Travis Spangler

Discover how to integrate ABBYY Vantage with Laserfiche® for extraction, classification, and storage of metadata.

Hello. Today I’d like to show you our integration with Laserfiche®. And the cool part about this technology is that we have the ability to kind of do a direct integration with them. Not only can we give you the document, but we can pass along its metadata so that you have that for long-term storage within Laserfiche.

So what I’m going to do today is process a lockbox file. It’s kind of a file where we get multiple documents in one, and what you’re going to see is that we have the ability to pass that over to ABBYY Vantage, and then we will pass that over into Laserfiche.

So while that’s getting processed, let me show you that workflow. So in this case, a document is going to come in. We’re going to assemble the document because it’s one PDF with multiple documents in it. We’re going to then classify each document. We’re going to extract critical information from those documents. If we need a human review, we will pass that to human review and then we’ll of course output that over to Laserfiche.

So let’s go check on the status. Our status is we are waiting for review so that we can take a peek at that document. And here you can see what we have. So this is a very standard lockbox example, but we have a table of contents and then we had some scan dividers, and then we may have a denial form. We also have a patient record. We also have an explanation of benefits. And the cool part about our technology is first off, we broke apart the documents. So we were able to classify each individual page or pages. We were able to then from there, extract based on that document type. So for an EOB, for example, we may want header information and claims. And then for a denial, we may want the basic information, like who the patient details are, and is this a denial or what kind of authorization did we receive on that?

So once we’re done completed here, I’m going to hit our complete button. And what you’ll see is that we have our integration over to Laserfiche completed. So if we look at our workflow one more time, we are now here where we’re going to pass that information over to Laserfiche.

So what I’m going to do is go ahead and refresh our Laserfiche system and we’ll go up to our claims process here. When we go up to our claims process and we go into our active accounts, what you’ll start seeing here is that now those documents that we had processed over in ABBYY Vantage are now stored in Laserfiche from a long-term repository perspective. So we have this document, we now have its document type, and we have all of the critical information that we’ve extracted off of that document here for permanent review.

This is a perfect example of where we can use two best-in-class technologies to do the extraction, the classification, and then of course the long-term storage over here into Laserfiche.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

“ABBYY”, “ABBYY Vantage”, “Vantage”, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.

“Blue Cross”, “Blue Shield”, the Blue Cross Word Logo, the Blue Cross Image, the Blue Shield Word Logo, and the Blue Cross Image are all registered trademarks of the Blue Cross Blue Shield Association. All Rights Reserved.

“Humana” and the Humana logo are registered trademarks of Humana Inc. All Rights Reserved.

“Laserfiche” and the Laserfiche logo are registered trademarks of Compulink Management Center, Inc. All Rights Reserved.

“Lincoln Financial Group” and Lincoln Financial logo are registered trademarks of Lincoln National Corporation. All Rights Reserved.]

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Learn how to process Lockbox and eLockbox documents in ABBYY Vantage.

Hello. Today I’d like to show you how we process Lockbox documents, and sometimes we refer to these as eLockbox documents. And essentially what you have is a document that contains multiple different types of correspondence that are then kind of combined into one big old PDF document. And we got to process those and extract that information and do something intelligent with it.

So here’s an example of a document where it’s been prepared as a Lockbox. We typically would see some sort of table of contents, which describes what this file includes. There would be some sort of scan divider or divider per document, and then we would actually get into the document. And then that cycle repeats where we have another scan divider, and then we potentially have another document and then we’ll see another scan divider and then lastly, our last document here. So this is very common in healthcare and financial fields where we just see the sort of collaboration of documents into one big old PDF and now we have to parse those.

What you see here is a multitude of different document types. So we may have a discharge summary, which is kind of part of a patient record. We may have a denial letter, which belongs to the patient, needs to be filed appropriately. And then we may have an explanation of benefits document where of course we want to extract the information and from there and support that and extract that to our claiming system downstream. This is very common of a setup for us, and what I’d like to do is show you how we process this with ABBYY Vantage.

So what I’ve done is I’ve actually uploaded this document into ABBYY Vantage, and you’ll see here we were able to take that one big PDF and separate the individual documents. You can see the first page here is determined as a table of contents.

Our second page, if you remember, is now we start the scan divider in this specific example.

