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A revolutionary workflow engine for document capture, classification & processing.

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Page 1: A revolutionary workflow engine for document capture ...mosaiccorp.com/files/Anydoc_Infiniworx.pdfA revolutionary workflow engine for document capture, classification and processing

A revolutionary workflow engine for document capture, classification & processing.

Page 2: A revolutionary workflow engine for document capture ...mosaiccorp.com/files/Anydoc_Infiniworx.pdfA revolutionary workflow engine for document capture, classification and processing

A revolutionary workflow engine for document capture, classification and processing.Capable of creating and managing nearly any document capture and processing workflow, Infiniworx™ is the next generation in workflow technology.

Infiniworxgivesyouthefreedomandflexibilitytoincorporatedocumentcaptureandprocessingintoanautomatedworkflowthatmatchesyourcompany’sexistingbusinessprocesses.SettingthestandardforthecreationofanewcategoryofenterprisecontentmanagementcalledCaptureWorkflow,Infiniworxbringsanewlevelofuser-friendlydesigntothedocumentcapturemarketplace.

With Infiniworx, you’ll be able to:

Create a Customized Document Processing Workflow: Defineandrunyourcompany’sentiredocumentprocessingworkflow…withoutstartingandstoppingmultipleprocessestogetresults.Withtherobustsetofdrag-and-droptoolslocatedwithinInfiniworx,youcancreateacustomizedworkflowprocess.Infiniworx’toolsaredesignedtofacilitatethecapture,optimization,extraction,classificationandflowofdocumentimagesanddata.Eachtoolcanbecustomizedwithflexibleparametersthatareeasytodefineusingdrop-downlistmenus.

Eliminate Manually Pre-Sorting Documents: WithAnyDoc®CLASSIFY,poweredbyInfiniworx,youcanautomaticallyidentifyyourdocumentimagesbytheirdocumenttypeswithcustomuser-definedkeywordsand/ordocumenttags.Documentscanbescannedrightoutoftheenvelopeorintheorderinwhichtheyentertheworkflow–nomanualpre-sortingorseparatingisrequired.

Perform Automatic Lookups From Your Existing Databases: Infiniworxcanuseyourexistingdatabasestocompareandconfirmdata,suchasensuringaninvoicetotalmatchesthetotalpriceonthecorrespondingpurchaseorder.Infiniworxcanalsousetablelookupstoauto-populatedatafields;forexample,vendorinformationonaninvoicereferencingavalidpurchaseordercanbeautomaticallyretrieved,reducingthenumberoffieldstobemanuallyvalidatedorenteredmanually.

Automatically Process Checks and Coupons: Infiniworxallowsyoutoprocessyourincomingchecksanddonationorpaymentcoupons,therebyreducingtheamountofdataentryrequiredperdocument.Checkamountscanbeverifiedwithbothcharacterandlegalamountrecognition(CARLAR)andMICRdatacanbeautomaticallycaptured.Foraddedefficiency,avirtualcheckendorsementcanbeapplieddirectlytoyourchecksforCheck21submission.

Work In A Global Environment With Multi-Lingual Document Capability: Infiniworxisasinglesolutionthatcanprovidemulti-lingualsupportforthedocumentsinyourworkflow.NotonlydoesitrecognizeandprocessyourEnglishlanguagedocuments,butitalsogivesyoutheflexibilitytoprocessdocumentsinSpanish,FrenchandGerman.

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Infiniworx Benefits

Brings dynamic workflow processing to the document and

data capture market

Adapts to your existing business processes; Infiniworx does not

require you to change the way you do business

Reduces document prep time and associated labor costs by

eliminating most pre-sorting and manual data entry

Prevents bottlenecks before they occur with robust monitoring

and management reports

Easy to use with simple drag-and-drop tools and quick-select menus

Improves productivity by reducing manual processing errors

Fully integrates with other AnyDoc software including AnyDoc®

CAPTUREit and OCR for AnyDoc®

1 www.infiniworx.com

Infiniworx

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Creating an Infiniworx workflow is simple:

1. Drag-and-dropthedesiredtoolsfromthetoolbox,

2. Defineafewparametersfromquick-selectmenus,

3. Linkthetoolstogetherinorderaccordingtoexistingbusinessprocesses,

4. Clicktostartthejob.

Astheprogrampassesdatafromonetooltothenext,sometoolsseekdefinedvalueswithintheimages.Whenthevalueexists,thatimageisroutedinonedirection;whenitdoesnot,theimageisroutedelsewhere.Theendresultistheorganizedprocessingofyourdocumentsbaseduponthetoolsyouselect,andtheparameters,valuesandexportdirectoriesyoudefine.

