Document Imaging

Scanning Basics

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What is Document Imaging?

• Document imaging is making what would be paper documents today be imaged documents going forward.

• Why would I want to go to Document Imaging?

• Overhead

• Efficiency Improvements

© 2010 Fiserv, Inc. or its affiliates.3

Benefits of Document Imaging

• Disaster recovery/backup

• Efficiency/Personnel reallocation

• Staff Productivity

• Access to documents

• Proper Security of Documents

• Improved customer service

• Examiners/Regulators can complete work much faster

• Audit record

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Potential Savings of Document Imaging

• Statistics / Cost of lost documents.

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Basic Scanning

• Document Type

• Keywords

• Scan queue

• Scan format

• Scanner

• Sweep / Scan from Disk

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Basic Scanning Example

• With just those simple pieces in play we can create our first scanning process.

• This scanning process would be more efficient than not scanning at all, but the least efficient that you will be shown today.

• Lets build a basic scan process to bring in a few documents.

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Basic Scanning Improvements

• Manual Indexing of Documents• Autofill keyword sets

• Efficiencies• Data Integrity

• Multi Instance Keyword Groups

• Document Separation• Barcode scanning

• Efficiencies• Improved indexing accuracy• Limited document knowledge

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Autofill keyword sets

• How is it generated?• Viewpoint/Prime• PDS9957 Director Host Link

• How does it work?• Primary keyword value is entered and the additional

values flood in.• Multiple keyword sets can be used based on the

primary keyword on the document being indexed

© 2010 Fiserv, Inc. or its affiliates.9

Autofill keyword sets (Continued)

• How would I build an autofill keyword set?• Four pieces to the process

• The Autofill keyword file its self• The source of the keyword values

• The Autofill keyword set in configuration• The storage of the keyword values in director

• The Autofill keyword processor to import the file• The process that populates the database table

• Assigning the autofill keyword set to the document types.• The action that ties a given document to a autofill keyword set

• Lets walk through putting together a working autofill keyword set.

Basic Scanning

Thank You