1. ECM at Work ECM at Work Datacap
Demonstrating the Power of IBM Content Solutions

2. ECM At Work – The Summer Series
Wednesday, August 2, 2 PM ET – ECM at Work with Content Manager OnDemand
Tuesday, August 8, 2 PM ET – ECM at Work with Content Foundation
Wednesday August 16, 2 PM ET – ECM at Work with Case Manager
Wednesday, August 23, 2 PM ET – ECM at Work with Content Navigator
Wednesday, September 13, 2 PM ET – ECM at Work with Datacap
Wednesday, September 20, 2 PM ET – ECM at Work with Watson Explorer

3. CLAY TURNER DERICK DELEO WILL SELLENRAAD
Today’s Presenters
CLAY
TURNER
DERICK
DELEO
WILL
SELLENRAAD
Offering Manager
IBM
VP Operations
Pyramid Solutions
Principal, Insurance
Pyramid Solutions

4. Agenda A little bit about Capture Intro IBM Datacap Cognitive Capture
Cognitive Capture for Life Insurance
Demo
Q & A

5. ECM At Work – Recorded Webcasts
Wednesday, August 2, 2 PM ET – ECM at Work with Content Manager OnDemand
Tuesday, August 8, 2 PM ET – ECM at Work with Content Foundation
Wednesday August 16, 2 PM ET – ECM at Work with Case Manager
Wednesday, August 23, 2 PM ET – ECM at Work with Content Navigator

6. IBM Datacap The leader in enterprise content capture

7. Multichannel capture services: Datacap
Scan
Files
FAX
Mobile
Capture and digitize across mobile devices, scanners, , fax and files
IBM Datacap
Automated Document Identification, Data Extraction and Classification for fast & accurate document processing
Integration with business systems – Deliver document data to people and systems for better customer engagement
IBM Case Manager
IBM Case Repositories
For those who are not familiar, let’s start with an overview of content capture and imaging generally.
IBM Datacap, and products like it, serve 3 key functions –
First, they are responsible for managing the capture and digitization of content at the source, whether that’s a scanner, a fax machine, a mobile device, or an or file server.
Second, they serve as the first source of intelligent, analytical insight as these solutions extract data from the page through Optical Character Recognition or a combination of other pattern recognition technologies – this is what makes your digital content searchable and this is what enables content capture solutions to execute their third function,
Which is integration with various business systems to deliver extracted insights, data, and content wherever they are needed to support business activity.
In addition, Datacap gives the business analyst powerful tools for capture orchestration and system fine-tuning. With IBM Datacap, business analysts can create and modify capture workflows without being technical experts. A simple graphical interface and wizards enable configuration with immediate feedback on changes. For administrators, an application management tool makes it easy to copy an entire capture application – including custom code, database schemas and the like – to additional servers such as from a Development environment to a Test or Production environment.
In summary, IBM Datacap centralizes capture activity and leverages cognitive capture analytics to lower the cost of maintaining and rolling out new business solutions - it's faster to implement, train, and perfect, and it will cost you less money and risk fewer errors than manual data entry or human-driven content extraction.
© Copyright IBM Corporation 2017
IBM Analytics © 2016 IBM Corporation

8. IBM Datacap: Various Capabilities Maximize Data Capture
Optical Mark Recognition
OCR & Role-Based Redaction
Signature Validation
Table Identification
Barcode Reading
Core Datacap Functionality
Zonal and Full-Page OCR extraction
Barcode reading
Cursive recognition
Validation against external databases
Populate business systems with key data
Extract index information from the document image; use in application
Roadmap & Enhancements
New Document Detection and Separation
Table recognition and extraction
Form structure analysis & OCR Segmentation
Detection and extraction of non-textual images
OCR Segmentation P
Image Classification
Document Separation

