Decipher IDP: Moving from automation 1.0 to intelligent automation 

In this article we will talk about the Decipher IDP tool from SS&C Blue Prism. We will first see what an IDP (Intelligent Document Processing) is through various use cases, then we will focus on the Decipher IDP tool itself.   

What is an IDP? 

Intelligent Document Processing is the processing of documents in 3 main steps.   

The first step is to have documents with structured, semi-structured or unstructured data in any format (image in jpeg or png, PDF…) that we can send to our IDP tool.   

In the second step, the tool will do the classification, data extraction, OCRization and ICRization and finally it will proceed to the data validation. OCR (Optical Character Recognition) and ICR (Intelligent Character Recognition) correspond to the processing of computer-printed texts or texts written by a human.  

Finally, the third step consists of visualizing the data extracted by the IDP tool and then exporting this data to our RPA system, which will then process this data according to our needs (for example, if we wish to structure data in relation to an Excel document or to insert information into a database). 

To better understand what an IDP tool is, let’s discover together some essential features.   

  • Preparation of imported documents 

This is the modification of the document to ensure that its format allows the correct extraction and classification of the data. This involves realigning the documents, removing noise that may prevent the extraction of text or other modifications such as adjusting the text, size… 

  • Document classification (receiving documents and classifying documents into special categories such as invoices or purchase orders) and data extraction 

Here the role of the IDP tool will be to separate the documents according to their categories. OCR and ICR will be necessary functionalities to extract data and NLP (Natural Languages Processing) will be used to process unstructured documents and to “understand” the meaning of these documents in order to facilitate the processing for the RPA system.   

  • Data verification and validation 

This is “human-in-the-loop”, allowing a human to intervene in the process and modify the data extraction so that it is validated. The IDP tool must be able to learn from these modifications made by the human thanks to Machine Learning. Then we have the text validation rules (example of Regex): it is a set of validation rules to be implemented for our text fields extracted from the document.   

  • The last feature is the smooth integration into an automation system 

Indeed, we want an IDP tool to be very easily integrated into our IS without having to develop new APIs for our system, without having to install new machines or new software on our machines. The RPA technology is thus the ideal choice because it is not intrusive on the IS. 

Let’s discover some general use cases to simplify the understanding. 

The first use case concerns structured documents with the processing of a large number of entries, such as a registration form that always has the same format. To facilitate the work of a human being and to avoid the processing of this task, the IDP tool will take care of extracting the data and exporting them. We will then be able to add verification rules if we want to add rules related to age (for example, not to receive registrations if the person is over 25 years old).  

The second case concerns semi-structured documents that do not have the same format, such as invoices or purchase orders. Indeed, even if an invoice will always have the same business objective, depending on the customers and suppliers, it will not have the same format. The IDP tool will still be able to extract and export the same data from the different document formats.  

The last use case concerns the verification of semi-structured and unstructured documents such as contracts or identity documents (driver’s license, ID card). For this type of documents with different formats, we also want to extract the same data.   

Let’s also take a look on the case of a healthcare player 

Laya Healthcare is the second largest healthcare insurer in Ireland and as a result was receiving tens of thousands of healthcare claims each year (many of which were duplicates). The insurer knew that it would take a lot of time for its teams to remove all the duplicate claims and that it was a highly repetitive task that could degrade the employees’ daily lives.  

Decipher IDP emerged as the solution that offered the most advantages to Laya: thanks to OCR, duplicates are quickly identified and new requests are automatically processed. Laya requests are validated on arrival, evaluated and closed by the tool, without any human interaction.  

In this case, the insurer was able to process its backlog of duplicates and pay claims faster without having to hire additional staff. It estimated a savings of more than one minute per claim and was able to save 450 man-hours in one month.  

Fully satisfied, Laya has extended intelligent automation throughout the company: 119 processes are currently running in different areas (claims, business development, customer experience, HR). 

What are the benefits to your business?   

Decipher IDP provides easy access to a fast and accurate document processing system with native integration into the Blue Prism platform. 

  • Improve data accuracy   
  • Reduce manual intervention (over time, the validation engine will learn from the human and require less and less of them)  
  • Process a wide range of structured, semi-structured and unstructured documents such as invoices, passports and driver’s licenses   
  • Work with an intuitive user interface, designed for users and businesses Améliorez la précision des données  

Let’s focus now on the Decipher IDP tool 

Decipher is a tool created by SS&C Blue Prism. Designed for business users, Decipher will allow you to validate and extract data from structured, unstructured and semi-structured documents. Benefit from an intuitive, easy-to-use user interface without complex coding or configuration. Because Decipher IDP integrates directly with Blue Prism, you’re up and running in hours instead of days.  

