Document Imaging

Barcode Scanning

© 2010 Fiserv, Inc. or its affiliates.2

Goals

• To demonstrate how using barcodes can improve the efficiencies of the scanning process.

• To cover installation and configuration of barcode scanning

• To discuss different aspects of barcode scanning.

• As well as demonstrate a new piece of software for enabling director to read barcodes without using Kofax drivers.

© 2010 Fiserv, Inc. or its affiliates.3

Advantages of using barcodes

• Accuracy• Scanning with using barcodes can have a very positive

impact on your scanning and indexing accuracy.

• Efficiency• Time saved by no longer having to do document

separation.

• Knowledge at the scanning level• By implementing Barcode scanning you take the

thinking out of the scanning process.

© 2010 Fiserv, Inc. or its affiliates.4

What about the barcode

• Where does the barcode come from?• Wasp or loan origination

• Different types• Document type identification• Document type identification and keyword information

• How is the barcode used and when?• The when can vary depending on location and current

processes.• Barcode will always be at the start or on the first page

of a document type.

© 2010 Fiserv, Inc. or its affiliates.5

Required Software to read barcodes

• Kofax scanning software• Must be purchased • Must be installed on each scanning station

• Pegasus software• Simple install shield ran on each station doing the

barcode recognition• Machine must be registered for Production Document

Imaging• Separate queue for the recognition piece

© 2010 Fiserv, Inc. or its affiliates.6

Setting up Director for barcode processing

• Install barcode enabled software on the scanning station• Either Kofax software or Pegasus

• Document type barcodes only• Barcode process setup in Director Configuration• Barcode process assigned on the Scan queue

• Document type and keyword barcodes• Vbscript build and loaded into Director Configuration• Barcode process setup in Director Configuration• Barcode process assigned on the Scan queue

© 2010 Fiserv, Inc. or its affiliates.7

Document type barcodes only

• What steps need to be configured?• A barcode process needs to be configured in director

configuration • Let Director know what to expect when it finds a barcode and

how to handle it• Documents must be mapped to values in order to

properly identify documents as they come in.• The scan queue that is going to handle the barcode

documents must be set to look for barcodes.

• Please follow along as we walk through setting up a barcode process

© 2010 Fiserv, Inc. or its affiliates.8

Document type and Keyword barcodes

• What steps need to be configured?• A barcode process needs to be configured in director

configuration • Let Director know what to expect when it finds a barcode and

how to handle it• Documents must be mapped to values in order to

properly identify documents as they come in.• At this step a Vbscript will be referenced that will break the

barcode into different sections.• The scan queue that is going to handle the barcode

documents must be set to look for barcodes.

© 2010 Fiserv, Inc. or its affiliates.9

Document type and Keyword barcodes (continued)• What is the Vbscript actually doing and how

does it work?

© 2010 Fiserv, Inc. or its affiliates.10

Document type and Keyword barcodes (continued)

• Similarities?• Apart from referencing a script to break apart the

information within the barcode the setup is very similar.

• Advantages?• Because we are able to extract the Primary keyword

from the barcode it enables us to utilize our autofill keyword set and have a fully indexed document.

• Please follow along in the handout as I walk through the steps to setup the barcode process for a multi field barcode.

© 2010 Fiserv, Inc. or its affiliates.11

What have we gained?

• Efficiency – by adding barcodes to the scanning process it increases the efficiency of scanning multiple times.

• Accuracy – Documents will no longer be indexed under the wrong document types and there will be no question as to what type of document is being scanned.

© 2010 Fiserv, Inc. or its affiliates.12

Lab

• Please take the next 30 minutes or so to work through the Barcode scanning handout.• The steps you will be completing will be

• Installing the Pegasus software• Setting up from scratch a barcode process to read Wasp

barcodes on the given documents• Setting up a Vbscript in director client• Setting up a barcode process to scan in laserpro barcode

documents

• If you have questions please do ask!

Document Imaging - Barcode Scanning

Thank You