You Need Information and You Need It Fast!

Transcription

1 VANGUARD SYSTEMS, INC. SOLUTIONS You Need Information and You Need It Fast! That's why Vanguard has built a seamless integrated document management solution that covers the entire document lifecycle. IMS 21, eliteforms and e DMS.NET combine to deliver a single, comprehensive, multi platform solution for Forms, Imaging, Document Management, Content Management, Workflow, Records Management and Archiving optimized for any system. Vanguard s suite of document imaging, forms design, workflow, data extraction, and content management systems solves these paper/productivity issues and makes the power of information instantly available anywhere across the enterprise. It s a complete, singlesource, integrated document management solution. Partnering with IBM, Microsoft, Citrix, and other technology leaders, Vanguard has created a system that s at home in.net environments as well as IBM s System i, and can support virtually any mix of databases, server platforms and networks. It requires no user programming and can be customized to suit the needs of your business.

2 IMS 21 IMS 21 Librarian includes the ability to archive and index system generated reports or computer output to laser disk documents to search and retrieve for display and/or printing. IMS 21 ImageClerk provides the ability to view a group of documents with Document Groups or Document Summary features within a folio. It also provides for the ability to revise a document directly from within a folio. Also includes all batch and interactive scanning capabilities with additional importing capabilities. All required document indexing, searching, viewing and printing software is included. IMS 21 Web allows the user to view documents and reports through a browser. All functions available with IMS 21 Client Software (PC) for viewing and/or printing are supported. You may use this over the Internet or intranet with any support browser. The following are supported with IMS 21 Web: Application integration as a hyperlink to IMS 21 Web from any application or WEB page capable of having a hyperlink to a URL. Electronic Filing Cabinet including document search capabilities. Personal Folio access permitting report and document distribution, using a browser. Improved security, checking User Id against last one used from that location. Displaying of PC Files (User Defined Document Types). Audit Logging. Help text for all views. Document zoom, rotate, print and save capabilities. The IMS 21 Server component sends images and reports stored in IMS 21 to either recipients or to a specified device using a Network Server. This includes the following Server Functions: and Fax Support for outbound document distribution, Multi Page TIFF conversion, Forms Overlay for browser viewing, PDF conversion when sending through and/or Fax, and printing of images and reports to a nominated Print Server. 2

3 Using IMS 21 IMS 21 Librarian IMS 21 Librarian allows the user to enter search arguments. IMS 21 formats a powerful SQL search from easy to understand user prompts. A resulting list of documents are displayed with options for display, print, fax, , etc. Multiple documents can be displayed at the same time including: COLD documents with Forms Overlay Scanned Documents PC Files (Word, Excel, etc.) Forms Overlay over System Generated Reports An optional Forms Overlay may be created in IMS 21 and merged only upon display or printing, thereby saving storage space. System Generated Reports sometimes referred to as COLD (Computer Output to Laser Disk) can be processed as "Cut" forms in IMS 21. When using a Forms Overlay package or AFP, a PDF file may be stored that contains the form with this data. IMS 21 will search the system generated report for specific key fields (such as customer and invoice number), which would indicate the change in document. When found, IMS 21 will "burst" the report into smaller documents with the exact number of consecutive pages found for the key values. 3

4 Thumbnails, PAN window, ZOOM Options and Annotations Thumbnails of images can be displayed for simplified identification of documents. Each user can save their setting by Document Type. The image may be zoomed (enlarged) for easier viewing. used to draw attention to specific areas of the document, add text to the document or block information from view. Annotations include, Highlight (shown), Redaction, Text Overlay and Free Hand Graphic. Security exists on annotations so only authorized personnel can remove annotations or view and/or print the document without the annotations. Several PAN options exist, including a PAN window and Hand panning permitting the mouse to grab the image and move it within the window. Annotations can be Magnifier Design Toolbar with Annotations and Thumbnails Thumbnails 4

5 Each user may choose the method of access, PC Client Folio Display or Web Browser Folio Display When using IMS 21 individual users can determine how they wish to display a folio. PC Client Folio Display The Folio List is launched from any application screen. In this example, the PC option is shown. Each user may select to use the software application, PC or WEB Folio Display. This can be accessed from within the program based on a condition in the program or use of a function key. The Folio List of documents will only include documents for the transaction or master file record being viewed in the users application screen. The user may select to display, print, fax or the document. WEB Browser Folio Display This can be accomplished by inserting an API into the application program. This can be accessed from within the program based on condition in the program or the use of a function key. The Folio List of documents will only include documents for the transaction or master file record being viewed in the users application screen. The user may select to display or print the document. 5

