Document Solutions SMARTiDocument Processing Solutions July 2009
Company Overview • FileMark Corporation –software developer, direct professional services provider, founded in 1989, based in Millbury MA • Technology Focus – transactional document processing, document submission, report archiving, records management • Industry Solutions – Distribution, Manufacturing, Healthcare, Financial Services, Higher Education, Publishing, Local Government.
Why Manage Documents? • Paperless business process efficiency • Cost avoidance, cost displacement • More responsive customer service • Improved document search, security and control • Business risk mitigation and regulatory compliance.
SMARTi • Document Imaging – batch scanning & indexing, barcode/OCR, workflow, application integration, fast search and retrieval • COLD/ERM– computer output report archiving, distribution, presentment, data mining • Records Management – classification, rules-based record retention, migration and disposition, audit logs, WORM storage • SaaS – on-site or off-site, document submission via fax, eMail or FTP, web-based search and retrieval, PDF view
Business Applications • Invoice processing (Accounts Payable) • Proof of deliveries (Accounts Receivable) • Customer service, vendor management (Call Center) • Paperless computer output archiving, distribution and presentment • Unattended document submission archive • Document linking and transaction processing (workflow) • Long-term document and eMail archiving, records management compliance (FRCP, SOX, SEC 17A4, HIPAA, GLB, etc.)
Paper Document Capture Distributed Scan USB SimpleIndex SimpleSend SMARTi Repository Images Images + Indexes SQL Index Auto-Fill BusinessApplications USB -Manual Fill - Assisted Fill - Zone OCR - Point & Shoot OCR • Rules-based OCR • Barcode - OMR Batch Scan
SimpleIndex Automatic Zone OCR Pont and Shoot OCR Intelligent Forms Processing - Free form indexing - Pattern matching - Dictionary lookups Automatic Barcode Recognition
SimpleIndex Features • Zone/template OCR indexing –for structured forms and office documents • Point and shoot OCR indexing – for unstructured forms and office documents • Unstructured forms processing – OCR pattern search and dictionary lookup matching, fuzzy logic • Auto-indexing – barcode recognition, OMR, auto-fill from external SQL database, pick lists, default values, auto-incrementing values, auto-date, auto-complete • Document separators – bar-coded coversheets, tick marks on all 1st pages • SimpleCoversheet – create/print barcodes for automatic processing • EZ Barcode Generator – free • SimpleSend – manage distributed scanning operations • Required documents audit • Bates stamping, software imprinting, auto-page numbering • Full-page OCR to MS Word format – for text editing, interactive correction option • Media Wizard – create searchable CDs or DVDs for physical distribution. • TWAIN or ISIS USB scanner support • Simplex, duplex, magazine scan • SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, auto-rotate, rescan, redaction
eMail and Fax Server SMARTi Repository eMail eMail + SMARTi.Mail@filemark.com Fax Coversheet + Attachments Subject: index1; index2; index3 + Subject: index1; index2; index3 Scanner Document submission / retrieval Metadata extraction Image OCR for content search Conversion to PDF Confirm or Reject via eMail On-line user registration To:firstname.lastname@example.org From: Subject:index1; index2; index3 Date / Time: Attachment:file name CC or Fwd eMail
Remote Document Capture SimpleIndex Save As FILE Local Shared Directory SMARTi Repository BatchImport -Manual Fill - Assisted Fill - Zone OCR - Point & Shoot OCR • Rules-based OCR • Barcode • OMR • Auto-Fill eMail Send or Forward directly to SMARTi Smarti.email@example.com SimpleSend Batch to SMARTi Smarti.firstname.lastname@example.org Office Applications Distributed Scanners
Computer Output Archiving • Report Bursting • Auto-Indexing • Barcode Insertion • Auto-Distribution • Data Mining • Full Text Search Print Streams SMARTi Repository Capture Reports, Invoices, Statements Host Print
COLD – Computer Output to Low-cost Disk High-volume, automated computer output capture and archiving Eliminates printing and manual distribution of internal reports Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year Instant access to exact replicas of printed reports, statements and invoices from anywhere Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining. SMARTi COLD Overview
Insert Barcodes and Print OM Plus Spooler SMARTi Repository PCL Print Data PCL Print Data with Barcodes
“All Points Addressable” COLD/ERM capture and indexing APA printstreams – IBM AFP, Xerox Metacode/DJDE, Postscript Produces exact soft copy replicas of data, fonts, forms and graphics Input data stream preview Visual, interactive drag and drop creation of index extraction rules Visual font mapping Fast multi-threaded batch transforms Output files can be filtered or split into individual documents Searchable PDF final format SMARTi Adept Suite
SMARTi Repository Legacy Computer OM Plus Spooler
Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via eMail – reminders, timed escalation SMARTi Workflow
CorporateAccounting System No CAPTURE REVIEW VERIFY APPROVE PAY START No Mail Room Receiving Accounts Payable Accounting Supervisor Invoice Approval Workflow STOP
Case Notes Workflow View Administration Windows Help Case Notes Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete Pend Cancel NA
SMARTi Web • Log-in, password, 128-bit SSL encryption • Browse, Simple Query, Smart Query, Advanced Query, Full Text Search • Search - Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run • Full Text Search – COLD, OCR’d images, MS Word, PDF and text documents • Image OCR option - for full text search of images • View and scroll thru multiple documents of any type in a single PDF • View multiple documents side-by-side • View as PDF or XLS (COLD only) • Up/down sorting of drawers, folders, documents and index fields • Workflow, searchable case notes and annotations • My Cart - Checkout, Export selected data to Excel, PDF batch print, save or email • Add or change index values • Change user password • Email notification with URL link to SMARTi Web to view documents and workflow • Automatic session termination, support for authentication cookies
Desktop Application Integration • Easy desktop application integration – makes SMARTi an extension to any line-of-business application • Automates document indexing and search – no re-keying of data • Shows documents side-by-side with line-of-business applications • User defined templates and user preferences – multiple document/folder retrieval options, multiple auto-indexing options • Simple, quick and safe –no code modifications required to line-of-business applications • Support for client/server, browser or terminal emulator applications • Screen OCR • URL APIs.
Integration Toolkit SMARTi URL API