Technical FAQs

Question

Can PrizmDoc handle password-protected files, such as PDFs or Excel files?
How would a user specify a password for a particular document?

Answer

It is possible to specify the password for a password-protected document when creating a viewing session in PrizmDoc. When sending a request to create a viewing session, you’ll use the password field in the request body to specify the password. For example…

POST http://localhost:3000/ViewingSession
Content-Type: application/json
{
    "source": {
        "type": "url",
        "url": "https://www.usability.gov/sites/default/files/creating-wireframes.pdf"
    },
    "password": "hunter2"
}

(Replace "hunter2" with the actual password)

Please note that even if a file needs a password and is not provided one (or is provided one that’s incorrect), the viewing session should still be created successfully. The easiest method to determine whether the password is needed/correct is to make a call to get the page. You can do this by making a GET request to the GetPage route using the viewingSessionId created earlier, like so…

GET pas_base_url/Page/q/0?DocumentID=u{viewingSessionId}

…be sure to replace pas_base_url with the root of your Prizm Application Services (PAS) instance (usually this is http://localhost:3000) and replace {viewingSessionId} with the actual value for viewingSessionId created in the previous step.

The above call will return 200 OK if the page load is successful. If a password is required/incorrect, you should see a return status code 480. There will be additional response headers called accusoft-status-number and accusoft-status-message, which should be 4001 and "Document requires a password", respectively.

You can see the above in greater detail in the product documentation here.

You can use this information to re-create a viewing session with the correct password.

Currently, there is a feature request planned for a potential future release of PrizmDoc to prompt the user for a password if one is required.

Question

Can we give network paths for source document location as well?

For example //10.216.2.312/test/test.doc

https://help.accusoft.com/PrizmDoc/latest/HTML/webframe.html#Transfer_Your_Document_to_PrizmDoc_Server.html.

When using http URL, for security reasons, only absolute paths are allowed, but could you map test to documents and use a local file?

Answer

Documents are stored by default in:

C:\ProgramData\Accusoft\Prizm\Documents 

so if the type in the request for source is document it will look in that folder. The configuration for that is set in PAS config:

    {
        "source": {
            "type": "document",
            "fileName": "1040ez.pdf"
        }
    }
Question

What is the absolute bare minimum I need to use PrizmDoc Cloud?

Answer

This will allow you to load a document via a URL using PrizmDoc Cloud. Just include your PrizmDoc Cloud API key in the POST request headers.

Please note: This is purely intended as a proof-of-concept. You should never include your API key in your client-side Javascript.

<!DOCTYPE html>

<html lang="en">
<head>
    <!-- Metadata -->
    <meta charset="utf-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1" />
    <meta name="description" content="" />

    <!-- Title -->
    <title>AccuSample</title>

    <!-- Libraries -->
    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.0/normalize.min.css">

    <!-- PrizmDoc CSS -->
    <link rel="stylesheet" href="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/css/viewercontrol.css">
    <link rel="stylesheet" href="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/css/viewer.css">

    <!-- Inline Stylesheet -->
    <style></style>

</head>
<body>

    <!-- #viewer -->
    <div id="viewer" class="pccv pcc-full-screen"></div>

    <!-- Libraries -->
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/jquery-3.4.1.min.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/jquery.hotkeys.min.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/underscore.min.js"></script>

    <!-- PrizmDoc JS -->
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewercontrol.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewer.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewerCustomizations.js"></script>

    <!-- Inline Script -->
    <script>

        let viewingSessionId;
        let viewerControl;

        $(document).ready(function() {
            $.ajax({
                "type": "POST",
                "url": "https://api.accusoft.com/prizmdoc/ViewingSession",
                "headers": {
                    "acs-api-key": "4lTamQVZmrkqZhH8cZhdu7L0xyhUa3gorcaCFQpA_zmuowZs4zoF39V4IckpnVW_"
                },
                "data": JSON.stringify({
                    "source": {
                        "type": "url",
                        "url": "https://www.usability.gov/sites/default/files/creating-wireframes.pdf"
                    }
                })
            }).done(function(response) {
                PCCViewer.Ajax.setHeaders({
                    "acs-api-key": "4lTamQVZmrkqZhH8cZhdu7L0xyhUa3gorcaCFQpA_zmuowZs4zoF39V4IckpnVW_"
                });

                viewingSessionId = response["viewingSessionId"];