6 Document Summary through IMS 21 PC Inquiry All documents within a folio can be displayed in detail or summary format. This is used to combine all documents within a folio with the same Document Type into one summary list for review. The Document Summary format can be viewed: The summary format allows the user to scroll through to select the desired document type to review. The user simply double clicks the desired Document Type to view and the IMS Document Viewer displays. The user can view each different document all at the same time. All documents within a folio are included in the summary. All Document Types within the folio are lumped together for easy viewing. Users can view all documents of the same document type right at their fingertips. 6

7 Document Groups through IMS 21 PC Inquiry All documents within a folio can be viewed in Document Groups by user or host. The Maintain Document Groups must be completed. The document can be viewed in Explorer View by: Host Document Group. User Document List. Each Document Type within the folio. Users can choose to view only the desired Document Types. The document can be viewed in Tab View by: Host Document Group. User Document Group. Toggle from User and Host Document Group. Each Document Type within the folio can be viewed. 7

8 Revise Document through IMS 21 PC Inquiry IMS 21 creates a new document and references the original. Therefore, the original document remains the same. Only documents with a component of IMAGE can be revised. The user can revise the document by: Adding a new document. Deleting a document. Re ordering the images within a document. The document number of the original document displays in parentheses for easy reference. 8

9 Use in your ebusiness Applications Build your application using any method including Websphere, CGI programming, Lansa, J Walk or any other tool available. Access your system generated files. Use page style and color scheme consistent with your Web site. Display your data along with links to IMS 21 for one or more folios. In this example the user can: Select to see additional data from the users files. Select the see the patient s financial folio. Select to see the patient s medical record folio. Prompt for user ID and password the first time browser accesses your application. Only authorized users may proceed. Authorized users will only see documents that they have security clearance to see. A full audit log created for any Web access as well as PC Client or software application. A list of documents is displayed and the user selected to view the patients EKG. 9

10 Use IMS 21 Briefcase to Distribute Documents on CD The documents associated with the data selected can be: Images and Reports (COLD) can be displayed and/or printed. Up to 10 fields may be exported from any database file: SQL search is built from simple prompts. And/Or selections available. The resulting list will include only the documents that match the SQL search. IMS 21 Documents can be exported and distributed on a CD or DVD: IMS 21 will create a portable document viewing system on a CD. A database, viewing program and the documents are all exported. Everything needed to find, view or print is available from the CD. 10

11 Options to Work with IMS 21 IMS 21 Briefcase Document Export IMS 21 Briefcase provides the ability to export images by using user defined criteria; documents can be exported with a database and programs for searching, viewing and printing. Up to 10 fields in addition to those contained in IMS 21 can be included in the export. This data can come from user data files. The export can then be distributed on CD or Flash Drive and become a self contained imaging system for search and display. IMS 21 Bookworm Report Mining IMS 21 is capable of viewing system generated reports, and with the addition of Bookworm, can archive Monarch models by report type. When the report is selected for display, Bookworm automatically converts the system generated reports to a format readable by Monarch, retrieves the stored model and opens the selected report with the model in Monarch. The result is an easy to use system that permits the user to extract data from any report archived in IMS 21. IMS 21 Full Text Search Text Search Engine IMS 21 Full Text Search supports searching of fielded data in such popular file formats as XML, HTML, PDF, Microsoft Word, Access, Excel and PowerPoint, with over two dozen text search options. These features include: Phrase searching finds phrases like due process of law. Boolean operators include connectors like and/or/not to join words and phrases due process of law and not (equal protection or civil rights). Proximity searching finds a word or phrase within "n" words of another word or phrase: apple pie w/38 peach pie. Phonic searching finds words that sound alike, like Smythe in a search for Smith. Numeric range searching finds any number between two numbers, such as between 6 and 36. Macro capabilities make it easy to include frequently used items in a search request. Wildcard support allows? to hold a single letter place, and * to hold multiple letter places: apple* and not apple? sauce. 12

