ABBYY FlexiCapture

ABBYY FlexiCapture is an intelligent platform for capturing meaningful data, relationships and insights from documents, forms and correspondence to improve business outcomes. It transforms documents into business value by capturing and validating information in any format at its point of need.

Intelligently digitizing documents and automating document processes, FlexiCapture helps organizations remove risk and cost while accelerating revenue and drive competitive advantage every day.

TECHNOLOGY LEADERSHIP

Intelligent capture

The latest FlexiCapture platform raises the bar on solutions’ performance and time-to-value by leveraging machine learning to accelerate deployments and ensuring the highest level of accuracy. Automatically classify, extract, validate and direct business critical data, whether it’s from incoming customer communications and operational processes, such as invoices, supporting documents, tax forms, onboarding documents, correspondence, claims, or orders. The innovative enterprise platform redefines the data capture and processing landscape by simplifying the long-standing complexity associated with enterprise capture software.

Auto-learning

The new auto-learning capabilities help accelerate your time to production and significantly reduce ongoing system support and maintenance costs. The technology helps users to train the system to process flexible or irregular document layouts while the administrator retains full control to edit, fine-tune or discard auto-learning results. The system continuously learns and improves based on feedback from users leveraging ABBYY advanced machine learning and Natural Language Processing.

Advanced document classification

Inbound communication can be classified by form and content to optimize your organization’s information-driven processes. Classification technology detects every incoming document type, including images, by using deep learning Convolutional Neural Networks and sorts documents by appearance or pattern; and text classification which relies on statistical and semantic text analysis. ABBYY FlexiCapture allows users to use any of these technologies separately or to take advantage of both simultaneously to deliver faster response times and prompt decision making.

Image enhancement

ABBYY Image Enhancement automatically improves images captured by mobile devices to optimize processing. It is also indispensable for processing documents with complex backgrounds like transcripts, identification documents and transportation forms, while automatically optimizing the image for processing or providing immediate feedback if image quality is poor. Features such as auto crop, background whitening, image quality assessment and capability to create custom enhancement profiles for different image sources, help process all documents regardless of their quality or source.

ENTERPRISE READINESS

Scalability and enhanced performance

FlexiCapture can be scaled both vertically and horizontally when deployed to support both high volume and fast document processing scenarios. Whether you need to process more than 3 million documents per day or 2,000 pages per minute, the architecture of FlexiCapture can grow to meet your processing requirements. You can control multi-server installations, distributed infrastructure, and operators via centralized configuration and management.

Service Level Agreement support

SLA monitoring is the cornerstone of how businesses operate. Perform monitoring and analytics with a new SLA monitoring feature to ensure your systems are delivering the optimum results in the given time-frame. Set priorities for document processing stages and change the order of documents in a queue to speed required timescales. Meet your data processing and timing requirements, while ensuring the system is delivering with standard reports and dashboards.

Single solution for all document types

By using sophisticated document analysis, FlexiCapture is able to detect the exact type of paper or digital documents (spreadsheets, images, logos, etc.) and different areas within a document, even when text appears unreadable. Word, Excel, PDF, email bodies, scanned images, and other digital documents can be processed in the same flow.

Multi-level data protection

Various confidential data fields within documents can be hidden using different methods during exchange and verification by operators with different access rights. HTTPs provides bidirectional encryption between a user and a server to protect against data interception and tampering attacks.

Multi-tenancy

Create a secured and isolated environment for tenants and apply common policies for different users with the multi-tenancy feature. Use secure, centralized administration tools and separated licenses to protect data across multiple workgroups with less time for set-up.

Case management

Pre-define document sets for specific processes, transactions or use cases such as mortgage, insurance or finance applications, with the new Case Management feature. Automatically check multiple insurance or mortgage case files for document completeness and compliance through pre-defined case rules.

Mobile capture

Increase data availability and processing speed using mobile devices and other document sources for data entry. High quality mobile uploads are ensured by image enhancement tools. Confirmation reports notify you when images are uploaded and processed correctly.  Build the right mobile experience and capture workflow on your device ensuring the highest level of success and accuracy by leveraging the advanced mobile imaging SDKs of ABBYY.

Multi-channel data entry

Multi-channel data entry enables you to process both paper and digital documents coming from multiple sources in a single flow, including MFPs, network scanners, e-mails, FTP, web post or hot folders and mobile devices.

Advanced monitoring and analytics tools

Tools help you analyze document processing flow, ensure continuity of business process, and optimize and prioritize resources to tune performance and eliminate bottlenecks.

Smooth integration

FlexiCapture’s robust APIs and progressive scripting enable tight integration with any systems of record and engagement. Default connectors for UiPath, BluePrism, Pega, Appian, M-Files and Laserfiche are also available.

