COMPLETE supply chain purchasing solution – from order to approval to vendor EDI messaging Want historical matching of requisition documents

PurchaseIt Supports Stock replenishment requests
Non-stock requisitions No file, non-stock requisitions Vendors that are not listed within the AP system Check requests and expense reimbursement Capital requisitions

PurchaseIt Capabilities
Dynamic form creation for each request for Purchase Order Revision control supported by Fortis Document Management notification of requisitions to approve Dynamic routing of documents for “off-hour” and Emergency orders Support for back-up authorizers if user is on vacation Admin function to add non-catalog items to the item master list Support for return credits for unused stock items

PurchaseIt Capabilities
Support for return credits for unused stock items Built-in feature to pull ALL related documents from a past requisition (invoice, PO, requisition, check, packing slip) Check request module for orders without a Purchase Order number Capital budget module w/ sub-category definitions

Market Overview Omni Buyer O&M Wisdom 2 GHX Catalyst McKesson Pathways
Lawson Procurement Punch-out Pro-Click The race has begun. Solutions are centered on their databases. Few have integration with other applications Most are web-based. Elastic pricing – all over the board. ERP systems are cumbersome…

Login Control Table User name is cross checked with department/cost center Only those products identified for that user or cost center are displayed

User Dashboard Control all aspects of the PurchaseIt solution from one user dashboard

Approval Status Users can easily tell:
Where a requisition is within the approval process Who has approved What revision What category type Original requisition date

Non-Stock Requisition
Non-stock items that are rejected are separated and only approved items continue Improves efficiency of approval cycle

No-File Item Requisition
No-File are those non-stock items that are not cataloged in the item master PurchaseIt then updates the item master

Stock Replenishment Request
Manage replenishment requests for items stored within the internal stock materials center

Materials Service Center (MSC) Console
Stock item orders can be modified by MSC staff in case of low quantities or returned items

Check Request The check request module allows for all purchases without a purchase order or for those employee, training, consulting or rent expenses to be submitted for reimbursement. Three (3) types of check requests are included: standard, recurring (i.e. rent) and special purpose (i.e. donations).

Capital Requisition Capital requisitions has a separate ADMIN module
Main capital project budget and sub-category budgets can be created All sub-category budgets (i.e. construction, equipment, IT, etc) roll-up to parent project budget Requisitions that exceed budget are STOPPED and routed appropriately

Capital Admin Module

Control Panel Ability to approve, reject or dispute a requisition line item Attach electronic documents to a requisition (i.e. vendor quote) Cancel a requisition Refund a requisition Modify a requisition

Buy and Pay Entities Support for companies that purchase on-behalf of other companies Support for cost centers that buy on-behalf of another cost center

Products Admin Module Add, delete and modify item master list by category of items Supports item pictures for further clarification

Dynamic Document Creation
To Document Storage Web Form To Dynamic Document

Related Document Retrieval
Check Invoice Purchase Order Pull ALL Purchase Related Documents for Historical Reference

The First COMPLETE Supply Chain Solution
A Purchase Requisition Entry and Approval Decision Control System FULLY Integrated with Your Mission Critical Business Line Applications and Fortis Document Management System The First COMPLETE Supply Chain Solution

PurchaseIt Demonstration
Fortis database stores requisition line item data and approval hierachy Available requisition types Control and auditing Single user interface Submit direct order Workflow Integration with MMIS Reporting (data warehouse)

Virtual Project Sequence Utility

What is MergeIt MergeIt is designed for mortgage brokers, lenders, title companies, automotive dealers, legal firms that require a simple way to pull Fortis documents from various document types or databases into one cohesive loan, title, deal jacket or legal packet MergeIt exports the result set into one cohesive TIFF or PDF file. MergeIt can append a bar code cover page with data elements relating to the package MergeIt provides auto sorting of documents - reorders documents to fit within your required virtual project format requirements.

MergeIt Target Market Mortgage lenders Mortgage brokers
Title companies Financial services Legal Municipalities Automotive dealers Construction

How Does it Work? With MergeIt users simply type a docket, packet, title or loan number into a prompt and a .Net Web Service pulls all documents throughout the Fortis system and exports them in proper order to a single PDF or TIFF file and then is uploaded to an FTP site, network directory or presented in Adobe Acrobat for .

How Does it Work? Export details are currently defined for the Countrywide and Citibank lending formats This can be customized to meet your needs for a different lending institutions A web form allows for a loan number or series of loan numbers to be provided. Additional elements on the form include export type (PDF or Tiff), and lender Authentication to the web form is controlled through Windows/IIS permissions. A single Fortis logon is used to authenticate to Fortis and perform the export(s).

MergeIt Process Flow

Customization Optionally, based on lender an additional page will be added as page one to each file. The new cover page contains data related to each loan number. Data for the cover page is pulled directly from a SQL Server data source (additional charge for SQL Server integration). SQL Server Data Source ADOBE FORM

Requirements MergeIt is written using ASP.Net.
The .Net FrameWork 2.0 and ASP.Net are required on the web server hosting the application. A Fortis LAN client installation is required on the server hosting the application.

MergeIt Demonstration Mortgage documents Fortis query based Sorting
Cover page Merge Distribution

Automated Data Entry – Unstructured Documents that Can Learn

Who is Paradatec? German company, founded in 1988
Started automating mail rooms in central Europe One product line – PROSAIR-AIDA for unstructured and freeform document capture The fastest OCR in the industry Positioned well within healthcare vertical and Accounting horizontal NO Templating

What is PROSAR? PROSAR - an OCR/ICR-program based on artificial neural networks PROSAR the free-form text recognition system has become PROSAR-AIDA, with which data can be accessed from formatted and unformatted documents. PROKEY is software for the correction and manual verification of data which could not or only partly be recognized by any of the two recognition programs.

