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Supporting Slides for OpenText Enterprise World Booth

TRANSCRIPT

Page 2: Boot slides xxl

Value Proposition

Content Server

TCP, IDM, VRD, C

360, P360, …

SharePoint

Collect documents from

various sources ….

… classify

them, extract data

… and feed them into

business applications

Automatically with OCR, ICR, IDR

Transform Pixels into

Actionable Information

Page 3: Boot slides xxl

Use Cases

Slide 3

Make

Money

Save

Money

Qualified

Electronic

Document

Enable

Digital

Workflow

Document

and Data

Capture

Reduce

Manual

Keying Enable

Process

Auto-

mation

Digital Mail Room

Scanning Documents

into Electronic Files

Backfile Conversion

Transaction and Process

Management

Service Centers

Ad-Hoc capturing

Copyright © Open Text Corporation. All rights reserved.

Page 4: Boot slides xxl

Overview Components of OCC

IM EX

Fax, Email,

FTP site,

Network Folder

SharePoint

Enterprise Scan

Client

Business

Application

Archive

ConfigurationMonitoring

Dispatch

ValidationRecognition

Open Text Capture Center

Copyright © Open Text Corporation. All rights reserved.

Page 5: Boot slides xxl

Recognition: Different Document Types

Structured

Documents

> Forms

Semi-Structrured

Documents

> B2B Correspondence

Unstructured

Documents

> C2B Correspondence

Data is in logical

groups but positions

are unknown.

Data may be

anywhere in the

document.

Data at fixed

positions

Copyright © Open Text Corporation. All rights reserved.

Page 6: Boot slides xxl

Steps in Document Recognition

Slide 6Copyright © Open Text Corporation. All rights reserved.

Separation: Splitting a batch of images into individual (multi-page) documents

Classification: Identification of document type

„Invoice”

„Delivery Note“

„Order“

„Others“

Extraction: Searching for basic information on the document

Date: Jan 21. 2012

Amount: 332,29 $

Order-Nr: X-44277

Supplier: Mueller & FriendsInvoice

Interpretation: Enhancing of extracted data with context information

21012012

332.29 USD

X-44277

K441258-3

Date: Jan 21. 2012

Amount: 332,29 $

Order-Nr: X-44277

Supplier: Mueller & Friends

Page 7: Boot slides xxl

Free Forms Extraction

Normalize

“10/24/10”

Format (US)

Day = 24

Month = Oct

Year = 2010

24.10.2010

Decompose string into

subunits and re-format as

required

Verify

Check against business

and plausibility rules

Valid

period

?

24.10.2010

yes no

ExportManual

keying

Analyze

Date

Word

Number

Find meaningful entities

and tag them

Turn pixels into

characters w/ optical

character recognition

OCR

CLERK: 12

DATE SHIPPED

ORDER DATE

10/30/02

10/24/02

COVER CODE

PA

3

Extract

Order_Date = “10/24/10”

Find the correct date

among all detected

alternatives

Copyright © Open Text Corporation. All rights reserved.

Page 8: Boot slides xxl

Long Term Effect of Free Forms TechniquesOCC Approach

Free Form

Recognition

Adaptive

(=learning)

technology

Combining

Free Forms

and adaptive

Form

(template)

based

Recognition

Increase of recognition rate during production time

Copyright © Open Text Corporation. All rights reserved.

Page 9: Boot slides xxl

Invoice Data Extraction

Supplier

Invoice Number

Line items

Net Amount

Total amount

Invoice Date

Order number

Currency

Delivery note

Copyright © Open Text Corporation. All rights reserved.

Page 10: Boot slides xxl

Supported Countries in Knowledge Base

Germany

United States

Austria

AustraliaBelgium

Bulgaria*

Denmark

Finland

France

United Kingdom

Italy

Canada

Netherlands

Norway

Portugal

Romania*Sweden

Switzerland

Singapore Slovakia*

SloveniaSpain

Czech Republic

Hungary

Poland

* Header data only

Russia

New Zealand

Page 11: Boot slides xxl

Purchase Order Processing with OCC

11

Capture Center

Enterprise

Scan

Reco-

gnitionValidation Case360

Tempo

Rendition

Sever

Content

Sever

Knowledge BaseMaster Data

Web form

Page 12: Boot slides xxl

OCC – Your Benefit

Copyright © Open Text Corporation. All rights reserved.

QImprove Information Quality Improving information sharing

Leveraging a common set of business rules

Reducing errors

$Reduce Operating Costs Automating manual tasks

Deploying a single input management platform

Reducing paper filing/storage

Accelerate Business ProcessesShortening cycle times

Reducing exception processing

Enhancing customer relationships

Improving knowledge worker productivity

ComplianceEnsuring compliance / auditability

Improving visibility into business processes

Improving litigation preparedness

§§