READY-TO-USE SOLUTIONS FOR SMB AND ENTERPRISE

Self-service support

New Web Capture Station allows one user to scan or upload images from the folder, enhance the image if needed, extract the data, verify the results and export extracted data to the SRM/ERP system for further processing. All stages can be completed at one station – ideal for when you don’t have a huge document flow and don’t split stages between different people.

Document classification automation

Classify documents into different types (e.g. driver license, bank statement, tax form, contract, invoice, etc.) and variations (e.g. invoices from different vendors) to automatically sort incoming documents and route them to predefined destinations. FlexiCapture offers image, text or rule-based classification methods that can be combined into a hierarchical system to deliver the greatest straight-through processing performance and reduced manual review.

Quick start

Simply run samples of routine documents through the system and it will automatically learn how to classify and extract data from similar documents.

Cross-browser support

FlexiCapture HTML5 Web stations support Chrome, Firefox, IE, and other browsers. Regardless of whether workstations are local, remote or web-based, global companies can distribute and manage relevant business processes across remote locations through a responsive Web interface.

BEST FIT FOR PARTNERS

Universal platform

The FlexiCapture platform can easily be expanded and scaled to serve different projects, processing scenarios and diverse document types. It can be integrated seamlessly into other business processes and information management scenarios.

Time and staff optimization

The capability for auto-learning simple projects enables system integrators and value-added resellers to focus more on resource-intensive tasks, sophisticated scenarios, and complex layouts.

Flexible customization

FlexiCapture Web API and customization scripts enable the development of custom solutions, support specific business scenarios and ensure easy integration into enterprise workflows. Ready out-of-the-box connectors for a growing list RPA, BPM, ECM, ERP and CRM systems meet the requirements for customized business processes, tailored processing stages and routing to boost specific customer tasks.

FlexiCapture Cloud

With FlexiCapture Cloud you have the flexibility to decide which is the right deployment scenario for your requirements. Many customer have a cloud first mandate, while others prefer on premise solutions.  FlexiCapture can run where it makes the most sense for you and configurations for FlexiCapture can be deployed to either option and are compatible with both.  So start on premise and move to the cloud.  HTML5 clients enable you to easily distribute and control access and usability.

ABBYY FlexiCapture is a highly accurate and scalable document workflow platform that intelligently captures, classifies and transfers critical data from unstructured and structured documents to the right process, workflow or decision engine.

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CLASSIFICATION
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RECOGNITION
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DATA EXTRACTION
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VERIFICATION
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EXPORT
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MONITORING
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AUTOMATED DOCUMENT ENTRY

ABBYY FlexiCapture automatically processes all types of documents from files and scanners in a single flow, including office documents and image formats, email attachments and message bodies.

Digitally born office documents can be processed with:

Microsoft Office if it is installed, its use is allowed in the settings, and a valid login and password have been provided.

LibreOffice if it is installed and its use is allowed in the settings.

The built-in converter if none of the above can be used.

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AUTOMATIC DOCUMENT CLASSIFICATION

The neural-based automatic document classification technology enables sorting of documents by content, visual forms, types (e.g. driver license, bank statement, tax form, contract, invoice, etc.) and custom subcategories (e.g. invoices from vendor A, invoices from vendor B, etc.)

It learns quickly and easily, enabling it to perform as an autoclassifier – just provide a set of sample documents (no fewer than 10 documents of each type) and specify reference classes for each document in the set. Not only does it define a document type, but also selects a correct document definition for further content processing.
For many real-life scenarios, the precision/recall ratio can be adjusted easily: simply prioritize either recall or precision, or use the “balanced” mode.
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RECOGNITION

At the recognition stage, document images are assembled into multi-page documents or document sets. Their content and data are intelligently extracted and validated automatically in an unattended mode.

Automatic assembly: multi-page documents out of pages

This task can be done either by separators (e.g. blank pages inserted between the two documents), page counters, or with the help of ABBYY neural-based classification algorithms that automatically identify.

Document sets

ABBYY FlexiCapture runs consistency checks to ensure all case-related documents are assembled correctly into a full document set. For a case management scenario, it enables comparison of:

  • Key fields, seals, photos or signatures of different documents by displaying their main fields on the same сase.
  • Relevant data inside company’s databases against extracted data.

Highly accurate OCR/ICR/OMR and barcode recognition incorporating:

  • Optical character recognition of printed text in up to 190 languages.
  • Intelligent character recognition for hand-printed text in over 110 languages.
  • Barcode recognition for a variety of 1D and 2D barcodes.
  • Optical mark recognition for a wide range of checkmarks.

Automatic validation includes:

  • Comparison against databases.
  • Conformity with built-in validation rules.
  • Compliance with formats.
  • Data normalization.
  • User-defined checks.
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DATA EXTRACTION

ABBYY FlexiCapture automatically extracts data from a variety of paper or digital-born document types, structured and unstructured, such as mortgage applications, tax returns, questionnaires, credit card applications, contracts, invoices, customer emails and many more.

