Watch in our video how to use ABBYY Vantage to convert a customer purchase order to an EDI 850 Format.
Hello. Today I’d like to show you how we can perform OCR on an incoming customer purchase order and create an EDI 850 file out of that customer purchase order. So what we have here is a very standard flow in ABBYY Vantage. We’re gonna bring a document in, we’ll of course extract information from that purchase order. And what you’ll see here is that we will generate that EDI file. And then for today’s demo, we’re actually gonna place that EDI file as a field to the actual document, just so you can visually see what that file looks like and you can also see the actual document as well. For today’s demo, we’re gonna throw that into a review queue. Of course this is optional in any traditional implementation. But for today’s demo, we’re gonna throw that into a review queue so that we can see the results.
Now I have a pretty basic customer purchase order that I’ll show you. And just kind of what you would expect. It has customer information, it has shipping information, of course it has line items and those sorts of things. So what I’m gonna do is we’re gonna go ahead and put that into our try any skill page. We’re gonna drop that in. We’re gonna go ahead and select our 850 skill.
And that purchase order will now be processed. ABBYY Vantage is gonna extract that information and then eventually we will get a link so that we can review that document in a manual review queue.
Okay, that document is now completed. So we can click our review button here. And what I’ll wanna show you here is, of course we have the document and the purchase order in the system, but just for fun, we went ahead and threw that EDI string here onto the actual document itself, just so we can see that and kind of see it in play with how this document works. So we have obviously our header information and then of course our transactional information here.
So this is a very standard approach. Now what we do with this EDI file is a hundred percent configurable. We can pass the actual file to some downstream service. We can save the 850 file independently besides the document. So we just have a lot of control. The secret here is that we wanna get that document in EDI 850 format so that we can process downstream in an automation step.
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IrfanView is a registered trademark of Irfan Skiljan. All rights reserved.]
Discover in our video how to convert an Explanation of Benefits (EOB) document to an EDI 835 Format in ABBYY Vantage.
Hello. Today I’d like to show you our EDI Connector, specifically targeting EDI Format 835 to process, typically an Explanation of Benefits document. What you see here is a very typical process within ABBYY Vantage. So a document or EOB in this case will come in. We will extract the critical information off of that Explanation of Benefits document and we will generate an 835 format to represent the data that we’ve extracted from that document. So pretty standard flow here from an OCR perspective.
So what I have is an EOB. The EOB has typically header information. So details here at the top and then of course we have our claim information or the transactional detail. So what we’re gonna do is put this into ABBYY Vantage and then what we expect on the output is an 835 formatted file.
So let’s go ahead and do that. I’m gonna use our try any skill site. I’m just gonna go ahead and drag and drop that sample. I will select the Process Skill that we’re going to use today, which is our 835 Connector Skill, and the software will start processing that document for us.
That document is now processed and let’s go ahead and see the output file here that we have for it. I’ll share it from this screen. And here’s an example of that EDI output for that specific file. So we have our 835 format there. We have our different segments here outlined in the EDI format that’s expected, and we can now use that EDI information to populate our backend systems, or pass through our downstream step of the automation process here.
So this is a really cool experience, a very simple way to convert an Explanation of Benefits document into a very standard file format that can be used in your downstream EDI steps.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.
Adobe, Acrobat, and the Adobe PDF logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries.
Cigna and the Cigna Logo are registered trademarks of CIGNA Intellectual Property, Inc. All rights reserved.
Notepad++ is a registered trademark of Don Ho. All rights reserved.]
Watch in this demo how to use ABBYY Vantage to convert a Purchase Invoice to an EDI 810 Format.
Hello. Today I’d like to show you our EDI Connector for ABBYY Vantage. And with this EDI Connector we’ll do, it will give us the ability to take an incoming document, in this case an invoice and produce an EDI 810 formatted file. So a document’s gonna come in through a sample site that we have built. We’re gonna extract the invoice details. We’re gonna create that EDI 810 file. And then we’ll produce that here for us to look at through the output stage.
So what I have here is just a very common invoice. We have some header information, we have some line items. And what I’m gonna do is go ahead and upload that to ABBYY Vantage. Just gonna go ahead and upload a document. And we’re gonna go ahead and select our skill. And what’s gonna happen here is the software’s going to take that document in, it’s gonna extract the details, and then it’s gonna produce that EDI file.
