emc captiva – transform your business through intelligent enterprise capture
DESCRIPTION
See how EMC Captiva transforms information ingested from all sources from a liability into immediate business advantage by converting your documents and data into application-ready information through automated document classification and data extraction capabilities.TRANSCRIPT
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EMC Information Intelligence Group
Transform Your Business Through Intelligent Enterprise Capture
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Paper remains a key part of your organization’s processes
Initiates processes
Facilitates transactions Provides
decision support
What is your paper doing?
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When data is unavailable business slows How does it affect process?
20M Tons of paper used annually
$120 labor to search for
misfiled/lost documents
$8 To process a single invoice
(70% of which is document processing)
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When data is unavailable business slows How does it affect process?
Slow loan processing
Negative impact on competitiveness
Poor claims processing accuracy
High compliance and processing costs
Inefficient document processing
Potential fines and legal liability
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1 3 Physical Delivery Manual Sorting Scanning
Storage Manual Data Entry Business Systems
Time consuming delivery of paper documents to a centralized facility
Time consuming delivery of paper documents to a centralized facility
Takes time, requires additional staff, and is prone to human error
Costly and error-prone outsourcing can lead to unnecessary risk
Lost time from sorting the documents to the time they get scanned
Time is spent to process and manage error prone data
4 5
2
6
Traditional Document Processes How do we make this better?
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CUSTOMERS DEMAND FASTER
RESPONSES
TYPES
EXCEPTIONS
QUALITY
MOBILE
The digital world has changed everything
While paper may be declining, digital content is thriving!
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Transform high volumes of documents into actionable data for use in vital business processes and applications
Improve Productivity Better capture anytime, anywhere
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CENTRAL OFFICE OR HEADQUARTERS
High Production Scanners and MFPs
BETTER CAPTURE
Centralized
Mailroom/Email
Fax Machines
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BRANCH OR REGIONAL OFFICES
FIELD OFFICES/ CUSTOMERS
Web-based scanning
BETTER CAPTURE
Mobile Capture
Distributed
High Production Scanners and MFPs
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Knowledge workers
BETTER CAPTURE
Mobile Capture
Ad-hoc
Knowledge workers
Web-based scanning
High Production Scanners and MFPs
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CAPTURE Mobile
Quickly bring capture-enabled mobile applications to market
Mobile Toolkit: Deploy mobile applications with seamless Captiva integration
Mobile SDK: Build mobile applications with open-ended backend integrations
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Mobile Toolkit EMC CAPTIVA
ON-DEVICE CAPTURE & IMAGE ENHANCEMENT
• Check Deposit • Loan Origination • Invoice Processing
IMAGES OPTIMIZED FOR TRANSMISSION
SERVER-SIDE MOBILE IMAGE PROCESSING
CAPTIVA ENTERPRISE SERVER
CUSTOMER WEB SERVERS
Captiva REST Services (for batch submission)
• Data Import to Business Process
• Image and Data Archive to ECM
• Classification • Recognition • Extraction
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Mobile SDK EMC CAPTIVA
ON-DEVICE CAPTURE & IMAGE ENHANCEMENT
• Check Deposit • Loan Origination • Invoice Processing
IMAGES OPTIMIZED FOR TRANSMISSION
SEAMLESS INTEGRATION TO:
• File Shares • ECM Repositories • Sync and Share • Other backend systems
OPEN-ENDED BACKEND
CUSTOMER WEB SERVERS
Accelerate Automation Document classification and production auto learning
Automated document classification
ADVANCED RECOGNITION
Intelligently recognizes all document types
Eliminates manual preparation
Automatically organizes complex data sets
Text-based analysis
Precision anchor techniques
Full-page image Handwriting Text-based
analysis
Precision anchor techniques
Full-page image Handwriting
Production auto learning
ADVANCED RECOGNITION
Document classification • Global, local and keyword analysis
• Learns based on images captured, operator input, data captured, and free-form rules
Text-based classification • No setup required—automatically
determines text block and position pattern
• Delivers 20% better accuracy than expert created templates
INVOICE
TOTAL
WORK ORDER
Intelligent data extraction
ADVANCED RECOGNITION
ZONAL FLOATING
FREEFORM HANDWRITING
The Big Picture
MORE Examples
PROCESS MANAGEMENT
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PROCESS MANAGEMENT
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• Capture anything from anywhere
• Intelligently connect documents
• Deliver enterprise capabilities EMC Captiva
CAPTURE WITH
BACK
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PROCESS MANAGEMENT
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• Enterprise-class ECM
• Robust compliance and security
• Open, standards-based architecture EMC Documentum
Platform
CONTENT MANAGEMENT WITH
BACK
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PROCESS MANAGEMENT
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• Intuitive, Simple, and Secure
• Advanced search and discovery
