What Is Captiva's Future? - Flatirons Digital Innovations

Transcription

What is Captiva’s future?The Future of Intelligent CaptureOctober 2, 2019

Today’s PresentersChris WynderDirector, Product MarketingOpenTextPaul BarryVice President, SalesFlatirons Digital Innovations 2019 All Rights Reserved.

Agenda Captiva is Now Intelligent Capture What’s new in Intelligent Capture 16.6 Roadmap Takeaways/Q&A 2019 All Rights Reserved.

Simplifying our Portfolio to Accelerate InnovationMoving ForwardCurrent Capture PortfolioOn-prem3rdPartycloudOpenText CaptivaOpenText CaptureCenterOpenText LEAP SNAPCloudOpenText CaptureServiceCombined into asingle productContinualenhancementunder singlename 2019 All Rights Reserved.OpenText Intelligent CaptureOpenText Core Capture

OpenText Intelligent Capture Investment FocusDistributed Capture Browser and embedded Capture micro-services MobileCapture anywhereAdvanced Recognition Machine learning & AI Automation AccuracyAutomatic and effortlessEnterprise Platform Security and privacy Ease of administration Cloud deploymentTrust and scaleOverall, “Captiva” is a central technology to OpenText’s EIM strategy and willcontinue to be a major product in the whole portfolio 2019 All Rights Reserved.

“Captiva” Technologies Permeate All of Our “New” ProductsUI forscanningOpenTextIntelligentCaptureImageProcess andConvertClassifyOpenTextCore CaptureOpenTextIntelligentCapture Real-timeOpenText CoreCapture Services 2019 All Rights Reserved.ExtractData Populateand ValidateScriptingExport

OpenText’s Strategic Partnership with Google CloudGoogle CloudPlatform Deployment option AI microservices Access to additionalservices Expanded image andhandwriting capabilities forcustomers who need it. Expanded hosting options. Image analysis Image classification HandwritingrecognitionGoogle Vision 2019 All Rights Reserved. Expanded AI and MLcapabilities

TimelineCaptiva 7.7Jan 2018Enhancement Pack 5Captiva 16.5Dec 2018“EP6”Captiva 16.6Core Capture 19.22Q 2019NextSpring 2020Productivity / Security / Recognition Single Click Entry and Data Type Highlighting for Captiva Web Client and CompletionSnapMatch for fuzzy database look-ups and automatic field populationsImproved Security using Port 443 for proprietary TCP/IP client-server communicationsData-at-rest encryption for Real-Time/REST transactionsNew ODBC connectivity added to Standard ExportTest Mode for Image ConverterXML data import added to Standard ImportAdditional OCR languages added to Standard OCR 2019 All Rights Reserved.

Comply with High Security Needs Through App-level Security Ability to use port 443 (HTTPs) for allclient-server communications,including proprietary TCP/IP datastream for standard and customthick-client modules Data-at-rest encryption for CaptivaReal-Time/REST Servero ENABLED by default 2019 All Rights Reserved.

Higher Productivity Using Single Click Entry Single mouse click required to fill form fieldwith data from image and automaticallyadvance to next field While hovering over data on image, theoperator can see if the data will pass localvalidation checks Data type highlighting addsvisible highlight to all dataon the image that matchesthe field data type 2019 All Rights Reserved.

Automated Field Population Using SnapMatch New mechanism for fieldpopulation based onperforming a fuzzy-databaselook-up Check OCR contents of entirepage against table of values tofind the best matched row Returns field(s) from row ofdata matched Example: return the Vendor IDfor the invoice vendor, basedon all the names, addresses &phone numbers on the page 2019 All Rights Reserved.

Test Image Converter Profile without Running a Batch New “test mode” forImage Converterallows you to checkimage conversionconfiguration withoutleaving Designer orphysically running atest batch Requires ImageConverter module tobe installed on thesame machine asDesigner 2019 All Rights Reserved.

