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Some Customers
  OEM            Direct Customers




                       o



                                    1
Value Proposition
Collect documents from   … classify           … and feed them into
various sources ….       them, extract data   business applications
                         …



             Transform Pixels into
                                                     Content Server
             Actionable Information
                                                    TCP, IDM, VRD, C
                                                      360, P360, …


                                                       SharePoint




 Automatically with OCR, ICR, IDR
Use Cases

                             Enable
                             Digital
                            Workflow
               Qualified
               Electronic
                                                Digital Mail Room
               Document
                                                Scanning Documents
                                       Make      into Electronic Files
                                       Money

          Document
                                                Backfile Conversion
          and Data
           Capture                              Transaction and Process
                                       Save
                                                 Management
                                       Money
                                                Service Centers
                Reduce
                Manual
                                                Ad-Hoc capturing
                Keying      Enable
                            Process
                             Auto-
                            mation




Slide 3                                           Copyright © Open Text Corporation. All rights reserved.
Overview Components of OCC
                                                     Open Text Capture Center



                       Monitoring               Configuration
Enterprise Scan                                                                                  Business
     Client                                                                                     Application



                  IM                 Dispatch                           EX


  Fax, Email,
   FTP site,
                                                                                                  Archive
Network Folder
 SharePoint            Recognition               Validation




                                                                 Copyright © Open Text Corporation. All rights reserved.
Recognition: Different Document Types

     Structured      Semi-Structrured          Unstructured
     Documents         Documents                Documents
      > Forms     > B2B Correspondence     > C2B Correspondence




Data at fixed       Data is in logical        Data may be
positions           groups but positions      anywhere in the
                    are unknown.              document.


                                            Copyright © Open Text Corporation. All rights reserved.
Steps in Document Recognition
  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
             Invoice
                                                                  Supplier: Mueller & Friends

  Interpretation: Enhancing of      extracted data with context information
          Date:     Jan 21. 2012                                  21012012
          Amount: 332,29 $                                        332.29 USD
          Order-Nr: X-44277                                       X-44277
          Supplier: Mueller & Friends                             K441258-3

Slide 6                                                                 Copyright © Open Text Corporation. All rights reserved.
Free Forms Extraction

           OCR                    Analyze                    Extract              Normalize                               Verify



                                                                                “10/24/10”                           24.10.2010




                                                                                                                          Valid
                                                                               Format (US)
                                                                                                                         period

                  3       Date                           Order_Date =
                                                         “10/24/10”
                                                                               Day   = 24
                                                                               Month = Oct
                                                                               Year = 2010
                                                                                                             yes
                                                                                                                           ?
                                                                                                                                         no

 CLERK: 12
 DATE SHIPPED
 ORDER DATE                      Word
 10/30/02
 10/24/02                                                                                                                        Manual
                                                                                24.10.2010                      Export
 COVER CODE                                                                                                                      keying
                                        Number
 PA


Turn pixels into        Find meaningful entities   Find the correct date   Decompose string into            Check against business
characters w/ optical   and tag them               among all detected      subunits and re-format as        and plausibility rules
character recognition                              alternatives            required



                                                                                    Copyright © Open Text Corporation. All rights reserved.
Long Term Effect of Free Forms Techniques
                                                        OCC Approach


    Form
                                      Adaptive           Combining
 (template)       Free Form
                                     (=learning)         Free Forms
   based         Recognition
                                     technology         and adaptive
Recognition




        Increase of recognition rate during production time

                                                        Copyright © Open Text Corporation. All rights reserved.
Invoice Data Extraction



       Supplier


Invoice Number
   Invoice Date



 Order number
 Delivery note

     Line items

   Net Amount
     Currency
  Total amount




                          Copyright © Open Text Corporation. All rights reserved.
Supported Countries in Knowledge Base

   United            Belgium   Australia     Norway      Czech       Russia
   States                                                Republic




   Austria           France    Denmark       Singapore   Slovakia*   New Zealand




   Netherlands       Finland   Spain         Poland      Slovenia




   United            Hungary   Sweden        Canada      Romania*
   Kingdom




   Germany           Italy     Switzerland   Portugal    Bulgaria*


* Header data only
Purchase Order Processing with OCC

                          Rendition                            Web form
                           Sever




                                        Capture Center


             Enterprise     Reco-
                                            Validation    Case360
               Scan         gnition




                          Master Data    Knowledge Base
                                                          Content
              Tempo
                                                           Sever



                                                                     11
OCC – Your Benefit
        Reduce Operating Costs

 $       Automating manual tasks
         Deploying a single input management platform
         Reducing paper filing/storage


        Improve Information Quality

 Q       Improving information sharing
         Leveraging a common set of business rules
         Reducing errors





        Accelerate Business Processes
         Shortening cycle times
         Reducing exception processing
         Enhancing customer relationships
         Improving knowledge worker productivity



§§
        Compliance
         Ensuring compliance / auditability
         Improving visibility into business processes
         Improving litigation preparedness

                                                         Copyright © Open Text Corporation. All rights reserved.

