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Implementing Mobile Document Capture with IBM Datacap Software

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Implementing Mobile Document Capture with IBM Datacap Software Front cover Implementing Document Imaging and Capture Solutions with IBM Datacap Whei-Jen Chen Ben Antin Kevin Bowe Ben Davies Jan den Hartog Daniel Ouimet Tom Stuart Redbooks International Technical Support Organization Implementing Document Imaging and Capture Solutions with IBM Datacap October 2015 SG24-7969-01 Note: Before using this information and the product it supports, read the information in “Notices” on page xi. Second Edition (October 2015) This edition applies to IBM Datacap Version 9. © Copyright International Business Machines Corporation 2011, 2015. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents IBM Redbooks promotions . ix Notices . xi Trademarks . xii Preface . xiii Authors. xiii Acknowledgments. .xv Now you can become a published author, too . xvi Comments welcome. xvi Stay connected to IBM Redbooks . xvi Summary of changes. xvii October 2015, Second Edition . xvii Chapter 1. Advanced imaging . 1 1.1 The business document problem . 2 1.1.1 Paper everywhere. 2 1.1.2 Business challenges posed by paper . 3 1.1.3 Business challenges posed by electronic documents. 4 1.2 Advanced imaging. 5 1.2.1 Components of an advanced imaging solution . 7 1.3 Datacap components . 8 1.4 The advanced imaging process . 10 1.4.1 Precommittal process . 10 1.4.2 Postcommittal process . 11 1.4.3 New possibilities blur the boundaries . 14 1.5 Examples of applications . 16 1.5.1 Cross-industry: Automated forms processing . 17 1.5.2 Cross-industry: Distributed capture. 18 1.5.3 Cross-industry: General business documents processing . 18 1.5.4 Cross-industry: Accounts payable. 19 1.5.5 Cross-industry: Surveys . 21 1.5.6 Government: Tax return processing . 22 1.5.7 Healthcare and insurance: Medical claims . 24 1.5.8 Banking and finance: Loan applications . 26 1.5.9 Transportation and logistics: Shipping documents . 26 Chapter 2. Advanced Datacap capabilities . 29 2.1 Functional overview . 30 2.2 Multichannel input . 31 2.2.1 High-speed production scanners . 31 2.2.2 Multifunction printers. 32 2.2.3 Remote desktop scanners . 32 2.2.4 Mobile devices . 32 2.2.5 Fax servers . 33 2.2.6 Email servers . 33 2.2.7 File systems . 33 2.3 Transforming documents into actionable data . 34 © Copyright IBM Corp. 2011, 2015. All rights reserved. iii 2.3.1 Document organization and taxonomy . 34 2.3.2 Document processing flow . 35 2.3.3 Rule processing . 37 2.3.4 Advanced image-processing capabilities . 41 2.3.5 Automatic document classification . 43 2.3.6 Recognition and text manipulation . 46 2.4 Delivering documents and exporting data. 52 2.4.1 Mapping repository document properties using CMIS . 53 2.4.2 Exporting to FileNet Content Manager . 54 2.4.3 Exporting to IBM Content Manager. 54 2.4.4 Exporting to a CMIS repository . 55 2.4.5 Exporting to a database . 56 2.4.6 Exporting to a flat file . 57 2.5 Datacap user interfaces . 58 2.5.1 Interface productivity features. 58 2.5.2 Datacap Navigator . 59 2.5.3 Datacap Desktop . 59 2.5.4 Datacap FastDoc . 63 2.5.5 Datacap Mobile . 64 2.6 Application configuration . 65 Chapter 3. Advanced imaging architecture overview . 67 3.1 Architecture overview . 68 3.2 Components of the Datacap system . 69 3.2.1 User clients . 69 3.2.2 Administration clients . 70 3.2.3 Datacap services . 73 3.2.4 IBM Content Classification . 74 3.2.5 File server . 74 3.2.6 Microsoft IIS . ..
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