Technical FAQs

Question

I am integrating PrizmDoc using just the API to convert documents, and I am noticing an initial delay of about 10 seconds before the conversion starts.

Why is this happening?

Answer

One of the likely reasons this could happen is if your PrizmDoc Server is not licensed properly or if you are running in the Evaluation mode. In such cases, there are restrictions in place.

Among those restrictions is an artificial delay of 10 seconds imposed before viewing or conversion operations begin. A dialog window normally indicates this in the Viewer interface, but if you are just making API calls to the server, it will not be apparent.

A valid product license is required to eliminate these restrictions, which can be done as follows: https://help.accusoft.com/PrizmDoc/latest/HTML/prizmdoc-server-docker.html#2-configure-your-license.

learning management system LMS

Post-secondary schools look very different this year as colleges and universities embrace both blended learning and online-only approaches to content delivery and engagement. But this isn’t a one-off operation. Even as pandemic pressures ease, the shift to distance learning as the de facto solution for many students won’t disappear.  As a result, it’s critical for schools to develop and deploy learning management systems (LMSs) that both meet current needs and ensure they’re capable of keeping up with educational evolution. But what does this look like in practice? How do developers and team leaders build fully-functional LMS solutions that empower student success without breaking the bank?

 

Learning Management Systems (LMS) Challenges

When schools first made the shift to distance learning directives, speed was of the essence. While students were barred from campus for safety reasons, they’d paid for a full semester of instruction, and schools needed to deliver. As a result, patchwork programs became commonplace. Colleges and universities combined existing education software with video conferencing and collaboration tools to create “good enough” learning models that got them through to summer break. Despite best educational efforts, however, some students still went after schools with lawsuits, alleging that the quality of instruction didn’t align with tuition totals.

So it’s no surprise that as fall semesters kick off, students aren’t willing to put up with learning management systems that barely make the grade. They want full-featured distance learning that helps them engage with instructors and connect with new content no matter how, where, or when they access campus networks. 

As a result, development teams can’t simply correct for current COVID conditions. Instead, they need to create systems that deliver both blended and purely online interactions, and have the power to ensure students that choose to continue with digital-first learning can still stay connected even after returns to campus become commonplace.

 

How to Create a Functional LMS Framework

So what does a fully-functional LMS framework look like in practice? Six features are critical for ongoing success. Let’s explore how these features can enhance your learning management system and set your end-users up for success in the classroom and at home:

 

Diverse Document Viewing

As schools make the shift to distance learning, the ability to view multiple document types is critical for long-term LMS success. From standard Word documents, Excel spreadsheets, and PowerPoint presentations to more diverse image types — such as those used in medical educational programming or manufacturing courses — students and instructors need the ability to both send and view diverse document types on-demand. 

While both free and paid solutions for viewing exist outside LMS ecosystems, choosing this route creates two potential problems. Students with diverse technological and economic backgrounds may face challenges in finding and using these tools, and data security may be compromised. This is especially critical as schools handle greater volumes of students’ personal and financial information. If document viewing happens outside internal systems, private concerns become paramount.

 

In-Depth Annotations

With students now submitting assignments and exams via educational software, viewing isn’t enough. Staff also need the ability to annotate assets as they arrive. Here, professors and teaching assistants are best-served by built-in tools that allow them to quickly redline papers or projects, add comments, highlight key passages, and quickly markup documents with specific instructions or corrections. 

Without this ability, staff have two equally unappealing choices. They can either print out, manually correct, and then re-scan documents, or send all comments as separate email attachments. Both are problematic, since they limit the ability of students and teachers to easily interact with the same document.

 

Comprehensive Conversion

File conversion is critical for effective learning management systems (LMSs). Specifically, schools need ways to quickly convert multiple document types into single, searchable PDFs. Not only do PDFs offer the ability to control who can edit, view, or comment on papers or exams, they make it easy for teachers to quickly find specific content. The permissions-based nature of PDFs makes them ideal for post-secondary applications and a must-have for any education software solution. 