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Boot slides xxl

  • 1. Some Customers OEM Direct Customers o 1
  • 2. Value Proposition Collect documents from … classify … and feed them into various sources …. them, extract data business applications … Transform Pixels into Content Server Actionable Information TCP, IDM, VRD, C 360, P360, … SharePoint Automatically with OCR, ICR, IDR
  • 3. Use Cases Enable Digital Workflow Qualified Electronic  Digital Mail Room Document  Scanning Documents Make into Electronic Files Money Document  Backfile Conversion and Data Capture  Transaction and Process Save Management Money  Service Centers Reduce Manual  Ad-Hoc capturing Keying Enable Process Auto- mation Slide 3 Copyright © Open Text Corporation. All rights reserved.
  • 4. Overview Components of OCC Open Text Capture Center Monitoring Configuration Enterprise Scan Business Client Application IM Dispatch EX Fax, Email, FTP site, Archive Network Folder SharePoint Recognition Validation Copyright © Open Text Corporation. All rights reserved.
  • 5. Recognition: Different Document Types Structured Semi-Structrured Unstructured Documents Documents Documents > Forms > B2B Correspondence > C2B Correspondence Data at fixed Data is in logical Data may be positions groups but positions anywhere in the are unknown. document. Copyright © Open Text Corporation. All rights reserved.
  • 6. Steps in Document Recognition 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 Invoice Supplier: Mueller & Friends Interpretation: Enhancing of extracted data with context information Date: Jan 21. 2012 21012012 Amount: 332,29 $ 332.29 USD Order-Nr: X-44277 X-44277 Supplier: Mueller & Friends K441258-3 Slide 6 Copyright © Open Text Corporation. All rights reserved.
  • 7. Free Forms Extraction OCR Analyze Extract Normalize Verify “10/24/10” 24.10.2010 Valid Format (US) period 3 Date Order_Date = “10/24/10” Day = 24 Month = Oct Year = 2010 yes ? no CLERK: 12 DATE SHIPPED ORDER DATE Word 10/30/02 10/24/02 Manual 24.10.2010 Export COVER CODE keying Number PA Turn pixels into Find meaningful entities Find the correct date Decompose string into Check against business characters w/ optical and tag them among all detected subunits and re-format as and plausibility rules character recognition alternatives required Copyright © Open Text Corporation. All rights reserved.
  • 8. Long Term Effect of Free Forms Techniques OCC Approach Form Adaptive Combining (template) Free Form (=learning) Free Forms based Recognition technology and adaptive Recognition Increase of recognition rate during production time Copyright © Open Text Corporation. All rights reserved.
  • 9. Invoice Data Extraction Supplier Invoice Number Invoice Date Order number Delivery note Line items Net Amount Currency Total amount Copyright © Open Text Corporation. All rights reserved.
  • 10. Supported Countries in Knowledge Base United Belgium Australia Norway Czech Russia States Republic Austria France Denmark Singapore Slovakia* New Zealand Netherlands Finland Spain Poland Slovenia United Hungary Sweden Canada Romania* Kingdom Germany Italy Switzerland Portugal Bulgaria* * Header data only
  • 11. Purchase Order Processing with OCC Rendition Web form Sever Capture Center Enterprise Reco- Validation Case360 Scan gnition Master Data Knowledge Base Content Tempo Sever 11
  • 12. OCC – Your Benefit Reduce Operating Costs $  Automating manual tasks  Deploying a single input management platform  Reducing paper filing/storage Improve Information Quality Q  Improving information sharing  Leveraging a common set of business rules  Reducing errors  Accelerate Business Processes  Shortening cycle times  Reducing exception processing  Enhancing customer relationships  Improving knowledge worker productivity §§ Compliance  Ensuring compliance / auditability  Improving visibility into business processes  Improving litigation preparedness Copyright © Open Text Corporation. All rights reserved.