And then of course we get to the actual meat and potatoes, which is our Lockbox. And you’ll see that here. And what we’ve decided is that this is a denial letter. We know the patient, we know all of the metadata on the document, and then of course we know that this is actually in a denial. Here is the final decision on it.

And then in proper format, we saw the scan divider and we were able to extract any information off of that. So sometimes these scan dividers actually give us good transactional information. Oftentimes they’re done by batches and there’s a transaction number.

And then of course, we’ve got our next document, and we’ve been able to classify that. Classification means we determine the document type. So we’ve now determined automatically that the document type for that fifth page is a patient record. So I’m able to find patient record information such as ID number, date of birth. What is the type of document? Is this a discharge summary? Is this medication review? Is this a physical and history document, et cetera.

And then lastly, of course, our last document here was our explanation of benefits. So on an explanation of benefits, we may want the insurer’s name, we may want the patient information, we may want member details, we may want date of birth. And of course we want claim sort of information off the document.

But this is a very common use case. And ABBYY Vantage gives us the ability to quickly, within minutes, set up a process where we automatically take a big PDF, we tell the software how to classify the individual pages, and then of course, based on the document type, we will extract the critical information off of that document. This gives us the ability to pass this information, both the individual document and its metadata downstream to our document management system and potentially claim adjudication system or whatever our process is downstream, so that we have both the document and its metadata that we’ve extracted from it.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

“ABBYY”, “ABBYY Vantage”, “Vantage”, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.

“Adobe”, “Acrobat”, and the Adobe PDF logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries.

“Blue Cross”, “Blue Shield”, the Blue Cross Word Logo, the Blue Cross Image, the Blue Shield Word Logo, and the Blue Cross Image are all registered trademarks of the Blue Cross Blue Shield Association. All Rights Reserved.

“Humana” and the Humana logo are registered trademarks of Humana Inc. All Rights Reserved.

“Lincoln Financial Group” and Lincoln Financial logo are registered trademarks of Lincoln National Corporation. All Rights Reserved.]

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Discover in our video how to configure a mobile upload in ABBYY Vantage.

Hello. Today I’d like to show you how we configure a mobile upload within ABBYY Vantage. Now this is a pretty cool feature. It gives us the ability to allow an end user to use their phone to provide documents into the solution. And this is going to be a technical video today where we explain how to set up this process.

The one thing that I want to bring your attention to very quickly here is the Vantage Help section where we refer to as “Uploading documents from a mobile device”. There are a lot of features built into this platform to customize this experience and therefore I just want to make sure that you are aware of how to find this. And this is just simply done with Vantage. Under the help section and the documentation.

Within this section, there’s also a link to the Swagger API, where you can find all of the calls that are supported within Vantage. Now, the reason I mention that is because the idea of uploading documents through a mobile device has to be secure. And one of the ways that happens is that Vantage gives us the ability to ask the API call for a token and a mobile experience link. And that’s essentially what we’re doing here as we go into the Vantage API.

So allow me to show you how that works. And the way I’m going to show you is by asking the API to provide us a mobile upload link. And this mobile upload link is secure. Also, it’s a timed mobile upload link. So it lasts for a period of time and then it expires. And that’s obviously for security purposes. So we’re in the Swagger page and we’re under transactions. The way that we initiate this mobile upload link and we ask Vantage to provide that to us is we go to our transactions and we say, “Hey, let’s try it out”.

So let me give you an example of how this is done. Obviously we’re going to have to provide it a skill id. And then of course we want to make sure that this generate mobile input link is set to true. That parameter being set to true is what’s going to ask Vantage to create the transaction and as part of the response, give us the mobile input link. So I’m going to go ahead and execute that. When I do, what you’ll see here is a response where I get a specific transaction Id. Also, I do get a mobile input link.

So what I’m going to do here is I’m going to copy that link into my clipboard. And there’s a couple of things. I’m going to open up a new notepad here. What I’d like to show you is a couple of things that we get when we get this link. Let me get rid of some of the noise here real quick. There are several different pieces of this URL. First off, we have some query strings that are very, very important. We have a query string called md. This is the mode of the mobile capture experience, and I’ll explain more about that in a second. We have the token of the mobile capture experience and specifically the token of how we’re going to provide this to the end user. And then of course we have a version. So there’s several different pieces of this URL. As you’ll read in the documentation, we can customize the mobile experience. And the way that we do that is we modify this MD query string. And there are a couple of ways we can do it.

