Technical FAQs

Finovate and Informa Engage surveyed fintech and banking companies on behalf of Accusoft to gain a better idea of the current capabilities available in document management systems, and the challenges these firms face in using them more efficiently. Learn what we found.

Enterprises are continuously engaged in a process of evaluating their operations to identify opportunities for improvement. When one of the world’s leading mortgage lenders took a closer look at how it was handling documents to process applications, it quickly recognized the need to implement a solution that would allow them to scale capacity and enable faster loan processing. The company’s diversified businesses included banking, capital markets, and insurance, all of which combined to handle more than $1 trillion in mortgages, with nearly $2 billion in new loans each day.

Overview

For many years, the lender had processed applications by hand, entering information from paper and electronic forms into a mortgage processing application. While users had to thumb through paper documents, electronic loan documents were made available through a content management system and a dual-monitor workstation. One screen contained the loan processing application and a list of electronic loan documents. The other screen displayed the selected document and allowed the user to browse its contents. 

In examining their loan purchasing process, the lender discovered that while it took 7-9 days to close a paper document loan, electronic documents closed in just 4-5 days. Unfortunately, the legacy content management system limited scalability and performance, and a grossly underpowered document viewing application further impacted user productivity. The potential revenue gain in expanding their use of electronic documents was enormous – in terms of enhanced efficiency alone. To retain their competitive edge in a challenging market, the lender made the decision to replace their legacy CMS with an enterprise solution.

Challenges

But in order to realize the full productivity potential of the new enterprise CMS system, the lender also needed to upgrade its client document viewing application. The new viewer needed to provide reliable viewing for various types of electronic forms, including scanned documents, faxes, and emails in TIFF, JPEG, and PDF formats. To meet productivity demands, the first page of each document had to be accessed within two seconds. The technology also had to be entirely web-based since no documents could be stored on a client’s desktop or hard drive due to compliance constraints. From a user experience standpoint, the viewing solution also needed to provide scalable thumbnail rendering, accommodate mouse and keyboard navigation with “hot keys,” and be able to meet rigorous load-testing requirements. 

After a thorough review of available options, the lender selected Accusoft’s PrizmDoc^® for Java, formerly VirtualViewer^®, HTML5 viewing technology to address its complex functionality and security requirements. Critically, PrizmDoc^® for Java supported the lender’s required document set of PDF, TIFF, and JPEG, as well as AFP, PCL, MS Office, and many other important business document formats, which provided the growing lender with additional flexibility for future expansion. The viewer also delivered a variety of thumbnail features, including page rotation sync, full panel view, and adjustable size options. PrizmDoc^® for Java’s configurable user interface would also make it easy to implement navigation options and hot keys that enhanced productivity. 

The lender had little time to dedicate to the integration with its new enterprise CMS solution, especially since much of the integration time would be taken up by the load-testing process. Fortunately, PrizmDoc® for Java’s intuitive API made it easy to incorporate the product seamlessly while leaving plenty of time for load testing. 

Results

Replacing their legacy content management system and integrating Accusoft’s powerful PrizmDoc^® for Java high-speed HTML5 viewer enabled the lender to achieve its desired performance standards. Because PrizmDoc^® for Java is completely web-based and requires no software to be installed on the client’s desktop, the lender could easily roll out a scalable solution that met critical security and business continuity objectives within a single, high-speed viewing application. 

The viewer’s server component renders and delivers individual pages to the client quickly and seamlessly, well within the lender’s required sub-two-second access requirements, even when accessing large, multi-page loan documents in various geographical locations. PrizmDoc^®for Java now helps to increase the mortgage lender’s productivity by allowing users to access, view, annotate, and manipulate loan documents on the fly without ever touching the client’s local hard drive.

As a result, the lender can now import daily peak loads of more than half a million documents and deliver them to users across the enterprise in under two seconds, improving their overall mortgage processing time by more than 40 percent.

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 Dcoubee, 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. 

Join us for an engaging webinar with Dan Lee, Senior Product Manager at Accusoft, as we unravel the potential of AI for revolutionizing document management within your ECM.

Key Insights to be Discussed:

• Document Automation with AI
  Learn how AI technologies can streamline document-related tasks, such as data extraction, classification, and indexing
• Document Search and Retrieval Enhancement
  Discover the transformative power of AI-driven semantic search, enhancing document navigation and boosting decision-making and productivity.
• Security and Compliance
  Explore how AI plays a pivotal role in bolstering document security and ensuring compliance with industry regulations.

This webinar will delve into real-world cases showcasing PrizmDoc AI Integrations for PII identification within documents.

