Technical FAQs

Question

We are saving files to the PDF/A standard and are running into a few cases where the file cannot be saved as PDF/A by ImageGear .NET. Why is this, and how do we do it properly?

Answer

First, determine whether a PDF document can be converted to PDF/A by creating an ImGearPDFPreflight object from your document, and generating an ImGearPDFPreflightReport object from it:

using (ImGearPDFPreflight preflight = new ImGearPDFPreflight((ImGearPDFDocument)igDocument))
{
    report = preflight.VerifyCompliance(ImGearPDFPreflightProfile.PDFA_1A_2005, 0, -1);
}

The first argument of the VerifyCompliance() method is the standard of PDF/A you want to use. ImageGear .NET is currently able to convert documents to adhere to the PDF/A-1A and PDF/A-1B standards:

PDF/A-1 Standard

ImageGear and PDF/A

There are parts of the PDF/A-2 and PDF/A-3 standards which may allow for more documents to be converted, but ImageGear .NET currently does not support those. This could possibly be why your document cannot be converted in ImageGear .NET.

Once the report is generated, you can access its Status, which will tell you if the document is fixable. You can also access its Code which will let you know if it’s a fixed page or if it has issues; it will return Success if fixed, or some error code otherwise. You can check these conditions to determine whether it’s worth attempting to convert the document:

// If the document is not already PDFA-1a compliant but can be converted
if ((report.Code == ImGearPDFPreflightReportCodes.SUCCESS) ||
(report.Status == ImGearPDFPreflightStatusCode.Fixable))
{
    ImGearPDFPreflightConvertOptions pdfaOptions = new ImGearPDFPreflightConvertOptions(ImGearPDFPreflightProfile.PDFA_1A_2005, 0, -1);
    ImGearPDFPreflight preflight = new ImGearPDFPreflight((ImGearPDFDocument)igDocument);
    preflight.Convert(pdfaOptions);
    saveFile(outputPath, igDocument);
}

// Create error message if document was not converted.
else if (report.Status != ImGearPDFPreflightStatusCode.Fixed)
{
    printAllRecordDescriptions(report);
    throw new ApplicationException("Given PDF document cannot be converted to PDFA-1a standard.");
}

If you want more information on why a document may not be convertible, you can access the preflight report for its records and codes. A preflight’s "Records" member is a recursive list of preflight reports. A preflight report will have a list of reports under Records, and each of those reports may have more reports, etc. You can recursively loop through them as seen below to output every reason a document is not convertible:

    private static void printAllRecordDescriptions(StreamWriter file, ImGearPDFPreflightReport report)
    {
        foreach (ImGearPDFPreflightReport rep in report.Records)
        {
            file.WriteLine(rep.Description);
            file.WriteLine(rep.Code.ToString() + "\r\n");
            printAllRecordDescriptions(file, rep);
        }
    }

Ultimately, the failure of a document to convert to PDF/A is non-deterministic. While some compliance failures can be corrected, in combination they may not be correctable. Therefore, the unfortunate answer is that to determine if it can be converted, conversion must be attempted.

View Detail >

Cells does not support concurrent/collaborative editing of the same document. It is designed for a linear workflow where saved data is made available to authorized users, enabling them to start with a spreadsheet that was previously populated by someone else.

View Detail >
Question

With PrizmDoc, how can I hide a predefined search if there are no results?

Answer

The predefined search option does not support that functionality, but you can instead perform a server-side search, and then activate the search panel if there are results to show:

var viewer;
var viewingSessionId = <%= viewingSessionId %>;

var fixedSearchTerm = "the";
var pasUrl = "/pas";

var viewerReady = false;
var searchReady = false;
var searchDisplayed = false;

function displaySearchIfNeeded() {
    // The search is only displayed once the viewer is ready, and once our preliminary server-side search comes back positive.
    if (viewerReady && searchReady && !searchDisplayed) {
        searchDisplayed = true;

        $("[data-pcc-search=\"input\"]").val(fixedSearchTerm);
        $("[data-pcc-search=\"submit\"]").click();
    }
}

function sendSearchPost() {
    $.ajax({
        "method": "POST",
        "url": pasUrl + "/v2/viewingSessions/" + viewingSessionId + "/searchTasks",
        "data": JSON.stringify({
            "input": {
                "searchTerms": [
                    {
                        "type": "simple",
                        "pattern": fixedSearchTerm,
                        "caseSensitive": false,
                        "termId": "0"
                    }
                ]
            }
        }),
        "contentType": "application/json",
        "success": function(response) {
            $.ajax({
                "url": pasUrl + "/v2/searchTasks/" + response["processId"] + "/results?limit=1",
                "success": function(response) {
                    if (response.results.length !== 0) {
                        searchReady = true;