Decipher has an important role in the Blue Prism ecosystem because it can be easily integrated into Blue Prism systems. It opens new doors to data processing and analysis. Its easy integration means that it does not require a shift from existing ecosystems. Decipher will also play a role in the “Discover” part of Blue Prism’s Technology Alliance Program (TAP), which will help discover new processes to automate through document processing. 

How to use Decipher? Let’s say we have our documents in a local folder on our computer or on a drive and we send them to Blue Prism. Blue Prism will be able to establish the connection with Decipher with the data we provide and then it will prepare the Batch document (take the names of the documents) to send them to Decipher. The tool will then proceed to process the documents with several steps: 

  • Document classification   
  • Data capture   
  • Verification   

Decipher will proceed to send the documents back to Blue Prism with the extracted data. Once the data is received by Blue Prism, further processing will be done depending on the use case (e.g. export to Excel, insertion into a database, import with an online API…) and our needs.   

What is the role of Blue Prism in the automation of Decipher? Blue Prism will allow us to: 

  • Retrieve the data to be processed and prepare it as a batch to be sent to Decipher  
  • Configure the connection with Decipher   
  • Send the Batch by defining its parameters    
  • Wait for the processing and signal the need for manual verification: when we send the Batch, we can set up a process that will allow us to see if we need manual verification and send a notification to the person concerned (email, SMS, call, notification on an application with an API…)   
  • Retrieve the data extracted from the documents with Decipher   
  • And finally process the data as we want and manage the output   

If we take the example of a Blue Prism process, here are the different steps:  

  • Step 1: sending the Batch (to be configured according to the use case)  
  • Step 2: recovery of data following the processing of the Batch   
  • Step 3: manual verification (notify if necessary)  
  • Step 4: data processing    
  • Step 5: data export   

Intelligent Document Processing (IDP) has become a key enabler of automation strategies by relieving teams of tedious and time-consuming tasks through the use of OCR and AI to automatically extract information from complex documents.   s.   

With SS&C Blue Prism’s solution, Decipher IDP, you accelerate the extraction of the data you need and extend the reach of automation.   

To learn more, attend our webinar on December 13, 2022 at 11:30 a.m:  [Paris User Group] Decipher IDP: Moving from automation 1.0 to intelligent automation

[Paris User Group] Decipher IDP: Moving from automation 1.0 to intelligent automation 

Do you already have one or more RPA programs in place and want to optimize their efficiency, but most of your data is stuck in difficult and time-consuming documents? Intelligent automation on a large scale starts with document processing, and for that to happen, access to your data must be fast and easy for your teams. Intelligent Document Processing (IDP) has become a key lever of automation strategies by relieving teams of this tedious task thanks to OCR associated with AI, which allows for the automatic extraction of information from complex documents.   

With SS&C Blue Prism’s solution, Decipher IDP, accelerate the extraction of the data you require and extend the reach of automation.   

Designed for business users, Decipher IDP will allow you to validate and extract data from structured, unstructured and semi-structured documents. Benefit from an intuitive, easy-to-use user interface without complex coding or configuration. Because Decipher IDP integrates directly with Blue Prism, you are operational in hours instead of days. 

On the agenda of our User Club :   

  • Discovering IDP (Intelligent Document Processing) through different use cases   
  • Functionalities and use of the Decipher IDP tool  
  • Demo   
  • Keys to success of an IDP project  

This session will be presented by El Hassane Ettifouri, Innovation Director of Novelis. 

[White paper] How automation can help you overcome customer relationship challenges

Consumer expectations have changed and customer experience has become a major differentiator, especially since its quality is increasingly measurable and comparable. A better quality of service will require a better knowledge of the customer to personalize interactions and ensure a flawless response. Excellence is now expected at every stage of the customer journey and organizations will have to work hard to differentiate themselves and build customer loyalty. Many of them have therefore turned to automation as a lever for efficiency and differentiation to accelerate their customer relationship management processes.

Novelis offers you to discover the benefits in its white paper “How automation can help you overcome customer relationship challenges” divided in three parts:

Feedback from our customer Contaxium: Smart Automation for Agent Efficiency in Call Centers

We will come back to the case of one of our customers, Contaxium, a specialist in outsourced and customized telephone answering services, which decided to automate and digitalize its business processes.