 

Cutting-Edge OCR and ICR

Optical character recognition and intelligent character recognition also forms a key part of distance learning directives. With some students still more comfortable with hand-written hard copies and some classes that require students to show specific work, OCR can help bridge the gap between form and function. By integrating tools with the ability to recognize and convert multiple character types and sets, schools are better equipped to deal with any document type. Search is also bolstered by cutting-edge OCR; instead of forcing staff to manually examine documents for key data, OCR empowers digital discovery.

 

Complete Data Capture

Forms are a fundamental part of university and college life — but the myriad of digital documents can quickly overwhelm legacy education software. Integrating tools with robust form-field detection allow schools and staff to streamline the process of complete data capture, both increasing the speed of information processing and reducing the potential for human error.

 

Barcode Benefits

As campuses shift to hybrid learning models, students occupy two worlds, both physical and digital. But this duality introduces complexity when it comes to tracking who’s on campus, when, and why. These are currently key metrics for schools looking to keep students safe in the era of social distancing. 

By deploying full-featured barcode scanning solutions as part of LMS frameworks, colleges and universities can get ahead of this complexity curve. From scanning ID cards to take attendance and track resource use to using barcodes as no-contact purchase points or metric measurements for ongoing analytics, barcode solutions are an integral part of LMS solutions.

 

Automation Advantages

The sheer volume of digital documents now generated and handled by post-secondary schools poses the problem of practicality. Teachers and administrators simply don’t have time to evaluate and enter data at scale and speed while also ensuring accuracy. By automating key processes including document conversion, capture, and character recognition, schools can reduce the time required to process documents, leaving more room for student engagement.

 

Building an LMS Product for Teachers & Students

The bottom line for LMS solutions? If they don’t work for end-users, they won’t work for the broader school system as a whole. Gone are the days of invisible IT infrastructure. Now, students and staff alike are school stakeholders with evolving expectations around technology.

By deploying distance learning solutions that prioritize end-user outcomes with enhanced document viewing, editing, data capture, and automation, developers can create LMS tools capable of both solving immediate issues and offering sustained student success over time. Learn more about these functionality integrations for your learning management system at accusoft.com/products

Question

With a fully-running PrizmDoc environment (version prior to v10.5), I’m noticing times where the system becomes unresponsive. That is, at some point, it no longer processes requests being made to the backend and I have to restart PrizmDoc in order to alleviate it. What could be causing this?

Answer

Prior to version 10.5, PrizmDoc used ProxyServer as its image processing system. Our Development Team eventually began seeing that the ProxyServer exhibited architectural problems that lead to a multitude of issues, such as unresponsiveness.

Starting in version 10.5, the Development Team created the Prizm Content Connect Imaging Service (PCCIS), which is far more stable.

To resolve this issue we suggest upgrading to the latest revision of PrizmDoc. Please see the product page for more information found here: https://www.accusoft.com/products/prizmdoc/overview/

Question

How do I get Viewing Packages working in PrizmDoc?

Answer

Viewing Package Full Setup Instructions

We recommend pre-converting documents through a feature called viewing packages and it can be turned on in PAS Configuration.

viewingPackagesdefault: disabled – Enable Pre-Conversion Services and APIs, which allow you to pre-convert documents and cache on-demand document views in PAS, to improve the speed at which documents can be viewed, as well as reduce the processing time in PrizmDoc Server for repeat document views.

Enable Viewing Packages Feature

feature.viewingPackages: enabled

Since viewing packages also use a database you will need to create a database for PAS, configure a database, and run the scripts that are included to create the tables necessary for viewing packages to work.

Configuring Database


Install Microsoft SQL Express

Note 1: If you have Visual Studio installed, you might have to uninstall the recent versions of C++ that are installed before MSSQL Express will successfully install.

Remove Visual Studio C++ Redistributables

Note 2: When installing, use all default install settings except for setting a custom database instance id and set mixed mode authentication so a custom password can be set.

