Director at a tech services company with 11-50 employees
Real User
2022-09-08T10:50:35Z
Sep 8, 2022
We use Kofax TotalAgility for the purpose of intelligent document automation. We use it for invoice automation, and we also use it for the automated processing of documents, specifically OCR, then we submit the documents to other systems.
Most of the time, it'll be used for some invoice processing and AP (accounts payable) processing. I worked on some insurance company use cases, including claim processing, new business documents, and data extraction. Primarily, it is used on invoices processing and AP processing.
It is an OCR software that can be used to extract the data from PDFs, add input channels, or PDFs that came from email. You have scans configured so that you can extract the data from the scanned image and fax. There are several input channels. It's all different according to your business and how you will extract that data from your input channel.
Our customers use Kofax TotalAgility daily, and the solution has different rules. In addition, large businesses use this solution as they have to create many CO reports and get several invoices by email. Kofax TotalAgility is also creative. For example, approximately ten percent of information goes to the manual system if it is not extracted correctly. In this scenario, it automatically forwards it to the manual system and assigns it to someone to verify the data. After verification, the solution provides an acceptance and goes to the finance department for processing. Our clients get approximately 10,000 to 12,000 invoices daily, and it is challenging to handle them manually. So Kofax TotalAgility is a great design tool for reading handwritten invoices.
ESM consultant/ Kofax developer at a tech services company with 11-50 employees
Consultant
2022-01-17T15:23:53Z
Jan 17, 2022
I'm using a Kofax document extraction application, however, it doesn't only do that. It can also capture some stuff and can export and extract data from documents. One use case would be that we develop the application and deploy it on the server, and then we get users to process whatever that we develop for them depending on the type of document that they're using. For example, if they have to extract data from proof of residence, you'll get a name, address, et cetera, depending on the client. You can scan through a document using this application and once they've scanned through a document, there are different queues that the document goes through. The first one will be the scan queue and then the next will be document review where they're reviewing the document now structured with current data. We've preconfigured everything on the server. Once they confirm everything, they can move into the next queue, validation. Validation is making sure that the data is valid and all the mandatory fields are there or you cannot submit. The ID number on the document, that's mandatory, the user has to enter that. The tool checks those kinds of things. And, depending on the document, they have to also make some calculations. We used to work with statements as well, bank statements, and we would perform calculations. That's the validation. The export is the last part. Once they submit the validated documentation, a user can move now to export. We would also call in some services to come and then check data and then compare it and then populate it. You can export it as a PDF or text. Some data is exported to IBM Content Manager or Content Navigator. Kofax itself has types of export connectors. Depending on the client, we will integrate with different solutions.
Tungsten TotalAgility revolutionizes customer experience and organizational efficiency by integrating content-intensive workflow automation with advanced technologies like low-code process design and AI-driven intelligent document processing. Offering multiple deployment options including public cloud or preferred cloud service, TotalAgility empowers organizations to choose the solution that best fits their needs. With leading document intelligence, low-code automation, and end-to-end...
We use the solution to just capture the loan forms and the insurance request or request for coverage.
We are using Kofax TotalAgility for data extraction for the mortgage industry.
We use Kofax TotalAgility for the purpose of intelligent document automation. We use it for invoice automation, and we also use it for the automated processing of documents, specifically OCR, then we submit the documents to other systems.
Most of the time, it'll be used for some invoice processing and AP (accounts payable) processing. I worked on some insurance company use cases, including claim processing, new business documents, and data extraction. Primarily, it is used on invoices processing and AP processing.
It is an OCR software that can be used to extract the data from PDFs, add input channels, or PDFs that came from email. You have scans configured so that you can extract the data from the scanned image and fax. There are several input channels. It's all different according to your business and how you will extract that data from your input channel.
Our customers use Kofax TotalAgility daily, and the solution has different rules. In addition, large businesses use this solution as they have to create many CO reports and get several invoices by email. Kofax TotalAgility is also creative. For example, approximately ten percent of information goes to the manual system if it is not extracted correctly. In this scenario, it automatically forwards it to the manual system and assigns it to someone to verify the data. After verification, the solution provides an acceptance and goes to the finance department for processing. Our clients get approximately 10,000 to 12,000 invoices daily, and it is challenging to handle them manually. So Kofax TotalAgility is a great design tool for reading handwritten invoices.
I'm using a Kofax document extraction application, however, it doesn't only do that. It can also capture some stuff and can export and extract data from documents. One use case would be that we develop the application and deploy it on the server, and then we get users to process whatever that we develop for them depending on the type of document that they're using. For example, if they have to extract data from proof of residence, you'll get a name, address, et cetera, depending on the client. You can scan through a document using this application and once they've scanned through a document, there are different queues that the document goes through. The first one will be the scan queue and then the next will be document review where they're reviewing the document now structured with current data. We've preconfigured everything on the server. Once they confirm everything, they can move into the next queue, validation. Validation is making sure that the data is valid and all the mandatory fields are there or you cannot submit. The ID number on the document, that's mandatory, the user has to enter that. The tool checks those kinds of things. And, depending on the document, they have to also make some calculations. We used to work with statements as well, bank statements, and we would perform calculations. That's the validation. The export is the last part. Once they submit the validated documentation, a user can move now to export. We would also call in some services to come and then check data and then compare it and then populate it. You can export it as a PDF or text. Some data is exported to IBM Content Manager or Content Navigator. Kofax itself has types of export connectors. Depending on the client, we will integrate with different solutions.