                // Initialize viewer
                viewerControl = $("#viewer").pccViewer({ 
                    "documentID": viewingSessionId,
                    "imageHandlerUrl": "https://api.accusoft.com/prizmdoc",
                    "language": viewerCustomizations.languages["en-US"],
                    "template": viewerCustomizations.template,
                    "icons": viewerCustomizations.icons,
                    "annotationsMode": "LayeredAnnotations"
                }).viewerControl;

                viewerControl.on("ViewerReady", function() {
                    console.log("Ready!");
                });
            });
        });

    </script>

</body>
</html>
Question

How do I store and retrieve documents in subdirectories of the configured documents directory in PrizmDoc PAS?

Answer

You can retrieve documents from subdirectories when dealing with local files. Simply pass the subfolder in the fileName parameter when creating the viewing session. You can test this by manually placing a document inside a subfolder and making the following POST request:

`http://localhost:3000/ViewingSession`

    {
        "source": {
            "type": "document"
            "fileName": "folder/document.pdf"
        }
    }

COVID-19 insurtech

 

From large payouts and losses in some segments to rapid growth in others, the insurance industry has experienced seismic shifts due to the COVID-19 global pandemic. To keep some semblance of normalcy during these changes and the aftermath, organizations are turning to InsurTech solutions for help. 

According to Deloitte, InsurTech investments remain strong, with COVID-19 simply shifting priorities to virtual customer engagement and operational efficiency rather than cutting budgets. Data collected by Venture Scanner indicates that the global InsurTech market generated $2.2B in the first half of 2020.


The Challenge of Advancing a Product to Meet Immediate Needs

Tasks once completed manually at insurance companies can bottleneck an entire system in just a few days and prevent insurers from winning much-needed revenue. For this reason, providers are scrambling to make fast efficiency gains while minimizing risks that could lead to unrealized business opportunities due to slow processing. When it’s feast or famine, with customers either signing up or making claims in droves, there’s no time to waste.

As a product developer in the InsurTech space, this puts you in a precarious position. After all, how can you add functionality overnight when it takes time to build those new capabilities? While some organizations may have the available workforce to rally and build new features quickly, most don’t. 

If you’re like most in the development space, finding and retaining talent is a challenge. What’s more, they’re likely already looking at a project backlog spanning many months—if not years. For this reason, augmenting existing solutions with white-label, third-party plug-ins is an attractive option. Now, let’s turn our attention to the type of functionality insurers need to navigate recent shifts.


4 Essential Capabilities for the Insurance Industry in the Wake of COVID-19

Pew Research found that by June of 2020 roughly 3% of Americans had already made a mass exodus from highly populated areas like New York, New York and San Francisco, California due to challenges posed by the COVID-19 global pandemic. This number has likely grown since June and will likely continue to grow as hubs of economic growth continue to shift and settle. 

For each insured individual that moves and retains insurance coverage, there’s paperwork. For many, they’ll even switch providers as their previous provider may not be able to provide competitive rates in their new location. The sheer change-management involved in migrations of this scale is daunting. Without the ability to process requests faster, insurance companies could find themselves struggling to keep up. 

To help your insurance industry clients effectively navigate the road ahead, your applications need to include greater data-capture, data-conversion, and optical character recognition technologies that reduce the need for manual intervention in document processing. 

1. Data Capture Efficiency  

As the number of file formats increases, insurance organizations need the ability to quickly capture and process hundreds of different image formats. Beyond simply capturing them, they often also need to aggregate and convert those multiple formats into a single, secure, and digitally accessible PDF.

Rather than trying to build everything from scratch, sometimes partnering with a third-party software developer can give you a leg up on all the delivery time associated with expanding feature sets for the insurance industry.  

Essential Capabilities Should Include:

  • Support for multiple file formats
  • Automated image-correction and optical character recognition technology
  • Clean integration that maintains or improves processing speed 

Once data is captured, it then needs to be managed. To explore document management capabilities to consider when expanding your feature set for the insurance industry, click here

2. Identify Form Fields

Whether potential buyers are requesting new policies or current customers are evaluating existing policies, precise and efficient data-capture technologies can improve the ability of insurers to access important data and analyze policies. Adding these capabilities requires quite a bit of strategy. First, one must consider the core challenges involved in effective data capture: 

  • Poor inputs that aren’t easy to correct and capture 
  • Poorly designed forms that reduce image recognition success  
  • Imaging technology that can’t recognize a robust number of file formats and fonts 

When contemplating the structure of boxes for character collection, our experts found that using a square shape rather than a rectangle results in less data loss. While rectangles may, at first, appear to save space and therefore be a more effective option, research showed that they typically don’t provide the average user enough space to clearly write letters or characters without interfacing with the boundary lines. Thus, square boxes improve data transfer success. 