Turn On TCP/IP For Database Instance

Step 1:

step 1 enable tcp/ip

Step 2:

enable tcp/ip

Set Port 1433 for TCP/IP Connection

set port 1433 for tcp/ip connection

Restart SQL Express Instance

Right-click and select "Restart" or double-click and select "Restart".

restart sql express instance

Install Microsoft SQL Management Studio

Install from this downloads page

Connect To Database Instance In Microsoft SQL Management Studio

Connect To Database Instance In Microsoft SQL Management Studio

Create A Database In Microsoft SQL Management Studio

Create A Database In Microsoft SQL Management Studio

PAS Config Database Settings

feature.viewingPackages: "enabled"

database.adapter: "sqlserver"
database.host: "localhost"
database.port: 1433
database.user: "sa"
database.password: "Password1"
database.database: "prizmdb"


# Default timeout for the duration of a viewing session

defaults.viewingSessionTimeout: "20m"

viewingPackagesData.storage: "database"
viewingPackagesProcesses.storage: "database"
viewingSessionsData.storage: "database"
viewingSessionsProcessesMetadata.storage: "database"

viewingPackagesArtifactsMetadata.storage: "database"
viewingPackagesArtifacts.storage: "filesystem"
viewingPackagesArtifacts.path: "%ALLUSERSPROFILE%\\Accusoft\\Prizm\\ViewingPackages"

Create the database tables

Create the database tables

Restart PAS

Restart PAS


Create Viewing Package

viewing-package-creator

Get State of Viewing Package Creator Processing

viewing package creator process

Get Viewing Package Info With Document Id

viewing package info with document id

Create Viewing Session From Viewing Package With Document Id

Create Viewing Session From Viewing Package

View Document In Viewing Package With The Created Viewing Session Id

View Document In Viewing Package With The Created Viewing Session Id

For examples of creating viewing packages, click on the link below to see the various ways of using them:

Viewing Package Creators

The legal profession may not be the first sector that comes to mind when thinking about how technology is transforming the way organizations conduct business, but LegalTech is quickly becoming an essential component of practicing law. Innovative digital platforms are helping legal firms to improve efficiency and solve problems, even though choosing and implementing these solutions isn’t always an easy process.

Despite the clear benefits of legal technology, status quo bias and concerns about onboarding difficulties have combined to make many organizations hesitant to invest in these tools. The concerns are understandable given that each new solution has the potential to disrupt established processes and ways of doing business. Today’s legal clients, however, expect firms to be more responsive to their needs and move quickly to advocate for their cases. Forward-thinking legal organizations  recognize that LegalTech isn’t so much a “necessary evil” as an outright necessity to business success.

Obstacles Facing LegalTech Adoption

As the legal industry becomes more competitive, firms are under intense pressure to do more with less while also improving their administrative agility. While there are many technology solutions available to facilitate this digital transformation, the implementation process often presents a series of obstacles. The sheer number of LegalTech solutions to choose from, whether in terms of software applications and platforms or devices and locations, can be overwhelming, especially when it comes time to integrate into a coherent IT strategy.

Lawyers routinely need to switch between different platforms and systems, some of which don’t communicate with each other. A key tool in one application may not exist in another, and in many cases data can’t be transferred between them easily. The constant juggling not only disrupts workflows and impacts efficiency, but also introduces abundant opportunities for human error to creep into processes. These risks combine to make many legal organizations resistant to adopting and learning new legal technologies, and instead drive them to rely upon outdated practices and systems.

Law firms have also been forced to adapt the way they operate due to the impact of the COVID-19 pandemic. Suddenly, essential tasks like meeting face-to-face with clients, conducting records research during discovery, and consulting with fellow attorneys are much more complicated. With many law offices shifting to a remote environment, legal professionals  find themselves switching between work laptops and personal devices frequently while also trying to access their firm’s intranet securely from off-site locations. All of these factors combine to reduce remote productivity since lawyers aren’t able to access the full range of their legal resources from their current location or device to create a single, cohesive workflow.

LegalTech and API Integrations

Despite the obstacles posed by adopting new tools and platforms, legal firms simply can’t afford to ignore digital transformation trends. By investing in innovative new legal technology, organizations can demonstrate their commitment to long-term growth and providing a better customer experience. Law clients understand that automation and other smart technologies can help them save money and receive better, more personalized service. In order to be successful in this environment, firms need to adopt a competitive growth strategy that is complemented by investments in technology.

