DataBank 8DataBank 8thth Annual User Group Annual User Group MeetingMeeting

20132013

Advanced CaptureAdvanced Capture

o Introduction and background checkIntroduction and background checkoThe evolution of captureThe evolution of captureoDefinitionsDefinitionsoWhen to use OnBase Advanced CaptureWhen to use OnBase Advanced CaptureoWhen to call in a pinch hitter and who When to call in a pinch hitter and who

the optionsthe optionso IBM/DatacapIBM/Datacapo ParascriptParascripto ReadSoftReadSoft

oOnBase capture demoOnBase capture demoo IBM capture demoIBM capture demooParascript capture demo 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 DefinitionsDocument Types

Structured Semi - Structured UnStructured

Capture DefinitionsClassify Validate

Capture DefinitionsTagging Confidence

Capture DefinitionsRecognition 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

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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 4.8 vs. 1.5 seconds per page difference!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 semi-structured documents

Automation of document type identification from structured or semi-structured 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

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High speed production scanner

Desktop scanner

Multi Function Peripheral (MFP)

Fax Emails and attachments

Network

Folders

Extract Data with Optical Character Recognition (OCR)

Vendor name

Invoice date

Invoice number

Total

Vendor ID lookup

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Ease of use: simple, easy-to-use user interface

Image RibbonImage Ribbon

Index fieldsIndex fields

Action buttonsAction buttons

Ease of use: DotScan

Define zones and navigate from keyword

Ease of Configuration: Fast set up menus Validate data types

picture string

regular expression

See the 5 min set-up demo: http://youtu.be/JgLf8kXKkm0

Taskmaster Architecture: Robust, Flexible, Scalable

Taskmaster Capture Classification Spectrum

New Connector to IBM Classification Module

26© 2012 Parascript, LLC CONFIDENTIAL

Who is Parascript?

Software toolkits that reliably recognize machine print, handprint,and cursive

SoftwareSoftwareHistoryHistory

• 20 years of pattern recognition research, innovation and implementation

• The first to apply recognition to one of the most challenging tasks – cursive handwriting

• Processes ~80% of U.S. checks, up to or greater than 90% accuracy

• Award winning: ~50% lower error rate for signature validation1

• 95% address recognition, machine and hand-written, including cursive

1. 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%.

27© 2012 Parascript, LLC CONFIDENTIAL

Major business challenges solved

High Processing Costs

• Reduces manual entry• Leverages existing workflow and capture processes

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

28© 2012 Parascript, LLC CONFIDENTIAL

Key applications and industries

Parascript software recognizes cursive writing, hand-print and machine-print (ICR/OCR) in many applications and industries

Applications

Industries

Forms Processing

Check 21 & Remittance Processing

Check Fraud Prevention

Signature Verification

Mail Processing

Health Care

Data Centers

Service Bureaus

BPOs

Banking

Financial Services

Corp Remittance

Banking

Financial Services

Corp Remittance

Banking

Financial Services

Retail

Government

Government Posts

Postal Operators

Couriers & Presort

Corp Mailroom

ALL

ALL

Jack Roberts, DataBank