Figure 1: Examples of ineffective rectangular boxes versus effective square boxes for character capture. 

This is just one factor to consider when streamlining form processing within an insurance technology application. To explore more research on this topic, download the Best Practices: Improving ICR Accuracy with Better Form Design whitepaper.  

3. Confidence Value Reporting for Data Recognition

Not all optical character recognition technology is created equal. That’s why it’s important to make sure any solution you either create internally or partner with a third party to integrate provides ongoing confidence value reporting for data recognition. Having this capability in place can alert you to problems before they lead to costly issues — like duplicated efforts, a poor customer experience, or incomplete data hindering contract processing. 

4. Use OCR to Identify Different Documents

Optical character recognition (OCR) can help insurance companies cut down on manual effort by identifying different forms automatically, which equips application developers like you to create automation within your company’s product that routes identified forms through predefined workflows. 

Without OCR, significant manual effort is required to process forms required to execute insurance contracts. When evaluating OCR capabilities to add to applications, keep in mind these essentials:

  • Successful Character Recognition Rates – Given the highly regulated nature of insurance along with high fines for shortcomings, it’s often well worth the extra investment to get a solution with 99% accuracy versus 95%. 

 

  • Multi-Document Recognition with High Confidence Values– Given the broad number of file types insurance organizations receive, having a software package in place that cleans up documents before running them through optical character recognition tools improves the likelihood of extracted data being usable. With cleaner data in hand, insurance agents are empowered to make better recommendations to customers, ensuring they’re not over or under insured.

These are just a few items to consider when adding document viewing and forms processing features to your application. While automated workflows may have given organizations heartburn in the past, the reality is that high-volume, fast-changing environments can’t survive without them. Markets are changing so quickly that without automation to help bring order to the chaos, the tidal wave of requests will overtake the underprepared. 

Help your clients better respond to not only COVID-19, but also future-proof their ability to streamline claims by expanding document viewing and form processing capabilities. To learn more about our insurtech capabilities, explore our content solutions for insurance companies.      

In part one of our series on how APIs are empowering a new generation of LegalTech solutions, we looked at some of the technology obstacles facing today’s legal organizations. We also covered the basic principles of how API integration works and how it can bridge the gap between legacy systems and new applications. In part two, we’ll be taking a closer look at some specific API integration use cases and explain why they’re an essential part of a successful firm’s LegalTech toolkit.

4 Benefits of APIs for Legal Teams

Before going into more detail about how LegalTech API integration works, it’s worth highlighting the broad benefits APIs can deliver to a law firm. 

1. Streamlined Workflows

The average legal department relies on more than one software solution to meet their business needs. While larger firms that provide a broad range of legal services typically require more specialized platforms, even smaller legal teams deploy different software applications to address different business needs.

Thanks to API functionality, these diverse LegalTech solutions can be integrated into a single, platform-agnostic portal that eliminates the workflow disruption caused by constantly switching back and forth between programs. 

2. Remote Functionality

API integrations also make it possible for lawyers to access an assortment of LegalTech tools from any location, even if they can’t physically be at their offices. This capability is more important than ever as the legal profession continues to grapple with the impact of the COVID 19 pandemic. 

Many lawyers are still working from home and communicating with their clients and colleagues remotely. In some states, virtual court proceedings might remain in use even after the pandemic. If law practices aren’t able to function effectively in a remote context, they will struggle to deliver quality legal services to their clients.

3. Competitive Advantage

Managing multiple technology resources and facilitating remote collaboration isn’t just about making work easier for legal teams. Streamlining workflows results in greater efficiency, which means lawyers can spend more time doing high-value work for their clients rather than sorting out technical issues or tracking down hard-to-find documents and files. 

It also translates into reduced costs, since key administrative functions can be automated and carried out both faster and more accurately. Law firms that invest in technology integration can deliver better services to their clients at lower costs than their competition while still retaining the flexibility to adapt to future disruptions.

