ABBYY Vantage Video – Convert a Customer Purchase Order to an EDI 850 Format

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.

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

IrfanView is a registered trademark of Irfan Skiljan. All rights reserved.]

ABBYY Vantage Video – Convert an Explanation of Benefits (EOB) to an EDI 835 Format

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.]

ABBYY Vantage Video – Document Splitting

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.]

ABBYY Vantage Video – Electronic Data Interchange (EDI) Converter Skill

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”.]

ABBYY Vantage – Assemble Activity Video

Watch our video to learn how to use the ABBYY Vantage – Assemble Activity to intelligently separate multi-page documents into individual documents and/or transactions.

Hello. Today I’d like to show you how we utilize the Assemble Activity within ABBYY Vantage. Now, the Assemble Activity gives us the ability to control and manage how we deal with multiple page transactions or even documents with multiple pages in it, or a document that has multiple documents in it, like what we see on the screen here. So what I have is a sample that shows six pages, but every page here is actually an independent document. So these are just some sample direct deposit forms. And you can see here every single page, even though there’s a couple different types, is its own independent document.

So what we’re gonna do is use the Assemble Activity to break apart this document the way that we expect it to be broken so that instead of six pages, I actually have six different transactions.

All right. So what you’ll see here is we of course have a process skill. And in our process skill we have our standard activities like input and outputs. For today’s demo, we’re gonna drop that sample into an FTP folder. So it’s pretty simple. We will then call the Assemble Activity. Within the Assemble Activity, we have settings here. Specifically in today’s, we’re gonna use classifications. So we want the software to look page by page and determine what the documents’ is, and we’re gonna tell the software, Hey, if you find one of these given direct deposit forms or document types, we want you to consider that the first page until you find another one.

So the reason why that’s important is because some documents aren’t always as simple as having single pages for every single document. So we wanna tell the software when to split the document by using this first page checkbox. So once a software does that, we’re gonna go ahead and classify the document, and then based on that classification, we will extract from the given document type. So of course we have our action pane here that determines the classification skill that we’re pointing to. And then here I have actually extraction for two different documents. If you remember in my sample, I actually have one called ACME and one called Custom Kitchens of Bayshore. So that’s what you see here is the extraction skills that we’ve set up here for each of those given direct deposit forms. And then of course, we will export that to the FTP folder.

But the critical steps are right here in the middle. Assembling the document. Now that we have it assembled, we wanna classify of course, and then extract that information from the given document type. So let’s go ahead and run a sample. What I’m gonna do is bring up our FTP client. I’m gonna navigate to our input folder, and I’m going to drag that sample that you saw into the input folder. Now, what the software’s gonna do, of course, is monitor the input folder here, and when it’s ready and it’s come to its next polling cycle, it will grab that document.

All right, You can see the software now has pulled that document. It is now an actual transaction. If we wanted to, behind the scenes, we would see that transaction in our skills monitor. But what we’re gonna do next is we’re gonna just monitor our output. And what we would expect in this output is for the software to find each of those individual files. And we’re gonna have it export a PDF and a JSON of that file extraction that we have for each of those given document types.

All right, so here is our transaction. If I go into our transaction, you’ll see I have the PDF of each of those and a correlating JSON. So the software did me two favors. It split up the document, and then based on the document type, it extracted the given fields for us here. So this is a perfect way and a perfect example of how we utilize the assemble methodology here on a process skill. I hope you enjoyed this video.

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

Watch for the Release of our ABBYY Vantage Skills

Our Team at User Friendly Consulting, Inc. strives to provide you with high quality products, solutions, and customer support. This means we not only have the honor of assisting you with solving software issues, but we are able to do so in a creative manner. Our Team has created various skills and connectors for ABBYY Vantage users to adopt with their document data extraction practices. Learn more about ABBYY Vantage, visit the ABBYY Vantage Marketplace, and/or discover more about our innovative skills.

ABBYY Vantage Video – Connector for Citrix ShareFile®

Watch our video to discover how you can use our ABBYY Vantage Connector for Citrix ShareFile® to extract data from a document and then store it in Citrix ShareFile.

Hello. Today. I’d like to share with you our ABBYY Vantage Connector for Citrix ShareFile®. The goal of today’s demo is to walk a couple documents through the process skill that you see on the screen. A document will come in through a shared folder. The software will extract the critical information from the document. It will then store that document in Citrix ShareFile. The goal is to have that as a resting point for the document. A historical reference is what we typically call it so that we can access that document forever, potentially depending on the retention policies of our organization.

So this is the basic flow that you’re gonna see. Once I refresh our [Citrix] ShareFile window here, we will then see the documents that we populate from our hot folders.

So let’s go ahead and drag some documents into the system. So what we’re gonna do is just, we have a few direct deposit samples going into our shared folder. ABBYY Vantage will then grab these documents up and will go through that process that you just saw outlined on the screen.

