Miria datacap webinar 1-19-12 final

Miria Systems, Inc. Confidential Information

Miria Systems

Migrating from FileNet

Capture to Datacap

January 19, 2012


Introductions

Beatrice Hiner – Sales

Sean Patrick Scott – Datacap Consultant

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Agenda

Miria Systems Overview

What was FileNet Capture designed to do?

What was Datacap designed to do?

Datacap background

5 Phases of Capture

8 Differences Between FileNet Capture and Datacap

Datacap Product Set

Demonstration

Q & A

Next Steps

Upcoming Webinars

Contact Information


IBM premium partner for 15 years

Deployed 100+ business process automation solution

www.miriasystems.com

Datacap Intelligent Capture Specialist

Customers in multiple industries including: Manufacturing,

Banking, Insurance, Energy, Transportation and

Government

About Miria Systems


What Was FileNet Capture designed to do?

Image Indexing (Document Capture) for FileNet Content Manager Drive scanners to pull in images (using TWAIN, ISIS drivers)

Client-only architecture for department-sized deployments

Key-From-Image indexing

Export to FileNet Content Manager, FileNet Image Services

Add-Ons Full page OCR to PDF

Bar code and 2D barcode for separator sheets (for document identification)

Toolkit (for development)

Pricing based on scanner output volume

Capture ADR End of Support 3/3/2012


What was Datacap designed to do?

Configurable Image Indexing (Document Capture) and Forms Processing (Data Capture) Drive scanners to pull in images (using TWAIN, ISIS drivers)

Three-tier Client-Server architecture for stability and scalability

Browser-based scanning, verification, administration for distributed capture


What was Datacap designed to do? (continued)

Full range of automated Document Classification and Identification methods – with in-process set-up of new document types

OCR, ICR, OMR, barcode (with voting)

Automated Validations – database lookups, math calculations, business rules

Single pass Verify Panel – View, Correct, Lookup, KFI, Click N Key

Flexible Export Formatting – All ECM systems, plus ERP, ACM, BPM, BI, Adjudication, Asset Management, etc.

Authorized user-based pricing

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8

Datacap Overview

Award-winning leader in

Document Capture technology

Reputation for innovation

Strengthens IBM’s leadership in

enterprise content management (ECM)

Datacap verticals:

Financial Services

Insurance

Government

Manufacturing

Healthcare

Transportation

Publishing

Allows organizations to quickly and easily

capture and extract key information from

documents and convert it to images that

are stored electronically


Datacap Workflow Process

Supervisor

and/or

Additional

handling

Fail

Rules

ProcessingExport

Update

Pass

Verify

1. Image Clean-up

2. Document ID/Classify

3. Locate Fields/Data

4. Recognition

5. Apply Business Rules

Image

Repository

ERP or

Line-of-

Business

Application(s)

Scan, Fax,

Email,

MFD


The Five Phases Of Capture

2. Basic Recognition

Add OCR and barcodes to Automate Indexing

4. Distributed Capture

Move Scanning and Verify out of the processing center to

speed input and lower cost

5. Enterprise Capture

Single solution for input of all documents from all locations –mailroom, department, branch,

mobile , fax, email

3. Intelligent Data

ExtractionAdd Doc ID and Zonal

OCR to Automate Transactional Documents

1. Scan and Store

Capture drives Scanners, provides Key From Image

FileNet Capture

Capability


The Five Phases Of Capture

2. Basic Recognition

Add OCR and barcodes to Automate Indexing

1. Scan And Store

Capture drives Scanners, provides Key From Image


Move Scanning and Verify out of the processing center to

speed input and lower cost

5. Enterprise Capture

Single solution for input of all documents from all locations –mailroom, department, branch,

mobile , fax, email

3. Intelligent Data

ExtractionAdd Doc ID and Zonal

OCR to Automate Transactional Documents


8 Differences Between FileNet Capture and Datacap

1. Cost of Ownership

User-based licensing means simplified pricing


Browser-based scan and verify lets you put capture where it makes sense

3. Automated Document Classification

Datacap gives you many ways to accelerate document ID

4. Central Administration

Job monitoring, productivity and management reports


8 Differences Between FileNet Capture and Datacap (continued)

5. Multiple Recognition Methods

OCR. ICR, OMR, Barcode – all on the same document

6. Automated Data Validations

Database look-ups, math calculations, business rule enforcement all designed to assure accuracy

7. Export Formatting

All IBM ECM, including Content Manager, Non-IBM repositories. ERP, BPM, etc.