4. Enhanced Security

By its very nature, the legal industry ends up handling a great deal of sensitive information. Financial records, contracts, protected health data, and private correspondence are frequently relevant to legal proceedings of all kinds. There’s also the matter of attorney-client privilege, which greatly restricts what information can be shared outside the firm. 

Without a way to securely manage files and documents, law firms leave themselves exposed to significant liability. Thanks to API integrations, attorneys can use their existing LegalTech solutions to access, share, and edit essential files safely and securely. 

PrizmDoc Viewer: LegalTech API Integration in Practice

For a better understanding of how API integration can enhance the performance of LegalTech applications, it’s instructive to look at some specific examples. Accusoft’s PrizmDoc Viewer uses a powerful collection of REST APIs to provide HTML5 document viewing functionality through a single interface. It not only allows LegalTech developers to quickly and easily integrate document viewing capabilities into their applications, but it also delivers several additional features that are particularly relevant to the legal industry’s eDiscovery process

Document Conversion

The digitization of the discovery process has made it easier for legal organizations to share documents and back up important data. Unfortunately, it’s also created a huge glut of electronically stored information (ESI) in a variety of formats. In addition to the large number of commonly used file formats (such as DOCX, PDF, and JPEG), firms must also deal with a variety of proprietary file formats and case-specific formats (like DICOM for healthcare clients). PrizmDoc Viewer uses an array of APIs to convert more than 100 file formats for easy presentation within a browser-based HTML5 viewer. It can also convert image-based documents into searchable PDFs or editable text files with a built-in OCR engine. Thanks to this integration, attorneys can quickly share and view documents internally or with clients and the court without having to download and install specialized applications.

Annotation

The ability to annotate and markup documents is essential for any collaborative legal process. Although many platforms make it easy to insert comments and edits into documents, these programs often don’t support more than a handful of file types and alter the original file when making annotations. PrizmDoc Viewer’s annotation functionality supports over 100 file types and allows multiple users to make layered edits that can be easily shown or hidden. More importantly, all markups exist on top of the original document, preserving the integrity of the original file to comply with state and federal preservation of data requirements. When the time comes to present documents, annotations can be burned into the file if necessary. 

Redaction

Sharing documents is always a sensitive process in the legal profession. Information may be protected by attorney-client privilege, disclosure agreements, contractual obligations, or government regulations. LegalTech applications need to be able to redact sensitive data when sharing documents with outside parties. PrizmDoc Viewer’s REST API allows users to manually redact individual sections, use search features to redact specific terms, or even programmatically redact data for pre-determined reasons (such as account numbers or Social Security numbers). Redacted content is not only hidden from view, but no longer shows up in search results and cannot be copied or highlighted.

Security

As mentioned previously, security should be a key consideration for any LegalTech solution. Firms need to strictly control who has access to data and confidential documents, whether that consists of sensitive client information or internal litigation strategies. PrizmDoc Viewer provides a few key features to help LegalTech applications maintain high levels of security.

  • DRM: Digital rights management (DRM) controls can manage who has access to documents and what functions they can use (such as printing, downloading, or viewing). This makes it easy to restrict how files are shared and track any document leaks back to their source to hold the responsible parties accountable.
  • Watermarking: PrizmDoc Viewer can hard code identifying information into documents to prove ownership and prevent the unauthorized reproduction of documentation.
  • Encryption: With so many people working remotely from potentially unsecured Internet connections, file encryption is absolutely essential for any LegalTech application. PrizmDoc Viewer uses 256-bit AES content encryption to ensure that documents remain secure throughout the collaboration process.

Transform Your LegalTech Strategy with API Integration

As we covered in part one, many legal organizations cling to outdated processes and technology due to familiarity and deeply-ingrained status quo bias. But familiar doesn’t always mean functional. Over reliance on manual processes exposes firms to increased human error and a range of potential data security risks, to say nothing of undercutting productivity. Advanced APIs offer a new tactical toolkit, a way to select best-fit code that solves specific issues and helps legal firms improve operational outcomes. Learn more about how Accusoft’s PrizmDoc Viewer can unlock the full potential of your LegalTech applications today.

Organized each year by ALM, LegalTech is one of the most important events for the legal industry. The conference brings together a broad variety of experienced legal professionals and innovative LegalTech providers to highlight the business, regulatory, technology, and talent trends in the market. In previous years, LegalTech was held in New York City and attended by more than 8000 people.