Okay. ABBYY Vantage has now picked up those documents. They are now processing through this flow that you see on the screen. When we refresh our [Citrix] ShareFile screen, we will now see those three samples that we uploaded stored here in Citrix ShareFile for historical reference of those documents.

All right, now that we refresh our Citrix ShareFile screen. You’ll see here that I have those samples stored in Citrix ShareFile. I can click those PDFs. I can access those documents and have them just for a historical reference and uses within our organization and our [Citrix] ShareFile system.

So this is a really great example of taking ABBYY Vantage. Being able to have these documents recognized, extract the information, and then store that information in a repository so we just have future access to those documents. Hope you enjoyed this video.

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

“Citrix ShareFile®” and other marks appearing herein are trademarks of Citrix Systems, Inc., and/or one or more of its subsidiaries, and may be registered in the United States Patent and Trademark Office and in other countries.

The statements made and opinions expressed herein belong exclusively to USER FRIENDLY CONSULTING, INC. and are not shared by or represent the viewpoint of Citrix Systems, Inc. (“Citrix”). This presentation does not constitute an endorsement of any product, service, or point of view. Citrix makes no representations, warranties, or assurances of any kind, express or implied, as to the completeness, accuracy, reliability, suitability, availability, or currency of the content contained in this presentation or any material related to this presentation. In no event shall Citrix, its agents, officers, employees, licensees, or affiliates be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business information, loss of information) arising out of the information or statements contained in the presentation. Any reliance you place on such content is strictly at your own risk.

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Screen capture for Vantage connector to Google Sheets

ABBYY Vantage Video – Connector for Google Sheets™

Watch our video to learn how to extract and send data to Google Sheets™ with our ABBYY Vantage – Connector for Google Sheets™.

Hello. Today I’d like to give you a short preview of our ABBYY Vantage – Connector for Google Sheets™. The goal is to be able to classify and extract critical metadata from documents and pass that information into a Google Sheets document, where we can perform either some downstream automation or keep that information in an easy and referenceable historical spot, such as Google Sheets.

So the workflow, a typical workflow would look something as basic as this. We bring a document in today. We’ll use a shared folder that will press documents in. The software will then classify and extract from the document. We can decide if we need a human in the loop, this is an optional stage. Then we will pass that information to Google Sheets.

Now, today I’m using Explanation of Benefits documents. These are pretty common documents. There’s some header information that typically talks about patient and provider. Then there’s repeating information in this case that talk about different procedures that happen. So this is just an example document that we’re using for today’s demo.

What I’m going to do is pass this information in through a shared folder. I actually have some samples here that I’ll pass along. The software will then eventually pick these up and we’ll start processing them. When the software’s done, we will then see our Google Sheets document populated with this information.

All right, ABBYY Vantage has now picked up those documents and they are working themselves through this workflow. The software will extract the data. We’ll determine if a human review is required. In this case, that will not be required. We will pass them directly to Google Sheets for today’s demo. And as you can see, once I refresh this here, the software now is populating the proper fields that we’re expecting to see here.

This is a very, very simple use case. A very good one, frankly, for ABBYY Vantage. Gives us the ability to pass that information quickly to an easy consumable format, such as Google Sheets, where we can then perform analysis and do a very quick onboarding of these documents as well. So hope you enjoyed this video, please let us know if you have any questions.

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

“Google Sheets” is a trademark of Google LLC. Use of this trademark is subject to Google Permissions.

ABBYY Vantage Video – Connector for Box®

Watch our video to discover how to use our ABBYY Vantage – Connector for Box® to extract and store data in Box®.

Hello. Today I’d like to share with you our Connector for Box® sometimes referred to as The goal of this connector is to take a document and perhaps it’s extracted metadata and pass that over to Box. Really just giving us the versatile means of storing this document for future purposes.

So in front of us, what we have is a very simple workflow. You can see, I have an input stream, which today is gonna be an FTP file share. So we’re just gonna drop a document into that file share. The software will extract the metadata from it. And then we will post that document to Box where it will live for historical purposes.

So it’s a pretty simple flow. You can see here is my site. I have no documents here in my UFC testing folder. So let’s go ahead and kick off this process. All I’m gonna do is simply move a document into our shared folder. Eventually ABBYY Vantage will pick this up and start processing it through that workflow that you just saw.

All right. That file is now picked up. It is processing through Vantage. And when Vantage is complete here, we will refresh our Box account and we will see that file added to our UFC testing folder.

Okay, so there, you can see it. We now have our invoice. In this case, this was an invoice document. We now have that invoice here in our Box account so that we can store it and review it and open it for historical purposes. We will always have access to it here within our Box account.

So that’s all I wanted to show you today is this connector. Making it a very simple way for us to keep our files. Making it very simple, to process them and extract the critical data and making sure that we have a historical reference of that document. So hope you enjoyed this video.

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

“Box” is a registered trademark of Box, Inc. and/or its affiliates.

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