• Collaborate on the go EMC Documentum
Mobile
COLLABORATION WITH
BACK
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PROCESS MANAGEMENT
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• Tailored for multiple delivery channels
• Highly customizable and personalized
• Flexible and configurable design
EMC Document Sciences
CUSTOMER COMMUNICATIONS WITH
BACK
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PROCESS MANAGEMENT
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• Flexible process design and automation
• Improve efficiency and visibility
• Integrate with LOB systems
EMC Document XCP PROCESS MANAGEMENT WITH
BACK
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PROCESS MANAGEMENT
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• Automatically apply policy-based retention
• Reduce discovery costs and mitigate legal risks
EMC Documentum Records
Management
GOVERNANCE WITH
BACK
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PROCESS MANAGEMENT
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• Application decommissioning
• Live application archiving EMC
InfoArchive
GOVERNANCE WITH
BACK
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Functional Examples
Financial Services • Mobile banking • Mortgage lending • Consumer lending • New account
opening • Account servicing
• Tax filings • Unemployment
benefits • Social services • Court records • Disability insurance
Insurance • Property & Casualty
claims • Insurance underwriting • Account management • New account opening
• Medical records • Medical claims • Patient admissions • Prescription fulfilment • Patient insurance
services • Clinical research
• Accounts Payable and vendor management
• Employee on-boarding
• Legal and regulatory • Digital mailroom • Retail and personal banking
Industry Examples
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EMC Managed Services OnDemand (MSOD)
On-Premise
What about deployment?
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Leading the way
Standard Life
Eliminate cost, inefficiency of sorting and adding separator sheets
Reduce high costs of data entry sourcing
Reduce time to identify and route mail to the correct departments
Disparate legacy systems not delivering significant document automation benefits
• EMC Captiva Capture easily handled and processed 10M+ pieces of paper per year
• EMC Captiva Advanced Recognition helped free up 24 staff members
• EMC Captiva replaced legacy systems and delivered overall system efficiencies
Case Study
Driving Efficiencies in Critical Document-Based Processes
CHALLENGE SOLUTION
90% Automation of business processes achieved
30% reduction in staffing requirements
1.1 (US $1.76m) Annual cost savings
Efficiencies gained through document-dependent processes with mail delivered an hour earlier each day
BACK
CNO Financial Group Case Study
Complex sorting and separator sheet insertion limited the value of capturing documents
Data entry outsourcing was expensive and inaccurate
Need a scalable capture system capable of handling more than 350K images daily
Automate the document preparation and data extraction steps to handle backlogs in processing
> 90% classification rate for all documents
> 90% accuracy produced by data extraction –with data validation
> 90% touch-less document processing
• EMC Captiva Capture with Advanced Recognition provided the scalability and automation needed by the organization
• EMC Captiva Module Development Kit helped to quickly create and implement custom indexing and validation modules against their database
• EMC Captiva helped cut outsourcing budgets and significantly improved the business process
CHALLENGE SOLUTION
Accelerating Claims Processing
BACK
Lloyd’s Banking Group Case Study
Replace legacy system and increase classification and data extraction automation
Reduce operational costs and risks
Need for better flow of documents to corresponding departments
Ensure consistent delivery of high standard of customer service
• EMC Captiva Capture with Advanced Recognition was able to efficiently process about 22M documents per year
• EMC Captiva streamlined the bank’s processes, reduced operational efficiencies and downtimes
• EMC Captiva helped increase processing volumes of customer correspondence by 50% without incurring additional staffing costs
CHALLENGE SOLUTION Reduced manual interaction during capture process through intelligent capture
300% increase in the number of document types being processed
200,000 documents/day while meeting SLA of 60,000 delivered by 1pm
Leveraging Automation to Increase Productivity
BACK
CHALLENGE SOLUTION
Eliminate manual delivery of correspondence to different departments
Need to improve scanning/capture process to meet ever-changing demands of the business
Need to efficiently handle and process paper-documents which comprised 99% of information coming into the business
• EMC Captiva Capture with Advanced Recognition provided the scalability and automation needed by the organization
• EMC Captiva eliminated the need to physically store paper documents and freed up storage space
• EMC Captiva streamlined the business processes, reduced operational efficiencies and downtimes
3–5X Faster Speed-up capture and evaluation of the key data points while data quality was maintained
Down to 5 Effective reduction from the original 24 production business processes
Nearly Zero Lost documents drastically eliminated
NYL AARP Case Study
Delivering Significant Improvements to Customer Service
BACK
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NEXT STEPS
Transform your Business Through Intelligent Enterprise Capture