STARTWITHIMPORTING

Import Images: Importdocumentimagesfrommultiplesourcesandformats,includingPDFs,TIFFsandAnyDoc®CAPTUREit–AnyDoc’slocalandremotescanningsolution.

USETOOLSTOIDENTIFYTHEDOCUMENT

Identify By Document Attributes: Documentscanbesortedbyuser-definedparameterssuchasdocumentsizeandroutedalonguniqueworkflowsbasedonmatchingthepre-setparameters.

Search By Keyword: Searchdocumentimagesforkeywordstoassistinidentifyingthedocumenttypesuchas“Invoice”or“PurchaseOrder”.

Image Classification: Comparethedocumentimagetoalibraryofpreviouslyidentifiedimages.Thesoftwarewillmatchitforfurtherprocessingandrouting.Ifanexistingmatchisnotfoundforadocumentimage,ane-mailnotificationwillbesenttoanoperatorwhocanidentifytheexceptionandaddittothepre-definedlibraryofdocumentsforfutureautomaticidentification.

TOOLSTOORGANIZEASETOFDOCUMENTS

Re-organize Pages: Automaticallyre-organizetheorderofdocumentimagesbasedonrecognitionofanewdocumenttype.

Create Document Sets: Relateddocumentssuchasaremittancecouponandacheckcanbegroupedtogetherinadocumentsetbasedoncommondatasuchaspayeename.

EXPORTTOTHEDESTINATION

Image Export:Images,textandXMLcanbeexportedtoyourpre-definednetworkdirectoriesortootherdocumentorcontentmanagementsystems.

OCR for AnyDoc®:Images,full-pageOCRdataandidentifieddatacanbeexportedtoOCRforAnyDoctoprovideverification,applybusinessrulesandcreateoutputfiles.Anytaskalreadyperformedsuchasformremovalwillnotbeduplicatedduetothebuilt-ininterface,speedingprocessingtime.

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Infiniworx includes these tools and much more:

Infiniworx

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The ProcessForthisexample,imagineyourstackofdocumentscontainschecks,coupons,invoices,creditapplicationsandcorrespondence.

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ChECks

COUPOns

InvOICEs

CREDIT APPlICATIOns

CORREsPOnDEnCE

Related documents such as a remittance coupon and a check can be grouped together in a document set based on common data such as payee name.

Create DoCument SetS

Intelligent decisions can automatically be made for the export of document images and text from the document processing workflow to the network directories you select or to OCR for AnyDoc for data capture and verification.

export DoCumentS

An endorsement can automatically be applied in preparation for Check �1 submission.

VIrtual CheCk enDorSement

Identify the template to be used in OCR for AnyDoc for further data capture.

template IDentIfICatIon

Import your PDF, TIFF or Text files from specified directories or from AnyDoc CAPTUREit or OCR for AnyDoc.

Import fIleS

Automatically compares document images against a pre-defined library of document types for identification. Credit applications are identified as a match against the library of documents. The remaining documents that were not identified as a match were routed to an exception workflow.

ClaSSIfy ImageS

Using captured data, such as the PO number off the invoice, additional data such as vendor information can be automatically retrieved from an existing database table.

DataBaSe lookup

OCR engines capture unique keywords you select, such as “Invoice Number” or “Purchase Order (PO) Number” on an invoice. Invoices are identified by keywords and routed to their appropriate workflow path. The remaining documents were not identified by keywords and are routed to another tool for identification.

SearCh By keyworD

Data retrieved from your databases can be auto-populated into a field, eliminating the need for manual entry or verification.

auto populate fIelDS

Documents can be sorted by user-defined parameters such as size and routed along different workflows based on those set parameters. In this sample set, checks and coupons are identified by their unique size and routed to their appropriate workflow path. The remaining documents were not identified by their document size and are routed to another tool for identification.

