value-add-on series

Automated Indexing

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Product

Session

value-add-on series

Automated Indexing

Ray Gerwig, Product Evangelist

Product

Session

value-add-on series

SessionsMON TUE WED THU FRI

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11 12ProductOverview

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25 26 27 28ProductWhat’s New

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PAPERSlows YourProcess!

Paper-based Process

Electronic Process

scan EARLIERcomplete business FASTER

Paper and the Business Process

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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

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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 xxxx@xxxx.org 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

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Ove

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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