Automated Data Entry Unstructured Documents that Can Learn

1 / 17
About This Presentation
Title:

Automated Data Entry Unstructured Documents that Can Learn

Description:

How to reduce the cost of scanning and data entry? ... Office: 1 203-789-8791 ext.119. Mobile: 1 203-752-6858. bwesler_at_square-9.com ... – PowerPoint PPT presentation

Number of Views:85
Avg rating:3.0/5.0
Slides: 18
Provided by: Bwes6

less

Transcript and Presenter's Notes

Title: Automated Data Entry Unstructured Documents that Can Learn


1
Automated Data Entry Unstructured Documents that
Can Learn
2
  • What if I said we have a solution that can
    automatically capture, classify and index
    documents automatically?
  • Would you be interested?

3
What is advanced capture?
  • Each and every capture process involving paper
    has the same problem.
  • How to reduce the cost of scanning and data
    entry?
  • Best-of-breed unstructured capture solutions that
    front-end SmartSeach
  • Paradatec Prosar-Aida
  • Kofax Transformations
  • Captaris DoKuStar
  • Advanced Capture provides
  • Intelligent collation of documents WITHOUT
    separator sheets
  • Auto classification
  • Non-templated, unstructured, intelligent data
    extraction
  • Quality assurance module for validating
    low-confidence data reads

4
Advanced capture applications
  • AP invoice
  • Process more than 3,000 invoices per month
  • Companies that work with many different vendors
  • AP GL account coding
  • Invoice approvals
  • XML integration with most any AP system
  • Sales orders
  • Process more than 3,000 sales orders per month
  • Current process feeds order entry system
  • Majority of sales orders come from fax, email or
    mail
  • Explanation of Benefits (EOB)
  • Hospitals, large specialty practices and 3rd
    party healthcare billing companies
  • EOBs, super bills received via fax, mail or
    courier
  • Majority of EOBs that are paper-based
  • Current process feeds a patient billing system

5
Advanced capture applications
  • Any set of unstructured documents that may have
    various layouts
  • Tax forms
  • Mortgage documents
  • Real estate title documents
  • Medical records
  • Utility bills
  • State labor documents
  • Transcripts

6
Paradatec.
  • Why Paradatec?
  • More reasonable price point
  • Simplistic pricing model
  • Fastest OCR on the market
  • NO OEM toolkits
  • Been doing unstructured capture since 1988
  • Standard output to XML
  • Connectors into leading capture vendors like
    Kofax and Captiva
  • Built-in rule trees for AP invoice and EOB
    processing to shorten PS effort
  • What are the components?
  • PROSAR - OCR/ICR, artificial intelligence,
    free-form text recognition engine
  • PROKEY - correction and manual verification of
    data which could not or only partly be recognized
    by any of the two recognition programs.

7
How Does PROSAIR-AIDA Work?
  • Step 1 Scan paper No separator sheets, mixed
    set
  • Step 2 Document classification
  • Stage 1 Quality assurance that the Paradatec
    engine properly classified the document
  • Step 3 Data Extraction
  • Stage 2 Quality assurance that data extracted is
    correct
  • Step 4 Output of data and images

8
Stage 1 - classification
  • Classification by keyword search from OCR output
  • Spatial relationships between keywords is VIP
  • Hierarchical classification allows thousands of
    types
  • Can define as many clues as needed

9
Stage 2 - extraction
  • Label-value pair logic is used to find data
  • In this case we find all synonyms of invoice
    date
  • Support for multi-page tables is inherent
  • Output includes a single multi-page table

10
Provable Results
  • Prepare a representative sample of images
  • Customer keys data from images (perfect data)
  • PROSAR AIDA automatically generates data from
    the same images (initially imperfect data)
  • ResComp tool compares the two data sets
  • Allows implementers to focus on exceptions and
    specific areas of improvement

11
  • What are some real-life examples of
  • PROSAR-AIDA in action?

12
Follett Higher Education Group
  • Company Publishing
  • Application Accounts Payable
  • Captivas InputAccel document imaging platform
  • Paradatecs PROSAR-AIDA OCR ICR technology
  • Interfacing to a Lawson payment system
  • Volume 30,000 pages per day 
  • Capture 3 scanners, connecting to 3 PROSAR-AIDA
    systems via Captiva InputAccel. 
  • Document Types Eleven (11)  

13
Akron Cardiology
  • Company Healthcare, cardiology practice in Ohio
  • Application Explanation of Benefits (EOB)
  • Scan is performed by Kofax Ascent Capture.
  • Data extraction and validation are performed by
    PROSAR-AIDA and PROKEY respectively.
  • Volume 5,000 EOBs per month or 50,000
    pages/month
  • Capture Kofax Ascent Capture
  • Document Types Three EOBs, HCFA and UB

14
Akron Cardiology
  • Challenge
  • Extract data from potentially many hundreds of
    different EOB layouts
  • Find a solution with a proven track record
  • Eliminate the need for paper retention
  • Increase the amount of data captured to include
    data needed to recover revenue (e.g. zero amounts
    paid procedures, paid amounts not matching
    contract, inappropriate denial codes)
  • Results
  • Data automation rates in excess of 75 across all
    insurance company layouts
  • Eliminated the majority of manual data entry
    work 
  • Seamless interface into document imaging system
  • Provision of data needed in order to generate
    exception reports (e.g. procedures where "paid"
    amount is zero ....)
  • Increased accuracy of data
  • More data can be provided for customer service
    databases than could have been possible via
    manual data entry

15
Americas car-mart
  • Company Automotive retailer with 91 locationss
  • Application Accounts Payable and Sales
  • Six (6) AP clerks sorted the invoices,
  • Manually keyed them into the accounting system
    for payment,
  • Filed them in cabinets
  • Manual process was slow and prone to lost
    documents.
  • Early payment discounts were often not realized.
  • Company was not in a position to negotiate
    enterprise level agreements or price breaks
  • Volume 100,000 per month
  • Capture Kofax Capio
  • Document Types Sales documents and invoices

16
DEMONSTRATION
Add approval routing
Augment with auto check run
17
  • For more information
  • Brent Wesler
  • VP of Business Development
  • Office 1 203-789-8791 ext.119
  • Mobile 1 203-752-6858
  • bwesler_at_square-9.com
Write a Comment
User Comments (0)