What's New in Capture Overview - Release 16 EP4
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New in EP4: The Capture portfolio has two products with updates this release; Captiva and Capture Center. We have invested across four major areas to increase the value to our customers for OpenText’s capture portfolio and ensure that each of these products provide a true Intelligent Capture option. These four pillars are: Capture Anywhere– We continue expand the ways that information-of any kind- is collected appropriately and securely. For both Captiva and Capture Center, we have invested in simplifying the user experience for Capture users both remote and mobile. Automated and efficient - We have invested in upgrading recognition engines and expanding how Captiva and Capture center validate and route documents based on all of the data in captures. Integrated and scalable We know that captured content doesn’t exist in a vacuum. The value of content is in the processes that the information enables. To that end we have enhanced and expanded the connectors and RESTful services that can pass metadata and documents between Capture and line-of-business applications-including OpenText products. Centralized Administration- Enterprise Capture is complex, OpenText recognizes that administering Captiva and Capture Center needs not easy, centralized enterprises grade tools for managing users and documents with additional IT or vendor intervention.
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What's New in Capture Overview - Release 16 EP4
- 1. OpenText Confidential. ©2018 All Rights Reserved. 1 OpenText Capture products Enhancing document value through ease of ingestion
- 2. OpenText Confidential. ©2018 All Rights Reserved. 2 Meet today’s needs while preparing for tomorrow with OpenText Capture release 16.4 Advanced Recognition Enterprise Processes Distributed Capture Deployment Flexibility Capture Anywhere Automated and Efficient Integrated and scalable Centralized administration Expanded mobile and secure web client options Enhanced tagging and document recognition Better two-way integration into other systems Enhanced administrative support for cloud and hybrid 16.4 Updates OpenText Intelligent Capture Today’s Capture Needs
- 3. OpenText Confidential. ©2018 All Rights Reserved. 3 OpenText Captiva Extending Captiva’s Reach within Customer Applications
- 4. OpenText Confidential. ©2018 All Rights Reserved. 4 Advanced Recognition • Accuracy • Classification and Extraction Automation • Machine Learning • Security • Configuration & Deployment Distributed Capture Enterprise Platform • Mobile • Browser • Cloud • Real-Time Automated and efficientCapture Anywhere Integrated and Scalable OpenText Captiva 7.7 release highlights
- 5. OpenText Confidential. ©2018 All Rights Reserved. 5 New Web client enhances user experience Improved handwriting recognition reduces manual input Enhanced web security allows for distributed capture to speed deployment and expansion
- 6. OpenText Confidential. ©2018 All Rights Reserved. 6 Expanded recognition tools reduces manual sorting Integration of OpenText Character Recognition and OpenText Document Recognition into Captiva expands the tools to identify and sort batches of documents Expanded set of export tools for Content Server 16.X and ApplicationXtender 16.X provides additional business cases for Captiva
- 7. OpenText Confidential. ©2018 All Rights Reserved. 7 7 Improved Captiva Mobile capabilities • Captiva Real-time services for mobile provide on-phone tools to capture high quality images appropriate for any Enterprise use case • The ability for users to perform basic review and modification of images to ensure quality • Captiva Real-time provides intelligent document recognition techniques including barcode and QR recognition • The expanded SDK provides tools for customers to build Captiva’s mobile capture into their mobile apps.
- 8. OpenText Confidential. ©2018 All Rights Reserved. 8 OpexText Captiva 7.7 Updates • Major enhancements to the Captiva Web Client and the Captiva Mobile SDK provide customers with the ability to extend capture capabilities to remote offices, distributed capture locations and directly within mobile applications • New Standard OCR module for significantly improved handling “born digital” documents, such as PDF images- in addition to paper based documents- with the extended functionality and full integration with OpenText Character Reader • New Content Server 16.x export as well as AX, Alternative MS Office Doc rendering and Standard import improvements • Captiva Real-Time/REST & customer experience focused enhancements
- 9. OpenText Capture Center Enhanced process efficiency through quality control
- 10. OpenText Confidential. ©2018 All Rights Reserved. 10 Advanced Recognition • Accuracy • Validation and machine learning • Customization • Document flow- through to LOB Distributed Capture Enterprise Integration • Mobile • Browser Automated and efficientFaster ingestion Integrated and Scalable OpenText Capture Center 16.4 release highlights
- 11. OpenText Confidential. ©2018 All Rights Reserved. 11 11 New Mobile scan client • Extend OCC beyond the desktop to all end points that might be used to capture enterprise documents • The ability for users to perform basic review and modification of images to ensure quality • The expanded API provides tools for customers to expand the import abilities from end points into OCC.
