Fujitsu Scanners and Datacap, Invoice and Variable Document Capture Innovations

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Kevin Neal Product Manager – Production Scanners Fujitsu Computer Products of America, Inc. Imaging Products Group (IPG) March 22, 2007 Fujitsu scanners & Datacap, Inc. "Invoice and Variable Document Capture Innovations"

description

This was a presentation I created and delivered in conjunction with Datacap on the topic of Invoice processing via invoice scanning and data capture technology. It contains some useful considerations and unique features that can greatly assist in achieving great efficiency in an invoice capture application.

Transcript of Fujitsu Scanners and Datacap, Invoice and Variable Document Capture Innovations

Page 1: Fujitsu Scanners and Datacap, Invoice and Variable Document Capture Innovations

Kevin NealProduct Manager – Production Scanners

Fujitsu Computer Products of America, Inc.Imaging Products Group (IPG)

March 22, 2007

Fujitsu scanners & Datacap, Inc."Invoice and Variable Document Capture Innovations"

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Agenda• Introductions of Fujitsu and Datacap, Inc.

– Kevin Neal, Fujitsu presenter– Megan Fowler, Fujitsu moderator– Art Gehring, Datacap Director of Marketing– Tom Stuart, Datacap Taskmaster Product Manager

• Fujitsu scanner Network Attach solutions• Network Scanning terminology• Fujitsu fi-5900C Ultrasonic and Intelligent MultiFeed Function (iMFF)• Document Protection• Datacap overview• Invoice scanning and capture survey of 400 AP managers• Datacap Taskmaster live demonstration of invoice processing• Questions and Answers

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

MFP’s Compliment Production Scanning• MultiFunction Peripherals (MFP’s) introduce document scanning to users• Encourage document sharing and utilizing electronic data• Reduce paper, enhance productivity, increase revenue, decrease costs

MFP & Production Scanners arecommonly used in conjunction

• Information is supplied to your content management system from a variety of sources

• As volume increases MFP’s are used in conjunction with Production Scanners

• Value-Added Resellers & System Integrators analyze your Work Process and provide custom solutions according to your business process

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

MFP vs. Production Scanner Considerations• MFP used primarily in Ad Hoc scanning• Production Scanners used in Mission Critical scanning applications

• When to use a dedicated Production Scanner?• Basic Criteria• Daily scanning volume greater than 100 documents per day• Mixed paper sizes, weights and colors

• Forms Processing applications• Optical Character Recognition (OCR), ICR, color dropout• Image Enhancement, decreased document preparation

• Vertical Market Applications• Healthcare – HICFA forms, Medical records, Plastic cards• Legal – Sarbanes Oxley, Check 21, Compliance• Banking – Loan documents, Lease forms• Government – Homeland security, Local/State agencies• Human Resources – Applications, Reviews, Records• Real Estate – Deeds, Wills, Trusts, Affidavits• Transportation – Airbills, Proof of Delivery, Signatures• Service Bureau – Backfile conversion, Outsourcing• Accounting – Invoice processing, accounts payable/receivables

Production Scanning = Speed, Paper Handling, Image Quality

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Fujitsu Scanner Network Attach Solutions

Flexibility and Functionality

Silex SX-2000U2

Axis 70U

Fujitsu fi-5000N

Document ScanServer

RemoteScan TWAIN

EMC/Captiva Network ISIS

Price $800

$500

$200

$100

RemoteScan• Software only• Citrix/Terminal Services• TWAIN only• LAN/WAN sharing• Client/Server software• All Fujitsu scanners

Network ISIS• Software only• All ISIS functionality• ISIS only

Bundled or:• fi-5015C Level 1

$100• fi-5900C Level P

$3000

Silex• Basic connectivity• Wireless option• All USB scanners• Client software required

Axis• Browser admin• Browser scanning• Scan To E-Mail• Scan To File• Scan To Print• Scan To FTP• No Client software required

fi-5000N• Software setup• Scan To E-Mail• Scan To SharePoint• Scan To File• Scan To Print• Scan To FTP• ISIS & TWAIN