LegalTech 2021 Is Now Legalweek(year)

This year, however, the COVID-19 pandemic has forced the organizers to take a different approach. The first decision involved shifting LegalTech from an in-person conference to a fully virtual event in order to protect the health of both attendees and organizers. While many industry events have made a similar transition, the LegalTech team went a step further by breaking the conference into a series of five interactive virtual events held over the course of 2021. This new virtual series was dubbed Legalweek(year) and aims to provide legal professionals with a powerful resource for working through an unprecedented era.

“This decision was made to address the needs of our legal community during these trying times of COVID-19 and to provide the type of innovative education, solutions, and connections that is so crucial to legal leaders,” said ALM’s Mark Fried. “The 2021 series will set the stage for a resurgence in the legal sector and a big ‘Welcome Back’ to attendees for our in-person Legalweek event (in 2022).”

The first virtual Legalweek(year) event is scheduled for February 2-4, 2021 and will feature bestselling author and political leader Stacey Abrams, legal AI expert Josua Walker, and former New Jersey governor and federal prosecutor Chris Christie as keynote speakers. Attendees will not only be able to participate remotely, but they will also have an additional six months worth of on-demand access to virtual content following each event.

Visit the Accusoft Legalweek(year) Virtual Booth

As a longtime sponsor of LegalTech, Accusoft is proud to participate in this groundbreaking series of virtual events. The conference has historically been a great opportunity for us to speak directly with the independent software vendors and legal IT professionals about the latest industry trends and LegalTech applications. 

This year, we’ll be hosting a “virtual booth” through the Legalweek(year) event site. Whether you’re a developer looking to solve a particular software challenge or a project manager building an in-house solution for your firm, you’ll find plenty of resources and support at the Accusoft booth. Read through our numerous case studies and LegalTech whitepapers or schedule a meeting with one of our product specialists to learn more about our SDK and API integrations for legal software. You can even chat with someone in real time if you need a quick answer!

After completing registration, Legalweek(year) attendees can access the Accusoft virtual booth during the event simply by logging into their account.

Visit the Accusoft Virtual Booth

Our LegalTech Solutions

Accusoft’s combination of content processing and conversion integrations help today’s innovative LegalTech applications reach their full potential. As law firms and legal departments incorporate more technology into their everyday operations, they need software tools capable of automating workflows, simplifying eDiscovery, and facilitating secure collaboration.

PrizmDoc Viewer

Our feature-rich HTML5 document viewer allows users to seamlessly view a variety of document and image files within their secure web application. Thanks to PrizmDoc Viewer’s powerful REST APIs, developers can provide additional functionality, such as annotations and redactions, that is essential for legal organizations.

PrizmDoc Editor

In addition to allowing users to edit DOCX files within the secure confines of their LegalTech applications, PrizmDoc Editor’s automated document assembly features streamlines the contract creation process to improve efficiency and accuracy. Documents can be assembled programmatically, incorporating commonly used or specific clauses, special language, and client data to eliminate “cut and paste” errors. Once documents are assembled, PrizmDoc Editor’s sharing tools allow firms to control access and ensure that everyone is working from the same up-to-date version.

ImageGear

With the ability to read, convert, and compress a wide range of files, our ImageGear SDK integration provides LegalTech applications with the tools they need to manage almost any type of file collected during the eDiscovery process. Powerful optical character recognition (OCR) capabilities allow ImageGear to read a wide variety of languages from around the world and convert scanned documents into searchable plain text or PDF files.

LegalTech in 2021 and Beyond

As legal organizations continue to make strides toward achieving true digital transformation, they will need versatile LegalTech applications capable of adapting along with them. Accusoft’s family of SDK and API integrations can help developers leverage the power of their innovative software tools and free up resources to focus on improving their core capabilities.

We hope you’ll join us at Legalweek(year) on February 2-4, 2021. Our booth will be available throughout the virtual event, so stop by to find out how Accusoft can help you realize the potential of your LegalTech applications.

Question

What is the absolute bare minimum I need to use PrizmDoc Cloud?

Answer

This will allow you to load a document via a URL using PrizmDoc Cloud. Just include your PrizmDoc Cloud API key in the POST request headers.

Please note: This is purely intended as a proof-of-concept. You should never include your API key in your client-side Javascript.