9. Documents contain key business information
BANKING
Account opening
Lending applications
Investment reports
Regulatory, Compliance
GOVERNMENT
Benefits management
Social services
Permits and licenses
Program enrollment
Records Management
INSURANCE
Claims Processing
Underwriting
Enrollment
Appraisals
Investigations
Healthcare
Medical claims
Patient Onboarding and discharge
Prescription Processing
Health record
ENERGY & UTILITIES
Account Opening
Permits & Planning
Correspondence
Applications
Regulatory, Compliance
CROSS INDUSTRY
Accounts Payable
Invoice processing
Human resources
Licensing & Certification
IBM Datacap is critical to ingesting new content and immediately putting it to work on behalf of your business and your customer. That might mean delivering account information to a fraud prevention solution to more quickly verify customer identity or it might mean checking test results against previous patient records to determine health risk levels. Here’s a sample of the industries which leverage Datacap to achieve more efficient, highly-differentiated capture solutions. Regardless of your industry, you will find that IBM Datacap is a valuable component for any business application because it converts content to workable data and insights quickly at the point of capture, wasting no time to tap the value of your content at its source.
Some processes are common across sectors, such as onboarding an employee or a citizen or a new customer. It’s a similar process – you need basic information and sensitive information – name, address, SSN, employee number, account number – and you need contracts, signatures and supporting documentation. Other sectors have special requirements – financial services and governments have specific record keeping requirements for example.
Across all sectors, organizations are struggling to deal with documents – to unlock the valuable information locked inside paper, PDFs, s, faxes, and to be able to automate ingestion, automatically extract, and activate the information contained therein.
© Copyright IBM Corporation 2017

10. Cognitive capture services: Datacap Insight Edition
Recognize, classify, and extract key data from documents not seen before …
Use IBM Watson to eliminate templates and manual processing
No other vendor has anything like this!
Now traditionally with capture, you had to train the solution on each type of document by zoning page areas and specifying what information came from what area and what kind of form it was. This is problematic for use cases like mortgage applications, where you might have 30, 40, 50 documents all of different types that comprise a mortgage application. So being able to recognize the kind of document and classify it automatically without a whole bunch of manual labor required upfront will dramatically improve the productivity of larger customers that are doing high volumes of capture.
In 2015, IBM introduced cognitive capture capabilities with IBM Datacap Insight Edition and no other vendor has developed anything like this! We have a tremendous amount of customer excitement around cognitive capture and the Insight Edition platform is maturing every day, integrating new intelligence and enabling more and more innovative capture use cases. Cognitive capture leverages analytics and machine learning where these technologies are needed most – at the point of content ingestion. This enables training for capture solutions to recognize forms and unstructured documents that have never been seen before and for which there is no expected format.
Put simply, IBM Datacap Insight Edition brings an entirely new level of flexibility and accuracy to the content capture and imaging space that no other vendor can achieve. 
© Copyright IBM Corporation 2017

11. The Global Footprint of the IBM Cloud
Already deployed on premise?
IBM Bridge to Cloud program provides a path from on premise to cloud
PRIMARY DATA CENTERS
North America
Dallas
San Jose
Europe
Frankfurt
London
OTHER GEOGRAPHIES
Shared environment will be added as needed based on client demand
Dedicated environment available now
London
Amsterdam
Seattle
Toronto
Frankfurt
Chicago
Montreal
Portsmouth
Paris
Winterthur
Montpelier
Tokyo
San Jose
Denver
Boulder
New York City
Lisbon
China
Los Angeles
Dallas
Washington, D.C.
Atlanta
Raleigh
Houston
India
Hong Kong
Miami
Mexico City
Singapore
Brazil
Sydney
Perhaps even more importantly, IBM makes Datacap on Cloud extremely easy for our current customers to adopt. If you already license one of the eligible on-premise offerings and that licensed offering is covered by active Subscription and Support (S&S), you can take advantage of our SaaS conversion program also known as the IBM Bridge to Cloud program.
This program offers a single quote, order and invoice, it eliminates of dual payments during your transition period and it simplifies the shift of support entitlement from your on-premise offering to the comparable SaaS offering.
We provide you with a fully-functional Datacap infrastructure, ready to go. If you are an existing customer with Datacap on premise, you can move your capture applications to the cloud and run them in a production-ready environment right away. Each Datacap on Cloud system is designed with application level high availability, data replication to a second site and full backups of both sites.
IBM Data Centers are available across the globe, allowing us to service customers no matter where they are located and to backup data in alternate geographies to mitigate the risk of natural disasters.
Melbourne