Scanners• fi-5110C, fi-4x20C series, fi-4x20C2 series, fi-5x20C series, fi-4530C, fi-5530C

Kofax DSS• SOA architecture• No Client software required• Internet Browser scanning• Developer’s SDK

Scanners• fi-4x20C2 series & fi-5x20C series

RemoteScan EMC/Captiva Silex Axis fi-5000N Kofax DSS

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Network Scanning terminology• Basic connectivity is most basic of direct network attach solutions for a scanner. This simply means that a scanner can be

used as a network device and the scanner appears as a local device on the network, or as I like to refer to it “extends network connectivity”. This is the least expensive, yet most restrictive option. Ideal for ease of use and cost effective however deficient on flexibility for true integration.

 • Biometric connectivity is the ability to attach a scanner directly to the network exactly as in the Basic connectivity scenario

however incorporates much more intelligence into the scanning process. For example, with a biometric scanning solution users could simply walk up to a supported scanner, put their documents in the scanner, put thumbprint on or hover their palm over a biometric device then initiate scanning of the documents based on pre-configured profiles, destinations and/or applications.

 • ‘Push-Scanning’ refers to a scenario where the scanners operator walks up to a scanner, drops the documents into the

automatic document feeder or places them on the flatbed then initiates the scanning process to send, or push, the images to the desires location on the computer network. This could possible be a “watch folder” for high-volume OCR processing for example, or this could be a shared network drive of even he scan operators’ own personal computer.

 • ‘Pull-Scanning’ is a term typically used when a scanner operator controls the scanner to connect to a device, scan images

and transmit, or pull, these images from the scanner to a certain location. The ability to pull these images can be achieved in many different ways these days and some of the most common ways are to scan via a web browser. In other words, the user would either enter the name of the device and would have the ability to scan images and send them to the destination of their choice.

 • ECM Scanning. Enterprise Content Management, or ECM, scanning takes one or more of the above Network Scanning

concepts however adds an additional powerful layer of functionality. ECM scanning incorporates a network scanner directly into a content management systems via software drivers and scanning software. The document imaging industry has seen a dramatic focus on the importance of document capture, for example. These are extremely focused software packages that assist in the ability to extract important business data from scanned documents.

 • ECM + Secure Scanning is the next logical step in the networked scanning, connected world. Now that the benefits of

document imaging have been proven via Return on Investment, increased productivity or compliance reasons, more than ever mission critical business data or highly confidential information resides in a digital format and not on paper. It’s crucial to secure this sensitive information during the entire lifecycle of the data. From the instant that the data is scanned, when it’s hosted on the network until the time of it’s destruction, or the end of the retention period.

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

• Double-feed detection• Document protection• True optical resolution• High quality camera

technology• Increased over scan• Auto crop• Deskew• Pre-imprinting• Auto color detection• Auto orientation• Classification

DB

• Color saturation• Form ID• Bar code recognition• OCR• ICR• OMR• Database

lookup/validation• Post-Imprinting• Active stacking• Export• Workflow• Security

Entrust your mission critical Work Process to Imaging Experts

Sample Imaging Sequence

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Fujitsu Network ISIS and Push Scanning

fi-5110C

fi-5015C• fi-5015C, 15ppm simplex scanner with flatbed• High-Speed USB 2.0 interface

• 15ppm/30ipm duplex ADF scanner• 600dpi True Optical Resolution• 50 page Automatic Document Feeder• User replaceable consumables

ISIS Scanning Application

• Push and/or pull scanning• Utilize ‘Send To’ or ‘Scan’ button

Network ISISServer

Push Scanning example

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Network ISISA new feature in the ISIS driver for Fujitsu fi-5015C and fi-5900C is ‘Network ISIS’

