Category Archives for "ILINX Capture"

What ILINX Has in Common with Two Giants: Alibaba and Apple

I read a post recently titled Customer-centric and easy-to-use is the new business model (The Alibaba story) that really hit home. The author, Gerry McGovern, a customer-centricity guru, points out that Alibaba, the world’s biggest online commerce company, has defined a clear mission of “making it easier to do business across the world”, as founder Jack Ma put it. I think it’s safe to say that this model has merit, as the company claims the biggest IPO in the history of the world.

As a long-term Apple user, (my first Mac had a hard drive with 512 KB memory) I can say that their progressively intuitive interfaces have been a compelling reason for me to continue using their technology. In fact, the Macintosh project started with an Apple employee named Jef Raskin who envisioned an easy-to-use, low-cost computer.

Apple has stayed true to this model to present day, according to technology industry analyst Jeff Bajarin. In an article published by Time Magazine, Bajarin outlines six key principals that set Apple apart from the competition, three of which are:Continue reading

4G and Content Management

With the advent of LTE, HSPA+, and Wi-MAX (collectively referred to as 4G) information can be transferred at speeds never before thought possible. 4G for most of us is old news. However, it occurred to me that organizations rarely consider how this efficiency can actually be utilized. Most of my peers/colleagues utilize one form of a cloud drop box or another.  These tools are great for one or two Power Point presentations and maybe a couple case studies. I remember the first time I turned on my iPad/Mobile HotSpot and opened cloud app. ABC, it was information at my fingertips when and where ever I wanted it—I felt a sense of freedom. As time passed I added more and more “IMPORTANT” content to my personal cloud. Certainly you can all guess what happened next. The pile of paper in my cloud was 10x the size of the stack of paper on my desk at work. 4G connectivity, the cloud and “IMPORTANT” information is a great tool. If you add one more piece to the puzzle (enterprise content management) it can be invaluable to your organization.

For a moment try to imagine where organized, “MOBILE” and secure content could add value to your organization. Content that is safely tucked away behind your firewall yet still available to the appropriate men and women in the trenches. The applications begin to seem endless. As you know almost any type of files can be managed inside an ECM solution.

In one scenario a construction manager is remodeling the third floor in a local university building. It becomes immediately apparent that the plumbing was modified at some point to accommodate for an additional bathroom. The CM only has the original blue prints in his/her possession. What he/she needs are the updated “As-Is” drawings. These documents have of course been printed, folded and filed away back at HQ. It is obvious now that dollars are about to be spent on the recovery of these drawings. The only question that remains now is; how many dollars could be saved?

Decision makers and labor workers alike can all benefit from the innovation of fast mobile internet. However, the content being sought after or delivered must be organized and secure. I challenge anyone who reads this post to add a comment below: How can high speed mobile internet and content management be effectively combined to reduce cost or increase an organization’s bottom line?

Joshua D. Gilmore
Account Executive
ImageSource Inc.

 

How Intelligent Capture Utilizes Machine Learning for Template-free Training

There has recently been a lot of chatter in our industry about machine, and I want to share a few thoughts about how ImageSource’s ILINX Advanced Capture 8.5 platform tackles this topic. Our approach is to deploy a neural network-based document processing model that does not rely on templates. Our machine-learning platform supports custom-developed content classification projects with much faster turnaround than traditional rules-based models. The result is significantly faster time-to-production with more reliable and accurate results for our customer partners. ILINX machine learning offers:

  • Dynamic data location and extraction of information on complex documents
  • Image comparison to support check fraud applications
  • Feature extraction and classification to support medical imaging diagnostics

Our solutions leverage machine learning to create pre-built form classification algorithms in the lab, which provides a more-flexible and efficient way to develop new document processes.

For the sake of this article, I’d like to focus on the goals of almost every AP automation project:

  • Reduce paper handling and workload
  • Simplify processes down to one system for all invoices and other types of documents whether paper or digital
  • Gain visibility into where each invoice is in the process

For the initial document discovery, a technique called “clustering” can be used to automate the logical grouping of like documents. Clustering, in this example, refers to different categories of like invoices, checks, receipts and remittances. Documents can be organized automatically. Invoices from one vendor can be grouped together, such as receipts to travel documents. The result is a set of documents grouped by likeness that can then be further evaluated.