Fortunately, many of the technology challenges facing legal organizations can be solved through API integrations. Short for application programming interface, APIs are an essential feature of today’s IT deployments that allow companies to get the most out of their disparate systems and applications.

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 a bit like 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 actually have its own mapping capabilities. To get those features, it connects to Google Maps by way of an API that allows it 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 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 substantially reduces the risks associated with technology investments and upgrades.

Stay Tuned for More

API integration and interoperability can deliver tremendous benefits to legal workflows and help firms better serve their clients. Stay tuned for part 2 of this series to learn how Accusoft’s API capabilities can unlock the full potential of your applications.

The COVID-19 pandemic may not be the first pandemic to impact global supply chains, but its impact has been orders of magnitude greater than previous public health crises. Businesses around the world have been forced to contend with the twin challenges of transitioning to a remote workforce and overcoming severe supply chain disruption. As 2020 winds down to a close, it’s becoming clear that the pandemic may well represent a “new normal” for logistics strategy rather than a temporary situation.

3 Critical Supply Chain Challenges 

From implementing new technology to establishing relationships with alternative vendors, organizations across multiple industries are taking steps to meet the challenges confronting their supply chains in both the immediate and long-term future. One of the biggest areas of focus is barcode integration. Although they may not seem like they belong at the forefront of innovation, barcodes are scanned more than six billion times every day and serve an incredibly important role in modern supply chain management.

Here are a few of the biggest challenges organizations are facing:

1. Supply Chain Visibility

Speed and flexibility are competitive advantages in today’s on-demand marketplace. Customers want products delivered faster and will quickly lose faith in brands that fail to meet their expectations. According to a 2019 survey of online consumers, 72.7% of respondents were unlikely to order from a company again after a poor delivery experience. Given those high stakes, it’s incredibly important for organizations to maintain high levels of visibility into their supply chains.

Barcode technology makes it possible to track products and materials throughout the entire production and distribution process. A quick scan is all that’s needed to update an item’s status every time it’s processed at a location. That information feeds into inventory tracking software that allows businesses to get a more accurate picture of how shipments move through their supply chain. This visibility makes it easier to identify potential problems and enhance overall logistics efficiency. 

2. Digital Transformation

Despite the growing emphasis on digital transformation across the economy, the average supply chain is still held back with inefficient, legacy infrastructure. Small and medium-size businesses face the greatest challenges, with only 21% of them using digital tools to integrate their supply chain operations with other departments. In the retail industry alone, bad processes and data disconnects cost companies over $500 billion annually. As the holiday season draws nearer and promises to bring with it a massive increase in online shopping, having a fully digital supply chain in place with enough speed to handle that demand is essential.

Implementing the right digital technology tools can help organizations to streamline their supply chains and gather the data they need to make better decisions. Barcode integration software is a foundational component of this transformation because it forms a bridge between the physical and digital elements of logistics management. Shipments can be instantly scanned into tracking systems to provide a wealth of data points across the supply chain, making it easier to adapt to disruptions and develop better processes. Barcode libraries also need to be able to scan and decode both traditional 1D codes and newer 2D codes quickly and accurately to keep products moving swiftly and smoothly to consumers.

3. Automation

As many organizations have put social distancing protocols in place during the pandemic to protect the health of both employees and customers, automation has become more important to supply chain performance than ever before. These COVID-19 pressures are sure to accelerate what was already a growing push toward implementing automated software and systems. Gartner even projected in 2019 that 30% of warehouse workers will be replaced by collaborative robots by 2023, which will further drive the demand for automated scanning and inventory management tools to accompany them.

For these automated systems to work effectively, they will need robust software that can withstand the difficult working conditions of warehouses, assembly lines, and distribution centers. A barcode integration that struggles to accurately read damaged or broken barcode images, for instance, won’t last very long in such an environment. The software powering automated systems must be able to function under a variety of conditions and be adaptable enough to overcome obstacles without constant oversight from on-site workers.

Unleash Your Supply Chain With Barcode Xpress

Building software capable of meeting the needs of a truly digital supply chain is no easy task. That’s especially true when it comes to integrating barcode reading capabilities into supply chain applications. With so many barcode formats in use, developers need an SDK with the ability to accurately detect, read, and write both common and uncommon barcode types used across all industries.

