Scanning is the first step in automating data collection.
When critical information is sitting unused in a stack of paper documents, it holds back operations. It delays your response times to the critical needs of your customers and it slows down your business so you are not competitive.
Analyzing your forms is the second step in automating data collection. You need to know what kind of form it is and what is on the form so you can quickly and accurately get it to the right place. No matter what kind of documents you have, we can capture and automatically identify documents and extract the data you need.
Powerful Analytical Capability
- Classification of documents by format and source. Read .pdf, .tif or other image formats and identify their origination.
- Classification of documents by content. Documents can be routed to the correct target business process without the need for pre-sorting, reducing document handling costs.
- Separation of multi-page documents. Multi-page documents can be scanned without inserting pre-printed separator sheets between them, eliminating printing costs and reducing batch preparation time.
- Indexing of images. Rich index data can be captured from every document, dramatically reducing the need for costly manual keying and enabling powerful search for the captured information and documents. This can reduce the ongoing cost of running any document management system.
- Data capture. Read data from unstructured, semi-structured or structured forms. Eliminate data entry and ensure accuracy.
This software is able to recognize every type of field on a form. Equally important, it provides the expertise to maximize accuracy and throughput for each field on the form based on specific field context, field relationships and other rules. As a result, you experience more automation and less human intervention.
Unstructured Forms... Analyzing different form types
- Hand print (ICR)
- Machine print (OCR)
- Check Marks (OMR)
- Bar Codes (1 and 2 dimensional)
For forms that contain the same information but in different places, unstructured forms processing does the trick. Unstructured forms processing uses the latest in OCR technology to identify forms, locate fields and read data.
- Purchase orders
- Loan documents
- Bills of lading
- Government forms
- HCFA 1500, UB92 hospital billing forms
- Utility bills
- Payment vouchers
- Insurance claim forms
Unstructured forms technology significantly improves accuracy by providing for additional logic for finding and reading fields. With unstructured forms processing, it's "What you want to capture not where you want to capture."
- Detect specific data anywhere on a page
- Automatically find tables including header, footer, rows and columns
- Find text, dates, dollars and other specific data types
- Locate fields relative to other fields found on a form
Verifying recognized data is the third step in automating data collection. Questionable characters and invalid data need to be corrected prior to hitting your spreadsheet, database or other repository. This software offers powerful validation tools to make sure that your data is scrubbed the way you want.
- Static list validations
- Live database checks
- User-defined dictionaries
- Contextual checking
- Numeric range tests
- User-defined character mapping
- Date, currency, phone, address and other field-specific formatting
- If/then logic
- Search and replace within a field
Validation tests can be completed centrally within the organization or configured for use by staff working remotely, enabling you to take advantage of the efficiencies gained by distributing your computing tasks as labor markets and volume dictates.
Those forms and documents which do not pass validation tests, and any other exceptions are intelligently routed to the right human operators to review and correct and can be escalated to research queues for review at a later time. Those forms and documents which did validate correctly can continue processing without delay.
Exporting your data and images is the fourth (and easiest) step in automating data collection. Once the computer knows what kind of document it is and what fields are populated, it becomes easy to automatically file the document and send the data where it's needed.
Data can be carved up and sent to multiple destinations in multiple locations on any platform. This software can work with any application that can accept data input.
- Direct to Microsoft Excel
- ASCII (tab delimited, comma delimited, etc.)
- ODBC (to Microsoft Access, Microsoft SQL, Oracle, IBM DB2, etc.)
- Web services
- CRM (e.g. Siebel)
- ERP (e.g. SAP)
- Legacy applications
Images can be output as binary objects to any database to instantly image enable any application.
- Output .pdf or .tif or other common formats
- Microsoft SQL
- Oracle 9i
- IBM DB2
- Any ODBC database
- CRM or ERP systems