Okay, that file has now been fully processed and I just got my EDI file for it. And I’ll share that with you here on this screen. And what you’ll see here is I have my header information as described in the 810 requirement. And then of course we have line item details also described here as well. So what we can do with that file, we can be very creative. We can call an external systems, we can put it on a file directory to be consumed by another third party. But the secret sauce here is that we have that EDI format and can utilize that in our downstream steps.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.
IrfanView is a registered trademark of Irfan Skiljan. All rights reserved.
Notepad++ is a registered trademark of Don Ho. All rights reserved.]
Learn in our ABBYY Vantage Demo how you can transform healthcare clinical/administrative data to a Health Level 7 (HL7) Format.
Hello. Today I’d like to walk you through our HL7 Converter Skill for ABBYY Vantage. And the process will be very similar to what you see on the screen here. We’re gonna bring in a document. We’re going to extract the data off of a clinical form, an administrative healthcare related form, so that we can get that HL7 data. We can route that document to human review if we’d like, and then we will output, of course, our HL7 format.
Let me kind of explain to you what we do within ABBYY Vantage. So within ABBYY Vantage, we will take our administrative forms and we will teach the software how to extract information that is critical on those documents, such as what you see here. This is a generalized consent form for a document, and we just wanna extract this information so that we can pass this between software systems. I’ve set up a sample here and as part of our HL7 conversion skill, when a document comes in and we’ve passed a document through this workflow, we will convert that data to HL7 format. So what I’ve done is I’ve loaded a sample here and I’m gonna go ahead and process this document.
The software is now uploading that sample and it is processing that for us. All right, that document is now processed. I have an HL7 format output here that I will share on my screen, and what you’ll see here is the HL7 format for that given document.
So this is a very common transaction process. The document comes in, we’ll extract that data and we’ll produce that HL7 format so that we can pass that to a downstream system or a web service or backend process.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.]
Discover how to convert a Health Claim Form to a usable EDI 837 format in our ABBYY Vantage demo.
Hello. Today I’d like to show you our conversion to EDI, specifically format 837. Eight hundred thirty-seven is the format that we use for health claim forms. And what you see in front of us is ABBYY Vantage. So within ABBYY Vantage, we will teach the software how to classify and extract data from a health insurance claim form such as a CMS-1500, maybe a UB-04 or a dental form. Those would be the most common ones that we see here in our OCR industry. And our goal is to take that data that we’ve extracted and produce a standard EDI 837 format.
And as part of that process, what we’ll do is we will create what’s called a document skill in ABBYY Vantage. And we offer one here kind of out of the box where kind of a starter skill. You can get extraction up and running very quickly here within ABBYY Vantage by just lassoing fields and teaching the software where these data points exist on a health insurance claim form.
Once we do that, we’ll create what’s called a process skill where we’ll teach the software about how we’re gonna get documents in, how we’re gonna get documents out and if or when we want a human in the loop to review the extraction before we export that data. But the important part of today’s demo that you’ll see is that we’re going to drop a document in to our skill, we’re gonna extract the EDI format and then we’re gonna send that to our output.
So I’m gonna just gonna go ahead and drop our CMS-1500 sample form. I’ll show that to you here. It’s just obviously a very standard in this case, we got a fillable PDF and we understand that’s not always the case here in real life, but here we have a standard EDI fillable form. So we’re gonna go ahead and publish that here to our try any skill page. Now our software is processing that form and what we’ll expect on the output is an EDI 837 format.
Alright, our results are ready. So I’m gonna open up our EDI format file that we just received as an output to this document and bring that over here to our screen. And what you’ll see is what you would very much expect here. We have our output file, it’s an EDI 837 format, and it has the specific format that we’re expecting so that we can pass this data and the extracted information downstream to our backend processes and or systems that are expecting this EDI format.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.
Adobe, Acrobat, and the Adobe PDF logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries.]
Watch in our demo how to split a document that contains multiple invoices with ABBYY Vantage.
Hello. Today I’d like to show you some document splitting in ABBYY Vantage. And the cool part about this is that the software has the ability to split based on text that is found on the document. And one of the ways that we typically use this sort of functionality is with invoices. So a document comes in that may have multiple invoices in it. So let me show you an example of one here.
In this PDF I have just a few different invoices. They’re completely different organizations, completely different invoices, but these are coming in and we need to be able to automatically split them. So what the software can do is it will read these documents and based on logic and today’s logic is pretty simple. We’re gonna look for extracting the invoice number and splitting it when we see a difference. But we can get pretty advanced in the way that that sort of logic is applied.
