Technical FAQs

Question

What features does PAS provide that I don’t get from exclusively using the backend?

Answer

The following features are provided through PAS:

  • Viewing Packages
  • Annotation storage/retrieval
  • Form Definition storage/retrieval
  • Simplified API to communicate with the backend
  • Affinity token management (clustered mode)

It is also important to note that all new feature development will involve PAS.

Features not offered through PAS include:

  • Content Conversion output to anything other than PDF.

On March 10, 2021, Accusoft announced the arrival of the free-to-use Accusoft PDF Viewer, the latest addition to its family of PDF solutions. An entirely client-side integration with no complicated server dependencies, this lightweight JavaScript PDF viewer also features a responsive UI for out-of-the-box mobile support.

“We’re excited to offer this free version of the Accusoft PDF Viewer to developers,” says Jack Berlin, CEO of Accusoft. “Our team worked hard to build a viewer that’s a step above what you can get from open source offerings. We think it’s going to solve a lot of the problems developers typically encounter with existing PDF libraries.”

Accusoft PDF Viewer integrates into an application quickly and easily with just a few snippets of code. It runs entirely within the browser to deliver an optimized viewing experience across all devices. The intuitive UI controls allow users to zoom, pan, jump to page, navigate thumbnails, and pinch-to-zoom on mobile screens with ease. And thanks to lightning fast full-text search, locating essential information is easier than ever.

“Accusoft PDF Viewer is great for developers because it allows them to maintain complete control over documents without having to set up any cumbersome server infrastructure,” says Mark Hansen, Product Manager. “Having a responsive UI that adapts to mobile displays will also increase their flexibility tremendously.”

The free version of Accusoft PDF Viewer allows developers to quickly add powerful viewing capabilities to their web applications. We’re currently working on additional features (such as annotation and eSignature) that will be included in an upgraded paid version.

To learn more about Accusoft PDF Viewer or download it for a first-hand look, please visit our website.

About Accusoft:
Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.

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.      

The last twelve months have seen an unprecedented shift in the way organizations and customers are utilizing digital services. According to data gathered by McKinsey in 2020, digital adoption made roughly five years worth of progress in a span of eight weeks at the onset of the COVID-19 pandemic. While this massive shift impacted almost every industry, the government sector in particular faced tremendous disruption as its legacy systems struggled to keep pace with demand.

Many of the changes in the way people access government services are likely to remain in place even after the threat of the pandemic recedes, which creates a huge opportunity for software developers specializing in GovTech applications. A closer look at GovTech trends for 2021 provides some insight into those opportunities.

5 Key GovTech Trends to Watch in 2021

1. Remote Functionality 

Government agencies had to fundamentally rethink the workplace in response to the pandemic. Non-essential personnel transitioned to working remotely whenever possible, but this move created a number of challenges in terms of collaboration and security. Employees still need to be able to view, edit, and share files without compromising privacy or creating version confusion. All too often, remote workers resort to ad hoc solutions involving third party programs and conventional email, all of which make it incredibly difficult for an organization to maintain control over its essential files. GovTech developers can address these challenges directly by building software that facilitates remote collaboration entirely within a secure application.

2. Doing More with Less

One of the downstream consequences of social distancing restrictions and stay at home orders has been the erosion of sales tax revenue at the state and local level. While the impacts have not been as catastrophic as originally feared, many states are still facing significant budget shortfalls despite making deep spending cuts. The pressure will be on to find GovTech solutions that are easy to implement, use, and maintain. Efficiency and flexibility will continue to be important considerations as state and municipal governments seek out platforms that can address multiple needs and allow them to eliminate costly redundancies.

3. Shift to Digital

When government offices were forced to shut their doors in the early days of the pandemic, they had to scramble to find ways to deliver services digitally. This was especially difficult for agencies relying on legacy infrastructure and outdated software, but the transition to digital is unlikely to slow down anytime soon now that it’s underway. According to a recent study, 61 percent of government officials surveyed believe that the pandemic has accelerated their digital transformation goals, while 75 percent claim that their agency is pushing to offer even more services digitally. That will mean plenty of opportunity for innovative GovTech developers that can provide the automation and data management tools governments need to bring their services into the 21st century.

