Technical FAQs

Today’s organizations gather information from a variety of sources. Structured forms remain one of the most popular tools for collecting and processing data, and anyone who has filled out such a form recently has likely encountered the familiar bubbles or squares used to indicate some form of information. Whether these marks are used to identify marital status, health conditions, education level, or some other parameter, optical mark recognition plays an important role in streamlining forms processing and data capture.

What is Optical Mark Recognition?

Optical mark recognition (OMR) reads and captures data marked on a special type of document form. In most instances, this form consists of a bubble or a square that is filled in as part of a test or survey. After the form is marked, it can either be read by dedicated OMR software or fed into a physical scanner device that shines a beam of light onto the paper and then detects answers based on how much light is reflected back to an optical sensor. Older OMR scanners detected answers by measuring how much light passed through the paper itself using phototubes on the other side. Since the phototubes were very sensitive, #2 pencils often had to be used when filling out forms to ensure an accurate reading.

Today’s OMR scanners are much more accurate and versatile, capable of reading marks regardless of how they’re filled out (although they struggle if the mark is made with the same color as the printed form). More importantly, OMR software has made it possible to capture data from OMR forms without the need for any special equipment. This is especially helpful for processing forms information that exists in digital format, such as PDF files or JPEG images. 

The History of Optical Mark Recognition

One of the oldest versions of forms processing technology, OMR dates back to the use of punch cards, which were first developed in the late 1800s for use with crude “tabulating” machines. The cards typically provided simple “yes/no” information based on whether or not a hole was punched out. When fed through the tabulating machine, a hole would be registered and counted. This same basic principle would allow more complex machines to perform basic arithmetic in the early 1900s before serving as the foundation for early computer programming by mid-century. Entire computer programs were stored on stacks of punch cards, which would remain in use until well into the 1970s when more powerful machines made them obsolete.

Although OMR operates on the same principle as a punch card, it instead uses scanning technology to detect the presence of a mark made by a pencil or a pen. This form of identification was first popularized by IBM’s electrographic “mark sense” technology in the 1930s and 1940s. The concept itself was first developed by a schoolteacher named Reynold Johnson, who wanted to streamline test grading. He designed a machine that could read pencil marks on a special test paper and then tabulate the marks to generate a final score. After joining IBM in 1934, Johnson spearheaded the development of the Type 805 Test Scoring Machine, which debuted in 1938 and revolutionized test scoring in the education sector. In production until 1963, the 805 could score 800 sheets per hour when run by an experienced operator.

The 805 registered marks by using metal brushes to sense the electrical conductivity of graphite from the pencil lead. While effective, it had limitations in terms of reading speed and flexibility. When Everett Franklin Lindquist, best known as the creator of the ACT, needed a machine that could keep up with Iowa’s widespread adoption of standardized testing in the 1950s, he developed the first true optical mark reader. Patented in 1962, Lindquist’s machine detected marks by measuring how much light passed through a scoring sheet and was capable of scoring 4,000 tests per hour.

Throughout the 1960s, OMR scanning technology continued to improve and spread to a variety of industries looking for ways to rapidly process data. In education, however, the OMR market would soon be dominated by the Scantron Corporation, which was founded in 1972 to market smaller, less expensive scanners to K-12 schools and universities. After placing the scanners in educational institutions, Scantron then sold large quantities of proprietary test sheets that could be used for a variety of testing purposes. Scantron was so successful that their distinctive green and white sheets have become synonymous with OMR scanning for generations of US college students.

The next major innovation in OMR technology arrived in the early 1990s with dedicated OMR software that could replicate the drop-out capabilities of commercial scanners. Part of the reason why scanners used proprietary, pre-printed forms was so they could use colors and watermarks that would not register during scanning for more accurate reading. Thanks to OMR software, it became possible to create templated forms and then remove the form image during the reading process to ensure that only marked information remained.

Take Control of OMR Forms with Accusoft SDKs

Accusoft’s FormFix forms processing SDK features powerful production-level OMR capabilities. It not only detects the presence of check or bubble marks, but can also detect markings in form fields, which is particularly useful for determining whether or not a signature is present on a document. Capable of reading single or multiple marks at 0, 90, 180, and 270 degree orientations, FormFix can also recognize checkboxes and be programmed to accommodate a variety of bubble shapes. Its form drop-out and image cleanup features also help to ensure the highest level of accuracy during OMR reading.

For expanded forms functionality, including optical character recognition (OCR) and intelligent character recognition (ICR), developers can also turn to FormSuite for Structured Forms. Featuring a comprehensive set of forms template creation tools and data capture capabilities, FormSuite can streamline forms processing workflows and significantly reduce the costs and errors associated with manual data entry and extraction.