Eric Esnault – CEO of Contaxium will explain how Contaxium has relied on Smart Automation to improve its customer relationship management during an interview shared with Dominique Duquennoy – Director Customer Success Manager of SS&C Blue Prism and Mehdi Nafe – CEO of Novelis.

Tasks with high automation potential in customer relations

Customer relationship automation has become strategic and can be applied to a wide range of processes in customer relationship management. In this white paper, discover examples of tasks with high automation potential in this domain and get inspired to define eligible business cases within your organization.

7 key steps to a successful automation project

Automation is implemented at the enterprise level to better support digital transformation. To offer you all the keys to success in your automation process, we suggest you follow 7 essential steps to successfully complete your project. These seven interconnected factors will enable your automation program to meet the objectives you have set.

Evaluating your processes is essential when you want to start such a process because it will allow you to measure the impact of the profitability of the automation process. To help you in this first step, we offer you a free analysis to qualify the automation potential of your process with one of our business analysts! Following the meeting, you will leave with a macro calculation as well as a detailed analysis to evaluate the risks, optimize the management of your resources and seize the best opportunities.

Do not hesitate to contact us.

Novelis wins Blue Prism 2022 Best AI & Cloud Innovation Solution Award with SmartRoby

During the Partner Forum 2022 organized by Blue Prism on May 24th, Novelis has been awarded for its Automation as a Service solution SmartRoby, recognized as the best Solution of the Year in the AI & Cloud Innovation – EMEA & Global category by the leading RPA vendor.

In 2021, Novelis already received the Business Solution of the Year award with SmartRoby. This year, for the second time in a row, we received the regional and global award from Blue Prism, recognizing our positive impact on a client’s business through the innovative use of Artificial Intelligence and Intelligent Automation in the Cloud.

We have designed SmartRoby, an Automation as a Service solution, to give human-sized organizations easier access to cutting-edge RPA and Intelligent Automation technologies. Complementary to Blue Prism offers, our solution is available on AWS, DX, OVH and On-Prem, entirely self-service and connected to Blue Prism. It offers a business-oriented interface with a pricing model based on the actual consumption of digital workers, to drive and control all automated processes of an organization. This allows organizations to implement an automation solution in a matter of weeks and at a lower cost.

It also offers other advantages to go further than traditional automation with access to AI and NLP algorithms. But also more autonomy for business teams to manage a set of features autonomously without depending on IT teams. The business is thus able to easily follow the impact of automation within the organization thanks to quantified reports, time saved and ROI. Putting the focus on the business side and being able to measure the impact makes it much easier to go further.

A year ago, when we released our SmartRoby solution, we already wanted to make automation accessible to all organizations regardless of their size. We still believe that as a digital player it is our duty to give all companies access to solutions like SmartRoby, which digitally transform the way organizations operate.

Winning the Partner Excellence Awards 2022 in the “AI & Cloud Innovation” category is a true recognition of SmartRoby’s innovative character and rewards the investments made on this platform. This award also highlights the strong partnership we have with Blue Prism, a leader in robotic process automation (RPA). The synergies are huge, we are talking about a major global digital player with whom we are building bridges between BPM and automation.

“From day one, we understood the power of the solutions offered by Blue Prism.SmartRoby completes this offer with an out-of-the-box solution regardless of the type or size of the organization: our goal is to democratize access to an amazing technology like Blue Prism. In a few words, SmartRoby is the platform that gives access to automation easily and quickly.” says Mehdi Nafe, CEO & Co-Founder of Novelis.

[White paper] Succeed in your automation project in 7 winning steps

Automation is implemented at the corporate level to better support digital transformation. Discover in this white paper, co-authored with our partner Blue Prism, how to succeed in your automation project in just 7 steps.

What are the key steps to automation?

  1. Define a vision and a strategy from the beginning
  2. Adapt your organizational structure
  3. Identify and select potential processes that can be automated
  4. Adopt an industrial approach
  5. Control the continuity of virtual agent activities
  6. Recruit and train a team of experts
  7. Design a scalable technical architecture

These seven interconnected factors allow the automation program to meet the objectives you have set. However, it must evolve as your business does, meet new needs and, as such, be regularly re-evaluated.

You don’t have to recreate the entire program, but make sure that its parameters are always in line with your business reality.