12 IMS 21 Full Text Search with OCR Text Search Engine & OCR The IMS 21 Full Text Search with Optical Character Recognition (OCR) can be used with document types with a document class of image or a PCFILE with the file extension of.tif. The OCR engine enables you to translate any scanned image to a text document while retaining the graphics. IMS 21 OCR makes it easy to convert scanned images to PDF files for the purpose of importing into IMS 21 Full Text Search. For scanned documents, the IMS 21 OCR must be included with Full Text Search. IMS 21 OCR Translated Scanned Images IMS 21 Optical Character Recognition (OCR) can be used with document types with a document class of image or a PCFILE with the file extension of.tif. The OCR engine enables you to translate any scanned image to a text document while retaining the graphics. IMS 21 OCR makes it easy to convert scanned images to PDF files. It has custom dictionary and batch processing capability. Flotiva.NXT Document Routing, Forms, Data Entry and Collaboration Flotiva.NXT is designed to develop enterprise document/data management and workflow applications. It's an object oriented software product that provides totally integrated workflow, document and data management, with rapid application development. Its point and click design gives the ability to create and deliver solutions throughout the enterprise. 13

13 digidoc Transforming Static Documents into Useable Information The digidoc product uses fingerprinting identification like technology and advanced recognition services to virtually eliminate the entire key from image process. Advanced data extraction processes intelligently interpret document image information, recognizing the characters and symbols on the page image and enabling users to extract some or all of the data in machine readable form. The document images and extracted data can then be securely transferred to document management, workflow, ERP, or other applications via XML and other formats. This software application runs on all conventional hardware platforms and can read images from any document scanner or multi function device. digidoc reads structured, semi structured, and unstructured document images quickly and accurately and is capable of processing tens of thousands or even millions of documents per hour. Capable of creating and managing, nearly all of your document capture and processing workflows. digidoc allows you the freedom and flexibility to automate your existing company processes into an enterprise content management workflow. digidoc uses a variety of technological methods to recognize varying documents: Capture Documents can be scanned and converted to images right out of the envelope. Quality Assure High image quality is crucial to identifying documents and data. Identify With the cleanest image in place, the OCR feature automatically identifies each document. Process digidoc examines the image to separate data from "form noise." Verify At the verify stage, a majority of the documents are already 100% complete and can optionally bypass human verification, going straight to output. Audit digidoc also provides the ability to review the work of the verification operators, Output Now that your valuable data is captured, validated and verified stacks of paper documents have been transformed into usable images and information. 16

14 ID Protect The IMS 21 ID Protect Module is a server based IMS 21 Module that will automatically annotate documents to protect sensitive information. It provides Real time ID Protection for documents as they are requested for viewing as well as Reprocessing ID Protection for documents likely to be viewed in the future. Integrated with IMS 21 for both archived documents as well as any new documents. Can be used to secure data (SS#, Driver's License #, EIN #, Insurance Policy #, Account Numbers and Medical Record Numbers). Can run on an on demand or in batch process, either way, the results and level of protection are the same. Documents never leave IMS 21. NO export, No import, NO duplication of data. Each customer can tailor the keywords, number patterns and thresholds independent of any third party or other customers. Quality Control is updated real time so the customer can monitor the results and start resolving document QC problems as soon as the first document is processed. Thereby, making adjustments, which may improve accuracy or automation, depending on the results. ID Protect Dashboard Document before Document after completed ID Protect ID Protect (data protected) 17

15 Once ID Protect is installed and the Document Type is secured for Identity Protection, there is a five (5) step process that each document must go through before it can be viewed. Once a document is processed through Quality Control (QC), either interactive or batch, the document is not processed again and is available for viewing. The following Five Step Process is as follows: 1. OCR/ICR converts each page of a scanned image into a readable text. 2. Analyze cleans up the data, making it more readable and locate keywords and patterns which will indicate where the ID Protect information will be located on the page. 3. Extract matches various patterns of the ID information along with keywords and location. 4. Normalize normalizes and formats the data, eliminating extra characters and blanks. 5. Verify verifies and scores the accuracy of the data and location. If the verify concluded that this protects the ID information, it will export the information and redact the document. 18