                        displaySearchIfNeeded();
                    }
                },
            });
        },
        "error": function(jqXHR, textStatus, errorThrown) {
            if (jqXHR.status === 480) {
                setTimeout(sendSearchPost, 2000);
            }
        }
    });
};

setTimeout(sendSearchPost, 500);

$(document).ready(function() {
    // Since we are no longer restricted to a predefined search, we can load the viewer ASAP.
    viewer = $("#viewer").pccViewer({
        "documentID": viewingSessionId,
        "imageHandlerUrl": "/pas",
        "language": viewerCustomizations.languages["en-US"],
        "template": viewerCustomizations.template,
        "icons": viewerCustomizations.icons
    });

    viewer.viewerControl.on("ViewerReady", function(event) {
        viewerReady = true;

        displaySearchIfNeeded();
    });
});
View Detail >
Question

When viewing .csv files in PrizmDoc Viewer, the dates in the CSV file are in UK format (DD/MM/YYYY). However, if the DD is lower than 13 it is converted to US date format (MM/DD/YYYY).

Answer

Workaround:

The suggested workaround is to use Excel files instead of CSV to avoid this situation. Excel file format stores date/time format in the file.

Issue:

This is a bug in the MS Excel COM Interop that is being used by the product (MsOfficeConverter). Here is the related Excel bug: https://social.msdn.microsoft.com/Forums/vstudio/en-US/82248560-dabd-4c90-b1e2-793b2f32b257/excel-bug-handling-dates-in-csv-files-using-microsoftofficeinteropexcel?forum=exceldev

Problem description:

When using MS Excel Interop to open CSV files, all date/times there are being interpreted with “en-US” locale, regardless of actual system locale. Here is the description from the bug link above:

Excel interpreting dates when its reads csv files via .NET Interop. It is not a excel formatting issue per say. When excel accesses information such as dates (which are stored as numbers in memory to support arithmetic operations) from text files, it has to convert the date from textual representation (within the csv file, such as 2012-09-12) to the equivalent number in Excel memory (e.g. 41164 which represents 2012-09-12). When we use Interop to access this number in memory, many are interpreted incorrectly – swapping days with months and vice versa. This is a bug, as Excel is not abiding by the system culture on interpreting local date formats.

View Detail >

While digital transformation initiatives have been climbing the FinTech priority list for years, Eli Rosner of Finastra notes that thanks to COVID-19, “It feels like the fast forward button has been pressed.” Firms must now embrace the realities of remote work and rising consumer expectations even as investor patience wears thin on reliable ROI.

The result is a FinTech landscape that’s more than meets the eye. To deliver on transformative deployments, companies must look past familiar fintech trends to uncover key challenges, assess acceleration issues, and recognize the realities of digital revolution.

The Challenges of Change for FinTech Companies

FinTech solutions emerged as harbingers of change. Frustrated by restrictive policies and cumbersome processes, financial technology companies embraced the market reality of application-driven enterprises capable of meeting consumers on their own terms. But even these tech-first solutions couldn’t predict current challenges. As noted by recent Deloitte research, FinTech firms now face both external and internal barriers to effective change.

Externally, investors remain an ongoing challenge as their patience for digital revenue delivery wears thin. While they recognize the need for transformative spend, they’re not willing to wait years on steady returns. Internally, lacking enterprise agility now hampers the ability of finance technology firms to deploy new partnerships and coordinate digital innovation at scale. Changing market forces are creating unprecedented challenges for FinTech firms.

The Acceleration of Adoption

Even as enterprises grapple with evolving change frameworks, the global pandemic continues to push companies out of their comfort zone, forcing firms to quickly implement multichannel solutions capable of connecting with customers anywhere, anytime. Consider that 35 percent of banking customers have embraced more online options, while contactless credit card payments have jumped by 40 percent over the past few months.  

In effect, the COVID-19 crisis has revealed a need for speed that’s far beyond the comfort zone of many FinTech firms. The result of this adoption acceleration is equal parts potential and problem. Companies can’t afford to slow down, but need a better view of what lies ahead.

The Realities of Revolution

To overcome emerging challenges and embrace agile application adoption at speed, FinTech firms must leverage a two-step process that first recognizes the real-life impact of digital revolutions and then deploys specific solutions to improve operational outcomes.

