Smart Document Screening

1. "Smart document screening to identify risks based
on the combination of AI and expert knowhow"
ScaleUp 360: Corporate Risk Management DACH | September 2021
Unrestricted © Siemens 2021 siemens-advanta.com/consulting

2. 2
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Siemens
2021
Analyzing large amount of text can be tricky and is very time
consuming – keyspot makes text evaluation much easier
?
Mass of documents to be
analyzed in short time
Important questions to be
answered by experts (selection)
?
Laws &
standards
Require-
ments
Terms &
conditions
Are the specifications optimized for
specific competitor?
Are there requirements that led
to unplanned cost in the past?
Are there any showstoppers
in the customer requirements?
Challenges in daily business

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Siemens
2021
The keyspot results are easily accessible and
well structured by content specific visualization
Bookmarks to
navigate easily through
content related hits
within PDF file
e.g. ENGINEER
Original PDF
document with
mark-ups to show
relevant content
for specific experts
Screening summary
with hyperlink indices
to show an overview of all
screened documents
with content related hits
Screening results1)
Bookmarks
Bookmarks
keyspot groups
140
Engineer
1) Integration of screening
results in existing processes
and tool landscape possible

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Siemens
2021
Smart Document Screening combines advanced text analysis
technology with digitalized expert knowledge to valuable results
Screening process with keyspot1)
Document upload
• By user via web
browser access
• Upload of all kind of
content in PDF format
on secure server
Document screening
• By advanced text
analysis technology,
incl. optional OCR2)
• Based on digitalized
expert knowledge
Document download
• By user via web
browser access
• Downloaded results
can be viewed with
standard PDF Reader3)
Result evaluation
• Analysis of
marked up con-
tent according to
business specific
tasks by experts
1) No need for additional users' hardware / software 2) Optical Character Recognition 3) Integration in existing tool landscape possible
Usage by experts
Screening and evaluation approach

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2021
keyspot uses advanced rule based as well as AI based
modelling to leverage individual strengths of both approaches
AI1) BASED MODELLING
• Semantic search via language models
enables finding of semantic similar content2)
• Automatic multi language capability enables
the analysis of documents in 100+ languages
• Advanced text structure recognition, such as
header, footer, headlines, incl. document
hierarchy, allows more precise search model
definition & efficient evaluation of keyspot results
• Integrated page-selective OCR3) functionality
for scanned/ non-machine-readable files
RULE BASED MODELLING
• Reusable and easy to maintain search models
without any high quality data sources based on
experience & lessons learned from experts
• Models can be dynamically structured & allow
specification of search criteria from broad
range to extremely focused & specialized:
• Different types of search criteria to fit excellent
to business specific tasks, e.g. buzzwords &
phrases, combination of words, text patterns
• Several options for specification of criteria, e.g.
case sensitivity, order sensitivity, linguistic
tolerance and semantic information
+
1) Artificial Intelligence 2) Example: Search for "fire resistant cables" and find "flame proofe wires" 3) Optical Character Recognition
Unique & proven modelling approach

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keyspot is well proven & provides predefined domain search
models at free disposal for first generic screening results
Time
Constraints
Additional
Cost
Trainings
Meetings
Documentation
KEYSPOT MODELS
Building
Information
Modeling
…
Environment,
Health and Safety
Cable
…
Noise
OUR EXPERIENCE
• Huge experience & knowledge
build up in several domains
since years based on:
• >10 mil. pages analyzed
• >500 search models
• >50,000 search criteria
• Feedback from >5,000 users
• Collection of best practice search
models for different domains (see
excerpt on the right side)
• Easy to use search models for
first generic screening results
& base for business specific
customization of models
Project Management
Project Planning Others
Civil
Site Security
Environmental
Conditions
Topic areas

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2021
keyspot digitizes the evaluation of large amount of text and
uncovers further process inefficiencies & improvement potential
Reduction of recurring causes of project
non-conformance cost & delays
Efficiency increase of experts'
work while evaluating content
Systematic transfer of knowledge
& learnings into daily business
Fast & robust identification of
showstopper & requirements
Uncover potential process in-
efficiencies & improvement potential
• Smart web based solution for efficient document
screening saving time & money when deter-
mining risks, opportunities and further business-
specific relevant content
• keyspot streamlines the evaluation of large
amount of unstructured text by an advanced
text analysis & business specific adaptation
of keyspot findings
• Unleash a new working experience fully
integrated in existing processes & tool land-
scape by digitalization of expert know-
ledge & experiences in keyspot solution
https://www.siemens-advanta.com/keyspot

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2021
Selected keyspot success stories
SPEEDING UP BID
PROCESS BY 300%
by using new tailored
proposal processes
REDUCTION OF RFP
READING TIME BY 34%
with high project
calculation accuracy
DECREASING NON
CONFORMANCE COST
by identification of
critical requirements
1 2 3

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STEN WERY
Siemens AG
Siemens Advanta Consulting
Project Business
Otto-Hahn-Ring 6, 81739 Munich, Germany
Mobile: +49 (174) 15 50 96 0
E-mail: sten.wery@siemens.com
Linkedin: http://www.linkedin.com/in/stenwery
Internet: keyspot
Siemens Advanta Consulting

10. "Smart document screening to identify risks based
on the combination of AI and expert knowhow"
ScaleUp 360: Corporate Risk Management DACH | September 2021
Unrestricted © Siemens 2021 siemens-advanta.com/consulting