12. IBM Content Navigator makes content management easy
Users can collaborate easily using social features made familiar by Facebook and other social networking sites
The enterprise stays engaged via user-friendly mobile access anytime, anywhere, on any device
IT reduces storage costs and legal exposures with archival, retention, and disposal
Clients can access their statements and content online with ensured security
Business users set up and manage work groups without depending on help from IT
Shared ECM Foundation
for Sustainable Growth, Agility, and Speed
Mobile workers can capture content at the point of origin via distributed mobile capture
Users can add, edit, browse, search, and share content from mobile devices leveraging sync and share capabilities
And more…
With IBM Datacap on Cloud on the table, I want to address one challenge that I hear now and again from customers considering a Hybrid Cloud approach. That is, how do you work with content across repositories – in the cloud, on premise, or even in disparate repositories from other vendors?
The bottom line is that IBM provides an end-to-end, unified and market-validated content engagement experiences across all of our enterprise content management offerings. From content to case to capture, whether on premise, on the cloud, or stitched together from multiple vendor offerings, IBM Content Navigator is the solution - a one stop shop for everything ECM and adjacent to ECM.
IBM Content Navigator, which is embedded in IBM Datacap and all the other IBM ECM products, provides a unified, configurable and customizable UI. It provides a single user experience across all deployments, whether on-cloud, on-premise, or non-IBM Repositories that are compliant with the CMIS open standard. IBM Content Navigator launches within standard web browsers with no download or install required. For mobile users, whether Android or iOS, the IBM Content Navigator Mobile and the IBM Datacap Mobile apps provide a curated experience specific to your device as well.
© Copyright IBM Corporation 2017
IBM Big Data & Analytics © 2014 IBM Corporation

13. Gartner has recognized IBM as a leader for Enterprise Content Management five years in a row
By 2018, 50% of enterprises will manage content using a hybrid content architecture
By 2018, EFSS will be a standard capability of ECM
By 2018, at least 50% of leading ECM vendors will re-architect their offerings into cloud-based platforms.
By 2019, 70% of all business content will be nontextual, which will drive investment in analytics for content management
With all of these ground breaking changes, including our innovation on cognitive capture, expansion to our hybrid cloud model, and the continued evolution of our unified content engagement experience platform, it is no wonder that the analysts are raving about IBM Datacap - placing us far and away beyond the competition for several years in a row.
Gartner’s recent insights are built on some foundational assumptions, predictions that are generally accepted and confirmed by other analyst firms and industry associations, like AIIM and others. But they underscore the emergence of the Third Dimension of ECM.
By 2018, 50% of enterprises will manage their content using a hybrid content architecture.
By 2018, enterprise file synchronization and sharing will be a standard capability for ECM
By 2018, at least 50% of the ECM vendors will re-architect their offerings into cloud-based platforms.
By 2019, 70% of all business content will be nontextual, which will require organizations to invest more widely in analytics as part of their content management efforts.
By the way, IBM has re-architected its ECM portfolio to support Cloud-based platforms while providing a path forward for our on-premise customer base which will minimize headaches while guiding them toward the cutting edge.
IBM has been named a leader in both Completeness of Vision and Ability to execute for the fifth year in a row.
© Copyright IBM Corporation 2017

14. IBM Datacap For Life Insurance

15. Insurance Overview
For the first time in HISTORY, younger clients applied for life insurance in higher numbers in 2015 than all other age groups.
CONVENIENCE: options clearly laid out, easy to understand, available online
SPEED: ability to comprehend all of the information quickly
Applications from clients aged 44 and younger increased by 3.9%
TRANSPARENCY: price transparency and comprehensive comparison of products and insurers
5] For the first time in the history of the index, younger clients applied for life insurance policies in higher numbers in 2015 than all other age groups. Applications from clients aged 44 and younger increased by 3.9% year-over-year, compared with declines of minus 1.5% in the same age group in 2014 and minus 3.6% in Applications by clients in the 45 to 59 age group edged upward by 0.1% last year, and in the 60-plus age category - which typically has the highest growth in applications - application activity increased by 2.3%.
[10] In order to service this market, customers are expecting the following:
Convenience: Options clearly laid out, easy to understand, available online
Speed: Ability to comprehend all of the information quickly
Transparency: Price transparency and comprehensive comparison of products and insurers
Source: LIMRA: Nearly 5 Million More U.S. Households Have Life Insurance Coverage

