Document Workflow Automation with ABBYY FlexiCapture
ABBYY FlexiCapture is a highly accurate and scalable document workflow platform that intelligently captures, classifies and transfers critical data from unstructured and structured documents to the right process, workflow or decision engine.
Automated document entry
ABBYY FlexiCapture automatically processes all types of documents from files and scanners in a single flow, including office documents and image formats, email attachments and message bodies.
Digitally born office documents can be processed with:
- Microsoft Office if it is installed, its use is allowed in the settings, and a valid login and password have been provided.
- LibreOffice if it is installed and its use is allowed in the settings.
- The built-in converter if none of the above can be used.
Automatic document classification
The neural-based automatic document classification technology enables sorting of documents by types (e.g., driver license, bank statement, tax form, contract, invoice, etc.) and custom subcategories (e.g., invoices from vendor A, invoices from vendor B, etc.) by text content and image patterns.
It learns quickly and easily, enabling it to perform as an autoclassifier – just provide a set of sample documents (no fewer than 10 documents of each type) and specify reference classes for each document in the set. Not only does it define a document type, but also selects a correct document definition for further content processing.
For many real-life scenarios, the precision/recall ratio can be adjusted easily: simply prioritize either recall or precision, or use the “balanced” mode.
Recognition
At the recognition stage, document images are assembled into multi-page documents or document sets. Their content and data are intelligently extracted and validated automatically in an unattended mode.
Automatic assembly: multi-page documents out of pages
This task can be done either by separators (e.g. blank pages inserted between the two documents), page counters, or with the help of ABBYY neural-based classification algorithms that automatically identify.
Document sets
ABBYY FlexiCapture runs consistency checks to ensure all case-related documents are assembled correctly into a full document set. For a case management scenario, it enables comparison of:
- Key fields, seals, photos or signatures of different documents by displaying their main fields on the same сase.
- Relevant data inside company’s databases against extracted data.
Highly accurate OCR/ICR/OMR and barcode recognition incorporating:
- Optical character recognition of printed text in up to 200 languages, including CJK.
- Intelligent character recognition for hand-printed text in over 130 languages.
- Barcode recognition for a variety of 1D and 2D barcodes.
- Optical mark recognition for a wide range of checkmarks.
Automatic validation includes:
- Comparison against databases
- Conformity with built-in validation rules
- Compliance with formats
- Data normalization
- User-defined checks
Data Extraction
ABBYY FlexiCapture automatically extracts data from a variety of paper or digital-born document types, structured and unstructured, such as mortgage applications, tax returns, questionnaires, credit card applications, contracts, invoices, customer emails and many more.
Verification
Verification station allows checking if extracted fields match those of the original document. Alternatively, verification can be started manually using the web-based verification station, easily accessible to a verification operator from any physical location. Any of the following techniques can be used:
Group verification
Group verification allows verifying the similar checkmarks or digits across batch of documents by displaying all discovered versions in a single Verification window.
Field verification
Field verification mode enables automatic checking of data fields one by one, or the characters in a field.
Verification in Document Window
Recognized data fields can be viewed simultaneously and compared against the original document image. Poorly recognized characters (e.g. handwritten text or notes) can be typed manually into the fields.
A web verification station deployed on a third-party system can be accessed via single sign-on technology (using SAML 2.0). Users interact with the integrated web verification station the same way they interact with a non-integrated station.
Data Export
ABBYY FlexiCapture automatically exports recognized data to different file formats, or to databases, systems of record and other destination points in line with user-defined rules:
- Corporate file storage repositories – SharePoint, Laserfiche, etc.
- ODBC compatible databases – Oracle, Microsoft SQL Server, and Microsoft Access.
- ERP and ECM systems – SAP, Microsoft, IBM, Sage, MYOB, Acumatica and others.
- Smooth integration with RPA workflows to delivery data in legacy systems.
Exporting document sets
- Document set images can be exported to one PDF file or placed in a storage location. A file or database record should describe the structure of the document set and contain a link to each document image.
- Document set fields (including fields in child documents) can be exported to ODBS databases and files. All fields in child documents are available when setting up an export; you can set up mapping and redact sensitive information both in a document section and in linked documents.
Web-based Administration and Monitoring Console
FlexiCapture HTML5 administration and monitoring station enables 24/7 supervision from any physical location. It provides multi-level administration, automatic notifications for critical failures, and comprehensive reporting.
Administration and monitoring allows for monitoring of processing times and pick loads. The system administrator is able to monitor system health, the overall system and each tenant productivity, and to receive notifications about imminent database overflow.
Three standard types of reporting are available: site productivity, processing productivity, and general operator report. The reports can be generated as PDF file or CSF for further analysis.
Microsoft Report Viewer is used as the default tool for generating reports. Although Crystal Reports are not shipped with the product, users who have this product installed on their computers can continue using it for generating reports.