Find out what flexible OMR functionality can do for your application with a fully-featured trial of the FormSuite SDK. Get started with some functional sample code and explore FormFix’s features to start planning your integration.

Information is critically important for organizations of all sizes, but it’s especially vital for large enterprises. Without access to accurate data, it can be difficult for separate departments to coordinate efforts or for leadership to make informed decisions. Important files can quickly be lost in a complex web of IT systems, some of which may not even be able to directly communicate with each other. Developers have worked hard to address these challenges by building content management platforms that integrate various technology resources into a single system and provide a primary source of digital information.

What Is an Enterprise Content Management System?

Today’s enterprises have massive amounts of information at their disposal. Much of that data, however, is scattered across the organization in different repositories, folders, archives, and file shares. A great deal of valuable insights could be found there, including information about customers, market trends, and product feedback, but so long as it remains spread across different locations, it can be difficult to access and view in totality.

Enterprise content management (ECM) systems help organizations to create a more workable structure for business knowledge. By implementing document automation and data capture tools, they can quickly assess and process information flowing into the enterprise to identify its value and route it to the proper destination.

A typical ECM system uses a few key steps when processing incoming information. These steps form the basis of the enterprise’s document or content lifecycle:

• Capture: First, the information needs to enter the system in some way. This usually takes the form of document files or images being uploaded into the ECM.
• Manage: Documents and other files need to be identified and labeled for accurate storage and easy access. Simply uploading content into the system without doing anything to organize it quickly results in content chaos. 
• Storage: Whether the ECM utilizes physical, on-premises storage or cloud-based storage (or some combination of the two), the system needs to use a clearly defined structure when saving content so it can be easily located in the future. A database should contain all the necessary metadata to indicate where each file is stored.
• Retrieval: Without some way of easily retrieving the right information when it’s needed, an ECM system isn’t going to be able to reach its full potential. Stored documents and files need to be accessible quickly and easily so they can help to inform key business decisions.

Avoiding Content Chaos with Barcodes

Without some way of effectively tracking documents through an ECM, organizations can quickly fall prey to “content chaos,” in which there is an abundance of information available but no easy way to access the right content at the appropriate time. This can be particularly frustrating for an enterprise that already has effective data capture and file conversion capabilities in place because without an effective retrieval mechanism, a great deal of valuable information will often go unused or even unnoticed.

Fortunately, ECM developers can provide a simple solution to this problem by utilizing barcode recognition technology. Although barcodes have been a mainstay of inventory management for decades across many industries, they’re finding a new use case in document management systems.

Rather than manually indexing documents with alphanumeric account number strings, barcodes can be created and applied to documents at the point of capture and then automatically routed to the proper storage destination. Once the barcode is scanned, key information about the file is uploaded into the ECM database so it can be easily located and retrieved in the future.

Another key benefit of barcodes is their ability to link documents that need to be associated with one another as part of the same batch. When documents are captured and converted into a digital format, one or more barcodes can be assigned to them to indicate connections to other file types. That information will be uploaded into the ECM database when the barcodes are scanned, instantly creating a traceable record of where files are located. 

This is especially important for situations where different information types could be stored in different locations. For instance, architectural drawings for a project may be stored in one location, but financial documents related to the same project may be stored elsewhere. When one of the files is accessed, the ECM’s database will indicate that there are related files in other locations and provide a link to them. This is particularly important for large enterprises with content spread across multiple departments that could easily be overlooked.

Build a Better Enterprise Content Management System with Barcode Xpress

Accusoft’s Barcode Xpress SDK provides powerful barcode support that’s designed to address the specific needs of document barcodes. While some software is oriented toward retail or supply chain applications, Barcode Xpress is optimized for document management, which makes it ideal for ECM systems. The SDK’s barcode reader can accurately locate and decode multiple barcodes on each page at incredibly high speeds.

With support for over 30 unique barcode types, Barcode Xpress provides tremendous flexibility when it comes to content management. Developers can also generate and detect both 1D and 2D barcodes to create a diverse content ecosystem within their ECM platform. Barcode Xpress can easily identify and recognize barcodes no matter where they’re located (and oriented) on the page. It can even accurately register incomplete barcodes from just a few intact lines.

To learn more about how Barcode Xpress can enhance your enterprise content management system, download our detailed fact sheet for a closer look at the barcode SDK’s capabilities.

Since they first rolled out in supermarkets in the 1970s, barcodes and barcode scanners have become essential tools in today’s globalized economy. No longer confined to retail shelves and supplier warehouses, barcodes are used across multiple industries to streamline operations and improve data accuracy. Given their continued importance, it’s helpful for developers to keep the key advantages of barcodes in mind as they build applications that could benefit from them.

