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What is Captiva’s future?The Future of Intelligent Capture
October 2, 2019
©2019 All Rights Reserved.
Today’s Presenters
Chris WynderDirector, Product Marketing
OpenText
Paul BarryVice President, Sales
Flatirons Digital Innovations
©2019 All Rights Reserved.
Agenda
● Captiva is Now Intelligent Capture
● What’s new in Intelligent Capture 16.6
● Roadmap
● Takeaways/Q&A
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Simplifying our Portfolio to Accelerate Innovation
Current Capture Portfolio
OpenText Captiva
OpenText Capture Center
On-prem
3rd Party cloud
OpenText LEAP SNAP
OpenText Capture Service
Cloud
Moving Forward
OpenText Intelligent CaptureCombined into a single product
OpenText Core CaptureContinual enhancement under single name
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OpenText Intelligent Capture Investment Focus
Distributed Capture
• Browser and embedded• Capture micro-services• Mobile
Capture anywhere
Advanced Recognition
• Machine learning & AI• Automation• Accuracy
Automatic and effortless
Enterprise Platform
• Security and privacy• Ease of administration• Cloud deployment
Trust and scale
Overall, “Captiva” is a central technology to OpenText’s EIM strategy and will continue to be a major product in the whole portfolio
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“Captiva” Technologies Permeate All of Our “New” Products
UI for scanning Extract
Image Process and
ConvertClassify Data Populate
and Validate ExportScripting
OpenText Intelligent Capture
OpenText Intelligent
Capture Real-time
OpenText Core Capture
OpenText Core Capture Services
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OpenText’s Strategic Partnership with Google Cloud
Google Vision
• Image analysis• Image classification• Handwriting
recognition
• Expanded image and handwriting capabilities for customers who need it.
• Expanded hosting options.
• Expanded AI and ML capabilities
Google Cloud Platform
• Deployment option• AI microservices• Access to additional
services
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Timeline
Captiva 7.7Jan 2018
Enhancement Pack 5Captiva 16.5
Dec 2018
“EP6”Captiva 16.6
Core Capture 19.22Q 2019
NextSpring 2020
Productivity / Security / Recognition
• Single Click Entry and Data Type Highlighting for Captiva Web Client and Completion• SnapMatch for fuzzy database look-ups and automatic field populations• Improved Security using Port 443 for proprietary TCP/IP client-server communications• Data-at-rest encryption for Real-Time/REST transactions• New ODBC connectivity added to Standard Export• Test Mode for Image Converter• XML data import added to Standard Import• Additional OCR languages added to Standard OCR
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Comply with High Security Needs Through App-level Security
• Ability to use port 443 (HTTPs) for all client-server communications, including proprietary TCP/IP data stream for standard and custom thick-client modules
• Data-at-rest encryption for Captiva Real-Time/REST Servero ENABLED by default
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Higher Productivity Using Single Click Entry
• Single mouse click required to fill form field with data from image and automatically advance to next field
• While hovering over data on image, the operator can see if the data will pass local validation checks
• Data type highlighting adds visible highlight to all data on the image that matches the field data type
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Automated Field Population Using SnapMatch
• New mechanism for field population based on performing a fuzzy-database look-up
• Check OCR contents of entire page against table of values to find the best matched row
• Returns field(s) from row of data matched
• Example: return the Vendor ID for the invoice vendor, based on all the names, addresses & phone numbers on the page
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Test Image Converter Profile without Running a Batch• New “test mode” for
Image Converter allows you to check image conversion configuration without leaving Designer or physically running a test batch
• Requires Image Converter module to be installed on the same machine as Designer
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ODBC Connectivity Added to Standard Export
• New ODBC connectivity has been added to Standard Export• Extended configuration options available• Legacy ODBC export module will remain available for a year to ease customer migrations
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OpenText’s Intelligent CaptureWhat does the future hold?
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Integrated Machine Learning
MagellanText analytics Predictive Analytics
</category>
</category>
</notify>
</missing>
</category>
</validation>
Two Areas of “AI” for Intelligent Capture
Integrated machine learning= Production Auto-Learning for more accurate keyword attribution & CDR for Character comparisons for accuracy of letters.
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Building a Capture Platform for the Next Generation
Intelligent Process Automation
(Magellan, AppWorks, 3rd party systems)
EIM Integration
(Content Server, Extended ECM, Documentum)
OpenText Intelligent Capture
Capture Platform (Captiva)
Real-Time Capture REST Services (Captiva)
Mobile Capture (Captiva)
Capture Web Client (Captiva)
CaptureFlow (Captiva)
Smart Data Lookup (OCC: SnapMatch)
Recognition Engines (CRE / CDE / AR)
Machine Learning (SAP: IES)
Adaptive Technologies (ART / ACT / PAL)
Smart Data Entry (OCC: SCE, TAC)
Easy Profile Configuration (OCC)
Artificial Intelligence (Magellan)
From Captiva
From Capture Center
Other/ New products
Operational use cases
Info Gov use cases
Capture Platform (Captiva)
Real-Time Capture (Captiva)
Mobile Capture (Captiva)
Capture Web Client (Captiva)
CaptureFlow (Captiva)
Smart Data Lookup (OCC: SnapMatch)
Recognition Engines (CRE / CDE / AR)
Machine Learning (SAP: IES)
Adaptive Technologies (ART / ACT / PAL)
Smart Data Entry (OCC: SCE)
Easy Profile Configuration (OCC)
Artificial Intelligence (Magellan)
Smart Data Entry (OCC: TAC)
OpenText Intelligent Capture
Coming Soon
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What’s Next: 2020 and Beyond
Finalize all software names, SKUs
The rename was announced at Enterprise World 2019. The major changes were delayed until we could communicate with customers and partners.
Rename
Single point of entry
OOTB connectors:1. Magellan BI and
Reporting2. Magellan Text
Mining3. Extend ECM
platform
Internal Connections
Automation of basic capture
Expanded machine learning in:1. OCR engines2. Doc. Classification
services3. Table and standard
format extraction
Core capabilities
Ease of deployment
1. Virtualization2. Encryption3. Modernize UI(s)4. Communicate
recommendations faster
Performance
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Strategic Direction for Captiva and Capture Center
● We go to market with one solution that combines the best of our existing capture products into a new offering OpenText Intelligent Capture
● Capture Center (OCC) remains fully supported & maintained for the next 5 years
● Strategic investment will only go into OpenText Intelligent Capture● Foundation of OpenText Intelligent Capture is the current Captiva Capture
✦ Intelligent Algorithms from OCC and SAP Capture such as IES (Machine Learning), ACT/ART and SnapMatchwere part of the Intelligent Capture 16.6 release
✦ Standard UI will be Intelligent Capture Web Client (Same UI as Core Capture)
● We are working on a migration strategy for how all our Capture Center customers can migrate to the new platform – when they are ready.
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Questions?
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Frequent Questions
● Do I have to do anything today?
● When will you update us on the migration plan?
● If I have questions today, who should I call?✦Paul Barry; Flatirons [email protected] 908-616-8154✦ Your OpenText Account Manager
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Thank YouContact:
Chris Wynder: [email protected]
Paul Barry: [email protected] | 908-616-8154
