Zones are regions of the document where rules are created to extract different pieces of metadata. This could be a constrained zone which just highlights a small zone that may have a couple of words that appear an identical place do to its structured nature. There is also the ability to create full-page zones for unstructured documents that have no set location on where the data that is being extracted appears. Each zone is an important part of understanding how OCR tools work and how rules are created in each region of the document.
- 1D & 2D Barcodes
Barcodes are an essential function in processing receipts, sales, and shipments from all types of businesses. From 1D barcodes such as Code39, EAN13, ADD2, to QR Codes and Datamatrix 2D barcodes, Umango has created a zoning structure that interprets a wide array of barcodes and translates it into a piece of data that can be read, categorized, and saved.
- Optical Character Recognition (OCR)
OCR gives the end-user the ability to extract data using the smart seek tool at an automation level by setting up confidence levels and structures through Regular Expressions (REGEX), a text format, or by a smart seek word. The OCR zoning tool also has the option to require user intervention. From very sensitive data that does not allow for an automation process to data that doesn’t meet a confidence threshold to just double-checking the extracted data, requiring user intervention can give users the peace of mind that the information being saved is being recognized properly.
- List of Values
List of Values is a powerful tool for quickly sorting out document processing with a list of client names, regions, stores, or many other different categorizing values. This helps users manually categorize documents both at the device or at the computer, allowing a wizard-like approach to sorting out documents.
- Key from Region (KFR)
Key from region works by zooming into a specific zone or region of a document and gives the user the ability to lasso OCR data, manually write, or select the data that it is zoomed into. This helps speed up the process of documents by giving the user the ability to hone into key parts of a document and rapidly extract whatever data is needed from that region.
- Optical Mark
Optical mark can recognize pen to paper marks on a document such as checks in a box or signatures on a dotted line. This can help users siphon through contractual agreements, terms and conditions documents, or a wide array of documents that require checkmarks, signatures, or dates and determine if the document has met all the requirements needed to be considered complete.
- Open Database Connectivity (ODBC)
ODBC functions work by taking metadata from a document, connecting to a database where the information is being stored and extracting another piece of data that correlates with the metadata. An example of this might be using an invoice number to find a total price, or a person’s name to find their cell phone number. ODBC also allows users to add, remove, and update data, which can save valuable time and money from having to go through and manually change all the data on the database.
- Export Field
Export Field gives a user the ability to synchronize documents with network folders, document management systems, and back end document depositories, which prompts the user to a specific file structure that is already preexisting within these depositories. The export field gives the user the flexibility to select a folder structure that will appear on the MFP and the workstation, which will give the user a constrained amount of filing destinations for the documents to reach. This creates a streamlined process with storing, saving and categorizing data into the correct fields and folders.
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