Checklist for IDP Systems & What's Next
When determining the capture solution that best fits your organization's needs, the variety of available options can be overwhelming. This comprehensive set of criteria goes beyond the typical capabilities that advanced capture systems offer, and it will help you select the right system for your organization.
IMAGE PROCESSING CAPABILITY
Detect DPI
Detect & re-scale
Field-level form structure removal
Field-level removal of pre-printed text
Reshape distorted images
Remove backgrounds/watermarks
Remove introduced noise
CLASSIFICATION TYPE
Visual classifiers (no OCR)
Content classifier
Combination
ADVANCED SEPARATOR TYPE
Rules-based document separation
Automated first-page separator identifier
Automated last-page separator identifier
DATA EXTRATION FILES
Native support for electronic documents (no OCR required): PDF, RTF/Word, spreadsheet, presentation, email, HTML
Support for full range of document types (structured/semi/unstructured)
Support for full-range of data types including unconstrained handwriting
CONFIGURATION CAPABILITY
No-code classification and extraction configuration
Ability to test configuration easily in designer application
All range of data and document types using one designer (fixed data, variable data, handwriting, text)
Pre-built document types mean no configuration is required
Offline learning system
Online learning system
Configuration-level testing and tuning
DEPLOYMENT SUPPORT
Single computer option
All-in-one installation & configuration
No 3rd-party software prerequisites
No-database required option
INTEGRATION SUPPORT
Full set of REST services for both SDK and full workflow
Fully-embeddable granular .NET API for the SDK
Available as both an SDK and full capture or, using APIs, any range in between
OPERATIONS CAPABILITY
Workflow analytics
Accuracy reporting
Ability to prioritize batch workload
Ability to load-balance staff work
PRE-BUILT INTEGRATIONS
Document Management
Once you have prioritized your goals for an IDP system, it will be easier to determine which of the capabilities are critical to accomplish your goals. You can use our list of capabilities as a reference, or survey your team members who will be using the IDP solution to see what they need to accomplish.
From there, determine the pricing model that best fits your organization. If you are still unsure of the available technologies, seek expert guidance where available.
