Part 2 Solution implementation
by Tom Stuart, Daniel Ouimet, Jan den Hartog, Ben Davies, Kevin Bowe, Ben Antin, Wh
Implementing Mobile Document Capture with IBM Datacap Software
- Front cover
- Notices
- Preface
- Part 1 Production imaging
- Chapter 1. Production imaging overview
- 1.1 The business document problem and approach to its solution
- 1.2 Introduction to Production Imaging Edition
- 1.3 Examples of applications
- 1.3.1 Cross industry: Automated forms processing
- 1.3.2 Cross industry: Distributed capture
- 1.3.3 Cross industry: General business documents processing
- 1.3.4 Cross industry: Accounts payable
- 1.3.5 Cross industry: Surveys
- 1.3.6 Government: Tax return processing
- 1.3.7 Healthcare and insurance: Medical claims
- 1.3.8 Banking and finance: Loan applications
- 1.3.9 Transportation and logistics: Shipping documents
- 1.4 Conclusion
- Chapter 2. System architecture
- Chapter 3. Production imaging functionality
- 3.1 Functionality highlights of Taskmaster
- 3.2 Taskmaster process
- 3.3 Taskmaster GUI
- 3.4 Taskmaster clients
- 3.5 Taskmaster background processes
- 3.6 Taskmaster action libraries
- 3.6.1 Image cleanup and enhancements
- 3.6.2 Barcode recognition
- 3.6.3 Optical Character Recognition
- 3.6.4 Intelligent Character Recognition
- 3.6.5 Optical Mark Recognition
- 3.6.6 Classification
- 3.6.7 Fingerprinting
- 3.6.8 Content-based identification with IBM Classification Module
- 3.6.9 Language support
- 3.6.10 Imprinting and redaction
- 3.6.11 Locating text
- 3.6.12 Validations
- 3.6.13 Exports
- 3.7 Principles and tools of the Taskmaster configuration
- 3.8 FileNet Content Manager for production imaging
- 3.9 Advanced production imaging viewing
- 3.10 Bulk Import Tool
- 3.11 Conclusion
- Part 2 Solution implementation
- Chapter 4. Solution example
- Chapter 5. Designing a production imaging system
- 5.1 Design goal of the production imaging system
- 5.2 Capture system design
- 5.3 Requirements gathering
- 5.3.1 Requirements for current capture or document processing environment
- 5.3.2 Processing location requirements
- 5.3.3 Document type requirements
- 5.3.4 Captured data requirements
- 5.3.5 Verification requirements
- 5.3.6 Export requirements
- 5.3.7 Volume and timing requirements
- 5.3.8 Administration requirements
- 5.4 Designing the capture for the auto claims scenario
- Chapter 6. Implementing the capture solution
- 6.1 Configuring the Datacap application
- 6.1.1 Creating a blank application
- 6.1.2 Setting up the document, pages, and fields
- 6.1.3 Setting up the physical scan device
- 6.1.4 Creating a module in Taskmaster
- 6.1.5 Creating a job within the Taskmaster Client
- 6.1.6 Setting up the iScan task
- 6.1.7 Setting up the PageID task
- 6.1.8 Setting up the Rulerunner task
- 6.1.9 Testing the progress
- 6.2 Zones and fingerprints
- 6.2.1 Setting up the zones
- 6.2.2 Setting up optical mark fields
- 6.2.3 Setting up an ICR field
- 6.2.4 Removing the Clean rule set
- 6.2.5 Creating a rule set to read fields
- 6.2.6 Creating a rule set to validate fields
- 6.2.7 Validating captured field values against the database
- 6.2.8 Setting up routing
- 6.2.9 Testing scan validation and routing
- 6.2.10 Setting up the verification panel
- 6.2.11 Setting up the Verify job
- 6.2.12 Setting up the export to the repository
- 6.3 Task profiles overview
- 6.1 Configuring the Datacap application
- Chapter 7. Adding a document type to an existing application
- 7.1 Adding VScan to a rule set
- 7.2 Adding a document with pages and fields
- 7.3 Setting the PageID logic
- 7.4 Adding the Image Enhance feature to the pages
- 7.5 Configuring the CreateDocs rule set for the pages
- 7.6 Adding a full page OCR rule set to the pages
- 7.7 Setting the fingerprint for the Estimate_Invoice document
- 7.8 Obtaining field values in the Claim_Pg document by using the Locate() rule set
- 7.9 Looking up vendor information from a database byusing the Lookup() rule set
- 7.10 Validating data
- 7.11 Routing scanned pages
- 7.12 Verify task with Batch Pilot
- 7.13 Export task
- Chapter 8. Implementing the business process component
- Chapter 9. Best practices and recommendations
- Part 3 Advanced technologies
- Chapter 10. Dynamic technologies
- 10.1 Introduction to dynamic technologies
- 10.2 PageID actions and techniques in dynamic applications
- 10.3 FlexID
- 10.4 DNA technology
- 10.5 Sticky fingerprints
- 10.6 Managed recognition
- 10.7 CCO Merging
- 10.8 FPXML
- 10.9 Line item detection
- 10.10 Enhanced error messaging
- 10.11 Data localization actions
- 10.12 Intellocate
- 10.13 Flex technology
- 10.14 Conclusion
- Chapter 11. Technical walkthrough Accounts Payable Capture
- Part 4 Application and performance
- Chapter 12. System scalability, availability, backup, and recovery
- 12.1 System scalability, performance, and availability
- 12.1.1 Typical Datacap installation
- 12.1.2 Scaling Rulerunner vertically (scale up)
- 12.1.3 Scaling Rulerunner horizontally (scale out)
- 12.1.4 Scaling Rulerunner horizontally and vertically
- 12.1.5 Taskmaster Server scaling and redundancy
- 12.1.6 Scaling both Taskmaster Server and Rulerunner
- 12.1.7 Taskmaster Web scaling and redundancy
- 12.1.8 Scaling and redundancy for thick clients
- 12.1.9 Load balancing of tasks
- 12.1.10 Scaling databases
- 12.1.11 Network share drive
- 12.1.12 Scaling across geographies
- 12.2 Rulerunner
- 12.3 Configuring Rulerunner
- 12.4 Adding additional Taskmaster Servers
- 12.5 Backup and restore
- 12.1 System scalability, performance, and availability
- Chapter 13. Installation, migration, and application reuse
- Related publications
- Back cover
Solution implementation
This part explains how to design a document image capture solution and how to implement the solution with step-by-step procedures. It introduces a use-case scenario that demonstrates concrete implementation steps.
This part includes the following chapters:
-
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