Network ISIS Server

Local ISIS applicationscan source

IP address of NetworkISIS Server

Fujitsu scannermodel

Figure 1

Figure 2

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Push Scanning and Pull Scanning using fi-5000N

Push Scanning

Pull Scanning

1. Place items into scanner2. Press Send To or Scan button3. Place thumb on biometric area or enter PIN

Images sent to one of the following:• Scan to E-mail• Scan to FTP• Scan to SharePoint• Scan to File

1. Launch scanning application on the computer

2. Place items into scanner3. Place thumb on biometric

area or enter PIN

Images sent to one of the following:

• Scan to E-mail• Scan to FTP• Scan to SharePoint• Scan to File

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Each Sensor Is Independently ConfigurableEach Sensor Is Independently Configurable

The The fifi-5900C is equipped-5900C is equippedwith 3 ultrasonic sensorswith 3 ultrasonic sensors..

ULTRASONIC SENSORS DETECT MULTI-FEEDS

Not dependant upon paper weightNot dependant upon paper weight Not dependant upon paper colorNot dependant upon paper color

ULTRASONIC OPTICALSENSOR COMPARISONS

ULTRASONIC STRENGTHS

OPTICAL SENSOR

ULTRASONIC SENSOR

UltrasonicUltrasonic OpticalOptical

Mixed BatchesMixed Batches ○ ×

Colored Colored DocumentsDocuments ○ ×

Same type of paper Different types of paper

Same type of paper Different types of paper

Fujitsu fi-5900C with three Ultrasonic MultiFeed sensors

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

The next few slides will illustrate how independent Ultrasonic Control and the new Intelligent MultiFeed Function (iMFF) on the Fujitsu fi-5900C High Speed Production scanner is beneficial for Invoice processing.

fi-5900C Intelligent MultiFeed Function (iMFF)

fi-5900C is equippedwith three independent

Ultrasonic sensors

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Sample Invoice for Ultrasonic demonstration

Sample well-structured invoice• Invoice number always in the same place• Line item detail is organized with lots of

‘white space’ around printed characters

Bob,Pleasereview

Yellow ‘sticky note’ affixed randomly on invoice and not expected for scanning. Critical information is underneath this note

Half of the payment for our sample invoice has been prepaid therefore we have instructed our cashier to tape the receipt to the left portion of the invoice

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Benefits of Three Independent US Sensors

Sample Invoice Form example

Bob,Pleasereview

The left Ultrasonic sensor can be configured completely OFF or to ignore only specific areas of a document. In this case, set to ignore the area of the document that contains the taped prepay receipt that the cashier placed on the invoice document.

The middle Ultrasonic sensor is configured to detect multifeed documents. No multifeed detected on this example therefore scanning would continue normally.

The right Ultrasonic sensor also has been configured to detect any multifeed documents. In this case a yellow sticky note is detected and the scanner can be setup to notify the operator and stop scanning and/or pause scanning in order to immediately take corrective action. Important information under the sticky note is not lost.

Note: General use of 3 US sensors example. If the documents have might have bar code labels, post-it notesor photos consistently in the same position then use this this function prior to using iMFF.

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In Action and Examples

Fujitsu fi-5900C “Intelligent MultiFeed Function” for Advanced Ultrasonic

Double-Feed Detection Control

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Manual mode (Bypass by front panel button)

• Use this mode when you want to continue scanning, while checking for overlapping items every time a Multifeed error is detected.

When a Multifeed error occurs, press the [Send to] button to eject sheet

To Intelligently bypass intentional overlapping items, return the sheet to the Hopper and press the [Function] button once to change the blinking rate from slow to fast then press the [Scan] button

The scanner will not check for a Multifeed error on the first sheet being scanned

The following sheets are checked for Multifeed errors with the existing Mutlifeed settings in the Software Operator Panel (SOP) or driver. Manual mode is the Default setting for the Intelligent MultiFeed Function (iMFF) of the fi-5900C.