So what will happen in today’s demo is a document is gonna come in. We will use the assemble skill to split a document. Now we have what’s called a document splitter skill that’s used to split it and we have full control over that splitting logic, and I’ll show that a little bit to you behind the scenes here in a second. But once we’ve split it, we will then formally extract using our Invoice US Skill. So we’re gonna split using our splitter skill. Now that we’ve split successfully, we will extract using our document extraction skill. And then just for review purposes, we’ll actually come in here and we’ll see that document here that’s ready for review and the reason why we’re doing this in today’s demo so that we can see that splitting actually taken place. Alright, let’s go ahead and fire off a splitter skill.
So now that we fire that off, the software now is going to perform that splitting. So it’s looking for differences in the documents and will auto split those documents. And then based on our process skill, we will route those for human review. So what I’m gonna do here is just monitor our skill monitor in ABBYY Vantage. And you can see we now have an invoice that is in the starting stage. And when that’s ready for review, it will go to what we call the Manual Review Stage. So that is our human in the loop step so that we can see these documents.
So now we have that transaction ready for human review so that we can see the splitting. I’m gonna go ahead and open up that transaction. A couple of things I want you to know is that within this transaction, I now have four separate documents. So if you remember, I had a PDF that had four pages in it and they were each individual documents, and now ABBYY Vantage has split that up for us. Not only that, but we have then after we split, we have then applied against each document, our invoice document extraction skill. So now I have every invoice, it’s content that we read off of it, and of course the line items and those sorts of things on an invoice that we would typically want to extract. So this shows us the power of splitting.
Now in practice, document splitting can be much more advanced. We can use page numbers. We can use differing text. We can look at every single page. So let me kind of show you then behind the scenes how this really gets implemented. So if we go back and we look at our process skill, you’ll recall that we have a document splitter skill that we referenced here in that process skill.
Now, if we go and we look at our invoice splitter skill, it’s pretty simple. We’re going to of course perform OCR on a document as it comes in. We will look for different extraction rules. And in today’s demo, once again, this is very basic. We’re looking for an invoice number. We’re looking for maybe something that indicates the first page of a document, but once again, this is all customizable at this point based on your document type. And then we have a splitter script, which gives us the ability, frankly, to go as customized as we want to for the splitting. So we give you a sample script here to start out with, and this is definitely something we can consult with, but here’s where we kind of tell the software, here’s when a new document starts and stops, and then what to do with merging documents into previous invoices if we don’t see a differing number of, in this case, invoice numbers.
So just a lot of control here that we have now that we have the ability to classify, extract the text, and then perform the splitting. And we have full control over then how that batch is kind of formulated here in Vantage, which eventually gets us to the ability to have just a beautiful batch that’s outlined here as we would expect it to.
So a little bit behind the scenes, but a lot of this is really just low-code, no-code options here where we can assemble automatically. And honestly, within minutes we could have documents coming in, in this case invoices just being split and then routed as needed for our downstream steps. So I hope you were able to take this content and apply it to your business use cases here. Just a lot of power at our disposal.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.
Adobe, Acrobat, and the Adobe PDF logo are either registered trademarks or trademarks of Adobe in the United States and/or other countries.]
Watch our demo to learn how to extract document data with our ABBYY Vantage Connector and send it to Snowflake® to be stored.
Hello. Today I’d like to show you our Connector for Snowflake®. Now what this will do is take a document and its data that we’ve extracted from ABBYY Vantage and pass this over into our data warehouse and Snowflake®.
This is a very typical workflow for Vantage. So a document will come in, we’ll extract that data for the document, and then we have our send to Snowflake® Connector here.
It’s pretty simple. So what I have here is a warehouse and a database in Snowflake®. And as you can see here, I have a table called invoice item as an example. And as we flow a document through ABBYY Vantage, we will then populate this as our output step here. So I’ve preloaded a document here that’s ready to be processed, and I’m going to select our Snowflake® Connector, and that will start processing now. When I refresh our Snowflake® table here, we will then see that updated with the line items that we’ve extracted from that invoice. So once we’re done processing here and we see this status updated, we’ll go ahead and refresh our Snowflake® screen.
All right, so now this is processed. I’m just gonna go ahead here and click our execute button. And you’ll see here we now have extracted that information from Vantage, and we’ve populated our database here in Snowflake®.
[Music- “Engineered to Perfection” performed by Peter Nickalls, used under license from Shutterstock.
