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IBM CONTENT 2017
How to Leverage Cognitive
Capture to Intelligently Extract
Key Process Information
YOUR PRESENTERS
MIKE SOAVE
Account Executive
Pyramid Solutions
Manager, Solution Consultants
Pyramid Solutions
BRIAN BENOIT
DISRUPTORS ABOUND
MILLENNIALS
Demand interactive and instantaneous buying
experience
NON-TRADITIONAL PRODUCTS
Focus mostly on health benefits and less on
mortality risk
NEW EXTERNAL PLAYERS
Abundance of capital and knowledge of
consumer buying habits
Millennials
Non-
traditional
products
External
players
CARRIER PAINS
MAXIMIZING FAST TRACK
Better, more informed decisions
STREAMLINING THE PROCESS
Special authorizations, APS processing
MORE WITH LESS
Avoid medical records and paramed exams
ACCURATE RATING
Greater insight to rate more precisely
Carrier
Reinsurer
Decision
INTELLIGENT ASSESSMENT
What is the level of risk?
Risk Score
Content Æ Data Æ Information Æ Decision
MIB
Cognitive
Engine
Fast Track
Underwriting
PolicyTHE
UNDERWRITING
PROCESS
EXTRACTING KEY MEDICAL DATA
Establish a chronology of declared and reported information
Diagnoses
Prescriptions
Procedures
Chronology
Handwriting
Redundant text
MIB
Medical
Extractor
Key Info Bookmarked
2011 2012 2013 2014 2015 2016
Colon polyps / benign Angina
Diabetes Type II
DIAGNOSES / TREATMENTS
PRESCRIPTIONS / DOSAGE
Propranolol
Metformin
GOAL: ASSIMILATE DIAGNOSTIC AND RX INFO
AND LAB RESULTS INTO APPLICANT TIMELINE
Content Navigator
A unified user experience for capture, content and case
SOURCE
MFP
Tablet
FaxArchive
Scanner
E-mail
Smartphone
Network
Scanner
Datacap
Web, Desktop, Mobile
TRANSFORM
Look-Up
Verify Rules
ClassifyExtract
OMR BarcodeOCR ICR
DELIVER
Web Portal
LOB
Solutions
BPM
ECM On-
Premise
ECM
Cloud
Case
Mgmt.
IBM DOCUMENT CAPTURE CAPABILITIES
At a glance
SOME EXTRACTION IS EASY…
SOME IS NOT…
TITLE
UNSTRUCTURED
BOLDED FONTS
BULLETS
STRUCTURED
BOLDED FONTS
ALIGNED
TABLE
BOLDED FONTS
BOLDED LINES
COGNITIVE IMAGING
Understanding content within its context
OUT OF BOX EXTRACTORS -
Dates, Person, Health Condition
Cognitive Extractors
• Big Insights
• Natural Language Understanding
CUSTOM EXTRACTORS -
ICD Codes, Prescriptions, Doctor Name
Custom Extractors
• Literal
• Dictionary Terms
• Regular Expression
• Proximity Rules
• Many dates on medical reports
• How to determine which is the right
one?
DATE CHRONOLOGY -
Custom Actions
SOME EXTRACTION IS REALLY HARD!
UNDERWRITER TOOLS
Provide underwriter with tools to verify data
PRESENT CONDITIONS
Provide high level view of applicant conditions
HIGHER RISK
2010 2011 2012 2013 2014 2015 2016
AnginaColon	Polyps	Benign
Diabetes	Type	II
High	Cholesterol
Propanolol
Lipitor
Metformin
DIAGNOSES / TREATMENTS
PRESCRIPTIONS / DOSAGE
Propanolol
CONTINUOUS ASSESSMENT
What’s next
Risk Score
Train
Content Æ Data Æ Information Æ Decision Æ Feedback
MIB
Predictive Model
Cognitive
Engine
Underwriter
Fast Track?
APS Requests
Rating Support
Questions/Comments
Contact Us
Pyramid Solutions, Inc.