In practice, this means addressing four new realities:  

  1. Customer-First Frameworks

As noted by Deloitte, the shift to customer centricity is often viewed as an enabler. If companies are able to deliver seamless, client-first experiences through common digital channels, they can significantly raise their reputational stock with consumers. But it’s one thing to recognize the reality of customer-first frameworks and another to implement them at scale. Here, fintech firms are best-served with workflow automation tools capable of streamlining key processes — such as loan applications and credit checks — to help reduce the time between customer inquiry and response.

  1. Complex Document Functions

With clients and staff now working and interacting remotely, FinTech firms are facing a substantive uptick in the volume and variety of digital documents they receive — and they need to process ASAP. Here, complexity itself doesn’t represent the full spectrum of change, since regulatory and compliance controls are familiar challenges for FinTech companies. Instead, it’s the velocity of complex document processing that can quickly overwhelm even experienced FinTech software as they look to process applications and approvals at speed without sacrificing security or consistency. Comprehensive, industry-compliant document management tools can help FinTech firms bridge the complexity gap.

  1. Comprehensive Data Foundations 

Spreadsheets remain essential for traditional firms and FinTech solutions alike. As data volumes grow, organizations face issues related to information-entry errors, version consistency, and data security. To ensure foundational finance data is accurately collected, consistently applied, and always protected, FinTech solutions need to deploy next-generation spreadsheet solutions capable of giving end-users the control and security they need.

Collaborative FinTech Forces

To deliver on client expectations around speed and security, FinTech solutions require SDKs that natively support document collaboration and control without introducing security risks such as unauthorized editing, downloading, or sharing. This means equipping their applications with the operational infrastructure that facilitates everything from editing and commenting to robust redaction, annotation, and file conversion.

FinTech in 2020: The Only Constant Is Change

The global business landscape in 2020 has been anything but predictable. Defined by pandemic pressures and driven by increasingly sophisticated digital initiatives, FinTech companies have managed what seemed impossible only a few years ago. They made a speedy shift to remote work that now delivers rapid customer responses while reducing overall risk.

However, it’s important to note that the market movement isn’t over. As COVID conditions continue to evolve and consumers recognize the value of advanced FinTech solutions, the only constant in FinTech industry this year is change.

View Detail >

Accusoft has been remote since March 2020. The executive team is committed to ensuring the safety and well-being of its employees during this time. While these measures are necessary, they come with different challenges for team communication and bonding. Over the past seven months, Accusoft’s leaders have gotten creative, finding new, virtual ways for their teams to connect, not only about work but personally as well. Here are some of the unique ways Accusoft has kept its employees engaged, informed, and connected while operating remotely.

Company-Wide Town Hall & AccuTalk

Accusoft’s executive team hosts a company-wide, virtual town hall once a month to give updates on the company’s performance during COVID-19. Leaders share updates and answer questions about the state of business. The meeting helps provide clarity about what’s going on at Accusoft during the pandemic. It alleviates some of the uncertainty about how this situation is impacting normal business operations.

“We know it’s crucial to keep our employees informed about the business,” states Jack Berlin, CEO of Accusoft. “While it’s difficult to be out of the office, especially for me, I know it’s what’s best for our team. While we are remote, we need to ensure that employees are informed and understand how we are handling this situation from the top down.”

AccuTalk, formerly Chalk Talk, is held once a quarter on a virtual platform. This company-wide meeting highlights the accomplishments of each department and their goals moving forward. During AccuTalk, the leadership team shares information about the successes and challenges of the team’s quarter and what they can do to meet their new goals in the following quarter.

Diversity and Inclusion Initiatives

Accusoft is committed to upholding its core values, including diversity and inclusion. Over the past several months, there has been social unrest on important issues related to this core value. Accusoft recognizes how this has impacted its employees and aims to provide a safe space for individuals to share thoughts, ideas, and feelings around the subject in a productive way. Individual team members have contributed to the activism Slack channel, which discusses trending news stories, ways to be a better ally, and community events to get involved in. 

Team Celebrations and Gatherings

In addition to informational meetings and activism groups, team leads and managers have hosted team bonding events including everything from Zoom lunch celebrations for team member’s life events to virtual gaming parties. 

The PrizmDoc team has a monthly birthday happy hour and a weekly lunch meeting where they play GeoGuessr. The marketing team has even gathered for a socially distant happy hour in-person to support a team member’s family food stand. 

“It’s important that we get together in a safe environment to reconnect with each other. We can easily forget that the human on the other side of the screen, whether visible to us or not, is a colleague that we once interacted with closely in person,” says Christine Hairelson, VP of Employee Experience at Accusoft. “We are all facing different challenges during this pandemic, and it’s vital that we connect with each other on a personal level as well as a business one.”