In short, we can provide it some JSON and I have some example JSON here that shows us how we could do this. So in this sample JSON, we’re asking for a passport and we’re asking for a proof of residency where we’re asking the user to make a choice of what kind of document. Is it a rental agreement or a utility bill? So what I’m going to do is I’m going to copy that. Now, if I go back over into our query string, this is actually going to get overwritten with the JSON. However, before we do that, we must URL encode this JSON. I’m going to go ahead and do that here on my other screen. And you can use any third party URL encoder for JSON.

So once you do that and you copy it, you take your JSON, you get that URL encoded right here is where you would paste it. What we have here is our transaction information. That’s our transaction id. This is the mode which explains the JSON, which once again changes the user interface that we’re going to prompt Vantage for. The token and the version here. So what I’m going to do is simply correct my URL now that I have it all separated and I will show you here the mobile experience.

So now I have the mobile experience in front of me. Essentially what I’ve done is that URL that we just built, I’ve provided to my mobile device. And what we’re going to do here is simply open that from here.

Now once we load this experience, you can see here I have what we’re asking for as a passport and a proof of residence. This is customized from that JSON that we URL encoded. So that’s where the software realizes what I need to ask for here. So I’m going to simply capture a couple of documents and show you this awesome user experience.

This gives us the ability to ask for a document without having to have an app on our phone. The user does not have to download an app or have an app pre-installed on their phone. We’re simply just asking them to open this experience.

Here’s an example where I just did a passport, and when we come to the proof of residency, we have the ability to ask for a utility bill or a rental agreement. So today I’m going to go ahead and select a utility bill. And you can see here I have a utility bill in front of me so we can auto capture that. And this experience actually, I’m asking for two utility bills, so I’m going to use the same exact document here. You can see as I hover over the document, the software will look for the borders here and capture that document for us. A pretty cool experience here. And then of course when we’re done, we can click the upload button. And what that does is it gives us the ability to pass that information to the specific transaction in Vantage securely and confidently. So that’s the experience here of how we make this mobile upload process happen technically. From the end user perspective, you can see it’s simple. They just get a link that we would provide and then of course we open up this beautiful photo capture experience for them.

So let me summarize because this is pretty technical and I want to make sure that we’re very clear on how this is done. So the first thing we do is we ask Vantage to create a transaction and provide us a mobile link that we’re going to provide the end user. We have the ability to customize that mobile link with different parameters in the JSON. So if you remember, we have a transaction, we have a mode, we have a token, and we have a version. So those were our different query strings that we have the ability to modify. We have JSON, and this is all very well documented in the documentation. We have JSON that we provide to the experience that must be URL encoded. And that’s how the app, when the user sees it, knows what to ask for. So am I asking for a passport or a proof of residency or a driver’s license? And how many of those documents do we really need? That’s where the intelligence of the application comes from. And of course, we have our token here on how we’re going to access our software and give it to the ability to make sure we’re already authorized to use it.

So a very cool experience, very customizable, very configurable to make sure that your end users and your customer experience is top notch.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

ABBYY, ABBYY Vantage, Vantage, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.

Google Chrome and the Google Chrome browser are trademarks of Google LLC. Use of this trademark is subject to Google Permissions.

Notepad++ is a registered trademark of Don Ho. All rights reserved.

Swagger, Swagger API, and the Swagger Image (SN: 88160148) are registered trademarks of Smartbear Software Inc. All rights reserved.]

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Learn how to process ACORD® forms in ABBYY® Vantage.

Hello. Today I’d like to share with you how we process ACORD® forms within ABBYY® Vantage. Now what you see in front of us is an ACORD® 25 form. This is the form that is our certificate of liability insurance. So a very common form in business. And what you’ll see as I show you kind of behind the scenes of what’s cool with how ABBYY Vantage works with these forms is that we support a number of ACORD forms that are already prebuilt within the software for you to process. So what that means is that you don’t have to teach the software about these documents. All you simply have to do is upload them and start processing your documents automatically.

This is really cool because this gives you the ability to kind of instantly hit the ground running with the software. And of course, on an ACORD form, we’re looking for the header information. So, who’s the producer? Who’s the insured? Who the contact information is. And then of course, we get into our nitty gritties of the policy information that we have. What are the limits? What are the types of policies? Et cetera. And then of course any sort of certificate holder or signing details that we need off of that document.