DoCument attrIButeS

Infiniworx Solutions

Check and Coupon Processing: ProcessingremittanceordonationcouponsalongwiththeiraccompanyingpaymentchecksisnowsimplifiedwithInfiniworx.Scanandimportchecks,coupons,pledgecardsandevenenvelopes.Documentsareautomaticallyseparatedandsortedbasedupontheiruniqueattributes,suchassize,formatandcontent.Forexample,acheckcanbeidentifiedbyitsuniquesizeandthenroutedalongtheappropriateworkflowpathforfurtherprocessing;suchasbeingvirtuallyendorsedinpreparationforCheck21submission.

Document Classification: Classifydocumentsbyuser-definedparametersincludingsize,keywordsorcustomphrasestoautomaticallysortandroutethemtowhereveryouneedthemtogo.Relateddocumentscanbegroupedintoadocumentsetbasedoncommondata.Filescanthenbeexportedtopre-defineddirectoriesortoOCRforAnyDocfordatacaptureandverification.

Mortgage Loan Processing: Mortgageloanscreatesomeofthemostpaper-intensiveprocessesinthebusinessworld.Infiniworxallowsyoutoidentifythedozensofdifferenttypesofdocumentswithinaloanfileandbatchrelateddocumentstogetherelectronically.

Organizeddocumentscanberoutedtoacommonlocationforexpeditedreviewandprocessing.

And Much More…

Applicationsalsoincluderemittanceprocessing,invoiceprocessingandthemanagementofadigitalmailroomenvironment.

WithInfiniworx,youcandesignaflexibleautomateddocumentcaptureandprocessingworkflowtomatchyourexistingbusinessprocesses.Thesolutionscapableofbeinggeneratedareonlylimitedbytheimaginationoftheworkflowdesigner.

InvOICEsCREDIT APPlICATIOns

COUPOns

ChECks

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Intelligent decisions can automatically be made for the export of document images and text from the document processing workflow to the network directories you select or to OCR for AnyDoc for data capture and verification.

export DoCumentS

Automatically re-organize the order of multiple page document images based on recognition of a new document type.

reorganIze pageS

Automatically compares document images against a pre-defined library of document types for identification. Credit applications are identified as a match against the library of documents. The remaining documents that were not identified as a match were routed to an exception workflow.

ClaSSIfy ImageS

Using captured data, such as the PO number off the invoice, additional data such as vendor information can be automatically retrieved from an existing database table.

DataBaSe lookup

Data retrieved from your databases can be auto-populated into a field, eliminating the need for manual entry or verification.

auto populate fIelDS

If an existing match is not found for a document image, the exception document can be sent to an operator for resolution.

exCeptIon hanDlIng

The system will add the identified exception to the existing library of document types for future automatic identification without interrupting the workflow.

on-the-fly traInIng moDe

Infiniworx Solutions

Check and Coupon Processing: ProcessingremittanceordonationcouponsalongwiththeiraccompanyingpaymentchecksisnowsimplifiedwithInfiniworx.Scanandimportchecks,coupons,pledgecardsandevenenvelopes.Documentsareautomaticallyseparatedandsortedbasedupontheiruniqueattributes,suchassize,formatandcontent.Forexample,acheckcanbeidentifiedbyitsuniquesizeandthenroutedalongtheappropriateworkflowpathforfurtherprocessing;suchasbeingvirtuallyendorsedinpreparationforCheck21submission.

Document Classification: Classifydocumentsbyuser-definedparametersincludingsize,keywordsorcustomphrasestoautomaticallysortandroutethemtowhereveryouneedthemtogo.Relateddocumentscanbegroupedintoadocumentsetbasedoncommondata.Filescanthenbeexportedtopre-defineddirectoriesortoOCRforAnyDocfordatacaptureandverification.

Mortgage Loan Processing: Mortgageloanscreatesomeofthemostpaper-intensiveprocessesinthebusinessworld.Infiniworxallowsyoutoidentifythedozensofdifferenttypesofdocumentswithinaloanfileandbatchrelateddocumentstogetherelectronically.

Organizeddocumentscanberoutedtoacommonlocationforexpeditedreviewandprocessing.

And Much More…

Applicationsalsoincluderemittanceprocessing,invoiceprocessingandthemanagementofadigitalmailroomenvironment.