ODBC Connectivity Added to Standard Export New ODBC connectivity has been added to Standard Export Extended configuration options available Legacy ODBC export module will remain available for a year to ease customer migrations 2019 All Rights Reserved.

OpenText’s Intelligent CaptureWhat does the future hold? 2019 All Rights Reserved.

Two Areas of “AI” for Intelligent CaptureIntegrated Machine Learning /category /notify /category /missing /category /validation Integrated machine learning Production Auto-LearningMagellanfor more accurate keywordattribution &Text analyticsCDR for Character comparisons for accuracy of letters.Predictive Analytics 2019 All Rights Reserved.

Building a Capture Platform for the Next GenerationCapture vaCaptureFlow (Captiva)CaptureFlow (Captiva)Capture Web Client (Captiva)Client eal-Time IntelligentSmart Data Entry (OCC: SCE, TAC)Real-TimeCapture(Captiva)CaptureSmart Data ductsSmart DataRecognition Engines(CRELookup/ CDE /(OCC:AR)SnapMatch)Adaptive Technologies (ART / ACT / PAL)Smart Data Entry (OCC: SCE)Easy Profile Configuration (OCC)Recognition(CRE / CDE /MachineLearning Engines(SAP: IES)AR)Artificial Intelligence (Magellan) 2019 All Rights Reserved.Coming SoonIntelligent ProcessOperational usecasesAutomationSmart Data Entry (OCC:(Magellan, AppWorks,TAC) rd3 party systems)Adaptive Technologies (ARTOpenText/ ACT / PAL)IntelligentEasy Profile ConfigurationCapture (OCC)EIMIntegrationMachine Learning(SAP:IES)(Content Server,Artificial IntelligenceExtended ECM,Info Gov use(Magellan)casesDocumentum)

What’s Next: 2020 and BeyondFinalize all softwarenames, SKUsThe rename wasannounced atEnterprise World 2019.The major changeswere delayed until wecould communicatewith customers andpartners.RenameSingle point of entryOOTB connectors:1. Magellan BI andReporting2. Magellan TextMining3. Extend ECMplatformInternal Connections 2019 All Rights Reserved.Automation of basiccaptureExpanded machinelearning in:1. OCR engines2. Doc. Classificationservices3. Table and standardformat extractionCore capabilitiesEase of e UI(s)CommunicaterecommendationsfasterPerformance

Strategic Direction for Captiva and Capture Center We go to market with one solution that combines the best of our existingcapture products into a new offering OpenText Intelligent Capture Capture Center (OCC) remains fully supported & maintained for the next 5years Strategic investment will only go into OpenText Intelligent Capture Foundation of OpenText Intelligent Capture is the current Captiva Capture Intelligent Algorithms from OCC and SAP Capture such as IES (Machine Learning), ACT/ART and SnapMatchwere part of the Intelligent Capture 16.6 release Standard UI will be Intelligent Capture Web Client (Same UI as Core Capture) We are working on a migration strategy for how all our Capture Centercustomers can migrate to the new platform – when they are ready. 2019 All Rights Reserved.

Questions? 2019 All Rights Reserved.

Frequent Questions Do I have to do anything today? When will you update us on the migration plan? If I have questions today, who should I call? Paul Barry; Flatirons paul.barry@fdiinc.com 908-616-8154 Your OpenText Account Manager 2019 All Rights Reserved.

Thank YouContact:Chris Wynder: cwynder@opentext.comPaul Barry: paul.barry@fdiinc.com 908-616-8154 2019 All Rights Reserved.

Captiva 7.7. Jan 2018. Enhancement Pack 5. Captiva 16.5. Dec 2018 "EP6" Captiva 16.6. Core Capture 19.2. 2Q 2019. Next. Spring 2020. Productivity / Security / Recognition Single Click Entry and Data Type Highlighting for Captiva Web Client and Completion SnapMatch for fuzzy database look -ups and automatic field populations