< INBOUND > Inbound Mail Processing ISIS Papyrus enables your mail to flow INSIDE KEY ADVANTAGES The Papyrus Blueprint - One Platform for: Reduced throughput time Intelligent classification and automated distribution Less acquisition effort Efficient data enrichment of all documents Information available earlier Processing all incoming communication channels Channel independence A complete solution for agile Case Management Common view of customer Integration with SharePoint Case Study CMIS Adapter for FileNet, Sanitas, City of Vienna, GIS, A1 Telekom EMC, Alfresco, etc. USE E ON IC L F Y F O T One Company – S O P E C FIRST CLASS I Many Inbound Channels V P O E R S TA L S Customer Communication and Business Documents arrive in multiple ways in an enterprise. For organizations that want to operate with fewer systems, it makes sense to standardize on a common platform for acquisition across all inbound channels with the same intelligent “document understanding”, whether a client’s message arrives as a Tweet or a printed letter. Administrator Papyrus Designer/Capture Developer Papyrus Client/Desktop Mobile SCAN/ WebRepository MFP Server Classify OCR/ICR Manual Verification Papyrus Client/Capture FAX Notification Server FixForm E-Mail, SMS OCR/ICR E-MAIL Papyrus ACM, Response Management Server FreeForm® OCR/ICR CRM, ERP, Database, SharePoint WEB TWEET CMIS Loosely coupled integration with back-end Papyrus avoids dependencies on hardware, operating system, systems programming languages, transformation languages, data input formats, scanners, printers or electronic input channels. A broad variety of Papyrus Adapters (file, XML, SOAP, MQSeries, HTTPs) and the TypeManager DB (Oracle, MS SQL, DB2) con- nect the document capture system with vital business applica- tion data from almost any major legacy or mainstream system Key Features of the Papyrus Platform: or application. These platform- and compiler-independent Central resource collection and management interfaces drastically reduce the amount of time and effort Versioning of all objects including data required for interfacing especially for validation purposes. Variant control for branding and languages Full support of CMIS allows connecting with SharePoint and all leading document archives like FileNet and Documentum Central user management by role and policy without additional programming. Change management and automated deployment by date and time One set of definitions and resources Centrally managed GUI (Papyrus EYE/Widgets) Workflow and process management (4-eyes principle) There are enormous benefits in using common document def- initions and standardized corporate datafield structures and rules on one proven recognition engine (Papyrus Designer Package/Capture) for both high-volume batch processing and single document ad-hoc scanning (for client/server, desktop or Web portal). USE E ON IC L F Y F O T S Receive Mail & O P E C FIRST CLASS I V Capture Workflow P O E R S TA L S Customer case documents via Mail Fax E-mail Web SOAP Studies have found that up to 75% of all documents received and manually keyed into a data collection system contain some type of error. However, the ISIS Papyrus Capture solution automates document processing with speed and accuracy, regardless of the input method. Papyrus Capture can meet all of your corporate inbound document requirements without the need for complex programming. Multifunction printer Smartphone/tablet Incoming mail/scanning Case documents are often received as paper documents which Papyrus Capture then transforms into business-critical Gains achieved information by scanning, digitally signing and encrypting the Transparency of collecting documents electronically, data. whether via document scanner, MFP (multifunction printer), cheque or network scanner Visual quality control, batch image optimization and auto- Uniform operation with TWAIN driver, PixTools/ISIS and mated indexing technologies such as barcode and/or OCR Papyrus low-level driver with zonal recognition are all part of the Papyrus solution. Extra features like imprinting, dual stream images and soft dropout color Incoming faxes Papyrus Fax Server set-ups in remote offices enable fax docu- ments to be received and indexed directly at the source and SCAN/ then shared as appropriate throughout the organization Mobile FAX E-MAIL WEB based upon roles and privileges. MFP ACQUISITION Incoming e-mails For e-mails, neural network functionality is used to compare similarities and differences with incoming e-mails and those CLASSIFICATION determine document type stored in the domain knowledge base that’s built up by examples. Words and phrases in the body text are also used to TIC classify an e-mail, not just those in the subject line. INDEX AND DATA