Four Key Barcode Benefits

1. Efficiency

Since scanning a barcode automatically enters a large amount of data into a system, they are incredibly valuable for streamlining recordkeeping and improving efficiency. Modern supply chain and inventory management simply would not be possible without the use of barcodes. Rather than manually entering inventory and shipment data for every item into a system, employees can simply scan entire pallets, crates, and even shipping containers to instantly know what contents they contain inside. Given the sheer scale of products moving through a supply chain, barcodes allow companies to automate a key process to save time and money even as they scale operations. Barcode scanners can also streamline onboarding and training since it takes much less time to teach someone to use a scanner than to manually enter data.

2. Error Reduction

Manual data entry is notorious for its high levels of human error. According to research conducted over several decades, even workplaces with the best performance measures in place see human error rates of five to ten failures in every hundred opportunities. That’s a lot of opportunities for things to go wrong, whether it takes the form of inverted characters, skipped lines, misreadings, illegible markings, or faulty keystrokes. Even worse, once an error occurs, it will often be reproduced across a system, making it very difficult to locate and remediate the original mistake. According to one estimate, errors resulting in bad data cost businesses more than $600 billion each year. Scanning a barcode, by contrast, completely automates the data entry process and significantly reduces the risks associated with manual errors. Information encoded into a barcode will be reproduced accurately each and every time the image is scanned to ensure consistency across systems.

3. Tracking

Each time a barcode is scanned, it creates another step in a data trail that can be easily referenced to locate items and events. This allows businesses to greatly improve real-time visibility into their operations. From identifying a shipment’s most recent location or determining whether or not a patient picked up their prescription from a pharmacy, barcodes help organizations and customers alike to track down information quickly and accurately. By improving visibility throughout their systems, companies can deliver a better customer experience that builds trust and prioritizes transparency. Since barcodes are easy to create and print, they can be added to almost any type of business process to streamline productivity and track essential activities.

4. Data Collection

Today’s organizations rely heavily upon data analytics to formulate their business strategy and make key decisions. The more data they have available to them, the more nuanced and accurate their analysis will be. Barcodes play a critical role in data collection strategies. Not only are they used to gather information about inventory, supply chain, and sales activity, but the latest generation of QR codes (a common form of 2d barcode) are also being deployed to learn more about customer behavior and preferences. Thanks to real-time QR code tracking, companies can see how many times the barcode is scanned, where it was scanned, and what devices were used to scan it. Gathering more extensive barcode data provides a more detailed picture of what’s actually happening “on the ground” throughout an organization and in the market. By eliminating conjecture and guesswork, businesses can make much more informed decisions that will help them to sustainably scale operations and capitalize on opportunities.

Barcode Use Cases by Industry

Although most commonly associated with retail and logistics, barcode scanners are deployed across many industries to improve efficiency and accuracy. Here are a few of the most common use cases:

• Education: From student ID cards to tracking school equipment, educational institutions utilize a variety of barcode types and barcode scanners to streamline operations.
• Government: Federal, state, and local governments use barcode scanning to manage access to secure facilities, catalog physical assets, and organize records. The ability to quickly create barcodes is essential for agencies that need to catalog and track documents and materials.
• Legal, Insurance, & Finance: Various forms of barcodes can be used to improve document management, making it easier to track and organize contracts, applications, and invoices as well as flag sensitive documents that require additional security precautions.
• Healthcare: Barcodes have long been used to streamline hospital processes such as admitting patients and accessing patient records with a simple scan rather than a protracted (and error-prone) manual process. They are especially useful for managing medications and ensuring that critical prescription information like strength and dosage remains accurate and consistent.
• Retail: A classic use case for barcode scanning, retailers use barcodes every day to manage their inventory, track sales, and reduce shrink. Handheld barcode scanners have made it easier than ever for them to process transactions, access product information, and locate products.
• Supply Chain: Barcode scanning technology has helped to automate key elements of logistics across multiple industries. As companies continue to do business around the world, the ability to easily track shipments and provide information to customs authorities is more crucial than ever before.

Implementing Your Barcode Solution

Despite the clear benefits of barcodes, many applications lack the basic functionality necessary to read barcodes, much less write them. Luckily, integrating those features is easy to do with the help of a code-based SDK barcode toolkit like Accusoft’s Barcode Xpress. With support for more than 30 barcode types and the powerful image processing capabilities that can clean up and repair barcodes that are broken, damaged, or poorly printed, Barcode Xpress can enhance the functionality of barcode scanners or allow Windows and Linux-based systems to locate and read barcodes on documents. Capable of reading up to 1,000 pages per minute, Barcode Xpress can turn your application into a barcode scanning powerhouse. Visit our product overview to learn more about how Barcode Xpress can solve your application’s barcode scanning needs.  