Accusoft’s Barcode Xpress is a multi-language barcode integration capable of reading and writing more than 30 different barcode types quickly and accurately. A truly robust SDK solution, Barcode Xpress leverages the imaging functionalities of ImagXpress to repair damaged orbroken barcodes that other readers are unable to read.

Speed

Barcode Xpress is capable of detecting and decoding multiple barcodes on a page at speeds of up to 1,000 pages per minute. It doesn’t matter where the barcode is located, what type of code it is, or how many are present. The control is able to read them regardless of orientation within milliseconds.

Accuracy

Every time Barcode Xpress detects a barcode, it not only provides the information encoded within the image, but also reports a confidence value to ensure high levels of accuracy. Damaged, broken, or poorly printed barcodes can also be scanned thanks to the SDK’s image processing capabilities. Black noise, white noise, erasures, low resolution, white line streaks, and other common barcode problems are reconstructed and scanned automatically to keep the supply chain moving.

Versatility

With the ability to detect, read, and write over 30 different barcode types, Barcode Xpress is available in multiple configurations for Windows and Linux-based operating systems. The SDK library supports 24-bit color images, 8-bit grayscale images, and 1-bit black and white images, as well as providing more than 80 additional image processing and editing functions thanks to its ImagXpress integration.

Experience Barcode Xpress Today

Easy to deploy and utilize, Barcode Xpress is a true all-in-one solution for desktop and web applications seeking barcode recognition capabilities. Just a few lines of code is all it takes to unlock the full potential of your supply chain technology.

Find out just how simple barcode integration can be with Barcode Xpress. Sign up today to download a free trial or talk to one of our SDK specialists today to learn more.

prizmdoc cells finance

 

Spreadsheets are to finance what cranes are to construction. As a result, financial services organizations including traditional banks, tax companies, insurance agencies, and fintech firms opt for software-driven spreadsheet solutions as standard operating procedures. The problem? Ubiquitous spreadsheet software introduces a host of cybersecurity, compliance, and collaboration challenges, especially as regulatory and operational requirements evolve around the use, storage, and sharing of clients’ financial data.  Enter PrizmDoc Cells for finance. 

Accusoft’s newest addition to the PrizmDoc Suite — PrizmDoc Cells — offers both form(ula) and functional advantages for financial data entry and integrity.


Managing Market Forces

As noted by Forbes, the finance market is changing. Recent survey data found that 69 percent pointed to fintech firms as a “lifeline” during the current crisis. And these shifts are ongoing. Even once pandemic pressures begin to ease, there’s no going back from the speed and convenience offered to users when brick-and-mortar locations were locked down. 

Financial firms across multiple markets that made the move online application processing, claims evaluation, and loan approvals must now support these initiatives at scale — but many are now finding themselves frustrated by the limitations of current spreadsheet solutions.


Addressing Operational Challenges

Familiar spreadsheet software offers straightforward function: Staff can enter relevant data and derive actionable output through formulas. But these tools also pose problems for finance firms, including:

    • Operational errorsAs noted by CFO, 88 percent of spreadsheets contain some type of error. These include errors in formulas, human data entry issues that create impossible data ranges, and even hidden fonts that can impact the outcome of calculations. This is no small issue — for one financial firm, a missing negative sign caused a 2.6 billion dollar mistake in reporting net capital losses, forcing the company to cancel year-end dividend distributions.

 

    • Version consistencyThe more people handle and modify a spreadsheet, the harder it is to identify the “right” version. This becomes especially problematic as spreadsheets are saved to desktops or mobile devices, then modified and sent back into corporate email environments.

 

    • Data securityWhile email presents a significant spreadsheet security risk, the same is true of any solution — cloud-based, on-premises or a mix of both — that allows users to download, copy, and share spreadsheets. Consider the case of a well-meaning user who downloads a financial spreadsheet from a cloud app and then sends it to his personal email so he can work on them remotely. If this email account is compromised, so too are any supposedly secure spreadsheets, putting financial firms at risk of regulatory compromise.