WithInfiniworx,youcandesignaflexibleautomateddocumentcaptureandprocessingworkflowtomatchyourexistingbusinessprocesses.Thesolutionscapableofbeinggeneratedareonlylimitedbytheimaginationoftheworkflowdesigner.

CORREsPOnDEnCE

www.infiniworx.com 4

Infiniworx

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AnyDoc® Software Products and SolutionsSince1991,AnyDocSoftwarehasmetthedocumentanddatacaptureandclassificationrequirementsofthousandsofcompaniesworldwide.Ourproductsandsolutionsalloperatefromtheease-of-use,stabilityandenhancedfunctionalityobtainedfromyearsofexperienceandinnovation.

Products

OCR for AnyDoc® : Automaticallycapturedatafromnearlyanybusinessdocument.Eliminatethecostsanderrorsassociatedwithmanualdataentry.

Infiniworx™ : Simplifyandautomatehowyourcompanyprocessesdocumentswiththisinnovativedrag-and-dropworkflowdevelopmentplatform.

AnyDoc®BROKERit : Storeallofyourextracteddataanddocumentimagesandperformintelligentqueriesforquickandeffectiveretrieval.

AnyDoc®CAPTUREit : Scandocumentsfromanywhereintheworld,performqualityassuranceandsendimagesovertheInternettoacentrallocationforprocessing.

AnyDoc®DESIGNit :EasilydesignyourownprofessionalformsforprintingortouseasatemplateinOCRforAnyDocprocessingwitheasy-to-useclickandselecttoolbarfeatures.

AnyDoc®EXCHANGEit : Convertextracteddatatoavarietyoffileformatsforuseamongmultipleapplications.EDI,XML,ASCIIandothersareavailable,asareAPIstoleadingdocumentmanagementsolutions.

AnyDoc®MANAGEit : OptimizeyourAnyDocprocessingwithreal-timemonitoringofbatchlevelstatus,stationactivity,pendingworkandmore.

Market Solutions

AnyDoc®CLAIM : AutomaticallyprocessHCFA,UB92anddentalhealthcareclaimforms.

AnyDoc®CLASSIFY :Automaticallysort,batchandrouteallyourdocuments,quicklyandeasily.

AnyDoc®EOB : Automaticallycapture,validateandbalanceEOBdatafromallyourpayeesandincreaseproductivityanddecreaseprocessingtimewhileloweringcosts.

AnyDoc®INVOICE :Automaticallyprocessinvoicestolowermanualdataentrycostsandturnincominginvoicesaroundinhoursinsteadofdays.

AnyDoc®REMIT : AutomaticallycaptureremittancesandtheassociatedcriticaldataformuchquickerinputintoyourfinancialorERPsystems.

Customer Comments

“By switching to an automated system, we saw a 60% leap in productivity…”

“I never thought it would be this easy to automate the processing of our paper documents…”

“We’ve seen ROI even sooner than we projected…”

Online Education

Live online or pre-recorded presentations

Register for a live online webinar or view one of our free educational pre-recorded presentations. Take a closer look at AnyDoc’s complete line of products and solutions.

Check out our case studies and see how you can save time and money at your own company. www.anydocsoftware.com

Contact Us

[email protected].

U.S. Headquarters

AnyDoc Software, Inc. One Tampa City Center, Suite 800 Tampa, FL 3360�-5157 Located at: �01 N. Franklin Street, 8th Floor Tampa, FL 3360� Phone: 813 ��� 0414 Fax: 813 ��� 0018

ZUG Office

AnyDoc Software GmbH Baarerstrasse 10 CH-6300 Zug Switzerland Phone: +41 41 7�9 63 33 Fax: +41 41 7�9 63 34

UK Office

AnyDoc Software, Ltd. Hershal House 58 Herschel Street Slough, SLI 1HD United Kingdom Phone: +44 175 355 ��05

“There’s a reason why we are called AnyDoc.”

Legal: OCR for AnyDoc, Infiniworx, AnyDocAUDITOR, AnyDocCLAIM, AnyDocCLASSIFY,

AnyDocEOB, AnyDocINVOICE, AnyDocNOTE, AnyDocNOTICE, AnyDocREMIT, BROKERit,

CAPTUREit, DESIGNit, EXCHANGEit, MANAGEit and VERIFYit are trademarks of AnyDoc

Software, Inc., and are protected by U.S. and international laws. PM03Y07