Traditional Core & Advanced Capture Techniques

Agenda The Capture Process What’s New in Capture Workflow? Core and optional capture features Imports Image processing Separation Output Structured vs. unstructured capture Product Demonstration Q&A

The Capture Process 1. Classify - identify the type of document. This may include sorting documents into individual batch types or scanning all documents in a folder/process as one. 2. Separate - manual or intelligent separation of batch document sets. 3. Data Extraction - extract meaningful data through OCR, barcode, KeyFree, advanced capture or manual entry. Alternative Post Processing Techniques 1. Data Merge – database lookup on a unique field(s) to populate other data. All capture typically starts with a 3 step process

Core Capture Features Capture Workflow - Monitor a UNC or shared folder on timed basis Unlimited capture and processing Server side image processing for fast client scanning Image enhancement, Barcode, Zone OCR, Delete Page & Text PDF Creator Multi-core OCR processing options Six (6) capture intake activities Four (4) document separation activities MFP/copier integration Sharp OSA, Kyocera HyPas & Xerox EIP 3 rd party vendor integration Nuance (eCopy), NSI Autostore, Planet Press, Kofax, PSIGEN, etc.

What’s New in Capture Workflow? Import – ability to bring body and attachments in as PDF vs. MSG Priority Workflow- provides priority routing for certain Capture Workflows Create One Batch per File – allows each document to be processed through all capture workflow stages and into SmartSearch w/o waiting for the entire batch to process Multiple output release – ability to release to inbox, archive or file system all at the same time Release to File – ability to release to a file system directory using a field value as the file name

Core Capture Imports  MFP Scanning - supports capture from ANY network attached MFP/Copier via scan to directory/ftp or .  Desktop Scan- capture paper from any TWAIN/WIA compliant scanner with the ability to index at time of capture.  Drag & Drop – any document or can be dragged into SmartSearch. Soon to be added to GlobalSearch.  Import- Manual or automatic import of ANY file type into an Inbox or Archive.  ImportbyFileName- monitor a network folder and automatically ingest the file name as index field values.

Core Capture Imports  Import - Drag and drop or automatic monitoring of any POP/IMAP mailbox  Import Data and Documents- Bulk import of data and documents from a CSV or XML file  Import Web Forms – provides integration with FreeForm product to offer post image processing of resulting web to PDF document.  File XChange – “Save As” will prompt users to index into SmartSearch through tight integration with Windows Explorer.  Print- capture documents into SmartSearch by printing to eDoc virtual print driver.

Image Processing Engines Bar Code Recognition – SmartSearch supports 1D barcode recognition, the process of optically reading a bar code and assigning extracted values to a pre-configured SmartSearch index field. Zone OCR – This option allows extraction of computer generated text from structured, zone based areas on a templated document. PDF Creator – This option is a full page OCR engine and provides the ability to turn scanned images into text searchable PDF documents. Delete Pages – Deletes blank or barcode pages. Image (Clean-up) Enhancement – Using state-of-the-art image enhancement technology, SmartSearch quickly and easily applies despeckle, deskew and various other document clean-up tasks to improve OCR capabilities. Set Field – Set a static field value as part of the capture process.

Image Separation Engines SmartSearch supports 4 different types of batch separation 1. Barcode – separates based on barcode. Supports prefix separation. 2. Zone OCR – separates when zone field changes from previous page. **NEW FEATURE** 3. Blank page – use a standard blank copy paper to separate documents 4. Page count – set static number of pages for separation

Core Capture Output Release to Archive – This activity releases the image and the extracted data to the designated Archive. Release to Inbox – This activity is often used when preprocessing documents prior to release to their permanent SmartSearch Archive Release to Folder – This activity outputs the captured document to a pre-defined file share. **NEW FEATURE**

Structured forms: Forms of the same type with EXACTLY the same layout Information is located in the same place of each page Quantity of fields per page is fixed Templates used to locate and capture data Semi-structured forms: Forms and documents of the same type but different layouts Information located in different areas of a document Quantity of fields, lines or transactions per page can vary Documents may have varying number of pages What is Advanced Capture Structured vs. Unstructured

Credit application Employee time card State/federal income tax form Customer survey or questionnaire Samples: STRUCTURED FORMS Sample Structured Forms

Vendor Invoices Sales Orders Remittance Advice UB-92 Bill of Lading Transcripts Samples: SEMI-STRUCTURED FORMS Sample UNstructured Forms

Core SmartSearch Capture Demo Ad-hoc KeyFree of a Purchase Order Text zone OCR of structured AR Invoices Barcode recognition, separation and Data Merge of BOL

So, is there such a thing as AUTOMATIC CAPTURE and INDEXING? Advanced Capture Demonstration SimpleCapture with Auto learning technology of AP Invoices docAlpha full unstructured data extraction of footer and line item data of medical EOB’s