So this is already prebuilt for us. Here’s an example of us diving into the commercial general liability, where we’re obviously seeing everything that the software extracted here and of course, we’re also able to extract all of the general limits and those sorts of things as well that will come off of these sort of ACORD forms. So it’s a very common implementation of what the software’s able to do for us. Once again, already prebuilt out of the box and ready for you to consume without ever having to even worry about setting up your own model because we already have those in play for us. Now, let me show you how we kind of get started very quickly within ABBYY to make this happen.

The first thing we do is we set up a process skill. And I already have one that is preestablished for us, but essentially this is how easy it is. I dragged an input, an extract, a manual review and an output. The extract activity should point to our prebuilt ACORD 25 document skill. Document skills, if you remember, are the ones that tell the software what model to use for extraction. And then this is an optional queue, but we have the ability to stop a document for a human review upon certain criteria, whether it’s a business rule, so we didn’t find certain fields or they weren’t the certain math that we wanted, or we can force every document to come in. So this would be an optional step. And then of course, when we output this, you have a ton of configuration options in how you get that data back to you.

But the cool part is that we’ve already had that prebuilt model, so I don’t have to set up an extraction skill. I’ve already done that. The software’s actually already done that for us. It comes prebuilt within Vantage. So all we got to do is set up a very basic process skill in a matter of a few seconds, and we are processing these ACORD forms as if we’ve been able to do this a million times.

Looking forward to learning how your experience goes with this technology. If you need any help or you have interest in using ABBYY Vantage, please contact us.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

ABBYY, ABBYY Vantage, Vantage, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.

ACORD, “Association for Cooperative Operations Research and Development”, and the ACORD Logo are all registered trademarks of the ACORD Corporation. All rights reserved.]

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Discover in our video how to process logistics documents in ABBYY^® Vantage.

Hello. Today I’d like to share with you how we process logistics documents. And typically when we get these sort of use cases, really what we see is that there’s a packet of information that’s been delivered to you that has logistic information and bill of lading documents, commercial invoices, packing slips, et cetera and our software has the ability to take that packet, split it, determine the document types, and then extract information from those documents. This is a very popular scenario in the logistics world.

Now, what we see in front of us here is a packet that I’ve received and it contained multiple documents. So this was one PDF with multiple documents in it. And our software was able to split it, and we were able to determine that in this case, the first series of pages is a bill of lading, and then I had a certificate of origin, there’s a commercial invoice on the document, and then lastly, a scale ticket. So in our case, what we have here is the ability to what we call assemble. So split up the packet, determine the document type, we call that classification, and then of course, based on that document type extract the information. So we’ve been able to determine that the first page, for example, is a bill of lading, and then the model that we call for this bill of lading is referred to here on the right. So this is the information that we’ve extracted on the software.

The cool part about this technology, especially in transportation, is that we have the ability to machine learn different document types. So as we see different bill of ladings or as we see different commercial invoices, the software can learn those documents and also it can learn what to extract off of those documents. So not only does it know that a new document is present and how to classify it, but it also can determine what to extract on that document, even though it’s never seen it before. So machine learning in logistics is a very, very important aspect of automating these sort of processes.

Now that you understand the concept, let me show you a little bit behind the scenes on a typical setup for a ABBYY Vantage Process Skill. What you’ll see here is that we have always an input and an output. Every single process skill will always have that, but right here in the middle is really where the critical part of this process skill comes into play. You see, I have an assemble step. The assemble step gives me the ability to classify and break apart that packet. So although I may have one PDF with all of these details in it, or one email with all these details in it, we can determine when to split it. Now that we know how to split it, we will classify it. So we’ll determine the different document types within the packet, and then of course, based on those document types, we will extract it. Then lastly, if and only if needed, we would send that to a review queue. So this is a very common flow, especially in more complicated scenarios where we just need a ton of document types in one given packet.

Now, before I wrap this up, I wanted to kind of share also the different document types that we support. We support a tremendous amount of document types in the transportation and logistics world. You’ll see some of those listed here. If you don’t see some of the documents that you have, it is very likely that we have models already created for them. Also, our machine learning technology gives us the ability to adapt to new documents that we’ve never even seen before, very, very rapidly, and without the need to do templating or without the need to have consultants or highly technical staff to do that for you.