Key Take-Aways:

• How to configure PrizmDoc AI to identify PII in documents in your environment
• How to use PrizmDoc AI for PII detection
• Understanding of potential future PrizmDoc AI Integrations to further streamline your document workflow

Don’t miss this opportunity to shape the future of document management with AI.

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.

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

How PrizmDoc Hybrid Viewing Works

Rather than converting files into large SVGs, a web-friendly format, for client viewing on the server side, PrizmDoc’s Hybrid Viewing feature instead converts files into optimized PDFs and then offloads the viewer processing work to client-side devices. Rendering PDF files in the browser on the end user’s device significantly reduces the amount of pre-conversion workloads needed to display documents. Since all the processing work associated with viewing is being handled on the client’s device, the user experience is much more responsive.

The Business Case for Hybrid Viewing

The Accusoft engineering team developed the Hybrid Viewing feature based on extensive conversations with PrizmDoc customers about their evolving application needs. While there are still many situations where documents need to be processed and edited on the server to take full advantage of PrizmDoc’s server-side features, customers were looking for a more flexible option that would allow users to simply view files without increasing server loads.

Hybrid Viewing provides several important business benefits to existing and potential PrizmDoc customers.

Reduced Costs

One of the challenges with server-based processing is that scaling to a larger number of users can be expensive. Adding more users increases the overall server workload because each viewing session requires the server to prepare and process the document for viewing. Scaling this model after a certain usage threshold becomes expensive for many organizations. By offloading the processing work needed for viewing to client-side devices and minimizing server loads, PrizmDoc customers can scale usage more cost-effectively.

Improved Performance

Server-based viewing sometimes struggles to keep up when users are scrolling through a large, multi-page document. Lag can be even more significant if they need to jump from one section to another, forcing the server to stop loading one page so it can begin processing another. Offloading that processing work to a client-side device speeds up viewing performance because the device doesn’t have to continually connect to the server each time the user pulls up a new page. Increased responsiveness provides end users with a better overall viewing experience.

Tech-Stack Consolidation

Limitations with server-based viewing forced many customers to implement alternative solutions that made sense for their applications but involved a lot of extra development and maintenance. These solutions often include outdated desktop-based viewers that don’t offer much in the way of features. Transitioning to PrizmDoc Hybrid Viewing will allow customers to consolidate their tech stack, streamline development, and provide a more unified user experience without sacrificing performance or incurring additional costs.  

Frequently Asked Questions about Hybrid Viewing

It’s understandable that there are many questions about how the Hybrid Viewing feature works and how it will impact deployments. To address those concerns, we’ve provided answers here for some of the most common questions we’ve received.

Do I have to move to metered licensing?

PrizmDoc’s Hybrid Viewing feature is only available with metered licensing. We understand that some customers are currently on OEM licensing or one of our deprecated licensing options and we will work with you, review your current and projected transactions, and make the move to metered licensing as easy as possible.

How will metered licensing impact my data security?

Under our metered licensing plan, your PrizmDoc Server instance must contact Accusoft to 1) report the number of documents you have processed and 2) validate that your license is still current. Each report covers a period of time (usually 4-hour intervals) and is sent once every 18 hours. The data contained in these reports include:

• Timestamp of when the period began
• Duration of the period
• Count of documents processed
• An auto-generated ID

No other data is reported back to Accusoft.

Do I have to upgrade PrizmDoc to use Hybrid Viewing?

Yes, PrizmDoc Hybrid Viewing is only available starting in v13.22. We always recommend that customers upgrade to the latest version of PrizmDoc Server. Our engineering team is constantly implementing bug fixes, quality-of-life improvements, and critical security updates. Neglecting to upgrade PrizmDoc Server instances could leave your application exposed to potential security risks. All PrizmDoc versions are backward compatible. The Hybrid Viewing feature works for self-hosted, private cloud-hosted, and public cloud-hosted servers and requires customers to use metered licensing.

Start Taking Advantage of Hybrid Viewing Today!

If you’re already a PrizmDoc customer and you’re looking for a better way to scale your application’s viewing capabilities, our new Hybrid Viewing feature can help you achieve those goals. Talk to your Accusoft Account Manager to find out how you can implement Hybrid Viewing today.

Considering using PrizmDoc to implement powerful viewing and document management tools into your application? Talk to an Accusoft solutions specialist to learn more about how Hybrid Viewing can help you deliver greater value to customers without taking on unsustainable costs.

On July 12, 2022, Accusoft announced the latest update to PrizmDoc, its industry-leading document processing integration. The PrizmDoc 13.21 update improves existing features and adds key functionality related to format support, redaction capabilities, content conversion, and more, allowing developers to offer enhanced functionality within their applications. 

