Perceptive Intelligent Capture Reporting

Ever wonder why you aren’t getting better extraction rates or optimal processing in your Intelligent Capture implementation? Let us show you how to leverage Visibility reporting to get the information you need to improve your processes and document readability. Learn how to use this tool to make data-driven decisions to advance your usage of this powerful platform.

Transcript

John Marney:
This is Alex Lindsay, a Senior Solution Architect on our team.

Alex Lindsey:
Welcome.

John Marney:
And we are going to be talking about Perceptive Intelligent Capture reporting, or Visibility. First, just a little bit of background information about RPI. We have been working with Perceptive and Kofax products for around 16 years. Currently, this team has around 15 members, but we’re growing rapidly. The remainder of RPI Consultants focuses on Infor Lawson consulting. That encompasses around 60 members around the country. Our headquarters are in Baltimore, and we currently have offices in Tampa and Kansas City, Kansas City, of course, being where we are and where the imaging team is based out of.

What do we do? What does the imaging team do? For Perceptive Content, and Kofax, and Intelligent Capture, and this entire suite of products, we do eForm and iScript development. This is for both new implementations and enhancements. We do similar … We do workflow designs and redesigns. As many of you may be familiar with right now, we do upgrades as the Perceptive 6.7 reaches its end of life. There’s a lot of that going on right now. We also do health checks, security audits, system to system, or legacy system migrations, and we support Clinical and HL7 implementations.

One plug real quick. Please come see us at our booth at Inspire in Nashville. We are platinum sponsors, so we’re going to have a big space. If you’d like to schedule some time to meet with us and discuss this or any other topic, feel free to schedule some time at rpic.com/inspire.

Let’s get to the meat and potatoes.

Alex Lindsey:
Sure. A lot of you may not know about the Visibility reporting tool. Visibility is what we call the Intelligent Capture reporting tool in and of itself. You may or may not own it. Implementing Intelligent Capture, particularly with Content, can be quite a cumbersome project. Sometimes those highlights of the products that you have may or may not be covered with you guys.

We’re here to help you find out if you have it and how you guys can essentially use it. If you own it, we’ll help you find out if that is the case for you. Or if you don’t own it, we can assist with a few database look-ups, and queries, and things like that, to pull a lot of that information and extraction data from the Intelligent Capture engine to help you guys understand what your data extraction is.

A few things to note about the Intelligent Capture reporting, or Visibility, as we’ll call it from here on out, is that it runs on IIS. If you’re not sure if you have it, and you may have it, you can check your Business Insight server. If you have Perceptive content, a lot of times, we’ll put that Visibility software on the Business Insight server itself. If it’s not there, then it’s probably on its own remote agent server.

A lot of the reports that you can run with Intelligent Capture Visibility can be scheduled. They can be emailed, and they can be output in a lot of different formats, so CSV, PDF, Excel. I actually like Excel, a lot, to export a lot of these reports, because it allows me to do a lot of data manipulation outside of the tool itself. You can get a lot more bang for your buck with those data extracts.

John Marney:
Absolutely. What are the different … I’m sorry. Go ahead.

Alex Lindsey:
There’s several different types of reports that we have here. The accounts payable capture, custom, and verifier. The accounts payable one, if you have Intelligent Capture for Invoices module installed, you’ll definitely have this accounts payable Visibility report functionality, if you have that installed. That’s really going to give you a lot of the vendor specific and invoice specific information that can help you classify which documents came through, which fields were coming through, and things like that. I would say that most of the customers that we work with, and I have worked with in the past, have had this module installed.

The capture module itself, that essentially is more of an end-to-end reporting.  There are a lot of overall statistics, and there’s a lot of data in there that you can use to make good business decisions.

Custom, if you’re watching this, and you’re not sure if you have it, or if you do have it and you just not use it, custom’s probably going to be a blank space for you there. Given that, RPI can help you guys write some custom reports, maybe do some slight adjustments to existing reports, and get something that maybe makes more sense for your end user group, if you don’t find something in these other modules.

The last is the Verifier. The Verifier module essentially shows you more of the end user, so what’s the end user doing, how many documents are they verifying on a day-to-day basis, and things like that. If you’re an accounts payable manager, you may find that extremely interesting to see what your workforce is doing. We’ll hand it off to John now to talk over some of these reports that we mentioned already.

John Marney:
Yeah, thank you, Alex. Okay, so we’re going to run through three sample reports today, one from each of the modules we discussed outside of custom. We’re going to show the data that comes out of it and how that might be applicable to your business.

The first report is Vendor Snapshot Statistics to just go over a snapshot of your vendors for invoices and your Intelligent Capture. The second is Extraction Statistics by Date, and the third is Documents Verified by Date by User to go over a little bit of individual user performance in Verifier.

The first report is Vendor Snapshot Statistics. To access this, when you first log into Visibility, it’s probably going to look like a pretty clean screen, not really even any buttons. If you mouse over the left side of the screen, you’ll see this navigation bar pull up. It has a navigation button, reports, data model, favorites, home. If you click reports, and select the accounts payable bucket of reports, it will continue to expand to the right.

What we’re going to run is this PIC Vendor Snapshot Statistics. How we run it is a quick run with default option. It’s going to give you another prompt, and it’s going to take you to a page with additional prompts, where you can choose to filter it by a certain date range, use certain vendors, certain companies, internal companies. I would say for the first time you run it, just use all the defaults, so you can get a really broad look at your business. This report will show you a lot of information on just how well certain vendors are getting processed through Intelligent Capture. What does that data look like?

On this screen, what we have is an Excel output of the data. It’ll actually show up in Visibility and has a few more options for output, but just for the sake of demonstration to fit it on the screen, I brought it into Excel.

Let’s take a look at what exactly we’ve got here. Moving from left to right, obviously the first column is vendor name. The names have been replaced with letters for this demonstration. The second column is total number of documents that have moved through in that time period. When I ran this report, I chose 30 days, which is the default. Vendor A had 11,630 documents move through in the last 30 days. Third column is number of fields. This is not an extremely significant column, unless you’ve done a lot of customization to your Intelligent Capture. Out of the box, it will have a certain number of fields configured, and that will change, basically only depending on whether you’re doing header only or header and line item. This environment, it was header only.

The next column is where we really get into the very useful information. The percent verified is a percentage of fields that had to be verified for any given invoice. For Vendor A, 9% of fields had to be verified. However, the percent correct is how many it actually successfully extracted. Even though it may have extracted it correctly and not had the confidence level to push it through, like it can extract a date and not be sure that it extracted the correct date, the percent correct means that it got it. It just made have made the user verify that it got it. Ninety-five percent correct, those levels are going to be pretty tight.

However, you see down at the bottom, the report is automatically color coded when the levels start to dip to concerning levels. Sixty-five percent of fields being extracted correctly is fairly poor, so Vendor R, we probably need to look at what’s going on with them, the format of their invoices. That’s a decent candidate for maybe a learn set to templatize exactly what that vendor’s invoice looks like.

Alex Lindsey:
It may be worth it, too, to just find out what’s the quality of the image coming in right now. Are you scanning it in? Is it coming in through email? Or is a mom-and-pop shop, for instance, just sending, and scanning in or emailing in a carbon copy. Those obviously have effects on these numbers, as well.

John Marney:
Absolutely. The next column is percent not on dock. Thi