Document Imaging
Scanning Basics
What is Document Imaging?
• Document imaging is making what would be
paper documents today be imaged documents
going forward.
• Why would I want to go to Document Imaging?
• Overhead
• Efficiency Improvements
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Benefits of Document Imaging
• Disaster recovery/backup
• Efficiency/Personnel reallocation
• Staff Productivity
• Access to documents
• Proper Security of Documents
• Improved customer service
• Examiners/Regulators can complete work much
faster
• Audit record
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Potential Savings of Document Imaging
• Statistics / Cost of lost documents.
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Basic Scanning
• Document Type
• Keywords
• Scan queue
• Scan format
• Scanner
• Sweep / Scan from Disk
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Basic Scanning Example
• With just those simple pieces in play we can
create our first scanning process.
• This scanning process would be more efficient
than not scanning at all, but the least efficient that
you will be shown today.
• Lets build a basic scan process to bring in a few
documents.
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Basic Scanning Improvements
• Manual Indexing of Documents
• Autofill keyword sets
• Efficiencies
• Data Integrity
• Multi Instance Keyword Groups
• Document Separation
• Barcode scanning
• Efficiencies
• Improved indexing accuracy
• Limited document knowledge
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© 2010 Fiserv, Inc. or its affiliates.
Autofill keyword sets
• How is it generated?
• Viewpoint/Prime
• PDS9957 Director Host Link
• How does it work?
• Primary keyword value is entered and the additional
values flood in.
• Multiple keyword sets can be used based on the
primary keyword on the document being indexed
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© 2010 Fiserv, Inc. or its affiliates.
Autofill keyword sets (Continued)
• How would I build an autofill keyword set?
• Four pieces to the process
• The Autofill keyword file its self
• The source of the keyword values
• The Autofill keyword set in configuration
• The storage of the keyword values in director
• The Autofill keyword processor to import the file
• The process that populates the database table
• Assigning the autofill keyword set to the document types.
• The action that ties a given document to a autofill keyword set
• Lets walk through putting together a working
autofill keyword set.
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© 2010 Fiserv, Inc. or its affiliates.
Basic Scanning
Thank You