 

    • Ongoing Time and effortFrom the time needed to track down and verify the most recent and accurate version of key spreadsheets to the effort required if data is entered incorrectly and requires remediation, current software tools often see staff focused on putting out formula and framework fires instead of moving financial firms forward.

 


Gaining Control with PrizmDoc Cells for Finance

PrizmDoc Cells changes the spreadsheet paradigm by shifting data out of proprietary software and into the application of your choice. As a web-based spreadsheet viewer and editor designed to natively support XLSX files, PrizmDoc Cells provides the ability to securely embed spreadsheet data into any website, intranet, portal or CMS application without compromising security. This makes it possible for independent software vendors (ISVs) and other fintech providers to deliver the best of both worlds: Familiar functions in a user-friendly, online form that’s separated from the critical formulas and proprietary business logic behind-the-scenes.

Key benefits of PrizmDoc Cells for finance include:

  • Solve for proprietary dependenciesExcel remains the de facto spreadsheet standard for many organizations but also locks financial firms into a cycle of software dependency — and if legacy applications or in-house tools don’t work well with Excel, firms face extra operational steps to ensure reliable data access. PrizmDoc Cells solves this proprietary problem by allowing any application to import, edit, and export XLSX files without Excel dependencies.

 

  • Safeguard source dataIn many cases, end-users need to view spreadsheets and make minor edits but can’t be granted access to original files. With PrizmDoc Cells, fintech providers can secure intellectual property by removing end-user access to proprietary source files, encrypting the data, and hosting it securely in their own environments.

 

  • Separate underlying logic and UIWhile proprietary business logic, formulas, and calculations form the basis of spreadsheet value and actionable insight, users don’t need the ability to see — or modify — these functions. PrizmDoc Cells lets administrators control what’s visible, what’s accessible, and what’s changeable to ensure spreadsheet consistency.

 

  • Streamline version controlBy removing the need for client-side software installs and downloads, PrizmDoc Cells sets the stage for enhanced version control. While users can view and edit spreadsheets with the right permissions, these spreadsheets are continually updated with the most recent changes to ensure version consistency. 

 

  • Start ASAPPrizmDoc Cells makes it easy for companies to get started and get building their best-fit spreadsheet solution by using the simplicity and speed of Docker containers. Instead of worrying about potential conflicts with other software or issues with specific operating system requirements, companies can start up a PrizmDoc Cells container in a matter of seconds.

Securely Embed Your Data Now

Even as the value proposition evolves, the volume of spreadsheets processed by financial firms continues to grow. For industry operators, this presents a challenge: How do they align evolving client expectations with current spreadsheet limitations? 

For ISVs, this offers an opportunity. Empowered by PrizmDoc Cells, vendors can offer a new take on spreadsheet form and function that delivers ease of integration and on-demand customization without breaking the bank — or increasing regulatory risk.

Unlock the PrizmDoc Cells potential — try the online demo today and experience the future of formula and function.

insurance claim form automation

 

When it comes to the COVID-19 crisis, the only constant is change. As noted by Insurance Business Magazine, this creates a “growing opportunity” for insurance firms to embrace digital transition and improve their processes — provided they can quickly embrace insurance claim form automation to underpin underwriters’ efficiency.

This is no small task. From legacy systems that were never designed to live on cloud networks to proprietary processing solutions that are struggling with handprinted forms and multiple file formats, health insurance agencies now recognize the need for efficient, accurate, and complete forms processing — but often lack the backend infrastructure to make remote data capture a reality.

Accusoft’s FormSuite for Structured Forms can help bolster digital backends and build out insurance data collection capacity with efficient information capture, reliable structured form field recognition, quick data verification, and multiple form identification to both streamline forms processing and support the “new normal” of health insurance operations.


Managing Healthcare Data Analytics During COVID-19

Crisis conditions are rapidly evolving. From dynamic case variables to emerging equations that govern policy and coverage requirements, it’s critical for insurance companies to have systems in place that allow for capture and routing of this data quickly and accurately, in turn empowering actuaries to create cutting-edge risk models.

This is especially critical as healthcare costs continue to rise. According to a recent data brief, uninsured patients could face medical bills of more than $74,000 if they experience major complications, while the International Travel and Health Insurance Journal (ITIJ) reports a rising demand for more comprehensive employer-sponsored healthcare policies to help offset out-of-pocket COVID-19 costs.