- 12. OpenText Confidential. ©2018 All Rights Reserved. 12 Improved Capture user experience for faster capture Recognize and extract tables automating the creation of tables for easy export and data validation. Allow users to see what fields have been automatically extracted shorting the review and validation step of capture. Import look-up tables from integrated systems to ensure proper metadata is used for identifying key documents.
- 13. OpenText Confidential. ©2018 All Rights Reserved. 13 Improved capture process administration • Improved management of the recognition process through easier extended control of templates. • Expanded libraries of templates allows for greater automation and less exceptions of document identification.
- 14. OpenText Confidential. ©2018 All Rights Reserved. 14 OpenText Capture Center 16.4 updates • Highlights • Support for tabular data, lookup lists and scripting in web validation • Improved adaptive recognition • Mobile scan client • Other function • Process Suite export now supports new Content Building Block • REST API to load documents into OCC • Improved Real-time response • More cluster node management tools • Logging and history view for changes in user / task management • Function to process only a subset of a PDF
- 15. OpenText Confidential. ©2018 All Rights Reserved. 15 opentext.com twitter.com/opentext linkedin.com/company/opentext Thank you
Editor's Notes
- Messaging Theme: Capture [See each release highlight slide for details, this slide is a high-level portfolio level EP4 update] Audience: Existing Customers or new prospects looking to optimize their digital transformation. Capture products can be added to Process suite or any of our Content Services products to reduce the barriers to digital transformation. All documents, emails and attachments that you receive from customers and partners are important to many processes within your enterprise. Identifying and labeling all those documents at the time of capture is the key to process efficiency and automation is the challenge that your organization is facing today. OpenText’s Capture portfolio addresses key information management challenges that could hold back your digital transformation. Both Captiva and Capture Center have updates in EP4. New in EP4: We have invested across four major areas to increase the value to our customers for OpenText’s capture portfolio and ensure that each of these products provide a true Intelligent Capture option. These four pillars of intelligent capture are Distributed Capture, Advanced Recognition, Enterprise Processes and Deployment flexibility. Within each of these pillars we defined a key theme across our products. Capture Anywhere– We continue expand the ways that information-of any kind- is collected appropriately and securely. This greatly reduces the blind spots into what kind of content is coming into your organization easing a key challenge in your enterprise information management strategy. For both Captiva and Capture Center, we have invested in simplifying the user experience for Capture users both remote and mobile. This includes expanding the SDK and APIs so that capture can be embedded in mobile and web portals. A single Capture platform for any content, coming from any source. Automated and efficient As more and more content needs to be captured the need to automation increases. We have invested in better recognition of; documents types, data in those documents and what to do with those documents. All of this captured data- and the documents- is automatically routed to the right system and the right person efficiently. Integrated and scalable We know that captured content doesn’t exist in a vacuum. The value of content is in the processes that the information enables. To that end we have enhanced and expanded the connectors and RESTful services that can pass metadata and documents between Capture and line-of-business applications-including OpenText products. This allows for metadata that already exists to be assigned to new documents and move the documents and metadata into the right system for the appropriate enterprise process. Centralized Administration- As our customers move to the cloud- whether as a managed service, or hybrid scenario, OpenText recognizes that administering Captiva and Capture Center needs to align so that enterprises can ensure that the user administration, deployment and security is managed properly.
- New in EP4 for OpenText Captiva 7.7: Captiva is OpenText’s enterprise capture platform providing the flexibility for the most complex document capture routing and hardest documents. Overall the EP4 updates increase the use cases where Captiva fits by increasing the usability and ease of management. Distributed capture extends Captiva capabilities to address remote capture requirements, such as capturing both paper and electronic documents, manual and automated classification and indexing as well as integrating easily with either a centralized capture platform or the ECM solution of choice Advanced Recognition provides fully automated classification of documents and extraction/ OCR of data from incoming documents, in paper, fax or electronic formats Enterprise Capture Capabilities include support for the CMIS integration standard, support for all leading ECM solutions and open and well documented APIs to embed capture into customer applications, as is often the case with mobile capture, and /or integrate partner solutions directly into the capture application
- Web Client 7.7 focuses on automation and reducing key strokes for users. The improvements in recognition and ease of administration allow organizations to provide any end user access to the central capture removing the need for additional ingestion methods and puts the users who know the documents in charge of validating the captured metadata. Theme: Capture Anywhere Audience: ECM customers, Captiva customers, Operation managers (“Director of Operations”, COO) The challenge to be solved: High through-put document capture processes such as invoice processing, mailroom services, etc are usually centralized to reduce complications due to several installs of Captiva administered seperately. What we’ve done to solve it: The web client allows for central administration of Captiva workflows, user permissions and advanced recognition through Captiva server while extending the document validation, recognition to end users anywhere in the world. What’s New in EP4: Improvements to the underlying advanced capture and security. Value to the customer: Pushing the data validation out to the experts in the field reduces errors and speeds up processes.