4. Fight for Privacy

Government agencies sit upon massive amounts of private data that must be kept secure at all costs. From personally identifiable information like Social Security Numbers to contracts and applications that contain confidential business data and vital trade secrets, governments have a responsibility to protect sensitive data at all times. They need systems and software that not only keeps files safely within the secure confines of an application, but also provides the redaction capabilities that allow agencies to comply with information requests. By designing platforms that promote transparency while also protecting privacy, GovTech developers can play an important role in building trust between government and citizens. 

5. Citizen-Centric Experience

The combination of evolving public expectations and demographic change was rapidly reshaping the delivery of government services even before the pandemic. In a global survey conducted in late 2019, Accenture found that 50 percent of respondents believed that requests to an agency could be resolved faster with the use of AI assistants or chatbots and that a transition to 24/7 access to government services would be greatly beneficial. Respondents also wanted easier access to their personal information (74 percent), faster response times (73 percent), and greater visibility into the status of their queries and applications (64 percent). Younger citizens accustomed to customer-centric experiences are further shifting expectations of what services the government should be able to offer digitally. It will fall to GovTech developers to design applications that connect citizens to their government and streamline processes that have long relied upon inefficient manual practices and direct physical interactions.

Enhance Your GovTech Application with Accusoft Solutions

Working with the government sector presents a number of challenges to even seasoned developers. From meeting complex compliance and privacy requirements to managing a dizzying range of document types, building and implementing an effective solution takes a great deal of time and development resources.

One of the easiest ways to speed up that process is by incorporating proven functionality into an application with SDKs or APIs. Accusoft’s collection of software integrations helps GovTech developers get to market faster by providing reliable and government-ready content processing features.

  • PrizmDoc Viewer: A powerful HTML5 viewer with annotation and redaction capabilities, PrizmDoc Viewer makes it easy to view, edit, and manage public records, contracts, and even more sensitive documents all within a secure GovTech application.
  • ImageGear: With ImageGear’s extensive image processing, conversion, and compression features behind them, GovTech applications can easily improve document workflows, consolidate information, and meet government archiving standards (thanks to PDF/A support).
  • FormSuite: Processing government forms can quickly overwhelm an application if it doesn’t have the capabilities to handle multiple form types or clean up document images. FormSuite for Structured Forms is a collection of forms processing SDKs that helps GovTech applications quickly sort and extract data from structured forms for superior speed and accuracy.

As GovTech trends continue to accelerate in 2021, developers need partners they can trust to provide secure, reliable functionality to their applications so they can focus their efforts on building software that meets the exacting needs of the government sector. Learn more about how Accusoft can fulfill that role and elevate the potential of GovTech applications.

ISVs, corporations, and SaaS solutions all have the same immediate digital transformation needs in common; they all need to bring forth technologies that improve both the customer and employee experience. The challenge is building and launching these technologies quickly, efficiently, and within a scalable, sustainable model. Product managers and development teams are all evaluating options to assist with meeting stakeholder demands for quality, while also meeting the need for speed to market. Enter the hidden value of third-party software integrations.

The secret life of APIs

Digital transformation is an ever-increasing priority for all businesses as well as an initiative that is seeing a surge in funding. In a recent State of the API Economy 2021 report by Google, 56% of enterprise leaders say APIs help them to build better digital experiences and products. Leaders are also finding value in focusing on an API-driven strategy, and 52% say APIs accelerate innovation by enabling partners to leverage digital assets at scale. 

How API Integration Works

At a very simple level, an API consists of code that allows two separate technology systems to communicate and interact with one another. It functions as a translator and messenger; delivering user requests and data from one system to a completely separate system. This effectively allows an application to utilize the features and data of other applications without having to build out that functionality from scratch.

For example, the Uber ride-sharing app connects customers to available drivers within a specific area. It does this with a combination of smartphone geolocation and accurate maps, but the Uber app doesn’t have mapping capabilities. To get those features, it connects to Google Maps by way of an API that allows the Uber app to access the relevant navigational data and use it to connect customers to drivers.

Another key function of APIs is their ability to automate key processes and connect legacy infrastructure to newer technology systems. Data can be collected in one system, for instance, and “pushed” into another system automatically. This not only eliminates the complicated (and error-prone) task of manually transferring data between different systems, but also allows users to build a workflow in an application they’re already accustomed to, without having to learn an entirely new system. 

