December 2007 Document Recognition Technology Overview Presentation

Document Recognition a technology overview Presented by: Chris Riley of Artsyl Technologies, Inc.

But First Your new AIIM Board! Exciting new events Golf Networking More Education Sessions

What we will cover: Why Chris? What Are the Document Recognition Technologies Who Makes Them Buyer Beware The future Q&A Free Stuff!

Why Chris? Who is Artsyl? What qualifies Chris to talk to me? When a developer turns to sales

Who knows what OCR is?

The Technologies OCR – Optical Character Recognition ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: OCR OCR – Optical Character Recognition Ship To: ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: ICR OCR – Optical Character Recognition Ilya ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: OMR OCR – Optical Character Recognition ICR – Intelligent Character Recognition Card Account OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Barcode OCR – Optical Character Recognition ICR – Intelligent Character Recognition 1889094476620 OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Handwriting OCR – Optical Character Recognition * Critical * ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Acronym Heaven OCR – Optical Character Recognition ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: CAR/LAR OCR – Optical Character Recognition ICR – Intelligent Character Recognition OMR – Optical Mark Recognition 2 hundred dollars & no cents Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Assisted Capture OCR – Optical Character Recognition ICR – Intelligent Character Recognition OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Fixed Form Processing OCR – Optical Character Recognition Name: Ilya ICR – Intelligent Character Recognition Date: 12/21/2982 OMR – Optical Mark Recognition Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Fixed Form Processing Name: Ilya Date: 12/21/2982

80% of business end-user documents are semi-structured

The Technologies: Semi-Structured Forms Invoice No: 99044 OCR – Optical Character Recognition Date: 06/09/04 ICR – Intelligent Character Recognition Invoice No: 24567 OMR – Optical Mark Recognition Date: 06/09/04 Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Semi-Structured Forms Invoice No: 99044 Date: 06/09/04 Invoice No: 24567 Date: 06/09/04 (06/09/2004)

The Technologies: Semi-Structured Forms Consignee OCR – Optical Character Recognition Consignor ICR – Intelligent Character Recognition Date OMR – Optical Mark Recognition Term Barcode Handwriting All the other ones made up for marketing purposes CAR/LAR ( Check21 ) – Courtesy and Legal Amount Recognition Assisted Capture Fixed Form Process Semi-Structured Forms Processing Unstructured Document Processing

The Technologies: Common Processes Full page conversion Classification Index level extraction Redaction Routing Auto Filing Re-Purposing Image Rotation

The Technologies: Full page conversion Image file to electronic data file ALL text on the page Includes: Image Pre-processing Document Analysis/Zoning Extraction Export ( Commonly PDF, DOC )

The Technologies: Classification Software tells you the document type Scan batches of mixed documents ng ce oi di a v In fL k lo ec l Bi Ch PO

The Technologies: Index Level Extraction Just certain required fields extracted Normalization of data Export usually to a database Invoice Number Invoice Date Total Amt Due Term

The Technologies: How Accurate Better question is how do you determine accuracy Document Type Accuracy Field/Zone Location Accuracy Data Type Accuracy Character Accuracy

The Technologies: Common usage scenarios Document Conversion Document Archival / Retrieval Invoice Processing Insurance Processing( medical, mortgage ) Waybill processing Survey processing

There Really are only 3 core technology providers It takes 50 man-years to develop OCR using current computing abilities

Who Makes Them: Core Engines ABBYY Nuance ( formally ScanSoft ) ReadI.R.I.S Océ CharacTell ParaScript A2iA Handful of Open Source Handful of Other Vendors Two handfuls of OLD engines

Who Makes Them: Who Licenses Them EVERYONE ELSE! AnaComp Anydoc BancTec BrainWare Captaris Captivation Cardiff CVision DataCap DigiTech eCopy EMC Documentum Kofax LaserFiche LeadTools Microsoft NSi AutoStore OnBase Perceptive Imaging ReadSoft SER Top Image Systems Tower Westbrook Xerox Hundreds More

30% of organizations that purchase, purchase the wrong thing Over 50 % of organizations that purchase never use it properly

Buyer Beware If OCR is the reason for buying a solution know what Engine it is! Talk about the WHOLE solution not the pieces Get past marketing gimmicks Trust, Love, Be Certain of your reseller / vendor

Buyer Beware: Know your engine What version? Will they upgrade?

Buyer Beware: Talk about Whole Solution Scanner / Input Capture Storage Have Requirements List Before

Buyer Beware: Get past Gimmicks NOTHING! Is 100% All canned demos work perfect Always see test on your documents Version numbers are really arbitrary

Buyer Beware: Trust your vendor / reseller Support after sale ( test them ) Where to get professional services Do they understand the solution and not just the pieces?

The Future Full-page OCR will be a commodity Advance Document Processing will become main- stream but less required Think about what to do now that you will be gathering data rapidly There will be a new approach to OCR

Questions and Answers Before you ask

Free Stuff Copy of ABBYY FineReader Pro 9.0 Copy of Nuance OmniPage 16 Copy of ReadI.R.I.S Pro 11 4 Hour Consulting Session with ME!

December 2007 Document Recognition Technology Overview Presentation

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