- Captiva 7.7 focuses improvements in recognition and ease of integration into Content Services products. Theme: Integrated and Scalable Audience: ECM customers, Captiva customers, Operation managers (“Director of Operations”, COO) The challenge to be solved: Centralized enterprise scale capture use cases have a complex mix of documents coming into the organization. The identification and routing of the related documents is often a bottleneck in both scalability of capture operations and in process efficiency. What we’ve done to solve it: Taking advantage of the recognition tools in the capture portfolio, Captiva 7.7 adds addition best of breed character and document recognition technologies to the platform. What’s New in EP4: Improvements to the underlying advanced recognition technology. Expanded set of out-of-the-box connectors to OpenText’s Content Service products Value to the customer: The increased efficiency of batch sorting and document identification will allow large enterprises to ingest and index larger, more complex batches of incoming documents.
- Expanded mobile capabilities for Captiva 7.7 ensures that any type of content can be brought in Theme: Capture Anywhere Audience: Captiva customers The challenge to be solved: The point of capture has changed from a scanner to any device with a camera+plus traditional end points. What we’ve done to solve it: Taking a services perspective we put the ability to bake best of breed capture into enterprise apps giving clients the flexibility to use a single platform for both external capture and internal capture. What’s New in EP4: Captiva Real-time provides a full app experience for document recognition and review of documents on device Expanded SDK allows customers to build Captiva into their own mobile apps. Value to the customer: Mobile capture needs to be part of the conversation when discussing any future capture use cases, this update allows customers to have the technology to confidently move forward with high value projects.
- New in EP4 for OpenText Capture Center 16.4 Capture Center is OpenText’s go-to solution for capture services. Overall the EP4 updates increase the ease of use and position “OCC” for a wide set of content capture use cases. Delivers a new mobile client to address capture requirements of today’s mobile ready workforce. OpenText Capture Center now includes enhancements for web validation, improved recognition that reduce the need for manual data entry from core document types like invoices. New REST APIs improve real-time responsiveness and document loading into OCC from capture end points.
- OCC’s new mobile scan client expands the products end point coverage to ensure its value as part of the digital transformation. Theme: Capture Anywhere Audience: Capture Center customers, Content Services prospects in key verticals such as insurance, Financial Services and healthcare The challenge to be solved: For many highly regulated industries mobile devices have become a key risk point for documents. At the same time mobile is a key enabler of digital transformation in many organizations. What we’ve done to solve it: The new mobile client provides all of the content capture tools that an organization needs to secure high value documents directly into their content services platform. What’s New in EP4: Web client complete with extended API for embedding OCC in enterprise mobile apps. Value to the customer: Expanded capture points ensures that high value content is captured.
- OCC’s improved UI and metadata assignment capabilities reduce errors and speed up capture of various documents Theme: Automated and efficient Audience: Capture Center customers, Content Services prospects in key verticals such as insurance, Financial Services and healthcare The challenge to be solved: Incorrectly classified content reduces the efficiency of the processes. This can stem from incorrect data from tables or simply adding metadata that is not typically used as part of processes. What we’ve done to solve it: OCC has the ability to allow user validation of the extracted tables and data from captured content reducing errors due to user error or poor image quality. When paired with the ability to use existing metadata libraries to classify and complete metadata tables from existing, validated sources. What’s New in EP4: Table extraction of data from captured documents Exposure of metadata libraries “look-up tables” from connected applications such as Content Server, ApplicationXtender and Process Suite Value to the customer: The overall improved user experience ensures efficiency and findability of documents by enterprise users.
- OCC’s improved UI and metadata assignment capabilities reduce errors and speed up capture of various documents Theme: Integrated and scalable Audience: Capture Center customers, Content Services prospects in key verticals such as insurance, Financial Services and healthcare The challenge to be solved: Incorrectly classified content reduces the efficiency of the processes. This can stem from any changes to the format the incoming document or changes to data formats within a field. This can lead to the templates being inadequate for the content type reducing the number of processes that clients use OCC with in their organization. What we’ve done to solve it: Key changes in the technical architecture have allowed for an increase in the number of templates that can be stored and automatically checked by OCC as part of the classification process. This coupled with improved capabilities of the platform to recognize unknown content expand the number of different content types that can automatically recognize by OCC What’s New in EP4: Simplified administrative screen makes finding, linking and managing templates easier. Better template management eases existing issues with exceptions and expanding the use of OCC Value to the customer: The improved administration experience takes away customer’s barrier to expanded use of OCC by making it easier to organize and manage the classification templates for different processes (e.g. invoices versus HR documents).
- OpenText Capture Center now includes enhancements for web validation, improved recognition/ OCR and delivers a new mobile client to address customer centric capture requirements In addition, OpenText Capture Center provides REST APIs to load documents directly into OCC, improving Real-time responsiveness