More importantly, since APIs allow newer technologies, devices, and legacy applications to talk to each other, they provide firms with substantial flexibility when it comes to adding new platforms. Purchasing new software doesn’t mean throwing out existing tools, which significantly reduces the risks associated with technology investments and upgrades.

The cost savings with API Integrations

When you purchase a third-party API integration you’re gaining more than additional functionality for your application. You also gain access to a team of developers and support specialists who are here to assist you from POC to deployment and beyond.  Leaning on the specialization of a third-party vendor allows your developers to focus on application enhancements and release your product to market faster. Ultimately saving your company valuable development time and realizing product revenue faster.

Interested in learning more?

Could your business benefit from an API led digital transformation strategy? Schedule a consultation today, to learn more about the document management API integration options available from Accusoft.

Gain Peace of Mind with GDPR Compliant Document Viewing Tool for Secure Collaboration

These days there is a heightened awareness of the risk of opportunity for a data breach or cyber attack. Whether the spike in attention came from a global pandemic, brink of international war, or an unknown hacker that set its sights on Elon Musk, there is a general consensus that our personal data is at risk at any point through a breach of security.  This becomes more potent for companies as the cost of such insecurity could potentially end its tenure.  According to an IBM Data Breach Report, 2021 had the highest average data breach cost in a 17-year history of $4.24M. Securing data and maintaining an individual’s privacy is a priority for many organizations throughout the world, but following a strict standard has only been attempted by the European Union (EU) thus far.  

The EU has taken this priority a step further than just suggesting companies and organizations increase data protection – since 2018, they’ve mandated and enforced specific requirements through the General Data Protection Regulation (GDPR). Given the broad parameters covered under GDPR compliance, ensuring the standards are met can become a time-consuming, stressful and ongoing issue if not resourced properly.  The parameters go beyond the protection of personal data and go as far as requirements, to prove security measures are set in place.  

Who Needs to Maintain GDPR Compliance?

While often only associated within the European Union, the requirements and legislation of the GDPR extend as far as all “entities who are offering goods or services to anyone residing in the EU (even if those services are provided free of cost).  Any global business either has to become compliant for all of its users/customers or be able to accurately identify EU residents and enable compliant systems to handle only that subset of the customer base.”

GDPR requires companies to know the following as related to personal data:

  • What personal data is being shared 
  • Where it is being shared 
  • How it can be deleted at a moment’s notice if necessary

The GDPR also highly encourages that an organization designates an employee to be the point of contact and in control of the data security processes and systems to maintain compliance.  A first step to having an effective process in place is choosing the right tools with security features to protect data being shared within the company.

Managing Risk through Secure Document Viewing

As risk management becomes an essential part of strategic planning, the importance of IT security and data encryption skyrockets to the top of priorities for most companies. GDPR suggests encryption as a means to manage risk in file sharing but does not outline explicit instruction.  With PrizmDoc™ Viewer, companies gain added data security, aligned with GDPR compliance, in document viewing and sharing without heavy client-side installations or downloads. 

PrizmDoc™ Viewer is created with Multi-Level Data Protection including:

  • 256-bit AES encryption 
    • (Advanced Encryption Standard) is an international standard that ensures data is encrypted/decrypted following this approved standard. It ensures high security and is adopted by the U.S. government and other intelligence organizations across the world.
  • Configurable user permissions add a strong measure of privacy and protection to document content.

A Simple Path to Secure Document Sharing

Remote work or not – collaborating on a project today means sharing documents among many colleagues to finalize a document, project, or presentation. To do that with security in mind, organizations are cobbling together tech stacks to meet their productivity needs along the way, and several different file types can come across their desks in a single day.  

PrizmDoc™ Viewer integrates into your current application to render and display a multitude of file types with high fidelity and speed.  The ease of use features include:

  • Flexible use across many platforms
  • A self-hosted version that resides on any organization’s servers
  • Empowers developers to provide their users with responsive file viewing
  • Search and redaction can be easily turned on/off

PrizmDoc Viewer is also designed to run on all devices with a zero-footprint viewer that makes it easy for employees to work where and how they wish. The white label services give an organization the flexibility to brand and customize while gaining peace of mind in data security.