@PyramidECM
PyramidSolutions.com

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Leveraging Cognitive Capture to Extract Key Process Information

  • 1. IBM CONTENT 2017 How to Leverage Cognitive Capture to Intelligently Extract Key Process Information
  • 2. YOUR PRESENTERS MIKE SOAVE Account Executive Pyramid Solutions Manager, Solution Consultants Pyramid Solutions BRIAN BENOIT
  • 3. DISRUPTORS ABOUND MILLENNIALS Demand interactive and instantaneous buying experience NON-TRADITIONAL PRODUCTS Focus mostly on health benefits and less on mortality risk NEW EXTERNAL PLAYERS Abundance of capital and knowledge of consumer buying habits Millennials Non- traditional products External players
  • 4. CARRIER PAINS MAXIMIZING FAST TRACK Better, more informed decisions STREAMLINING THE PROCESS Special authorizations, APS processing MORE WITH LESS Avoid medical records and paramed exams ACCURATE RATING Greater insight to rate more precisely Carrier Reinsurer Decision
  • 5. INTELLIGENT ASSESSMENT What is the level of risk? Risk Score Content Æ Data Æ Information Æ Decision MIB Cognitive Engine Fast Track Underwriting PolicyTHE UNDERWRITING PROCESS
  • 6. EXTRACTING KEY MEDICAL DATA Establish a chronology of declared and reported information Diagnoses Prescriptions Procedures Chronology Handwriting Redundant text MIB Medical Extractor Key Info Bookmarked
  • 7. 2011 2012 2013 2014 2015 2016 Colon polyps / benign Angina Diabetes Type II DIAGNOSES / TREATMENTS PRESCRIPTIONS / DOSAGE Propranolol Metformin GOAL: ASSIMILATE DIAGNOSTIC AND RX INFO AND LAB RESULTS INTO APPLICANT TIMELINE
  • 8. Content Navigator A unified user experience for capture, content and case SOURCE MFP Tablet FaxArchive Scanner E-mail Smartphone Network Scanner Datacap Web, Desktop, Mobile TRANSFORM Look-Up Verify Rules ClassifyExtract OMR BarcodeOCR ICR DELIVER Web Portal LOB Solutions BPM ECM On- Premise ECM Cloud Case Mgmt. IBM DOCUMENT CAPTURE CAPABILITIES At a glance
  • 11. TITLE UNSTRUCTURED BOLDED FONTS BULLETS STRUCTURED BOLDED FONTS ALIGNED TABLE BOLDED FONTS BOLDED LINES COGNITIVE IMAGING Understanding content within its context
  • 12. OUT OF BOX EXTRACTORS - Dates, Person, Health Condition Cognitive Extractors • Big Insights • Natural Language Understanding
  • 13. CUSTOM EXTRACTORS - ICD Codes, Prescriptions, Doctor Name Custom Extractors • Literal • Dictionary Terms • Regular Expression • Proximity Rules
  • 14. • Many dates on medical reports • How to determine which is the right one? DATE CHRONOLOGY - Custom Actions
  • 15. SOME EXTRACTION IS REALLY HARD!
  • 16. UNDERWRITER TOOLS Provide underwriter with tools to verify data
  • 17. PRESENT CONDITIONS Provide high level view of applicant conditions HIGHER RISK 2010 2011 2012 2013 2014 2015 2016 AnginaColon Polyps Benign Diabetes Type II High Cholesterol Propanolol Lipitor Metformin DIAGNOSES / TREATMENTS PRESCRIPTIONS / DOSAGE Propanolol
  • 18. CONTINUOUS ASSESSMENT What’s next Risk Score Train Content Æ Data Æ Information Æ Decision Æ Feedback MIB Predictive Model Cognitive Engine Underwriter Fast Track? APS Requests Rating Support
  • 19. Questions/Comments Contact Us Pyramid Solutions, Inc. @PyramidECM PyramidSolutions.com