Virtual Events and Holidays

In addition to the team-specific events, Accusoft’s Event Ninjas, a group of dedicated volunteers from all teams, has put together several virtual events for the company to participate in over the past seven months. The team has planned a trivia night, ice cream social, beer and cheese tasting, and a virtual Halloween party. The goal is to keep everyone connected and engaged. 

“While we may not be able to all gather together safely, we can still connect with each other and share milestones, celebrate holidays, and help each other through this challenging time,” states Megan Brooks, VP of Marketing.

Want to work for Accusoft? Explore all of our open job opportunities on the Careers page, and apply to join our team.

View Detail >


TAMPA, Fla. –  Accusoft is proud to announce its new VP of Sales, Greg Barker. This leadership shift in the sales team will empower Accusoft to focus on new growth strategies. 

As Vice President of Sales, Greg will lead Accusoft’s sales, support, and customer success teams, while driving strong top and bottom line impacts across the organization. 

“As a growing company in Tampa Bay, we need a sales leader that can set a growth strategy to propel us forward,” says Jack Berlin, CEO of Accusoft. “We are excited to announce that Greg Barker will now be leading the sales team with a new forward-thinking strategy that strengthens our approach and empowers our sales professionals to excel.”

Greg Barker has held executive roles at Greenway Health, Kelly Services, and most notably, Oracle. As Vice President of Oracle’s Industry Business Unit, Greg was responsible for Oracle’s go-to-market strategy and mergers-and-acquisitions across their entire product portfolio. Prior to joining Oracle, Greg served in the United States Air Force for 10 years, where he ended his military career working in the intelligence community at the Pentagon. Greg holds a BS in Computer and Information Sciences from the University of Maryland.

To learn more about Accusoft’s management team, please visit our website at accusoft.com/management-team.

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.

View Detail >

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.      

View Detail >

There are 2 ways to password protect a document

  • Protected sheet for locked cells – we display the document as is and respect locked and hidden cells, but we don’t allow inputting the password to unlock it.
  • Password protected document for opening – we currently don’t support this use case; instead, it will fail to process the file with UnsupportedFileFormat.
View Detail >

VirtualViewer is now PrizmDoc for Java

In document viewing and processing solutions, change is inevitable and often necessary to keep pace with evolving technologies and market demands. As such, we are thrilled to announce the rebranding of VirtualViewer® to PrizmDoc® for Java. This transformation accentuates Accusoft’s unwavering commitment to providing cutting-edge, secure document-viewing solutions to our valued customers and partners.

Why the Change? 

Several key factors drove the decision to rebrand VirtualViewer® as PrizmDoc® for Java, aligning with our mission to deliver innovative and streamlined solutions to the market.

Rebranding VirturalViewer® to PrizmDoc® for Java solidifies Accusoft’s dedication to offering state-of-the-art document-viewing solutions. By folding VirtualViewer® into the PrizmDoc® brand, we can present our current and potential clients with a more cohesive and comprehensive product lineup. This streamlined experience makes it easier for customers to navigate our offerings and find the perfect solution to meet their document-viewing and processing needs.

Renaming VirtualViewer® as PrizmDoc® for Java clarifies its positioning within our product portfolio. Prospects can now readily identify PrizmDoc® for Java as Accusoft’s Java-based option for document viewing and processing. This clear delineation enhances brand recognition and facilitates informed decision-making for potential customers.

What Does PrizmDoc® for Java Have to Offer?

Renaming VirtualViewer® as PrizmDoc® for Java solidifies Accusoft’s commitment to offering our customers options for Document Viewing and Processing that meet their unique needs. PrizmDoc® for Java boasts robust features designed to empower users with unparalleled document-viewing capabilities. From rendering high-fidelity documents with lightning speed to enabling seamless collaboration and annotation, PrizmDoc® for Java is engineered to optimize productivity and efficiency across various industries and use cases. You’ll also still get the same robust document support, easy-to-use format in any environment, and quick installation/integration that you’re used to with VirtualViewer®. 

Moving Forward

PrizmDoc® for Java represents a new name and a bold step forward in our ongoing mission to redefine the document-viewing landscape. This rebranding supports Accusoft’s commitment to offer innovative, secure document-viewing solutions. VirtualViewer’s® transition to PrizmDoc® for Java signifies more than just a name change—it exemplifies our commitment to excellence and dedication to providing superior document-viewing solutions.

To learn more, visit the PrizmDoc® for Java product page.

View Detail >