Open and View an Image Securely the First Time

While documents have a range of formats from Word, PDF, spreadsheets, and more – images are often more of a culprit when it comes to difficulty viewing, let alone being able to download, edit, markup, or save information as a separate file. Workers find themselves quickly downloading a media player just to open the image.  Having multiple solutions in place is not only confusing, but it also contributes to inefficiency and human error which means added risk for images to remain secure. 

As photographs can constitute personal data under the GDPR, this means organizations must be able to quickly and easily remove all images where the individual can be identified.  

With ImageGear, an organization is able to add powerful image processing capabilities that enhance secure collaboration such as:

  • PDF manipulation that includes managing access with digital signatures for added security levels
  • The image processing library offers developers a set of methods for modifying an image including to resize, crop, merge, rotate, and flip.
  • An option to add OCR for document search and data capture support

Getting Started 

To quickly gain peace of mind with secure collaboration, contact us today

As part of its ongoing mission to serve the specialized needs of today’s largest enterprises, IBM offers multiple solutions for managing business content and a wide range of digital assets. The ECM family of services and solutions helps organizations capture, protect, activate, analyze, and engage with their content to generate better insights that can inform decisions. While many enterprises still deploy their ECM on-prem, IBM also offers the cloud-native FileNet Content Manager, which incorporates some of the company’s latest innovations in AI to derive more value from unstructured content.

Emerging legal technology
 

Ongoing Legal Digital Transformation

There are many challenges facing the legal industry that legal tech and new emerging legal technology can help solve, but getting firms to adopt new technology to address these challenges can be a hurdle.  But the most recent challenge within the eDiscovery process is compounding them all. 

The Arrival of New eDiscovery Challenges

The change to a remote/hybrid work environment starting in 2020 during the worldwide COVID pandemic transformed the working world. Even while some companies have returned to the physical workspace, hybrid and fully remote working conditions continue to exist. This means that the collaborative working social platforms and mobile apps we all used to communicate and work with (Teams, Slack, Zoom, Webex, WhatsApp, Google Meet, etc.) are here to stay. 

Regardless of whether employees are in-office, hybrid, or working remotely, using these collaborative working social platforms has become the new norm. This has had profound effects on legal firms performing eDiscovery, most of whom still depend on tools and review processes designed for standard digital documents (such as .doc, .xlxs, .ppt, etc), paper documents, and email. The process of collecting, viewing, searching, redacting, and collaborating across traditional documents and emails has pivoted, and firms are responsible for including the digitized content from these collaborative working social platforms in their eDiscovery.

Compounding the Problem

Processing this new collaborative working social content is a big enough challenge on its own. Unfortunately, many in the legal industry weren’t fully optimized with their digital transformation by adopting previously available legal tech. While some traditional eDiscovery tools have reached maturity and are being utilized by firms, many slower-to-adopt firms are still fighting internally to have legal tech implemented.

How can firms (both early adopters and those still in the digital transformation process) prepare for eDiscovery across these new platforms filled with chat streams, emojis, and video recordings?

Enter Third-Party Software Integrations

Legal tech independent software vendors (ISVs) can be assured that there is technology available that can support their eDiscovery across these collaborative working social platforms. But better still, they don’t need to build a solution from scratch. 

Readily available and easy to adopt, third-party software integrations allow ISVs to add the capabilities they need without disrupting development timelines or building features from scratch. The ability to view, search, annotate, and redact content within documents securely inside an existing application without sacrificing everyday functionality is powerful.

Take on Your eDiscovery Challenges with Accusoft

Accusoft software integrations help legal tech ISVs build a more productive process for case review and eDiscovery. With unique technology that enables easy digital document processing, manual processes like search and redaction are no longer labor-intensive. Accusoft’s digital document lifecycle technologies streamline collaboration and information-sharing while keeping files secure and original metadata intact.

Looking specifically to address the new challenges of processing new collaborative working platform content within your eDiscovery process? Accusoft’s solutions can not only view these new collaborative platform transcript file types (including JSON, VTT, DOCX) but also search, redact, and offer secure collaboration directly inside your application.

To learn more about how Accusoft integrations can support your legal digital transformation and eDiscovery challenges, talk to one of our technology experts today.

_ _ _

For more information on Accusoft’s software integrations for eDiscovery, case, and practice management applications, visit our Legal industries page.