Download our white paper co-authored with automation leader Blue Prism.

Blue Prism World on Tour Madrid

On May 25, Novelis will travel to Madrid to celebrate the 3rd edition of Blue Prism World.

A true virtual experience and journey around automation, this event organized by our partner Blue Prism, allows everyone to discover the technology and strategies for success through unique customer feedback.

The Blue Prism World on Tour Madrid 2022 will bring together all Blue Prism Iberia teams, as well as clients and strategic partners such as Novelis.

On the agenda of the event

Inspire your creativity with: inspiring presentations, plenary sessions with customers and partners, and showcasing the most innovative automation and AI technologies revolutionizing the digital workforce.

As a business owner, meet with experts and learn how to achieve all your key objectives: employee retention, customer satisfaction and increased efficiency, accuracy and productivity, and ROI.

Blue Prism World: Focus on the business of the future

Transforming the way we work through the collaborative power of people and intelligent automation, using artificial intelligence, new technological advances and human ingenuity to create the companies of the future: that’s the goal of Blue Prism World.

In your company of the future:

  • Your collaborators and digital workers would work together and collaborate seamlessly: a unified workforce
  • Your clients would benefit from a better quality of service thanks to greater employee efficiency
  • The overall productivity of your organization would be much higher allowing you to achieve your strategic business objectives.

All of this is possible now, the future is already here. The technology you need to reimagine your business exists, but you need to learn how to use and implement it.

Novelis’ SmartRoby awarded as Best Blue Prism Business Solution 2021

On May 6 at the 2021 Partner Forum by Blue Prism, Novelis has been awarded for its ‘Robot as a Service’ solution, SmartRoby, granted Best Business Solution of the Year by the leading RPA vendor. The Blue Prism Regional Award is a way of acknowledging Novelis’ ability and excellence in delivering an innovative smart automation solution.

Novelis has designed SmartRoby, a ‘Robot as a service’ solution, with a turnkey-model based on the effective use of the robots. In such, we are giving human-scale structures access to cutting-edge RPA and Smart Automation technologies. To design SmartRoby we have worked with our strategic partner Blue Prism, pioneer and market leader in robotic process automation (RPA). Our solution is highly complementary to Blue Prism’s tools and provides a business-oriented interface to drive and control all automated processes within an organization.

At Novelis, we support more than 50 international customers with daily AI, NLP, OCR and RPA issues. With our SmartRoby solution, we want to make automation accessible to all organizations, regardless of their size. We believe that as a digital player it is our role to enable all businesses to benefit these tools that digitally transform the way organizations operate. With our easy-to-use, centralized, pay-as-you-go model (no licensing nor infrastructure is required), organizations can now automate their processes within a few weeks and at a lower cost.

Winning the Partner Excellence Awards 2021 in the Business Solution category is a true recognition of the innovative nature of our SmartRoby ‘Robot as a Service’ solution. This award also celebrates our commitment to working alongside Blue Prism for supporting organizations on their journey to digital transformation.

Linda Dotts, Chief Partner Strategy Officer at Blue Prism, said: 

Blue Prism values our partner community for its positive impact on our shared customers. Their solutions built on the Blue Prism intelligent automation platform provide a way for organizations to approach work in a new, more agile way. Our partner awards are a way to showcase and thank our amazing partners for the incredible innovation and support they give to our customers. Congratulations to Novelis for showing us what’s possible and for making Blue Prism truly the sum of our parts.

[Webinar] Accelerate your Process Automation by 30% with Process Intelligence

Regardless of your industry, a process automation strategy remains complex and ROI can sometimes seem long to achieve. You must, among other things, select the right processes to automate and master them, then proceed to the automation phase and measure the impacts on your organization. 

ABBYY, Blue Prism and Novelis offer a unified solution that combines process intelligence with intelligent automation for process exploration, optimization end-to-end monitoring of the automated processes on AWS. 

This webinar will be an opportunity to present 3 detailed customer cases to discover the relevance and power of ABBYY process intelligence technology combined with Blue Prism digital workers. 

  • Mehdi Nafe from Novelis will detail the exploration and optimization of a subscription process in the Savings sector, with measurable impacts related to the subscription volume or their unit cost. 
  • Benoît Cayla from Blue Prism will give you an end-to-end demo on a real order to cash process (retail/manufacturing) 
  • Pierre Hagot from ABBYY will describe how the implementation of the solution helps mitigate regulatory risk in the Finance sector. 
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