Next, each cluster, if part of a required document, can be given a document type (or class). The training set can then be imported into the machine learning ILINX solution designed to automatically identify key characteristics of each document type (often called “feature extraction”). This trains the neural network for each document type. When performance is not ideal for a specific class, the customer can add those misclassified or unclassified documents to the class sample set to “re-train” the neural network.

Data extraction is simplified by taking sample invoices that have been processed, along with the data required for each document. Together, these automatically train the software to locate the matching data and derive positional algorithms for each data field. The software uses the processed data for each page and locates the corresponding data on every document. The solution will do this for each sample and then automatically create algorithms based upon exact location, changes in placement across each example and relative position to other data, among other elements. The knowledge worker simply examines the results.

The technology used to configure the system also makes real-time adjustments. Complicated projects that typically would take weeks, if not months, are significantly reduced. Machine learning technology streamlines the manual processes used in production and helps reduce overall labor costs.
This effort can be applied to automate both paper-based and electronic document-based processes in a single workflow.

by Terry Sutherland, CEO, ImageSource

If you would like to learn more about how ILINX machine learning can automate your business please contact us at inforequest@imagesourceinc.com or

Transferring ILINX Release Configurations When Upgrading

Starting with ILINX Capture v6, the Release configurations are stored within the ILINX database. In ILINX Capture v5x, the ILINX Release configurations were stored in XML files on a disk. ILINX Capture called ILINX Release using a SendAndReceivedReply IXM. The change to store the settings within the ILINX database is very useful for a number of reasons: Release settings are part of the batch profile allowing for simpler migrations between environments, Release is much easier to configure, all configurations are in the database, etc. However, this change can create some extra work when upgrading from ILINX Capture 5x to ILINX Capture 6x. Because of the different architecture, ILINX Release needs to be completely reconfigured for the existing batch profiles. In addition, the Release XML doesn’t change, but there is a shortcut that can be taken. After you have upgraded ILINX Capture to v6, you’ll notice a new IXM in the palette: ILINX Release IXM Icon

The existing ILINX workflow will likely have a SendAndReceiveReply IXM on the map that the 5x version of ILINX Capture used to call ILINX Release. Most likely, it would look like this:
SendAndReceiveReply_IXMTo configure ILINX Release for ILINX Capture 6x, the SendAndReceiveReply IXM will need to be removed from the map and a Release IXM must be dragged onto the workflow map in its place. Once the new Release IXM is on the map, it will need to be configured. This is where the shortcut can be taken. Instead of having to manually enter in the correct URLs, map the metadata values, and configure any other settings, do this:
Configure and save Release with some place holder settings: I normally leave the settings at default and enter in the bare minimum:

  • Job Name
  • User Name
  • Password
  • Batch Profile
  • Release Directory

Once ILINX Release configuration is saved and the workflow map is published, there will be a new entry in the ILINX Capture database Capture WorkflowAppSettings table. The CaptureWorkflowAppSettings.SettingsXML column is where the Release configuration is stored. Now it’s time to update the SettingsXML column with the XML from the ILINX Release 5x job settings file. The Release job should be on the ILINX Release 5.x server at c:ProgramDataImageSourceILINXReleaseSettingsJobs. The only caveat here is to be sure to place single quotes around the XML content. Here is what the SQL update statement would look like:

update [ILINX CAPTURE DATABASE].[dbo]. [CaptureWorkflowAppSettings] set SettingsXml = ‘COPY AND PASTE ALL TEXT FROM 5.4 OR PRIOR RELEASE JOB SETTINGS FILE HERE’
where settingsID = ‘APPROIATE ID HERE’

Following this procedure can save some time if upgrading an ILINX Capture 5x system that has a lot of batch profiles. A lot of the time spent on the upgrade could be in the ILINX Release configuration. If I was upgrading a system with only a few batch profiles, I would probably just reconfigure them. If I was upgrading a system with a lot of batch profiles, I would go through the above steps to save some time.

John Linehan
Sr. Systems Engineer
ImageSource, Inc.

Failover Cluster Troubleshooting

There’s nothing quite like logging in to a customer’s system first thing Monday morning only to be greeted with this:

Windows Powershell Cluster Report

I discovered this when I wasn’t able to log into the customer’s ILINX Capture implementation. The logged error (failure to locate the SQL Server) led me to take a look at the SQL Server’s configuration to confirm that its service was not running on either node of the cluster, and the error I got when trying to start that (a clustered resource could not be activated) led me to check on the clustered resources themselves.
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