EXTRACTION OMA T Web response AU Papyrus software also allows for a Web application for custom- VALIDATION ers to fill out HTML response forms. These are captured with with data look up the Papyrus HTTPs Adapter and processed accordingly. VERIFY SOAP application message CATEGORIZER A SOAP message can be used to communicate information document distribution from a 3rd-party application server, JAVA application, Web portal or any other Web services-enabled system. INBOX INBOX INBOX INBOX INBOX DEPARTMENT “A” DEPARTMENT “B” DEPARTMENT “C” DEPARTMENT “D” DEPARTMENT “E” Incoming Mail workflow Automation by Recognition: Extract/Index & Categorize Recognition of all inbound communication Intelligent extraction process With the variety of documents arriving daily, the need to Based on advanced OCR/ICR - a combination of ISIS’ own quickly process and forward them to the right department development and a market leader engine - printed and hand- is paramount. Therefore, the development and operation of written documents can be analyzed and data fields of inter- a capture system must be independent of document types, est automatically extracted regardless of whether or not the input hardware and operating system. But to achieve this position on the page is known. Immediate fuzzy logic-based result, large banks, insurance companies, government orga- matching uses calculations to assess the probability of the nizations and industry and service corporations all require contents of a predefined data field for dramatically improved fast customization, elimination of programming effort and results. operating system and scanner independence - all inherent in the Papyrus Inbound concept. Papyrus FixForm uses four OCR/ICR engines with advanced image preprocessing for improved document recognition. Self-learning classification process It provides indexing and processing of data extracted from known forms on predefined document positions. Manifold The Papyrus Capture classification methodology is indepen- parameterization and post-processing text filter functions dent of document type because the categorizer is typically enable best possible recognition automation. trained through the use of examples. From this input the clas- sification process learns specific similarities and distinctive Index differences. Self-learning technology ensures that all types of .........first_name........... documents can be classified based on properties, keywords ...........last_name........... and rules, including: ...customer_number... Layout ................date.................. 8 Logo ..............address.............. Keyword ..................city.................. 8 Text ..................zip................... 8 Barcode Statistical text Papyrus FreeForm® automatically recognizes scanned but For documents that cannot be classified correctly, constant unsorted business documents of unknown structure and fine-tuning is possible while Papyrus Capture runs in real time. layout. The system also analyzes unstructured or poorly This ensures continuous optimization of Papyrus Classify and structured documents with great reliability and is capable enables flexible adjustment of the rules based on changes in of processing any kind of business case document, such as the received documents that have to be processed. correspondence, invoices, copied forms, job applications and many more. Business Developer Powerful peer-to-peer capabilities Administrator Papyrus Designer Suite Papyrus Recognition Server Papyrus Desktop for enhanced productivity Papyrus Client Application With Papyrus, capture applications have the Request potential to be fully scalable to tens of thou- sands of documents with hundreds of users on computers or mobile devices sharing incoming Papyrus WebRepository information, data or documents. The implement- and Library Papyrus WebArchive ed security model in Papyrus prevents misuse TCP/IP of such a powerful open system. Deployment based on change management to all users and devices is fully automated by the Papyrus System Papyrus Scan Client Business Users and occurs as needed. Papyrus Client Papyrus Desktop Papyrus WebPortal Full Scalability - Fault Tolerance - Mobile / iPad Operating System Independence PDF, TIFF, JPG, BMP Optimize with Validate & Verify Exception handling Highlights In the uncommon event that automatic classification is unsuc- Modern look but operating system-independent cessful, the document is routed for manual classification Same definition for Web, mobile and desktop and displayed automatically for visual categorization. Self- Extremely flexible and user definable learning technology ensures that all types of documents can be classified correctly. GUI definition without programming: 8 NO extra GUI