DataBank 8th Annual User Group Meeting 2013 Advanced Capture o Introduction and background check o The evolution of capture o Definitions o When to use OnBase Advanced Capture o When to call in a pinch hitter and who the options o IBM/Datacap o Parascript o ReadSoft o OnBase capture demo o IBM capture demo o Parascript capture demo Capture Defined Definition of CAPTURE 1: an act or instance of capturing: as a: an act of catching, winning, or gaining control by force, stratagem, or guile b: a move in a board game (as chess or checkers) that gains an opponent's piece c: the absorption by an atom, nucleus, or particle of a subatomic particle that often results in subsequent emission of radiation or in fission d: the act of recording in a permanent file <data capture> 2: one that has been taken (as a prize ship) Capture Definitions Document Types Structured Semi - Structured UnStructured Capture Definitions Classify Validate Capture Definitions Tagging Confidence Capture Definitions Recognition Types ICR – hand print OCR – machine print OMR – check boxes BCR – barcodes NHR – mixture of cursive and hand print Capture Definitions • • • • • Document Set Exceptions Data Integrity Masking Content Analysis 1 2 7 6 3 4 6 5 Advanced Capture – Scaling Adjustment When image sizes vary based on printer/scanner Reduces the number of templates needed for a single document Requires multiple Form ID or Page Registration zones Advanced Capture – Form Definition Lookup Text Form ID Only vs. Form Definition Lookup Text Test of 100 unique documents with 100 templates 4.8 vs. 1.5 seconds per page difference! OnBase Capture – Unity Client Indexing Panel When To Use OnBase Advanced Capture Good Example Scanning in repeatable forms Needing to automate a handful of keywords from structured or semistructured documents Automation of document type identification from structured or semistructured documents Look Away When you need to scan and extract multiple data fields and push them to a third party system outside of OnBase Advanced line/service item extraction Need enhanced data validation at indexing time Capture Pinch Hitter! “Intelligent Imaging” from IBM Transform Documents into Image Desktop scanner High speed production scanner Network Folders Fax Multi Function Peripheral (MFP) Emails and attachments 19 Extract Data with Optical Character Recognition Vendor ID lookup (OCR) Vendor name Invoice date Invoice number Total Ease of use: simple, easy-to-use user interface Action buttons Index fields Image Ribbon 21 Ease of use: DotScan Ease of Configuration: Fast set up menus Validate data types See the 5 min set-up demo: http://youtu.be/JgLf8kXKkm0 picture string regular expression Define zones and navigate from keyword Taskmaster Architecture: Robust, Flexible, Scalable Taskmaster Capture Classification Spectrum New Connector to IBM Classification Module Who is Parascript? Software toolkits that reliably recognize machine print, handprint, and cursive History Software • 20 years of pattern recognition research, innovation and implementation • Processes ~80% of U.S. checks, up to or greater than 90% accuracy • Award winning: ~50% lower error rate for signature validation1 • The first to apply recognition to one of the most challenging tasks – cursive handwriting 1. • 95% address recognition, machine and hand-written, including cursive 12th International Conference on Frontiers in Handwriting recognition held in Kolkata, India. SignatureXpert delivered the lowest error rate at 8.94%, compared with the next best rate of 16.42%. © 2012 Parascript, LLC CONFIDENTIAL 26 Major business challenges solved High Processing Costs • • Low Recognition Accuracy State of the art technologies that improve accuracy by: • Cross-validation (contextual analysis) • Cleanup / image quality enhancement • Exception handling based on operator keying skills Managing many technologies With Parascript, a single engine can recognize: • Machine print | Cursive | Handprint • Checkboxes | Marks | Barcodes © 2012 Parascript, LLC CONFIDENTIAL Reduces manual entry Leverages existing workflow and capture processes 27 Key applications and industries Parascript software recognizes cursive writing, hand-print and machineprint (ICR/OCR) in many applications and industries Applications Industries Forms Processing Check 21 & Remittance Processing Check Fraud Prevention Signature Verification Health Care Banking Banking Banking Data Centers Financial Services Financial Services Financial Services Corp Remittance Corp Remittance Retail Service Bureaus BPOs Government Mail Processing Government Posts Postal Operators Couriers & Presort Corp Mailroom © 2012 Parascript, LLC CONFIDENTIAL 28 ALL ALL Jack Roberts, DataBank