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WebCenter Imaging
From KFI to OFR.
An automated AP Journey
Alec Rimmer and Andrew Rosson
Lansen Consulting
Lansen Consulting
Alec Rimmer
- Senior Enterprise Content Consultant

Andrew Rosson
– Solution Director - Middleware
Agenda
What we are going to cover:
• Invoice Automation
• Overview of the processes
• Do a live demonstration using
– Key From Image - KFI
– Oracle Forms Recognition - OFR

• Moving parts
• Other uses for WebCenter Imaging
Lansen Middleware
1. Java Application Servers
2. Unstructured Data
3. Application Development

Product Specialties
• Oracle UCM
(WebCenter Content),
• Oracle IPM
(WebCenter Imaging)

____________________________________________
Lansen promotes the management of electronic
documents through the introduction of a corporate
content repository. The adoption of such provides
a safe, secure and searchable alternative to the file
share, incorporating workflow, integration and
approval management features for users and
administrators.
Benefits of AP Automation
The goal of automating the accounts payable department is to streamline this
invoicing process, eliminate potential human error, and lower the cost per invoice.

1.
2.
3.
4.

Cost
Volume
Human Capital
Integration
WebCenter Imaging
Oracle WebCenter Imaging 11.1.1.6
Formerly known as
Image Process Management – IPM
This session will focus on using WebCenter Imaging
from Accounts Payable.
WebCenter Imaging – Different Paths
Key From Image – KFI
• Scanned invoices are imported into the WebCenter Imaging
server and stored on WebCenter Content
• WebCenter Imaging Viewer allows AP Clerk to view the details
and enter them into the ERP
• Once the Invoice is created, the image and Invoice are
connected so that it is always accessible from the ERP
environment.
WebCenter Imaging – Key From Image
Mail

Scanner

Imaging

Capture

Email

Integration

eBusiness Suite

View
Batcher
Oracle Data
Capture
(ODC)

Key From Image
(KFI)
Image

Webcenter
Imaging

KFI

Select
Invoice

Select

Invoice
Accounts
Payable

Invoices (TIF)
Invoices (TIF)
AP Clerk

Webcenter
Content

Windows Server

WebLogic

OAS
WebCenter Imaging – Live Demonstration
We will be processing an scanned invoice through:
• Key From Image - KFI
Into an eBusiness Suite environment.
WebCenter Imaging – Different Paths
Oracle Forms Recognitions - OFR
• Scanned invoices are read by the OFR process using OCR
• Metadata is extracted from the Invoice and validated against the ERP
• The image and metadata are imported into the WebCenter Imaging
environment and stored on WebCenter Content.
• A SOA process then takes the metadata and tries to create an invoice on
the ERP.
• Once the Invoice is created, the image and Invoice are connected so that it
is always accessible from the ERP environment.
WebCenter Imaging - Oracle Forms Recognition
Capture
Mail

Imaging

Integration
View

Email
Batcher

Image +
XML

Oracle Data
Capture

Scanner
Invoices (TIF)
Invoices (TIF)

eBusiness Suite

OFR

Webcenter
Imaging

Select
Invoice

Create
Invoice
Errors

Con
Manager

No errors

Oracle Forms
Recognition

Webcenter
Content

Verifier

Invoice

Interface
Tables

BPEL

Verifier

Verify
Windows Server

WebLogic

AP Clerk

Accounts
Payable

OAS
WebCenter Imaging - Oracle Forms Recognition
Oracle Forms Recognition – OFR
• Is not template based like
competitors
• Uses concentric circles to find
appropriate values
• Maintains a “LearnSet” that
can be taught to improve hits.
WebCenter Imaging – Live Demonstration
We will be processing an scanned invoice through:
• Oracle Forms Recognition - OFR
Into an eBusiness Suite environment.
WebCenter Imaging - Overview
Imaging

Capture
Mail

SOA
View

Email
Key From Image
(KFI)
Image

Batcher

Oracle Data
Capture

Scanner
Invoices (TIF)

eBusiness Suite

Image +
XML

Select
Webcenter
Imaging

Select
Invoice

Errors

Create

Con
Invoice
Manager

OFR

OFR

Oracle
Forms
Error
Recognition

KFI

Webcenter
Content

AP Clerk

BPEL

Interface
Tables

Verifier
Verifier

Verify
Windows Server

WebLogic

Accounts
Payable

OAS
WebCenter Imaging – Moving Parts
The following components are invoiced in processing the invoice:
• Oracle Document Capture - ODC
• Oracle Forms Recognition - OFR
• WebCenter Imaging and WebCenter Content
• SOA and BPEL process
WebCenter Imaging – Oracle Document Capture
Oracle Document Capture – ODC
• Windows based
• Configurable metadata values
• Components
– ODC Client
– Distributed Document Capture
– Import Server
WebCenter Imaging – Oracle Forms Recognition
Oracle Forms Recognition – OFR
• Windows Based
• Uses OCR to read Image and tries to extract appropriate
metadata.
–
–
–
–
–

Supplier
Purchase Order
Invoice date
Invoice Number
Line Details etc
WebCenter Imaging – Oracle Forms Recognition
Oracle Forms Recognition – OFR
• Has active links back to ERP to validate Supplier and PO values
• Components
– Run Time Service - RTS
– Designer
– Verifier
WebCenter Imaging & WebCenter Content
WebCenter Imaging and WebCenter Content
• WebCenter Imaging
– Image viewer
– Metadata values
– Links to SOA processes