<!DOCTYPE html>

<html lang="en">
<head>
    <!-- Metadata -->
    <meta charset="utf-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1" />
    <meta name="description" content="" />

    <!-- Title -->
    <title>AccuSample</title>

    <!-- Libraries -->
    <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/normalize/8.0.0/normalize.min.css">

    <!-- PrizmDoc CSS -->
    <link rel="stylesheet" href="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/css/viewercontrol.css">
    <link rel="stylesheet" href="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/css/viewer.css">

    <!-- Inline Stylesheet -->
    <style></style>

</head>
<body>

    <!-- #viewer -->
    <div id="viewer" class="pccv pcc-full-screen"></div>

    <!-- Libraries -->
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/jquery-3.4.1.min.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/jquery.hotkeys.min.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/underscore.min.js"></script>

    <!-- PrizmDoc JS -->
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewercontrol.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewer.js"></script>
    <script src="https://raw.githack.com/Accusoft/hello-prizmdoc-viewer-with-nodejs-and-html/master/public/viewer-assets/js/viewerCustomizations.js"></script>

    <!-- Inline Script -->
    <script>

        let viewingSessionId;
        let viewerControl;

        $(document).ready(function() {
            $.ajax({
                "type": "POST",
                "url": "https://api.accusoft.com/prizmdoc/ViewingSession",
                "headers": {
                    "acs-api-key": "4lTamQVZmrkqZhH8cZhdu7L0xyhUa3gorcaCFQpA_zmuowZs4zoF39V4IckpnVW_"
                },
                "data": JSON.stringify({
                    "source": {
                        "type": "url",
                        "url": "https://www.usability.gov/sites/default/files/creating-wireframes.pdf"
                    }
                })
            }).done(function(response) {
                PCCViewer.Ajax.setHeaders({
                    "acs-api-key": "4lTamQVZmrkqZhH8cZhdu7L0xyhUa3gorcaCFQpA_zmuowZs4zoF39V4IckpnVW_"
                });

                viewingSessionId = response["viewingSessionId"];

                // Initialize viewer
                viewerControl = $("#viewer").pccViewer({ 
                    "documentID": viewingSessionId,
                    "imageHandlerUrl": "https://api.accusoft.com/prizmdoc",
                    "language": viewerCustomizations.languages["en-US"],
                    "template": viewerCustomizations.template,
                    "icons": viewerCustomizations.icons,
                    "annotationsMode": "LayeredAnnotations"
                }).viewerControl;

                viewerControl.on("ViewerReady", function() {
                    console.log("Ready!");
                });
            });
        });

    </script>

</body>
</html>

FinTech applications have become indispensable to the financial services sector, enabling users to easily engage with financial offerings in a manner that suits them, while also boosting operational efficiency. The industry’s ongoing digital transformation continues to redefine FinTech functions, with developers tirelessly crafting new apps capable of handling tasks formerly dispersed across numerous systems and software.

Among the most crucial features of FinTech applications is the ability to view and share documents. Developers have a range of document lifecycle solutions at their disposal to circumvent the challenging process of building these features from the ground up. However, the financial sector presents distinct security and compatibility prerequisites when it comes to choosing partners for integration. To truly grasp these technical hurdles, it’s important to understand the significance of Java in the development of FinTech applications.

A (Brief) History of Java in the Financial Sector

Financial institutions pioneered the adoption of automated workflows. The advent of the first electronic communication network that facilitated the trading of financial products off the trading floor was seen as early as the 1960s. During the 1970s, computerized order flows saw greater acceptance, with most financial companies crafting their own proprietary systems. The digital revolution truly ignited in the 1980s and early 1990s with the launch of the Bloomberg terminal and the Financial Information eXhange (FIX) protocol. By the late 1990s, the Nasdaq enabled the execution of securities trades autonomously, without the need for manual interference, through the incorporation of Island ECN.

Java shook up the programming language world when it debuted in 1995, and its timing couldn’t have been better. The financial industry witnessed an extensive wave of mergers and acquisitions in the late 1990s and early 2000s, which resulted in several companies grappling with the integration of a multitude of applications and data. Java’s ability to support diverse platforms was an appealing solution to this challenge, and numerous financial applications were translated into Java. Sun Microsystems, which first introduced Java to the market, even adopted the slogan “Write once, run anywhere” to promote its flexibility. Java’s simplicity of use and significantly enhanced speed compared to legacy code on outdated platforms quickly made it the language of choice for developers.

