DOCUMENT CAPTURE & AUTOMATION

In any typical day, your enterprise might receive faxes, emails, email attachments and paper documents. So as well as having data held in disparate locations, it is also arriving in entirely different formats and levels of quality. There is no consistency in third-party data arriving in your organization, so integrating any incoming documents into existing business systems can be a major challenge.

The traditional solution – manually inputting all information from different data sources – requires a significant investment in staffing. Those higher costs also come with a high probability of human inputting error, which can lead to processing delays, challenging customer service issues and the unnecessary pressures and costs of extra work cycles.

TerraLink’s document capture software provides an automatic handling solution of unstructured documents across a range of formats and styles. It uses advanced recognition technology, human quality checks and automated workflows to build a reliable and robust data inputting service that is quicker, cheaper and more accurate than any human performance.

Incoming unstructured documents can be turned into data directly consumable by back-office applications in a variety of formats, including XML, CSV and IDOC. Data transport protocols such as SMTP, HTTPS and FTP are all supported.

• Automatically find, extract and classify key information from complex and variable documents based on data extraction rules that recognize pattern types of words and other document identification options.
• Implement rules to verify the extracted data against your master database system and check the information against simple to complex business conditional rules to identify data issues.
• Enjoy 99.5% field level accuracy of your inbound documents and forms through the implementation of machine learning algorithms.
• Determine and automatically correct the context and format of the captured data with validation rules (such as dates, dollar amounts, minimum and maximum field lengths, removing invalid characters, etc).
• Ensure ongoing compliance with privacy, security and other regulations, giving you peace of mind about your company’s continued performance, through automated workflows.
• Receive a powerful overview of your most recent activity with monthly audit and exception reports.

TerraLink’s document capture solution is designed to encourage the optimization of the staff responsible for the initial processing of incoming documents, freeing their time from manual data entry and creating the opportunity for more productive work to help the business’s ongoing development.

By implementing an intelligent capture system, you do not only minimize the data input by validation users (and eliminate the costs, delays and errors associated with having to enter data manually). You also more quickly progress documents to the next step in the processing queue and optimize your infrastructure costs through effective data management.

TerraLink’s document capture solution can also:

• Use routing rules to ensure only documents identified with data issues are indexed manually.
• Build routing options that allow validation users to suspend or route documents to various exception routing queues, enabling other user groups to review, correct and submit those documents to the next stage in the processing queue.
• Leverage adaptive recognition and classification components to analyze historical document data and increase the level of automation accuracy.
• Minimize the influence of the human factor in the error control process.
• Automate control of data completeness and correct paperwork.
• Reduce the execution time of key business processes by switching to working with electronic images instead of paper documents.