One of the main improvements in this release is to PrizmDoc’s Content Conversion Service (CCS). PrizmDoc now provides the ability to convert PDF documents to MS Word (DOCX) documents, making shared collaboration easier than ever before.

Other features and updates in this release include: 

• High-Efficiency Image File Format (HEIF, HEIC) support for viewing, redaction, and conversion to JPG/JPEG, PDF, PNG, SVG and TIFF. 
• PrizmDoc Viewer Markup Burner API now provides the ability to burn in redaction reason text for transparent (draft mode) redactions and provides the ability to remove PDF AcroForm fields. 
• Improved performance of the PAS GET MarkupLayers API when using AWS S3 storage, which significantly reduces network traffic between PAS and S3.

PrizmDoc provides customizable document processing to help developers deliver in-browser document creation, editing, and collaboration functionality, to enhance their software applications.

For more information about PrizmDoc or to download a free trial, please visit our website.

About Accusoft: 

Founded in 1991, Accusoft is a software development company specializing in document 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.

Introduction

A large government agency with millions of employees needed to manage personnel records and payment information while also making documents and images easily accessible for all users. Each document trail spanned the duration of the employee’s time with the agency, resulting in a repository containing hundreds of millions of documents. The existing system used a combination of custom-developed, Windows-based image viewers that were cumbersome, difficult to maintain, and presented security risks. 

Overview

As the system struggled to keep up with demand, employees became increasingly frustrated with the system. Rather than viewing documents within the system, they began using workarounds like printing out files or saving them to another device, both of which presented serious security risks since the records contained personally identifiable information. The agency needed a solution that could manage hundreds of millions of documents while still providing users with simple, secure, and quick access to personnel records and payment information. 

Although the document repository’s legacy viewing solution was no longer able to meet the agency’s needs, developing a new document viewer was prohibitively expensive and required expertise its IT team did not possess. Rather than building a solution from scratch, it made more sense to evaluate viewing integrations available on the market. The agency set out to find a viewer that could support multiple document types, including TIFF and PDF/A, for both viewing and archival purposes. Whatever solution the IT team chose to adopt would have to integrate smoothly into the existing legacy system to avoid a costly and time-consuming overhaul. 

Challenges

After evaluating several options, the agency turned to Accusoft’s PrizmDoc^® for Java, formerly VirtualViewer^®. As a Java-based viewer that uses HTML5 to render files for viewing, PrizmDoc^® for Java would allow the document repository to access files quickly and easily. PrizmDoc^® for Java’s extensive file format support allowed the agency to render PDF, Word, Excel, AFP, DWG, TIFF, and more in one universal viewer. The integration’s built-in library eliminated the need for a third-party application or additional license, further simplifying the agency’s document management processes. 

Another key priority was giving employees the ability to access documents from multiple devices. In the past, the system’s legacy viewer only allowed them to open and view documents on a desktop with the right software installed. To streamline the employee experience, the agency required a viewer that could be accessed from any device that supports a web browser, including tablets and smartphones. PrizmDoc^® for Java’s true cross-platform support and complete mobility provided the flexibility the agency needed to access documents from anywhere, at any time. The integration’s HTML5 technology and Java-based viewing allowed users to view and manipulate files within the browser, eliminating the need for an external application. 

PrizmDoc^® for Java’s quick installation and integration process made it the ideal solution for the agency. Installing PrizmDoc^® for Java’s document viewer took less than 10 minutes for proof of concept (POC) testing on any desktop, laptop, or virtual machine. The integration also provided APIs and developer tools to make integrating and leveraging the technology simple and easy, including RESTful content handlers that allowed for a more flexible development and deployment process.

Results

PrizmDoc^® for Java’s high-speed viewing for large files allowed document rendering and processing to be split between the server and browser, delivering an extremely high-speed response. The integration’s advanced features, including annotation, redaction, splitting, merging, and more, provided far more functionality than was possible under the legacy viewer. PrizmDoc^® for Java’s robust thumbnail panels also simplified working on large documents using full-panel thumbnail displays, as well as the option to adjust thumbnail size. 

By implementing PrizmDoc^® for Java, the government agency was able to provide more streamlined access to personnel and payroll records, saving employees and HR personnel time and money while eliminating security and management issues associated with the previous viewing solution. Millions of users are now able to view critical information related to their records via any device that has access to a web browser. PrizmDoc^® for Java’s robust document support and easy-to-use interface made it an essential tool for the agency’s document management and collaboration processes. The agency was able to continue using their existing repository system while also gaining the benefits of a modern, user-friendly document viewer.

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 Docubee, 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.