As a result, it’s critical for companies to focus on the certainties of the current claims continuum: the crisis isn’t static, customer satisfaction is paramount, and comprehensive forms capture across four key functions defines the first step toward improved data analysis and risk modeling.

 


1) Efficient Information Capture

On-demand information capture underpins effective analytics, in turn empowering agents with the critical information needed to provide best-fit coverage recommendations and ensure high customer satisfaction. Even prior to the COVID crisis, 61 percent of consumers said they wanted the ability to submit and track claims online. But nine out of ten firms lack the in-house ability to process these forms and capture this data at scale, let alone empower staff to do so at a distance. 

FormSuite for Structured Forms provides a software-driven solution to this challenge with the ability to automatically capture forms data using a combination of OCR, ICR, and OMR technologies, making it possible to quickly and accurately record everything from phone numbers and signatures to hand-printed text fields. For actuaries, agents, and underwriters this reduced reliance on manual processes shortens the distance between data information and insight, allowing staff to better serve customer needs with custom-built health policies.

 

2) Reliable Form Field Recognition

Poorly-constructed fields represent a real problem for insurance data capture and accuracy. Consider common form characteristics such as comb lines or character boxes. If comb lines are too close together or too short, they will not be recognized. They should be at least half the height of any expected character. Accurate, automated reading may be difficult. When it comes to character boxes, meanwhile, rectangular boxes higher than they are wide can result in compressed characters that are challenging to identify. Even paper thickness and bleed-through can cause form field frustrations, in turn reducing overall claims throughput.

Solving this problem starts with improved form frameworks. Insurers are often best-served by leveraging the latest ACORD standards to ensure claims documentation construction is both current and comprehensive. But in a world driven by socially-distant technology solutions, companies must also account for the expanding volume of new forms used by clients and third-party providers alike. Recent PWC data found that “clunkiness and redundancy” remain common across insurance forms. As a result, it’s critical to deploy SDK solutions capable of streamlining form recognition to ensure staff spend less time checking and re-checking paperwork and more time writing new policies. 

 

3) Confident Data Verification

Data confidence is critical for success, especially when it comes to capturing data from hand printed or scanned insurance forms. Even small errors can cause big problems — if applicant data is incorrectly entered or policy values aren’t accurate, insurance companies lose the information confidence required to drive strategic analytics at scale. 

Confidence values provide the critical connection between OCR assessment and data output. Described on a scale from 0 to 100, higher numbers represent greater likelihood of character accuracy, while lower values indicate a “suspicious” character that may require secondary analysis. FormSuite for Structured Forms allows developers to customize key confidence thresholds that trigger notifications — if characters are deemed suspicious, they can be flagged for further review to ensure data is completely accurate.

 

4) Multiple Forms Identification

According to the World Insurtech Report 2020, the shift from corporate operations to home offices has accelerated digital insurance innovation, with 60 percent of firms launching in-house innovation teams to help embrace the need for technology-first, customer-facing processes. 

The caveat? These initiatives are only successful with backend processes support, specifically in the area of forms recognition. As noted above, while industry-standard forms remain the ideal iteration for claims processes, pandemic priorities have compelled rapid adaptation as both staff working environments and consumer expectations evolve. To meet emerging demand, firms must be prepared to regularly create, vet, and verify new form templates on-demand. 

Advanced optical character recognition is critical to bridge the gap between scanned forms and current templates by ensuring correct formats are quickly identified and efficiently routed. Formsuite for Structured Forms also takes this process a step further with the ability to accurately detect and align form templates even if they’re rotated, skewed, or scaled.

 


Solving for Structural Integrity

Structural integrity is essential for insurance success in the age of COVID-19. To achieve this goal, firms can’t simply focus on front-line functions. Other critical steps include needing to bolster back-end forms processing and bridge functional gaps, empowering staff to capture data, identify form fields, achieve higher character confidence values, and identify document formats on-demand. Ready to streamline claims processing? Download your free trial of FormSuite for Structured Forms.

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"
        }
    }