The top InsurTech news for 2020? In a post-pandemic world, insurance technology offers “the prescription for safety.” In a world now dominated by worry around what’s currently happening, what will probably happen, and what could suddenly happen under the right (or wrong) circumstances, the agile and adaptable potential of InsurTech offerings paves the way for proactive service delivery that both boosts consumer piece of mind and reduces insurer risk.

For insurance companies to capitalize on evolving market conditions and outpace the competition, data-driven decision making is key. Even more critical is the need to convert critical information from standardized ACORD formats into actionable, accessible data. Here’s how Accusoft’s FormSuite for Structured Forms can help.

The InsurTech Innovation

As noted by research firm PWC, “What used to be a sign of success may not be anymore.” Now, clients want next-day decisions about insurance applications and claims along with detailed descriptions of cost assessments and timelines for action. What does this mean in practice? 

That it’s no longer enough to rely on legacy solutions and applications to get the job done. Instead, companies need applications augmented by next-generation forms processing technology capable of integrating with internal assets while simultaneously delivering the data-driven decision-making inherently tied to quick, accurate, and complete insurance information capture.

Now more than ever, the fundamental value proposition for insurance companies is the ability to disrupt existing functional frameworks with new policies and practices that streamline document processing, improve decision timelines, and secure client data. 

The ACORD Form Challenge

If building better applications was the only challenge facing InsurTech product managers and development teams, companies would have their hands full. There’s also a common form type that can be challenging for automation.

Since 1972, ACORD has been the source of standardized forms for the insurance industry. While these forms are standard, there is nothing standard about their format. Every year, ACORD changes the format of its forms, leaving insurance organizations  with a challenge for automation. 

Despite generalized standardization which sees consistency in the type of data recorded by specific forms — including client information, claim details, and policy requirements — how this data is structured and displayed within the form itself can vary from provider to provider and even agent to agent. Forms used for identical purposes are often close in format, but not quite the same when it comes to placement of critical data. This compels insurance agencies to manually process common forms, in turn increasing both the risk of human error and the time required for completion.

For insurance application developers looking to create applications that can process ACORD forms more efficiently and deliver on customer expectations around speed and accuracy, FormSuite for Structured Forms provides the capability to create a standard form library for easy form recognition and data capture.

The FormSuite Solution: Document Delivery Done Right

FormSuite for Structured Forms can help insurance companies get the best of both worlds. With an Agile framework, this SDK is capable of streamlining the standardization of ACORD-compliant forms with a little help from developers.

Key benefits of this solution include:

• Complete Forms Recognition — Manual data entry and capture both reduces forms processing speed and can introduce the potential for significant errors. Form recognition toolkits allow developers to create form libraries for their users to scan and recognize forms for data capture. In practice, this means developers only need to update the library when a new ACORD form is released to ensure reliable and robust recognition. 
• Accurate Data Capture — With forms continually arriving from multiple sources, document standardization is often lacking. But no matter how forms are scanned into the system — upside down, sideways, or at differing resolutions — FormSuite uses its image cleanup functionality to deliver accurate forms processing.
• Form Field Detection — FormSuite uses the application’s form library to identify form fields on standard forms and capture the data within each form field.
• Optical Character Recognition — From optical character recognition (OCR) to intelligent character recognition (ICR) and optical mark recognition (OMR), FormSuite offers it all. Advanced OCR ensures your application can easily capture everything from legible hand printed names to check boxes and dollar amounts.
• Confidence and Accuracy Reporting — Data confidence matters for insurance documents. If uncertainty about data translates to errors in evaluation or decision-making, the results could be disastrous for ongoing ROI. That’s why FormSuite for Structured Forms generates customized confidence and accuracy values for all data captured. Firms then send all document OCR capture for confidence evaluation; if results meet or exceed confidence thresholds, document processing can continue automatically. If confidence levels are too low, meanwhile, your app can trigger employee review to ensure data entered matches captured results.

Embracing the InsurTech Advantage

Just as other industries have faced significant disruption this year, insurance companies now find themselves at an operational crossroads. While augmenting familiar forms and functions with application overlays offers the potential to improve on existing processes, firms must also build out apps and services capable of delivering accessible, actionable, and accurate ACORD forms data to staff. When they commit to doing this, insurance companies can deliver on the proactive promise of digital-first insurance with policies and processes capable of keeping pace with evolving client expectations.

Ready to improve insurance processes? Discover FormSuite for Structured Forms and deliver on document potential.