Fortis FaxIt

1. Fortis FaxIt Leverage the Power of Artificial Intelligence to Drive Business Process Fax Automation

2. Outline • What is FaxIt? • FaxIt Advanced Routing Overview • Info gathering • Formatting the delivery • Delivery destinations • Workflow Examples

3. What is FaxIt? • Fortis FaxIt is a best-of-breed solution that leverages the robust capabilities of BISCOM’s FAXCOM fax server and seamless integration with the Fortis product suite. • Fortis FaxIt utilizes the powerful features of the BISCOM Advanced Fax Routing module to dynamically read unstructured data from fax images, apply business rules and route documents appropriately. • Using artificial intelligence, FaxIt can cleverly classify fax images based on the text pulled from the image.

4. What is FaxIt? Inbound Connector • Inbound faxes can be routed thru BISCOM’s Advanced Fax Routing module - OCR’d, categorized and automatically imported via web service into the Fortis repository. Data from the fax header (i.e., fax number, to, from, etc) are automatically populated with the Fortis record. Outbound Connector • For outbound faxes a user can simply select CTRL+L from within a Fortis document or query results view to seamlessly place the selected Fortis document(s) into the FAXCOM web client interface, populate the send to fax number from a Fortis field, attach a cover page as well as expose additional options

5. Why FaxIt Advanced Routing? • Implement business workflow • Automate fax processing • Route sensitive information without unauthorized access

6. FaxIt Advanced Routing • Delivering received faxes involves • “Info gathering” of details and data from the fax • Formatting the delivery • Delivering to one or more destinations

7. Information Gathering • First – gather the data known immediately about the fax • Date & time it arrived • Fax number sent to • Caller-ID of sender • TSID of sending fax device • Number of pages • Size • Fax port (on the FAXCOM Server)

8. Info Gathering Get fax header data as well as textual data from the fax image

9. Info Gathering • Second – extract additional data from the fax image • OCR • Barcodes • Use unstructured pattern matching OCR

10. Info Gathering • Pattern matching OCR to retrieve the order number and date • Route appropriately based on these values

11. Info Gathering • FaxIt can read the barcode and extract the data that it represents • Data extracted from the barcode can be used to determine fax formatting or delivery instructions, or additional data is added to the “known data” when the fax is routed to its destination.

12. Info Gathering • Third – perform a lookup in one or more data sources referencing the data already collected • LDAP-compatible directory service • ODBC-compliant database • TXT file

13. Formatting the Delivery • Faxes arrive in TIFF format • File formats for the delivery include • TIFF & Searchable TIFF • PDF & Searchable PDF • TXT • Split a multi-page fax into multiple deliveries

14. Formatting the Delivery • Naming of the file can be controlled • For example, use OCR results to create a new file name • Data can be delivered with the fax • Known data, such as date & time, TSID • Extracted data, such as OCR and Barcode results • Additional data retrieved with a data source lookup • Can be formatted as XML, TXT, CSV, etc.

15. Formatting the Delivery Push faxes into Fortis automatically Drop faxes into a network directory Or use Fortis import script

16. Delivery Destinations • Email • Attachment • UNC • Message body • Network locations • UNC • FTP, SFTP • Printers & MFPs • Fortis/SE

17. Delivery Destinations • ODBC compliant database • Applications • Fortis/SE • FAXCOM Image Indexing • Kofax • Captiva • Oracle • SAP

18. Workflow Examples • Example 1 – route by date & time • Faxes that come in during business hours go to a printer • Faxes that come in after-hours go to an email address • Faxes that come in on weekends go to an SFTP location

19. Workflow Examples • Example 2 – order processing • OCR is performed on each received fax to obtain the “Order #” • A barcode scan is performed on each received fax to obtain the “Customer ID” • An ODBC database lookup against the Customer ID obtains a UNC path for the Customer and also their “bill-to” information and credit terms • Fax formatting • The fax is converted to Searchable PDF • The fax is renamed to include the Order # and the date • The fax is delivered to the correct UNC along with a CSV file containing the “bill-to” information and credit terms • Or The fax is seamlessly imported into the Fortis repository

20. Workflow Examples • Example 3 – Image Indexing • Each fax is converted to Searchable TIFF by the FAXCOM Server • The cover page is discarded, and the secondary pages are split into multiple fax jobs • Each fax is delivered to the FaxIt application • The data extracted by OCR is pre-populated into the Image Indexing data capture fields • An Image Indexing user verifies that the data capture is correct, and forwards the fax to the Fortis document management system

21. FaxIt Workflow

22. Workflow Examples • Additional examples • Deliver to specific users via email based on the DID number or Caller-ID • Delete or quarantine faxes detected to be Spam • Automatically redirect faxes when a user is out of the office • Deliver an XML file with the fax image so that the image can be indexed

23. For more information: Brent Wesler Director of Professional Services Westbrook Technologies Tel: 203-483-6666 ext. 627 Email: brentw@westbrooktech.com