In a few short years, Java ascended to become the leading programming language within the financial services industry. Its popularity surged again following the launch of OpenJDK, a free and open-source version of the language, in 2007. An Oracle report in 2011 estimated that over 80% of electronic trading applications and virtually all FIX engines were written in Java. Even close to three decades after its debut, Java continues to be the primary programming language employed by financial services, surpassing other open-source alternatives by a considerable margin.

Java’s Enduring Appeal for the Financial Industry

The enduring preference for Java among financial sector developers isn’t simply due to tradition or resistance to change. Java’s unique attributes are an exceptional fit for financial applications, spanning both long-established enterprise-level banking systems and pioneering FinTech solutions.

Security

In the realm of financial services, security is the highest priority for developers. Applications related to banking and trading must have robust security provisions to guard financial data and personally identifiable information against unauthorized access. Java simplifies data access restriction and provides an array of memory safety features to diminish potential vulnerabilities, particularly those stemming from prevalent programming mistakes. Oracle consistently rolls out regular updates to fix recognized vulnerabilities and tackle the most recent cybersecurity threats.

Portability

Java, being a platform-independent language, allows applications to operate on virtually any device. This has always been a substantial benefit in the financial sector, but it has proven even more crucial in the era of cloud computing and mobile applications. Developers can employ the same code to roll out software in a virtual environment and render it accessible to end-users via their smartphones, computers, or other devices. The ability of Java virtual machines to support additional programming languages only adds to the language’s versatility.

Reliability

Given the nearly three-decade-long consistent use and the backing of a robust development community, Java has established itself as one of the most dependable programming languages globally. Potential instabilities have long been addressed, and there is a wealth of developer tools and documentation at hand to ensure software is built on a solid foundation. This reliability is critically significant for banking and financial applications, which demand high performance levels coupled with fault tolerance.

The Value of Java-Based Document Viewing and Sharing

As FinTech developers continue to build novel applications aimed at simplifying life for clients and employees in the financial industry, they’re facing a growing expectation from users for superior document viewing and sharing capabilities. Users want to bypass the time-consuming and resource-heavy task of manually processing paper documents, and most organizations strive to eliminate the security hazards associated with using external applications for managing digital documents.

However, developers face significant challenges when attempting to build these complex document viewing capabilities from scratch. Although there are numerous integrations that can introduce document lifecycle features, most aren’t based in Java and need extra development work to embed them into existing FinTech solutions. Without the option to natively view, share, and edit documents within the Java application, users frequently resort to external programs, a practice that presents potential security issues and version discrepancy risks.

Facilitating Java-based Document Functionalities through PrizmDoc® for Java

Accusoft’s PrizmDoc® for Java, formerly VirtualViewer®, is a robust, Java-based HTML5 document viewing tool designed to assure optimal compatibility with FinTech applications without compromising functionality and security. By supporting an array of document types, such as PDF, TIFF, JPEG, AFP, PCL, and Microsoft Office, PrizmDoc® for Java creates a streamlined viewing experience that eliminates the need for external viewing solutions.

As an integration built on Java, PrizmDoc® for Java can operate on nearly any operating system and is simple to deploy. There’s no need to install software on the user’s desktop, enabling FinTech developers to deploy a scalable solution that fulfills their crucial security and business continuity needs within a single, high-velocity application. PrizmDoc® for Java’s server component swiftly renders and dispatches individual document pages for local viewing as required, allowing users to access, view, annotate, redact, and manipulate financial documents instantaneously. Since documents are rendered within the web-based viewer, users never have to download or transfer files, which could put sensitive data at risk.

Experience PrizmDoc® for Java’s features for yourself by signing up for a free trial!

OCR API Capabilities

The Accusoft engineering team is always exploring ways to improve PrizmDoc’s document processing capabilities. We regularly consult with our active customers to ensure that we’re focusing on features that will help them push the boundaries of innovation and deliver a better experience to end users.

That’s why we’re excited to talk about PrizmDoc’s new OCR API feature, which allows Independent Software Vendors (ISVs) to tap into the power of Accusoft’s industry-leading optical character recognition technology to enhance their application’s document processing capabilities.

Wait, What Is OCR Again?