In this particular case the sticky note is not obscuring critical information on the document and we allow the image to be captured via Manual Mode iMFF

1 3

2

Bob,Pleasereview

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Auto mode 1 (Bypass by combination of length and position)

• Use this mode when you scan many sheets in a fixed format; for example, when every sheet has the same size item attached at the same location.

When a Multifeed error occurs, press the [Send to] button to eject sheet

To Intelligently bypass intentional overlapping items, return the sheet to the Hopper and press the [Function] button once to change the blinking rate from slow to fast then press the [Scan] button

The scanner will memorize the length and position of the overlap

The following sheets are checked for Multifeed errors and the scanner Intelligently bypasses Multifeed errors if the scanned overlap pattern is the same as already the already memorized pattern(s)

In our Sample Invoice example we have two persons that approve payment (Mark and Barb). Each of them uses a different size note but places them always on the same location on the invoice

1 3

2

Ok to pay-Barb

Ok to pay

-Mark

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Auto mode 2

• Use this mode when you scan multiple sheets, each having different-size overlapping items at different locations.

When a Multifeed error occurs, press the [Send to] button to eject sheet

To Intelligently bypass intentional overlapping items, return the sheet to the Hopper and press the [Function] button once to change the blinking rate from slow to fast then press the [Scan] button

The scanner will memorize the length of the overlapping area that caused the error

The following sheets are checked for Multifeed errors and the scanner bypasses Multifeed if the scanned overlapping pattern is the same or shorter than the already memorized pattern.

While we had used Auto Mode 2 to intelligently remember the size and location of the receipt and the notes, this particular receipt is a bit longer and covers invoice data

1 3

2

Ok to pay-Barb

Ok to pay

-Mark

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Invoice with receipt taped & sticky note (Manual Mode)

Invoice with overlapping items example

Our sample invoice has critical business data at various locations of this particular document. We have configured our Ultrasonic sensors to ignore known overlaps while still reliably catching potential true multifeeds.

Where the sticky notes have been placed could cover critical data underneath where attached to the page so we want the operator to verify this at scan time. In this case the scanner operator would have seen that this overlap does not cover important information and captures the image with the sticky note via Manual Mode iMFF.

Receipt tapedto invoice

We have configured the left Ultrasonic sensor to ignore the where the receipts will be taped to the invoice while the middle and right sensor remain active.

Bob,Pleasereview

Bob,Pleasereview

Bob,Pleasereview

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Sample Invoice batch to illustrate Document Protection

Bill of Lading taped to Invoice Packing List stapled to Invoice

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

Document protection function: ⇒ Detects when a document is about to jam ⇒ the document remains unharmed

Detects stapled documents and remains unharmedDetects stapled documents and remains unharmed Even detects very thin and fragile paper (such as tissue)Even detects very thin and fragile paper (such as tissue)

Document Protection of the Fujitsu fi-5900C scanner

Document preparation operators inadvertently neglected to remove the staple from the Invoice and Packing List batch

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40PPM

Speed

$1,000 $5,000 $8,000

15 PPM

$17,000$2,000

25 PPM

$25,000

fi-5750C $7,995 -VRS $8,995

fi-4340C $4,995

fi-5220C $1,995

fi-5015C $695

fi-5120C $1,195

60 PPM

fi-4860C $16,995fi-4860C2 $17,995

fi-5530C $3,995

$4,000

fi-5650C $5,995 -VRS $6,995

fi-60F A6 FlatbedScanner $395

fi-5110C $895

100+ PPM

fi-5900C $24,995

Fujitsu fi-Series Scanner Line-up

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Fujitsu scanners & Datacap "Invoice and Variable Document Capture Innovations"

More information

• Fujitsu Document Scanners– Web Site: http://www.fcpa.com– E-mail: [email protected]– Phone: 888-425-8228

• Datacap, Inc.– Web Site: http://www.datacap.com– E-mail: [email protected]– Phone: 800-701-8482