Definitely continue looking into your logistics use cases here with ABBYY Vantage. I think we’ve got a really cool piece of technology that can automate this for you.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

ABBYY, ABBYY Vantage, Vantage, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.]

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View how you can extract key information from Property Tax Statements via ABBYY Vantage.

Hello. Today I’d like to give you a quick overview of what our property tax bill can extract for us on either residential or commercial property tax statement.

It’s a very clean, what we call skill. This is a document skill that we’ve developed to extract information from these bills. You can see that the model that we’re using is referencing things like header details on the tax statement. So things that are found one time such as the owner or the parcel information, et cetera. And then of course we got our repeating information, or taxing unit details down at the bottom, which of course can sometimes be one item. It can sometimes be pages of items. So our software is definitely built to process a variety of these tax bills. But that’s what I wanted to show you real quick is kind of just a summary that we’re able to extract this information on these property tax bills no matter what they look like. Obviously, different municipalities or counties or different locations have control of their formats, of their tax bills. However, our machine learning models do have the ability to learn those different formats, therefore taken away the requirement of human template development and things like that.

Now, let me kind of explain to you quickly the workflow through our solution is very simple and it is configurable, but this is a very common way to do it where we’ll bring a document into the solution, which is ABBYY Vantage. We will extract the information from the bill. We will then review it if necessary, and then of course, we can provide that output to you in the proper format that your business looks to consume. This is very, very common flow and a very great use case and model for property tax bills.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

ABBYY, ABBYY Vantage, Vantage, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.]

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Learn how to integrate MuleSoft® with ABBYY Vantage® to retrieve document information from a source application.

Hello. Today I’m going to show you a really cool integration between MuleSoft® and ABBYY® Vantage®. Now, this is a very simple flow and very simple to develop in these mature applications.

So what you see in front of us is our Anypoint Studio so that we can develop the flow. And this flow is pretty simple. We have our listener, which is the way to invoke this process. That can happen through a multitude of other options, but today it’s just that we have an API listener that we’re going to invoke this process. Once that process is invoked, you can see here we’re just going to kind of make sure that as part of the post to MuleSoft, we get some file details and those sorts of things. So we’re going to store those in variables. Then we’re going to go to ABBYY Vantage® and say, Hey, give me a token, and then we’re going to store that token in a variable, and we will use that token then in this next activity to upload the file to Vantage.

So a very simple flow, but our goal here is to get a document from a source application through MuleSoft to ABBYY Vantage. The way that we’re going to invoke this listener today is through Postman®. So pretty simple way that we want to call it and invoke it. But this would obviously be a multitude of options. But what I’m going to click is our send button. When I click the send button, you will see that part of my MuleSoft flow was to return the transaction ID. This transaction ID is the ABBYY Vantage transaction ID. So then we can store that and we can save that in our flow here in other variables. So we have a lot of options here on what we do with that data, but that’s our goal, is we’re going to upload that file to a Vantage. And as part of that response, we’re going to provide the transaction ID to the caller.

If we look on the ABBYY Vantage side, what we’ll see here is that we now have a document that is available for our review, and of course we can open it, we can work it in manual review. Ideally, documents don’t even go to manual review. So the part of this flow would obviously be not just passing the document and getting the transaction ID, but also parsing the details of the documents so that either in JSON or other standard formats that our consumer application requires, we then have all of the details, all the field level details off of that document that we can use to kind of transform and transpose over to the caller application.

So a very cool way to use mature technology to pass information through, in this case, Vantage APIs, and get that information and parse that and make sure the calling application is updated. And the cool part is here is that it’s just a very simple series of steps where we’re asking ABBYY Vantage for the token, and of course we’re uploading files. And then eventually we may even read the results from Vantage here as part of this flow. So just want to give you a glimpse of how we set up this integration. Hope you enjoy this video.

[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.

ABBYY, ABBYY Vantage, Vantage, and the ABBYY Logo are all registered trademarks of ABBYY Software Ltd.

MuleSoft is a registered trademark of MuleSoft, Inc., a Salesforce company. All other marks are those of respective owners.

Postman logos, name, and related product names are registered trademarks of Postman, Inc.]

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