16. Life Insurers Pains MAXIMIZING FAST TRACK MORE WITH LESS
Requires better, more informed decisions
MAXIMIZING FAST TRACK
Avoiding medical records, Paramed exams
MORE WITH LESS
Greater insight to rate more precisely
Special authorizations, APS review
STREAMLINING THE PROCESS
ACCURATE RATING
In support of convenience, speed and transparency insurance companies can no longer rely on the life insurance processes of old. Requesting Blood tests, physicals, EKG’s and have the customer wait for weeks or months for a decision.
The fast track will be the new norm and it has to be accurate.
The Attending Physician Statement or APS is a large amalgamation of an applicants medical history. They can be critical to an applicants decision and depending on ones medical history can take hours to review. Underwriters need to streamline the APS review.
UW’s are nearing retirement age and the new UW’s won’t have their experience. Insurers must be able to quickly train the new UW’s and give them tools that give greater insights and provide predictable decisions. Insurers need to quickly increase the precision for all UW’s.[

17. SCENARIO 1 52 year old female, business owner $2.5M
Docs
Family History
Vitals
Lifestyle
Application
APS (PCP)
Annual Office visits
Lab slip
EKG
Mother:
CVA at 53
Living
Child
Leukemia at 7
/70.68
Smoker (vapor)
Alcohol (1 drink/day)
Lab results
Diagnoses
Prescriptions
Procedures
Elevated LDL 131, Cholesterol 225
No chronic conditions
High blood pressure (unsupported)
Hot flashes
Memory loss
Essential hypertension
Skin tag
Oral soft tissue
Depression (unsupported)
Losartan (supported)
Loratadine
Escitalopram (supported)
Colonoscopy (referred)
Mammogram (referred)
Describe particular case and one minute to UW. 30 years experience come back in one minute, I would like to see more detail on diagnosis, etc. but have a sense for the right decision.
Still need to look at the documents.

18. SCENARIO 1 - ANALYSIS Preferred – if labs are good
Colonoscopy ordered but not available
Mammogram referred but not available
Taking anything for depression?
45 minutes to Underwrite
Senior UW agree that he gives a rating based on what he has read. Has to read the documents like a book. How did he extract the information? We want to use Datacap to extract as much information as necessary and organize it to tell a story for the UW

19. Extracting Key Medical Data Establish a chronology of declared and reported information
Medical Extractor
MIB
Key Info Bookmarked
Redundant text
Handwriting
Chronology
Diagnoses
Prescriptions
Procedures
Extract prescription data from XML, MIB, no need to use Datacap but for APS and paramedical exams we use Datacap. Systematic approach to gather the information in a format the UW wants. APS is a collection of a lot of different documents all blended together into one document. Sometimes in chronological order sometimes they are not. Complication is trying to organize all of the data. Redundancy is also an issue. We have tools to identify redundant data and extract only what the UW needs. Cannot read physician handwriting. We alert the UW to what we can’t ready so UW can answer. Identifying redundant text, handwriting, chronology,

20. Processing Tools
Provide Investigators with tools to verify data

21. DEMO PX for Medical Extraction

22. Q&A

23. Pyramid Solutions, Inc. @PyramidECM PyramidSolutions.com
Freebies:
Pyramid Solutions, Inc. @PyramidECM PyramidSolutions.com
From the Pros: 6 Ways to Better Leverage IBM Datacap
An Enterprise Approach to Managing Content

24. Principal, Insurance, Pyramid Solutions
Contact Us
CLAY
TURNER
WILL
SELLENRAAD
Offering Manager, IBM
Principal, Insurance, Pyramid Solutions

25. THANK YOU
Thank you for listening to the presentation today on The Value of IBM Datacap and I hope you enjoyed it. For more information about IBM Datacap, please visit ibm.com/datacap