Optical Character Recognition (OCR) is a technology that converts different types of documents, such as scanned paper documents, PDF files, or images captured by a digital camera, into editable and searchable data. At its core, OCR works by analyzing the graphical elements of a document and recognizing the patterns of characters or symbols present in it.

Initially, the OCR software segments the document into elements like lines or words and then further breaks them down into individual characters. Using machine learning and pattern recognition, it then matches these individual graphical components to their corresponding textual elements in a pre-defined character database. This process allows for the extraction of textual data from images, enabling digital storage and efficient searching, which facilitates streamlined management and utilization of information across various sectors.

Benefits of PrizmDoc’s OCR API

Building OCR features into an application is a time-consuming and expensive process. The technology behind OCR is not only quite sophisticated, but it also requires access to complex and evolving language libraries that allow it to identify text accurately. Obtaining the licenses for these libraries, incorporating them into a new OCR solution, and keeping them updated can be a challenge for developers who are unfamiliar with OCR processing.

With PrizmDoc’s OCR API, ISVs can easily incorporate OCR capabilities into their applications with a simple API call. We’re constantly updating our OCR features to add new languages and forms of character recognition, all of which can be rolled directly into software applications as part of the PrizmDoc API integration.

What Makes Accusoft’s OCR Different?

Accusoft has long been an innovator in processing solutions that incorporate OCR technology. Where many solutions offer only full-page recognition, our OCR products support zonal field recognition, which allows applications to focus on predefined form field types to extract key data like names, dates, emails, and identification numbers.

Zonal OCR significantly increases processing speed, allowing applications to extract data from documents more quickly. It also enhances accuracy since the OCR engine is only reading specific areas of the page instead of scanning the entire page.

Of course, if your application needs to OCR an entire page or document, our OCR technology is more than capable of doing so quickly and accurately. We support multiple Western and Eastern languages, including Central European, Cyrillic, Baltic, and Asian characters. You can even set confidence levels for recognition results to incorporate manual reviews into your document process.

Industry Applications of OCR Technology

Fintech Applications

By integrating OCR technology into Fintech applications, financial institutions can automate the extraction of data from physical or digital documents, such as invoices, contracts, and bank statements, eliminating manual entry and reducing errors. This not only saves time but also enhances accuracy and efficiency, facilitating quicker decision-making processes. It can also aid in compliance and auditing tasks by easily retrieving information from a vast array of documents. By incorporating OCR APIs, Fintech applications can significantly enhance the finance industry’s service quality, fostering a more data-driven and customer-centric approach.

Legaltech

When integrated into a Legaltech application, lawyers, paralegals, and other professionals can utilize OCR technology to swiftly convert scanned documents, agreements, and legal briefs into searchable text. This can significantly expedite research and case preparation, allowing legal practitioners to efficiently sift through large volumes of text to locate pertinent information. It also enables the creation of digital databases that can be easily navigated and organized, enhancing the retrieval of case-related documents and fostering a more streamlined approach to legal work, thereby saving time and resources.

Insurtech

For ISVs building solutions to support insurance companies, an OCR API can serve as a pivotal tool in modernizing and streamlining the processing of numerous document types, including claims, policies, and supporting paperwork. It facilitates the quick conversion of scanned documents and images to searchable text formats, which can automate data extraction and reduce manual handling, minimizing the risk of errors and expediting claim processing times. By automating a significant portion of administrative tasks, insurance companies can focus more on developing customer-centric strategies and solutions, fostering greater efficiency and effectiveness within the industry.

Govtech

Governments handle a vast array of documents – from forms and applications to historical records. By implementing OCR technology into a Govtech application, governmental agencies can automate the data extraction process, thereby drastically reducing manual labor and minimizing errors. This makes the archival and retrieval of documents more efficient, fostering transparency and ease of access to public records. Furthermore, OCR can aid in analyzing data from various documents to formulate better policies and decisions based on historical and current data trends. Ultimately, integrating an OCR API can pave the way for more streamlined, cost-effective, and citizen-friendly governmental operations, promoting inclusivity and digital literacy.

Expand Your Application’s Potential with PrizmDoc OCR API

Incorporating advanced OCR capabilities into your application is easier than ever with the release of PrizmDoc’s OCR API feature. To learn more about how you can quickly add full-page and zonal character recognition that supports multiple languages, talk to one of our PrizmDoc experts today.