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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
Trademarks
Preface
The team who wrote this book
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Part 1 Production imaging
Chapter 1. Production imaging overview
1.1 The business document problem and approach to its solution
1.1.1 Paper everywhere
1.1.2 Business challenges posed by paper
1.1.3 Business challenges posed by electronic documents
1.1.4 Solving the problem with production imaging
1.2 Introduction to Production Imaging Edition
1.2.1 Components of the Production Imaging Edition offering
1.2.2 Taskmaster base and add-on components
1.2.3 The production imaging process
1.2.4 Focus on Taskmaster
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
2.1 Architecture overview of Production Imaging Edition
2.2 Components of the Taskmaster system
2.3 Components of FileNet Content Manager
2.4 Overall system architecture
2.5 Deployment of Production Imaging Edition
2.5.1 Centralized deployment
2.5.2 Distributed deployment
2.5.3 Taskmaster Web deployment
2.6 Conclusion
Chapter 3. Production imaging functionality
3.1 Functionality highlights of Taskmaster
3.2 Taskmaster process
3.2.1 Batch preparation for scanning
3.2.2 The Scan task
3.2.3 Background processing task
3.2.4 The Verify task
3.2.5 The Export task
3.3 Taskmaster GUI
3.3.1 Productive GUI
3.3.2 Image snippets
3.3.3 Color-coded recognition confidence
3.3.4 Click’n’Key capability
3.4 Taskmaster clients
3.4.1 Taskmaster Client (thick client)
3.4.2 Taskmaster Web client
3.5 Taskmaster background processes
3.5.1 Rule processing
3.5.2 Job, task, and task profile
3.5.3 Rule set
3.5.4 Rule
3.5.5 Processing of the document hierarchy at run time
3.5.6 Function and action
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
3.7.1 Datacap Studio
3.7.2 Flex Capture and Flex Manager
3.7.3 Taskmaster Application Manager
3.7.4 RV2 report viewer
3.7.5 NENU
3.8 FileNet Content Manager for production imaging
3.8.1 Workflow management tools
3.9 Advanced production imaging viewing
3.9.1 PDF viewing and annotating
3.9.2 Universal viewing and annotating
3.9.3 Document streaming
3.9.4 Permanent redaction
3.10 Bulk Import Tool
3.11 Conclusion
Part 2 Solution implementation
Chapter 4. Solution example
4.1 Scenario background
4.2 Current claim approval process
4.3 New claim approval process
4.4 Summary of benefits
Chapter 5. Designing a production imaging system
5.1 Design goal of the production imaging system
5.2 Capture system design
5.2.1 Document hierarchy
5.2.2 Capture processing tasks
5.2.3 Capture workflow
5.2.4 Capture design considerations
5.2.5 Discovering the capture process
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
5.4.1 Document hierarchy
5.4.2 Capture processing tasks
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
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
7.8.1 Doc Title field
7.8.2 Pol_Number field
7.8.3 Claim_Number field
7.8.4 Vendor Number field
7.8.5 Vendor Name field
7.8.6 Ref ID field
7.8.7 Ref Date field
7.8.8 Ref Total field
7.9 Looking up vendor information from a database byusing the Lookup() rule set
7.9.1 Looking up a vendor name
7.9.2 Looking up a vendor number
7.10 Validating data
7.10.1 Page Level field
7.10.2 Doc Title field
7.10.3 Pol_Number field
7.10.4 Vendor Number field
7.10.5 Vendor Name field
7.10.6 Ref ID field
7.10.7 Ref Date field
7.11 Routing scanned pages
7.12 Verify task with Batch Pilot
7.12.1 Creating a Verify panel
7.12.2 Determining which pages to display
7.13 Export task
Chapter 8. Implementing the business process component
8.1 FileNet Business Process Manager Tools
8.1.1 Steps
8.1.2 Routes
8.1.3 Maps
8.1.4 Content events
8.2 Running the Auto Claims process with the FileNet BPM Tools
8.3 How the Auto Claim process works
8.4 Business Process Manager step configuration
8.4.1 DBExecute step
8.4.2 Conditional step
8.4.3 Activity step
Chapter 9. Best practices and recommendations
9.1 Basic form design and capture
9.1.1 Scanned document verification
9.1.2 Measuring scan and capture process improvement
9.2 Best practices for application development
9.2.1 Testing an application
9.2.2 Capturing data
9.2.3 Smart parameters
9.2.4 Projects
9.2.5 Actions
9.2.6 Scripting
9.2.7 OMR field configuration
9.3 Production Imaging Edition implementation principles
Part 3 Advanced technologies
Chapter 10. Dynamic technologies
10.1 Introduction to dynamic technologies
10.2 PageID actions and techniques in dynamic applications
10.2.1 Page identification by barcode separator
10.2.2 Electronic input of documents
10.3 FlexID
10.4 DNA technology
10.4.1 Fingerprint matching in dynamic applications
10.4.2 Using the TemplateID
10.4.3 The offset
10.5 Sticky fingerprints
10.6 Managed recognition
10.7 CCO Merging
10.8 FPXML
10.9 Line item detection
10.9.1 Storing repeating structures
10.9.2 Zoning the detail structure
10.9.3 Capturing the detail structure
10.9.4 Filtering line items
10.10 Enhanced error messaging
10.11 Data localization actions
10.11.1 Actions that affect rules execution
10.11.2 Actions that affect the captured data
10.12 Intellocate
10.13 Flex technology
10.14 Conclusion
Chapter 11. Technical walkthrough Accounts Payable Capture
11.1 Introduction to Accounts Payable Capture
11.2 How IBM Taskmaster Accounts Payable Capture works
11.3 Jobs available in the workflow
11.4 When each task profile gets executed
11.5 A walkthrough of the task profiles
11.5.1 The VScan Task Profile
11.5.2 The Batch Profiler Task Profile
11.5.3 The Verification process
11.5.4 The Export Task Profile
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
12.2.1 Single-threaded Rulerunner
12.2.2 Multithread Rulerunner
12.2.3 Load balancing Rulerunner
12.2.4 Race conditions
12.2.5 Running multithreading in VMware
12.2.6 Fingerprint Service
12.3 Configuring Rulerunner
12.3.1 The Datacap.xml and <project>.app files
12.3.2 Installing a single Rulerunner server
12.3.3 Installing an additional Rulerunner server
12.3.4 Configuring priorities and queuing
12.3.5 Installing Fingerprint Service
12.3.6 Using the Fingerprint Service
12.4 Adding additional Taskmaster Servers
12.4.1 Adding a failover Taskmaster Server
12.4.2 Load sharing between Taskmaster Servers
12.4.3 Overview of Rulerunner Server and Taskmaster Server
12.4.4 Scaling a thick client
12.4.5 Scaling a Taskmaster Web client
12.5 Backup and restore
12.5.1 Backing up and restoring Rulerunner machines
12.5.2 Backing up and restoring the Taskmaster Server
12.5.3 Backing up the database server
12.5.4 Backing up and restoring the Fingerprint server
12.5.5 Backing up and restoring the IIS web server
12.5.6 Backing up the file share
Chapter 13. Installation, migration, and application reuse
13.1 Installing the Datacap Taskmaster Capture software
13.1.1 Installing IBM Taskmaster Web client
13.1.2 Installing Taskmaster thick client
13.1.3 Installing the Taskmaster Server
13.2 Migrating application from development to another environment
13.3 Reusing applications
13.3.1 Creating an application based on an existing one
13.3.2 Enhancing a new application with existing design elements
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Note: Before using this information and the product it supports, read the information in “Notices” on page xi.
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