8. Scalability

Pricing model and architecture are designed to encourage enterprise capture

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IBM Datacap Taskmaster Capture 8.01

Built for Production Document Capture

Central (corporate or mailroom-type)

Departmental

Branch

Network and web-based clients have same functionality

Enterprise-ready scalability

Rich administration tools

Network and Web-based monitoring and administration

Extensive Reporting


IBM Datacap Taskmaster Capture 8.01

User based pricing (not per image or per click)

Client can orchestrate their own capture systems

Point and click interface to configure advanced solutions:

Input from scanners, MFDs, folders, Fax, email and electronic

Document ID and classification - Learns from human operator

Data extraction using OCR, ICR, OMR, barcode 1D and 2D

Validates data including lookups (and retrievals)

Intuitive User Interface for data entry, edit and verification

Formats data and image for all target systems

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Datacap Taskmaster Accounts Payable Capture

Preconfigured for invoice data entry and P.O. matching

Captures, verifies and routes invoice data without manual data entry

Extract data including header and line item detail

Learns new invoice types from operator

Captures all line items, even on multi-page invoices

Validation rules on dates, math, lookups, data types

Active verify panel enables operators to look up vendors, add line items, calculate missing values

Aids three-way match with purchase order line item reconciliation

Send to operator for handling exceptions


Datacap Taskmaster Medical Claim Capture

Capture CMS 1500 medical claims and UB-04 institutional claims

Preconfigured capture for 100% of fields on the CMS 1500 (aka

“Professional”)

Complete capture of all fields on the UB-04 claim (aka “Institutional”)

Plus attachments

Thin Web and thick Windows clients

Support for black claims

Validations

Lookups – i.e. Match diagnosis and CPT codes

Business rules

Math calculations

HIPAA compliant 837 EDI output

Claim scanning, verification and application administration and reporting


IBM Datacap Taskmaster Add-on Components

IBM Datacap Rulerunner Enterprise - for increased performance

Support for multi processor systems

Server-based Fingerprint processing

Connectors for eMail and Electronic Documents

Access mail server(s)

Convert Microsoft Word, Excel, Outlook, PDF, and multipage TIFF files

Extract from ZIP files

Connector for Fax

A Fax is an image

Connectors: EMC Documentum, Microsoft SharePoint and OpenText LiveLink

IBM Capture Solutions will support most ECM systems

Recognition support for major European languages (single-byte, Latin 1-4 code

pages)

Capture multiple languages on a single document


Brief Technical Discussionand

Datacap Demonstration

Sean Patrick Scott

21


Taskmaster Architecture:

Robust, Flexible, Scalable


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3


Datacap Demonstration

Sean Patrick Scott

24


Despeckle


De-Skew


Reversed Background


Rotate


ICR – Hand Print Recognition


OCR – Machine Print Recognition

Account #

Customer Name

Line Item Details


Barcode


Data validation –

Field Formatting

Numeric Only Currency

Alpha Date

X Y P H B S M L Q 9/17/2007

7 2 0 1 3 3 9 4 6 56,829.00


Data Validation –

Date Ranges

Age of Invoice in Days

Today’s Date Invoice Date

10/30/2007 8/30/2007

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Invoices older than 60 days must be

approved by the corporate controller.


Data Validation

Arithmetic Calculations• Addition

• Subtraction

• Multiplication

• Division


Data ValidationExternal Data Source - Database Look-Up

Remit Vendor NameZip

12234 Acme Corp.12446 Exxon Mobil31115 Federal Express45598 Bank of America65265 Goodyear73284 Kraft Foods76322 3M Corp84712 Nationwide Insurance

65265


Data ValidationExternal Data Source - Database Look-Up

Remit Vendor NameZip

12234 Acme Corp.12446 Exxon Mobil31115 Federal Express45598 Bank of America65265 Goodyear73284 Kraft Foods76322 3M Corp84712 Nationwide Insurance

Goodyear65265


Data validation –

Field Formatting

Numeric Only Currency

Alpha Date

X Y P H 8 S M L Q 10/2612005

7 2 0 1 B 3 9 4 6 56,829.O0


Q & A


Next StepsQuick Start Solution

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Week 1-Business requirements gathering and process analysis in additional areas

Week 1-Recognize business and technical requirements and process re-alignment and migration path for those areas with Capture


Upcoming Webinars

January 26, 2012 2:00pm EDT

Upgrading Datacap 7.x to 8.x

February 9, 2012 2:00pm EDT

Utilizing Datacap for Specific Business

Applications

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Contact Information

Beatrice Hiner - 484-446-3336 office

267-987-5863 cell

[email protected]

Sean Scott – 484-446-3305 office

610-990-3629 cell

[email protected]

41

mailto:[email protected]

mailto:[email protected]

Miria datacap webinar 1-19-12 final

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Transcript of Miria datacap webinar 1-19-12 final