Automated Indexing and

Advanced Capture

Jeff Welan, Advanced Capture Sales Specialist, Hyland Software

Hyland Software

• Developing ECM solutions for more than

20 Years

• 1300+ Employees

• 10,500 Customers in 61 Countries

• 2011 Annual Revenue $213M

Business Process Improvement

• Access documents faster

• Automate manual business processes

• Streamline compliance

Advanced Capture

Advanced Capture is automating the data

collection process from known documents that

have data in the same area by extracting and

validating the defined data field and passing

that data to other systems.

The benefit of using Advanced Capture

solutions is to lower the cost of data acquisition

and increase operational efficiencies.

Advanced Capture

Why did Hyland decide to develop an Advanced Capture Solution?

• One solution vendor – Leverage solution expertise

– Support

– Integration

– Enhancements

• One tightly integrated solution

• Maximize investment in Onbase

• Complete solution

True or False

The goal of Advanced Capture would be to

provide OCR results as close to 100% as

possible.

The goal of Advanced Capture would be to

provide Data Accuracy as close to 100% as

possible.

Advanced Capture Solution Capture

• TWAIN / ISIS / Kofax

• Batch Scanning

• QA / Re-Scan

• Imprinter Support

• Integration with MFP / MFD

• Import

• Fax / Email

• EDI

• File Formats (XML, CSV, DOC, TXT, PDF, TIFF)

Process

• Image Enhancement

• Annotation

• Auto Orientation

• Color Dropout

• De-skew / Cropping

• Blank Page Deletion

• Batch Processing

• PDF / Text Conversion

• Full Page OCR

• Classification

• Document Separation

Index

•Key from Image •Point / Click Indexing

•QA / Re-Index

•Autofill

•External and Internal:

•Verification and Matching

•Lookups and Validation •Database, ERP, CRM

•Image-enabled Apps •Revision Control

Store

•Client / Server Architecture

•Single Repository

•Images and Data

•Keyword Search

•Full Text Search •Retrieval

•Document Retention •Reporting

•Security •Encryption

Export

•Delivery of Images / Data

•ODBC

•Web Services / SOAP

•837 / 837 / HL7

•XML, PDF, TXT, DOC •Workflow

•Email / Notifications

•Database, ERP, CRM

•SAP, Oracle, Lawson, PeopleSoft, DataTel

Extract

• Barcode

• Auto-fill / Lookup

• OCR / ICR / OMR • Data Definition-based Processing • Structured Documents • Semi-Documents

Advanced Capture Solution

Top 10 Challenges DATA ACCURACY 1. Classification

a) Doc Type b) Doc Definition c) Doc Set

2. County 3. #7, yes no 4. Yes for # 7 additional info. 5. Validate CPA Number 6. #16 check value on another page. 7. Signature 8. Date Format 9. Signed submitter = Field 11 10. 21 = 10% 16

Advanced Capture Solution

Advanced Capture

Why Hyland?

• One solution vendor

• One tightly integrated solution

• Maximize investment in Onbase

• Provide complete solution

ImageSoft Check2Bank

What is it?

• ImageSoft product for scanning and deposit of

checks.

How does it work?

• Scan checks with a normal document scanner using

OnBase or Kofax

• A2iA software reads the CAR/LAR, MICR, and checks

for signature

• Data is electronically sent to your accounting system

ImageSoft Check2Bank

• Replace Legacy Check Posting Equipment

• Eliminate/Reduce Manual Remittance Processing

• Eliminate Lockbox costs and delays

• Electronic Remote Deposit direct to your bank

• Customer Service Improvement – Ability to quickly find

payment information (Huge Win!)

ImageSoft Check2Bank