The word “Snowflake”, “Snowflake” and the “Snowflake” logos, and other marks, logos and titles are registered and/or common law trade names, trademarks or service marks of Snowflake Inc. Other materials such as the text, content, and product previews are also owed by Snowflake Inc. and/or its Owners. Snowflake Inc. reserves all other rights.]
Watch our demo to learn how to use ABBYY Vantage to extract information from documents and send it to Zapier®.
Hello. Today I’d like to preview our ABBYY Vantage Connector to Zapier®. Now, this opens up a variety in many, many thousands of potential third party integrations that we can do with this platform. And that’s the cool part about being able to use kind of a middleware like Zapier is that our options are pretty much endless here. So what we’re gonna do here and Vantage is we’re gonna bring in a document. We’re going to extract the information from the document, and then we’ll send that to Zapier where we then get that plethora of just third party integrations. And that will be considered our output from Vantage.
So when we go to Zapier, what’s gonna happen is we will trigger an outbound email. So we’ll bring the document from Vantage into Zapier, and then we will trigger that outbound email where we will, in this case, just provide some raw body information for that transaction.
And let’s go ahead and just trigger this off. So what I’m gonna do is just do our, try any skill page here. I’m gonna upload a document. And then we’re gonna go ahead and just select our Zapier skill here.
Now, what’s gonna happen is that transaction will get extracted through ABBYY Vantage. The results will be sent to Zapier, where then our integration and workflow within Zapier and third party integrations can happen. Now in today’s demo, we’re just sending that email, which I just received here, and this is just an email of the results. Now this is a hundred percent customizable. We can obviously do all sorts of things. We can parse the JSON that is returned from ABBYY Vantage and do intelligent things with it. But this really does open up an additional workflow option here that gives us the ability to kind of be endless in the way that we send that information and integrate this with our backend processes. So hope you enjoyed this video. Please reach out if you have any questions.
[Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.
“ZAPIER”, “ZAP”, “ZAPCONNECT”, and the “ZAPIER Logo” are trademarks of Zapier, Inc.The Zapier Software Platform displayed is also owned by Zapier, Inc. All rights reserved.
“Microsoft”, “Outlook”, and the software “Microsoft Outlook” are trademarks of the Microsoft group of companies.]
Watch our ABBYY Vantage Demo to learn how to extract and transfer data to an SFTP location.
Hello. Today I’m gonna show you our Secure FTP Connector for ABBYY Vantage. This gives us the ability to take a document that is passed to Vantage and then bring that down to our secure FTP site that we will use for processing.
So what you see here on the left is our FTP details, and then on the right is a copy of where that file will be downloaded to our FTP location.
So what we’re gonna do is we’re gonna go ahead and upload a sample document to our Vantage test site. We will then select our skill that we want process, and then using our SFTP connector, we will start that off and we will then here in just a short little bit, see that document processed through Vantage and of course into our FTP site.
All right, and there you go. That’s an example of our file there that is ready and downloaded for us to process. Hope you enjoyed this video.
[Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.]
Watch our video to learn how to convert a file to an Electronic Data Interchange (EDI) format by using our ABBYY Vantage Converter Skill.
Hello. Today I’d like to share with you our EDI Connector. Now this EDI Connector is very flexible. We have a lot of control over the type of EDI files that we output the format or standard that we use. But for today’s demo, we’re gonna simply use an invoice that you can see will flow through this process skill. It will be dropped into an FTP site. We will extract the details and then we will generate that EDI file and then produce an output. Now of course, that output and where we put that EDI file, we have a lot of flexibility with. We can drop it on an FTP site. We can post that EDI file to a web service. We can drop it in another third party system. So a lot of control over that. But what I’ve done is I went ahead and dropped a sample invoice into our solution.
And here’s that sample invoice. You can see here it’s just a very standard invoice. We have header information. We got line items. And what we’ve done is we’ve dropped that into ABBYY Vantage. Now, from there, we were able to extract and pull an EDI file here.
So when I open this and I show you that EDI file, you’ll see here that now I have an EDI, in this case 810 format that we are using to make sure that we generate this format in a consumable fashion that is meant for the next downstream steps. So we process that invoice sample. We have now generated this EDI file with the content that we need to continue the downstream processing.
So that’s really as simple as what this EDI connector does. I hope you enjoyed the preview. If you have any questions, please reach out to us.
[Music- “‘Engineered to Perfection’ performed by Peter Nickalls, used under license from Shutterstock”.]
