Advantages of Using
OnBase Advanced Capture
Ray Gerwig
2013 ECM Training Conference
#dbwestECM
What is Advanced Capture?
A solution that enables organizations to
capture, process, validate, and store
information in OnBase for access
by business processes and external sources
for mission critical applications.
STOP manual
data entry.
There is a better solution!
Manual Processing – What Not To Do
• Manual data entry is costly and slow
• Manual data entry means more errors
• Researching data in other systems is inefficient
• Don’t print electronic documents!
• Paper documents will get lost!
Advanced Capture Lifecycle
MO
N
TUE
WE
D
THU
FRI
SAT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
SUN
Mail Room
VP Finance
Scan Operator
AP Clerk
Manager
(254)
(0)
Awaiting Index (254)
Mail Room
Scan
Operator
Data Entry
Knowledge
Workers
Management
1000 pages x 24 fields x 10 characters
day
page
field
Manual Data Entry
Advanced Capture
(+10%) 264,000
(OCR accuracy 90%) 30,000
Operator keys/hour
7,500
7,500
Hours
Operators (6 hr day)
35.2
5.9
4
.7
$118,000
$14,000
Keystrokes/day
Salary @ $20K
Software License
$10,000
Data Entry Savings
$94,000
Advanced Capture
What is the Goal of Advanced Capture?
OCR results 100%
Data accuracy 100%
Lower the cost of data acquisition
Why develop an Advanced Capture Solution?
Reduce the cost of data extraction…
• Single vendor – expertise/support/customer focus
• Tightly integrated solution
• Complete solution
• Maximize OnBase investment
Efficient Data Acquisition
• Process different documents from many sources
• Significantly reduce data entry errors and cost
• Accurate and complete data
• Increase knowledge worker productivity
• Lower operational cost/decrease process time
• Documents are always available
Advanced Capture
Capture
Process
Extract
•
•
•
•
•
•
•
•
•
TWAIN / ISIS / Kofax
Batch Scanning
QA / Re-Scan
Imprinter Support
MFP / MFD
Import
Fax / Email / EDI
•
•
•
•
•
•
•
Image Enhancement
Annotation
Auto Orientation
Color Dropout
De-skew / Crop
Blank Page Deletion
Full Page OCR
Classify / Separate
•
•
•
•
•
Bar Code
Auto-fill / Lookup
OCR / ICR / OMR
Document Processing
Structured Docs
Semi-Structured Docs
Validate
Store
Export
•
•
•
•
•
•
•
•
•
•
Key from Image
Point / Click Indexing
QA / Re-Index
Verify and Match
Lookups / Validation
Database, ERP, CRM
Image-enabled Apps
Revision Control
•
•
•
•
•
•
Architecture
Single Repository
Images and Data
Application Enabler
Keyword Search
Full Text Search
Retention / Reporting
•
•
•
•
•
•
Deliver Image / Data
Web Services / SOAP
EDI / HL7
XML, PDF, TXT, DOC
Workflow
Notifications
Integrate, ERP, CRM
Capture
Production Document Imaging
Desktop Document Imaging
Disconnected Scanning
Front Office Scanning
Express Scanning
Unity Scanning
Virtual Print Driver
Directory Import Processor
Subscription Server
Integrations for Fax Servers
Integrations for MFPs
Integrations for 3rd Party Scanning Solutions
Advanced Capture
Advanced Data Capture Methodologies
Machine Print OCR
Check Box (OMR)
Signature Detection
Logo Identification
Point and Shoot Indexing
ICR (Hand Print)
Bar Codes
One Missing ???
7H15 M3554G3 53RV35 7O PR0V3
H0W 0UR M1ND5 C4N D0 4M4Z1NG 7H1NG5!
1N 7H3 B3G1NN1NG 17 WA5 H4RD BU7
N0W, 0N 7H15 LIN3 Y0UR M1ND 1S
R34D1NG 17 4U70M471C4LLY
W17H 0U7 3V3N 7H1NK1NG 4BoU7 17,
B3 PR0UD! 0NLY C3R741N P30PL3 C4N
R3AD 7H15.
Templates really?
• Not interested
• We know all about template solutions
• Templates don’t work for invoices
• It takes too long to build them
• We want an unstructured solution
Hybrid templates
• Hybrid = Anything derived from
different or unlike sources
• Structured and semi-structured
documents
Advanced Capture templates
• Fixed location
• Floating data (tags)
• Data composition – Regular Expression
• Columns and rows of data – integrity
• Reports with header/footer & record sets
1
2
Some Data Validation Challenges
3
4
5
8
6
7
10
9
1. Classification – Document Type
2. County
3. Yes/No
4. If Yes, additional info.
5. Validate CPA Number
6. Check value on another page
7. Signature
8. Signed submitter
9. Date Format
10.Calculations, 10% of total
Registration
Registration
With no registration points
how can we find data?
Registration
Regular Expressions!!!
Advanced Capture
A Regular Expression provides a concise and flexible
means to find data, using particular characters,
words, or patterns of characters.
Advanced Capture
Standard Regular Expressions
Advanced Capture
Classification Prioritization
Advanced Capture
Form Lookup Text
Built for speed!
(216) 574-9721
(216) 574-9009
Promotions
JMA
Processing Times & Number of Templates
# Forms
1000
500
100
10
1
Form Search
Time/Doc
Text Search
Time/Doc
• Suspect keywords
• Zooms in, shows area
• Also in Unity Client
Summarize
• We have a deliverable
Advanced Capture solution
• Capture and validate document data
with hybrid template technology
• Cost Effective
• Integrated into OnBase
ROI – Reduce Cost of Data Acquisition
Process forms automatically
User hours/day
ROI often received in less than a year.
Increase throughput, or re-task resources!
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Advantages of Using
OnBase Advanced Capture
Ray Gerwig
2013 ECM Training Conference
#dbwestECM