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Infocap – DataExtraction

Overview

Extracting and validating data from documents or other digital content is an important component of a document capture solution. Extracted data can range from simple indexing information such as form type, name, and SSN to comprehensive extraction of all fields on a complex form. The extracted data may be in the form of barcodes, handwriting, machine type, or checkboxes. Regardless of the format, the capture solution must accurately locate and extract the information. When the accuracy is in question the document capture solution must provide an efficient method for a subject matter expert to evaluate and correct issues.

Data Extraction and Validation Activities

Data extraction and validation activities revolve around defining what information is to be extracted, what document it is in, and where it is expected on a document.  Business rules, OCR/ICR confidence thresholds, validation workflows, and user screens need to be established and configured. Specific tasks include:

1. Define extraction requirements
2. Evaluate sample extraction results
3. Develop and implement extraction rules
4. Map extraction data to output schema
5. Define validation business rules and OCR/ICR confidence thresholds
6. Configure validation workflows and user screens
7. Assess forms/document redesign to increase extraction automation levels

InfoCap Data Extraction and Validation Services

1. Efficiently evaluate forms and other content for extraction expectations
2. Evaluate extraction requirements and recommend appropriate extraction technologies
3. Develop extraction rules and validation properties
4. Translate extraction requirements into a schema for internal and external processing
5. Design and configure validate processes to meet accuracy goals

Overview

Extracting and validating data from documents or other digital content is an important component of a document capture solution. Extracted data can range from simple indexing information such as form type, name, and SSN to comprehensive extraction of all fields on a complex form. The extracted data may be in the form of barcodes, handwriting, machine type, or checkboxes. Regardless of the format, the capture solution must accurately locate and extract the information. When the accuracy is in question the document capture solution must provide an efficient method for a subject matter expert to evaluate and correct issues.

Data Extraction and Validation Activities

Data extraction and validation activities revolve around defining what information is to be extracted, what document it is in, and where it is expected on a document.  Business rules, OCR/ICR confidence thresholds, validation workflows, and user screens need to be established and configured. Specific tasks include:

1. Define extraction requirements
2. Evaluate sample extraction results
3. Develop and implement extraction rules
4. Map extraction data to output schema
5. Define validation business rules and OCR/ICR confidence thresholds
6. Configure validation workflows and user screens
7. Assess forms/document redesign to increase extraction automation levels

Infocap Data Extraction and Validation Services

Efficiently evaluate forms
and other content for
extraction expectations

triangle-accent

Evaluate extraction
requirements and
recommend appropriate
extraction technologies

triangle-accent

Develop extraction rules
and validation properties

triangle-accent

Translate extraction
requirements into a
schema for internal and
external processing

triangle-accent

Design and configure
validate processes to
meet accuracy goals

Overview

Many Capture Solutions involve processes ranging from a single workstation where all work is accomplished to multi-workstation systems with complex supporting workflows.  Often customers are moving from a manual paper process where traditional concepts may need to be revised to best utilize the capture technology.  A guided Business Process Review will aid your department in understanding the “As-Is” condition and help develop the realistic “To-Be” environment.

It is critical to first standardize the process.  If any process is not standardized it can’t be effectively evaluated/improved.

And it is important to get knowledgeable “outsider” input/feedback.  An outsider’s insight is valuable because they know the technology, are aware of similar solutions, and are not bound by internal relationships or historical practices.

The Business Process Review Activities

As with any process it is important to important for BPR activities to be conducted using a structured approach.  While the BPR process is honed to each customer’s unique requirements, the key components are:

1. Understand the problem
2. Determine data to measure
3. Gather data/metrics
4. Evaluate the information
5. Implement changes
6. Measure

InfoCap Business Process Review Services

1. Guide your department through the BPR Process
2. Provide “outsider” insight based upon industry “Best Practice” standards
3. Assist with metrics development / evaluation
4. Assist with metrics based Capture Solution modifications