16 Workflow Entry The Workflow Builder and Application Builder can rapidly create and modify customized applications to meet your entire document and data management needs. It can link to a IMS 21 folio from any workflow to access previously archived documents. You can protect your data by permitting only authorized users and groups to access specific documents and workflow tasks. workflow process in IMS 21 and have access in other applications. IMS 21 Workflow integrates with other application software data. It initiates work lists from batch scanning in IMS 21 ImageClerk. Users can use archive data and attachments collected during the Workflow Status The Workflow Status Screen allows you to see and manage the workflow process. Create customizable workflow icons that you can change to graphically represent your workflow steps. You can notify users through your with an attachment that automatically launches IMS 21 Workflow and initiates the workflow task. You can easily create graphical workflow status displays so users can quickly interpret and monitor progress. You can view Serial, Parallel, Ad hoc, Time/Date based and event driven document routing. are being processed. It can also convert client server applications to Webdeployable applications in just seconds. You can route, scan documents and attach new documents at any time using IMS 21 ImageClerk. You can manage labor workload and archive documents as they 19

17 ELITE Award Winning e Forms Processing and Communications Our goal with the elitesuite of solutions is to provide our customers the ability to manage and deliver their business critical documents quickly, efficiently and securely in electronic format. The elitesuite has been implemented across multiple industries. Some of the industries include; Manufacturing, Distribution, Food Service, Insurance, Hospitals and Resorts. Implementing the elitesuite electronic forms and distribution solutions, has put the generation of paper based documents and correspondence a thing of the past for our customers, allowing them to enjoy the benefits of increased efficiency and profitability within their organizations. elitesuite Form and Check Combination Program The elitesuite module combines both the eliteform and elitecheck modules giving you the benefits of an electronic designer; thereby meeting your needs for graphics, designing and check writing without programming changes to your existing applications. Elite Automatic Signature Capture The Elite Automated Signature Capture module is a secure solution that allows your business to incorporate the ability to electronically capture signatures and add them to documents destined for print, or stored as part of the electronic form. The ability to produce a "proof of delivery" or receipt immediately is beneficial to the accounts receivable department and speeds up the payment process greatly. Incorporate signatures with electronic forms automatically. Customized to work with your business procedures. Easily archive and retrieve document originals containing the signature as PDF files when used with IMS 21 Librarian. 20

18 eliteform Automated Laser Forms The eliteform module is an award winning electronic form solution that enables companies to reduce waste, inventory, labor costs and obsolescence while improving employee productivity and most importantly, increasing revenue! Start with our award winning designer to create the look you want for the form, then use link spooled data to the template to finish the process. The next step is to use the eliteform integration software to distribute your forms based on your internal business rules to print, , fax, or post to the web all directly from your system. The designer is used to auto detect and convert printed forms into edit ready for templates, to add, modify, or delete graphics and text with standard WYSIWYG design functionality. eliteform answers the need for electronic form processing as a method to expedite and streamline business critical processes. 21

19 elitecheck Automated Secure MICR Checks The elitecheck module is a secure MICR laser check writing solution that allows users to bring in house a secure laser check printing environment. It increases laser check printing security by utilizing blank check paper versus pre printed checks. It offers password protected bank file maintenance screens, giving companies the flexibility to add and modify bank account information, conditionally add signatures and logos, define dollar limits, add comments, etc. All with no programming changes to your existing legacy accounting applications. "MICRizing" your existing laser printer is done simply by equipping the printer with MICR toner. No need for spending thousands of dollars on special "MICR printers". elit Automated System The elit module is an electronic document management solution to automate distribution. It offers easy to maintain address book and distribution list, track s through the process log, and integration into existing RPG or CL commands with easy API's. It allows you to sort, burst and route spooled files to different recipients. It's an easy to use, timesaving and works with higher efficiency, flexibility and scalability. 22

20 elitefax Automated Electronic Fax System The elitefax module offers a host based seamless and integrated electronic fax solution to automatically fax reports and merged documents. It works as a module of elitesuite by re routing the merged electronic form output to the appropriate fax out queues. This module, in addition to elit , provides real paperless workflow to your e document applications. elitefax, Elite's automated FAX system for the iseries is able to send regular iseries reports as well as electronic documents created in the eliteform software module. elitepdf Security on business correspondence is always a top priority when companies are considering electronic distribution. The elitepdf product enables you to convert eliteform s, electronic form output into a secured PDF document. The files are encrypted for secure transmittal via the internet as well as features supported within Adobe s Acrobat, such as password protection on the document, setting the ability to print or view only and not allowing any changes to be made to the document by the recipient. No longer is there a concern for security on the sending of electronic documents via or the web. 23

21 Vanguard Systems, Inc Dutton Mill Road, Suite 220 Aston, PA Bill Wilson VP/Marketing and Sales 24