Fortis FaxIt

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Fortis FaxIt

• Leverage the Power of Artificial Intelligence to
  Drive Business Process Fax Automation

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Outline

• What is Fortis FaxIt?
• Fortis FaxIt Advanced Routing Overview
• Info gathering
• Formatting the delivery
• Delivery destinations
• Workflow Examples

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What is Fortis FaxIt?

• Fortis FaxIt is a best-of-breed solution that
  leverages the robust capabilities of BISCOMs
  FAXCOM fax server and seamless integration with
  the Fortis product suite.
• Fortis FaxIt utilizes the powerful features of
  the BISCOM Advanced Fax Routing module to
  dynamically read unstructured data from fax
  images, apply business rules and route documents
  appropriately.
• Using artificial intelligence, Fortis FaxIt can
  cleverly classify fax images based on the text
  pulled from the image.

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What is Fortis FaxIt?

• Inbound Connector
• Inbound faxes can be routed thru BISCOMs
  Advanced Fax Routing module - OCRd, categorized
  and automatically imported via web service into
  the Fortis repository. Data from the fax header
  (i.e., fax number, to, from, etc) are
  automatically populated with the Fortis record.
• Outbound Connector
• For outbound faxes a user can simply select
  CTRLL from within a Fortis document or query
  results view to seamlessly place the selected
  Fortis document(s) into the FAXCOM web client
  interface, populate the send to fax number from a
  Fortis field, attach a cover page as well as
  expose additional options

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Why Fortis FaxIt Advanced Routing?

• Implement business workflow
• Automate fax processing
• Route sensitive information without unauthorized
  access

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Fortis FaxIt Advanced Routing

• Delivering received faxes involves
• Info gathering of details and data from the fax
• Formatting the delivery
• Delivering to one or more destinations

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Information Gathering

• First gather the data known immediately about
  the fax
• Date time it arrived
• Fax number sent to
• Caller-ID of sender
• TSID of sending fax device
• Number of pages
• Size
• Fax port (on the FAXCOM Server)

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Info Gathering
Get fax header data as well as textual data from
the fax image
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Info Gathering

• Second extract additional data from the fax
  image
• OCR
• Barcodes
• Use unstructured pattern matching OCR

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Info Gathering

• Pattern matching OCR to retrieve the order number
  and date
• Route appropriately based on these values

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Info Gathering

• Fortis FaxIt can read the barcode and extract the
  data that it represents
• Data extracted from the barcode can be used to
  determine fax formatting or delivery
  instructions, or additional data is added to the
  known data when the fax is routed to its
  destination.

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Info Gathering

• Third perform a lookup in one or more data
  sources referencing the data already collected
• LDAP-compatible directory service
• ODBC-compliant database
• TXT file

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Formatting the Delivery

• Faxes arrive in TIFF format
• File formats for the delivery include
• TIFF Searchable TIFF
• PDF Searchable PDF
• TXT
• Split a multi-page fax into multiple deliveries

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Formatting the Delivery

• Naming of the file can be controlled
• For example, use OCR results to create a new file
  name
• Data can be delivered with the fax
• Known data, such as date time, TSID
• Extracted data, such as OCR and Barcode results
• Additional data retrieved with a data source
  lookup
• Can be formatted as XML, TXT, CSV, etc.

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Formatting the Delivery
Push faxes into Fortis automatically
Drop faxes into a network directory Or use Fortis
import script
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Delivery Destinations

• Email
• Attachment
• UNC
• Message body
• Network locations
• UNC
• FTP, SFTP
• Printers MFPs
• Fortis/SE

Fortis
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Delivery Destinations

• ODBC compliant database
• Applications
• Fortis/SE
• FAXCOM Image Indexing
• Kofax
• Captiva
• Oracle
• SAP

Fortis
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Workflow Examples

• Example 1 route by date time
• Faxes that come in during business hours go to a
  printer
• Faxes that come in after-hours go to an email
  address
• Faxes that come in on weekends go to an SFTP
  location

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Workflow Examples

• Example 2 order processing
• OCR is performed on each received fax to obtain
  the Order
• A barcode scan is performed on each received fax
  to obtain the Customer ID
• An ODBC database lookup against the Customer ID
  obtains a UNC path for the Customer and also
  their bill-to information and credit terms
• Fax formatting
• The fax is converted to Searchable PDF
• The fax is renamed to include the Order and the
  date
• The fax is delivered to the correct UNC along
  with a CSV file containing the bill-to
  information and credit terms
• Or The fax is seamlessly imported into the Fortis
  repository

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Workflow Examples

• Example 3 Image Indexing
• Each fax is converted to Searchable TIFF by the
  FAXCOM Server
• The cover page is discarded, and the secondary
  pages are split into multiple fax jobs
• Each fax is delivered to the Fortis FaxIt
  application
• The data extracted by OCR is pre-populated into
  the Image Indexing data capture fields
• An Image Indexing user verifies that the data
  capture is correct, and forwards the fax to the
  Fortis document management system

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Fortis FaxIt Workflow
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Workflow Examples

• Additional examples
• Deliver to specific users via email based on the
  DID number or Caller-ID
• Delete or quarantine faxes detected to be Spam
• Automatically redirect faxes when a user is out
  of the office
• Deliver an XML file with the fax image so that
  the image can be indexed

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• For more information
• Jonathan Langdon-Phillips
• Director of Professional Services
• Tel [phone] ext. 623
• E-mail jlangdon_at_westbrooktech.com