 

When the time comes to extract data from standard forms, simply scanning the entire document isn’t an ideal solution. This is especially true of forms that include instructional text, since you probably don’t want to keep capturing “Directions” from every form. Even when looking only at fillable information, there can be a lot of text to capture. Optical character recognition makes it simple to automate data extraction as part of a forms processing workflow, but the most effective frameworks utilize a specialized form of recognition known as zonal OCR. 

What Is Zonal OCR?

While zonal OCR still identifies machine-printed text and matches it to existing character sets before handing it off to another stage of a predetermined workflow, what sets the process apart is the way it goes about reading a document page. A typical standard form often features multiple fillable boxes where someone can enter their information. It could also include drop-down menus with predetermined responses (suffix, state, and country are all common examples of this). Trying to recognize all of that text at once greatly increases the number of possible results, which could impact both accuracy and performance.

Zonal OCR addresses this challenge by splitting the page up into several distinct zones, each of which typically corresponds to a form field (although it doesn’t have to). Instead of reading the entire page, then, the OCR engine selectively recognizes the text in these zones. It can also be combined with form image dropout, which removes text and graphical elements that don’t need to be read and might interfere with the recognition process. By reducing the amount of text that needs to be matched, zonal OCR and significantly improve recognition speed and accuracy.

Limiting Recognition Results

The most effective OCR solutions then go a step further by designating the type of information that should be found within those zones. This reduces the range of potential outcomes, which makes it easier for the OCR engine to return an accurate reading.

For example, the letter “Z” bears superficial similarities to the number “2.” If the OCR engine needs to take into account all possible responses, it may struggle to distinguish between the two accurately, especially if an unusual font was used to complete the form. However, if developers stipulate that a particular “zone” should only include numerical values, the OCR engine suddenly goes from having to consider dozens of letters and special characters to just ten numbers. This makes it much easier to obtain an accurate recognition result.

For hand-printed form responses, applying the same zonal strategy to Intelligent Character Recognition (ICR) is especially helpful. Going back to the “Z” and “2” example, the distinctions between the two characters are often much more subtle in the case of hand-printing. If a form field includes the date to be printed out in a month/day/year format, there is no reason to include a “Z” in the list of potential characters that might be found in that field because no month includes a “Z.” When the ICR engine comes across a “2,” then, it’s more likely to identify it correctly because there are fewer potential alternative characters.

By constraining possible recognition results over a smaller range of defined character sets, zonal OCR and ICR both greatly improve accuracy when it comes to forms processing. The list of potential results is typically referred to as a data validation list.

In addition to constraining character sets, regular expressions can also be applied to different zones to specify what kind of data is expected to be found there. A regular expression is simply a string pattern that sets rules for how characters are formatted, such as a phone number, Social Security number, or credit card number.

Setting Up Zonal OCR

Integrating zonal OCR capabilities into a forms processing workflow first requires the creation of specialized templates that map out the location of each field that contains data. In any organization, the various types of standard forms received should always be built as templates within the solution. This allows the application to both match incoming forms to existing templates, but also align them to ensure that everything is in the proper location. 

The alignment step is extremely important for effective data extraction. Zonal OCR is set up to read only specific areas on a document page. These zones have clear boundaries, and anything caught outside that boundary will not be read while any character that’s only partly within the field will likely return an error result of some kind.

Accusoft’s SmartZone OCR/ICR integration, for instance, works most effectively when paired with the FormFix SDK, which handles form template creation, identification, and alignment. As part of the broader FormSuite solution, these integrations are extremely effective when it comes to streamlining data capture.

Improve Data Capture Accuracy with SmartZone

With OCR and ICR support for multiple languages, SmartZone is a powerful data extraction tool that can be incorporated into an application individually or with the rest of the FormSuite collection. It provides fast, accurate text recognition on both a zonal and a full-page basis. Developers can set up expected character patterns for fields and designate different regular expressions for all of them to deliver results that are significantly more accurate.

SmartZone not only provides out-of-the box support for pre-defined character sets, such as upper and lower case characters, arithmetic symbols, and currency symbols, it also allows developers to edit those sets to improve accuracy, confidence, and speed.

Find out how the SmartZone OCR/ICR can enhance your application’s forms processing data extraction today by downloading a free trial.