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VERIFICATION

Verification station allows checking if extracted fields match those of the original document. Alternatively, verification can be started manually using the web-based verification station, easily accessible to a verification operator from any physical location. Any of the following techniques can be used:

Group verification

Group verification allows verifying the similar checkmarks or digits across batch of documents by displaying all discovered versions in a single Verification window.

Field verification

Field verification mode enables automatic checking of data fields one by one, or the characters in a field.

Verification in document window

Recognized data fields can be viewed simultaneously and compared against the original document image. Poorly recognized characters (e.g. handwritten text or notes) can be typed manually into the fields.

A web verification station deployed on a third-party system can be accessed via single sign-on technology (using SAML 2.0). Users interact with the integrated web verification station the same way they interact with a non-integrated station.

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DATA EXPORT

ABBYY FlexiCapture automatically exports recognized data to different file formats, or to databases, systems of record and other destination points in line with user-defined rules:

  • Corporate file storage repositories – SharePoint, Laserfiche, etc.
  • ODBC compatible databases – Oracle, Microsoft SQL Server, and Microsoft Access.
  • RPA, BPM, ECM, ERP and CRM systems.
  • Smooth integration with RPA workflows to make your robots smarter.

Exporting document sets

  • Document set images can be exported to one PDF file or placed in a storage location. A file or database record should describe the structure of the document set and contain a link to each document image.
  • Document set fields (including fields in child documents) can be exported to ODBS databases and files. All fields in child documents are available when setting up an export; you can set up mapping and redact sensitive information both in a document section and in linked documents.
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WEB-BASED ADMINISTRATION AND MONITORING CONSOLE

FlexiCapture HTML5 administration and monitoring station enables 24/7 supervision from any physical location. It provides multi-level administration, automatic notifications for critical failures, and comprehensive reporting.

Administration and monitoring allows for monitoring of processing times and pick loads. The system administrator is able to monitor system health, the overall system and each tenant productivity, and to receive notifications about imminent database overflow.

Three standard types of reporting are available: site productivity, processing productivity, and general operator report. The reports can be generated as PDF file or CSF for further analysis.

Microsoft Report Viewer is used as the default tool for generating reports. Although Crystal Reports are not shipped with the product, users who have this product installed on their computers can continue using it for generating reports.

Flexible workflow customization capabilities

With FlexiCapture capabilities, it is easy to create applications that meet the requirements of specific internal or outsourced business scenarios. FlexiCapture customization scripts and web service API enable companies to tailor processing stages and data routing to suit specific customer needs, including:

Document Imaging software using third-party engines.

Connecting and utilizing third-party OCR/ICR engines.

Adding new verification and export stages.

Scanning and classification

FlexiCapture offers scripting capabilities for customizing scanning and classification stages. It is vital for some projects to have additional tools for scanning and classification in order to perform special actions or follow regulations.

Recognition and extraction

This script enables a third-party OCR/ICR engine to recognize any region of a field in the document during the customized recognition stage. Recognition stage includes assembly of documents, document sets, text, and data extraction can be adjusted to any custom scenario.

Auto-correction and data validation

The auto-correction script is launched automatically after recognition to auto-replace or modify data in recognized fields. Data validation scripts can be used to create rules to define custom algorithms for data validation and normalization (e.g. dictionaries, entire collection or just a custom set of symbols).

Document image enhancement

In contrast to the standard assembly rules in document definition properties, a custom script provides the flexibility in document image enhancements by assembling documents into document sets based on user-defined rules, including:

  • Checking values (numbers, dates, etc.) in recognized fields.
  • Requesting a flexible processing order for different combinations of documents that belong to the same set (e.g., AB or BC, or AD).
  • Splitting pages into separate documents.

Verification

For the customized verification process, the scripts add controls over document-specific functions, change the software’s behavior for a particular project, or launch automatically for some events that occur when a batch, document or field is processed.

Export rules

All processed data can be exported to different formats for further data utilization. Create custom export modules with a scriptable export to deliver data and images directly to external applications, including RPA, BPM, ECM, ERP and CRM systems.

Web Stations

All Web Stations appearances can be customized to be in line with customers’ corporate identity. Interface color, logo, links and icons can be changed and fully adopted to existing systems. As a result, FlexiCapture Web Stations look like the part of the existing corporate system.

AUTOMATED DOCUMENT ENTRY

Web service API makes it easy to develop custom applications or import modules that will deliver documents directly to FlexiCapture for indexing, classification and data extraction. Data captured by external applications arrive to FlexiCapture processing server over HTTP or HTTPS protocols. The scripts enable embedding of FlexiCapture Web Stations into any back-end system and applying custom scenarios, stages, user roles and design (buttons, menus, and toolbars).

Web service API functionality includes:

Adding batches of documents for processing.

Passing tasks/documents to an external verification module.

Receiving business-ready data.

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