How Does PROSAIR-AIDA Work?
3rd Party Capture Classification Extraction Export Other App Quality Control Quality Control

What are some real-life examples of PROSAR-AIDA in action?

Follett Higher Education Group
Paradatec implemented an automated data capture system for Accounts Payable using Captiva’s InputAccel document imaging platform Paradatec’s PROSAR-AIDA OCR & ICR technology Interfacing to a Lawson payment system Up to 30,000 pages per day are scanned into the system. Three (3) scanners, connecting to 3 PROSAR-AIDA systems via InputAccel. Eleven (11) different document types identified by PROSAR-AIDA. More than 30,000 invoice vendors. Credit memos are also processed.

Follett Higher Education Group
Solution Vendor numbers are extracted via database lookup that is tolerant to differences in address formats between the vendor database and the invoice vendor address. Purchase order numbers are extracted and are compared to items in Follett’s purchase order database (three-way match). Canadian stores and vendors are also supported. Routing to the appropriate person (for exceptions or based on the dollar value of an invoice) is automatic, based on the PROSAR-AIDA results file and carried out by another tool. PROSAR-AIDA OCR process takes around 1.5 seconds per page. The system has been running without interruption since production

Akron Cardiology Challenge
Extract data from potentially many hundreds of different EOB layouts Find a solution with a proven track record Eliminate the need for paper retention Automate data extraction of EOB data Increase the amount of data captured to include data needed to recover revenue (e.g. zero amounts paid procedures, paid amounts not matching contract, inappropriate denial codes)

Akron Cardiology Scan is performed by Ascent Capture.
Solution Scan is performed by Ascent Capture. Data extraction and validation are performed by PROSAR-AIDA and PROKEY respectively. PROSAR-AIDA and PROKEY are certified for Ascent Capture PROSAR-AIDA is used for automatic extraction of data while PROKEY is used to allow an operator to validate uncertain data. Results Data automation rates in excess of 75% across all insurance company layouts Eliminated the majority of manual data entry work Seamless interface into Fortis™ imaging system Provision of data needed in order to generate exception reports (e.g. procedures where "paid" amount is zero ....) Increased accuracy of data More data can be provided for customer service databases than could have been possible via manual data entry

America’s Car-Mart America's Car-Mart operates 91 automotive dealerships in nine states The Problem Growing number of suppliers and customers, creating two major paper-based problems — invoices and sales documents. Invoices were: opened at the dealership approved sent to headquarters for payment Invoices were sent by mail/courier - slow and expensive and Faxing was a faster alternative, image quality was a concern At the corporate office, Six (6) AP clerks sorted the invoices, Manually keyed them into the accounting system for payment, Filed them in cabinets. Manual process was slow and prone to lost documents. Early payment discounts were often not realized. Company was not in a position to negotiate enterprise level agreements or price breaks

America’s Car-Mart The Problem At the corporate office,
Six (6) AP clerks sorted the invoices, Manually keyed them into the accounting system for payment, Filed them in cabinets. Manual process was slow and prone to lost documents. Early payment discounts were often not realized. Company was not in a position to negotiate enterprise level agreements or price breaks

America’s Car-Mart The Solution
Dealers equipped with Canon scanners and Kofax Capio The image files are received by Kofax Ascent Collection Server Kofax Ascent Capture releases to Fortis Dealers access invoices and sales docs via Fortis PowerWeb To reduce data entry, PROSAR-AIDA extracts information from invoice images To prevent double paying, Paradatec extracts the vendor and invoice numbers and looks for a match in Fortis If a match is found, that invoice is already in the system and an alert is raised. If no match is found, Fortis exports metadata to Car-Mart’s accounting system to pay the invoice.

Large Hospital Patient Billing (EOB)
Automate Explanation of Benefits (EOB) billing Bank lockbox scans all EOB’s to TIFF Automated Script Manager routines imports TIFF files for index into Fortis If there are less than six (6) accounts per EOB, a data entry clerk keys in the index information in MVF If there are more than ten (10) accounts, no index fields are entered and full page OCR with content search is enabled. This can take in upwards of 2 minutes per EOB to full page OCR Currently there are seven people indexing into Fortis full time. There is a considerable backlog of work. It is estimated another 9 people are necessary to catch up with the backlog. The EOB’s are manually entered in MS4 Manual quality control is then performed to ensure lockbox report matches Fortis documents and MS4 entries The following fields are matched Batch id (entered as description from Inbasket) Line item amount Account Number Facility Total charges

Hard Cost ROI Paradatec ROI – less than 2 months
EOB index time of each acct hour Validation time of each acct 1.5 min Batch size accounts Number of batches per day Percentage of batches OCR’d 30% Conservative Estimate Hours spent indexing per day 400 Number of employees required 50 Hard cost – EOB indexing $8,000 per day or $160,000 per month Estimate based on staff of seven $1,120 per day or $22,400 per month OCR hours per day 8 hr Validation per day 20hr Figures based on an 8 hour work day and 20 working days in a month. No overtime is considered. Staff of seven (7) results in excess back log of EOB’s Paradatec ROI – less than 2 months

More Information ALL pertinent information is available here:
Types of collateral available: Narrated movies PowerPoint's Topology diagrams Recorded web casts Data sheets Pricing

Have a question or need additional help
Brent Wesler Director of Professional Services Tel: ext. 627

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