Fujitsu & Readsoft Forms Classification and Document Automation Webinar

Kevin NealProduct Manager – Production Scanners

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

January 17, 2007

Fujitsu Scanners/ReadSoft Forms Classification and Document Automation

Webinar

Fujitsu Scanners/ReadSoft Forms Classification and Document Automation Webinar

Agenda

• Introductions of Fujitsu and ReadSoft– Kevin Neal, Fujitsu presenter– Megan Fowler, Fujitsu moderator– Bob Fresneda, ReadSoft presenter

• Document Capture• Fujitsu scanners and ReadSoft DOCUMENTS for Invoices• Document Classification considerations• Trend toward Higher Resolution scanning• Information Extraction techniques• ReadSoft overview

– DOCUMENTS overview– DOCUMENTS for Mailrooms – DOCUMENTS for Invoices – Corporate overview

• Questions and Answers


Document Capture

• Document Capture directly effects the entire automation workflow• Document Capture begins with High Quality electronic images• High Quality electronic images improve automation success

• Automation Success leads to improved business productivity• Business Productivity reduces costs and improves process• Improved Process creates a Business Advantage

Document Capture is the on-ramp to Automation


Invoice Processing

Paped-based challenges• Manual sorting of documents• Keying/miskeying data into backend systems• Physical routing of documents/making copies• Lost/misplaced copies of invoices• Missing out on early pay discounts due to delays• Accidentally paying same invoice more than once• Faxing and/or shipping costs to route invoices

PreparationDoc PrepStaples

Paperclips

Solving invoice challenges with Fujitsu and ReadSoft DOCUMENTS for Invoices

InputHigh-Speed

Image QualityIntegration

CaptureOCR, OMR

Forms ProcessingValidate/Verify

ProcessingStorage

DatabaseArchiving

PresentationAccess

EmpowerEfficient


Fujitsu/ReadSoft DOCUMENTS for InvoicesInvoicesDoc PrepStructure

ColorPaper Size

QualityFont Type

ScanningImage Quality

Paper Handling300dpi Speeds

ERP SystemElectronic Images

MetadataDatabase

ReadSoft DOCUMENTSfor InvoicesUnderstand

CaptureProcess

SAP

OracleFinancials

Client Workstations


Importance of Document Classification

Business Management

Information Silos

Records Managers

Human Resources

Accounting

Security = Rules based access or restriction of informationSearchability = Narrow searches enable more relevant dataRetention = Adhere to business policy or compliance regulations

Human Resources

Accounts Payable

Shipping/Receiving

Sales/MarketingCustomer Service


Higher Resolution for Forms Processing

“Scanning at true 300 dpi optical resolution is very important. Scanning at a lower resolution and then using scanner software to increase the dpi later on does nothing for OCR. In cases where the font size of characters on an image are very small ( point size of 4 or less), scanning images in at 400 dpi can improve character recognition. This again would require a scanner that supports true 400 dpi optical resolution.”

Source: http://www.primerecognition.com/augprime/ocr_faq.htm

“The accuracy of the OCR systems declined dramatically when the resolution of the images was reduced from 300 to 200 dpi…”

Source: The Fourth Annual Test of OCR Accuracy ( http://www.isri.unlv.edu/downloads/AT-1995.pdf )

“Scan resolution: The number of dots per inch can affect the clarity of the image and accuracy of OCR. Recent tests found that reducing from 300 dpi to 200 dpi increased the OCR error rate for a complex document by 75%…”

Source: http://www.collectionscanada.ca/9/1/p1-236-e.html


Trends toward Higher Resolution Scanning

• Increased accuracy• More automation techniques• Decreased storage costs

– Affordability of magnetic storage, DVD, optical, etc.• Document Classification intelligence

– Instructed Invoices– Semi-Structured Accounts Payable documents– Handprint Recognition

• Rated scanning speeds – No speed degradation– No longer need to sacrifice throughput at 300 dots per inch

• Bandwidth and Network Infrastructure– Corporate T1, OC3, DSL, Cable Modem, Wireless

• Improved image compression


Information Extraction

Imaging

Legible signature SSN and contact informationsent to database field

Optical Mark Recognition(OMR) index fieldsDatabase fields

Optical Character Recognition (OCR)makes documents fully searchable

Intelligent Character Recognition(ICR) index fields


Importance of Image Quality

• Anchor points to identify know form types• Forms processing accuracy

– Optical Character Recognition• 300dpi drastically increases accuracy

– Intelligent Character Recognition– Optical Mark Recognition

• Database validation– Automatic record matching

• Lack of Human Intervention• More accurate electronic reproduction of original documents• Image Enhancement

– Automatic Orientation– Noise Removal– Deskew, Cropping, Intelligent Blank Page Removal, etc.

Anchor Points forForms Identification


Color Documents

• Dropout Color options– Color reduction (background washout)

– Forms outline removal


Distributed or Centralized Scanning

Centralized Scanning Scenario

AP

Shipping

General

HR

Field Sales Person

Expense ReceiptsCustomer ContractsCredit ApplicationsBusiness Agreements

Warehouse

Way BillsBills of LadingProof of DeliveryShipping Logs

TeleCommuter

ApplicationsLegal DocumentsEmployee RecordsHR Forms

Remote Office

InvoicesFreight BillsScan to E-mailDocument Distribution

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-VRS $17,995fi-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 Scanner Line-up


More information

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

• ReadSoft DOCUMENTS– Web Site: http://www.readsoft.com– E-mail: [email protected]– Phone: 888-READSOF(T) or 504-841-0100

Technology

Fujitsu & Readsoft Forms Classification and Document Automation Webinar