• WebCenter Content
– Full featured document management repository
– Can apply other features like Records Management and Rendering
WebCenter Imaging – SOA
SOA and BPEL
WebCenter Imaging – Other uses
WebCenter Imaging can also be used for:
• Accounts Payable
– Other ERP’s
– Oracle and non-Oracle

• Expenses
• Human Resources
• Other image based solutions
WebCenter Imaging – 11.1.1.8
What is new for WebCenter Imaging 11.1.1.8?
Released August 2013
• WebCenter Capture is now a Java, web based app. Hosted on
WebLogic
• New ADF based UI for WebCenter Content
WebCenter Imaging – 11.1.1.8
WebCenter Imaging – Questions
Lansen promotes AP automation with WebCenter Imaging

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Lansen promotes AP automation with WebCenter Imaging

  • 1. WebCenter Imaging From KFI to OFR. An automated AP Journey Alec Rimmer and Andrew Rosson Lansen Consulting
  • 2. Lansen Consulting Alec Rimmer - Senior Enterprise Content Consultant Andrew Rosson – Solution Director - Middleware
  • 3. Agenda What we are going to cover: • Invoice Automation • Overview of the processes • Do a live demonstration using – Key From Image - KFI – Oracle Forms Recognition - OFR • Moving parts • Other uses for WebCenter Imaging
  • 4. Lansen Middleware 1. Java Application Servers 2. Unstructured Data 3. Application Development Product Specialties • Oracle UCM (WebCenter Content), • Oracle IPM (WebCenter Imaging) ____________________________________________ Lansen promotes the management of electronic documents through the introduction of a corporate content repository. The adoption of such provides a safe, secure and searchable alternative to the file share, incorporating workflow, integration and approval management features for users and administrators.
  • 5. Benefits of AP Automation The goal of automating the accounts payable department is to streamline this invoicing process, eliminate potential human error, and lower the cost per invoice. 1. 2. 3. 4. Cost Volume Human Capital Integration
  • 6. WebCenter Imaging Oracle WebCenter Imaging 11.1.1.6 Formerly known as Image Process Management – IPM This session will focus on using WebCenter Imaging from Accounts Payable.
  • 7. WebCenter Imaging – Different Paths Key From Image – KFI • Scanned invoices are imported into the WebCenter Imaging server and stored on WebCenter Content • WebCenter Imaging Viewer allows AP Clerk to view the details and enter them into the ERP • Once the Invoice is created, the image and Invoice are connected so that it is always accessible from the ERP environment.
  • 8. WebCenter Imaging – Key From Image Mail Scanner Imaging Capture Email Integration eBusiness Suite View Batcher Oracle Data Capture (ODC) Key From Image (KFI) Image Webcenter Imaging KFI Select Invoice Select Invoice Accounts Payable Invoices (TIF) Invoices (TIF) AP Clerk Webcenter Content Windows Server WebLogic OAS
  • 9. WebCenter Imaging – Live Demonstration We will be processing an scanned invoice through: • Key From Image - KFI Into an eBusiness Suite environment.
  • 10. WebCenter Imaging – Different Paths Oracle Forms Recognitions - OFR • Scanned invoices are read by the OFR process using OCR • Metadata is extracted from the Invoice and validated against the ERP • The image and metadata are imported into the WebCenter Imaging environment and stored on WebCenter Content. • A SOA process then takes the metadata and tries to create an invoice on the ERP. • Once the Invoice is created, the image and Invoice are connected so that it is always accessible from the ERP environment.
  • 11. WebCenter Imaging - Oracle Forms Recognition Capture Mail Imaging Integration View Email Batcher Image + XML Oracle Data Capture Scanner Invoices (TIF) Invoices (TIF) eBusiness Suite OFR Webcenter Imaging Select Invoice Create Invoice Errors Con Manager No errors Oracle Forms Recognition Webcenter Content Verifier Invoice Interface Tables BPEL Verifier Verify Windows Server WebLogic AP Clerk Accounts Payable OAS
  • 12. WebCenter Imaging - Oracle Forms Recognition Oracle Forms Recognition – OFR • Is not template based like competitors • Uses concentric circles to find appropriate values • Maintains a “LearnSet” that can be taught to improve hits.
  • 13. WebCenter Imaging – Live Demonstration We will be processing an scanned invoice through: • Oracle Forms Recognition - OFR Into an eBusiness Suite environment.
  • 14. WebCenter Imaging - Overview Imaging Capture Mail SOA View Email Key From Image (KFI) Image Batcher Oracle Data Capture Scanner Invoices (TIF) eBusiness Suite Image + XML Select Webcenter Imaging Select Invoice Errors Create Con Invoice Manager OFR OFR Oracle Forms Error Recognition KFI Webcenter Content AP Clerk BPEL Interface Tables Verifier Verifier Verify Windows Server WebLogic Accounts Payable OAS
  • 15. WebCenter Imaging – Moving Parts The following components are invoiced in processing the invoice: • Oracle Document Capture - ODC • Oracle Forms Recognition - OFR • WebCenter Imaging and WebCenter Content • SOA and BPEL process
  • 16. WebCenter Imaging – Oracle Document Capture Oracle Document Capture – ODC • Windows based • Configurable metadata values • Components – ODC Client – Distributed Document Capture – Import Server
  • 17. WebCenter Imaging – Oracle Forms Recognition Oracle Forms Recognition – OFR • Windows Based • Uses OCR to read Image and tries to extract appropriate metadata. – – – – – Supplier Purchase Order Invoice date Invoice Number Line Details etc
  • 18. WebCenter Imaging – Oracle Forms Recognition Oracle Forms Recognition – OFR • Has active links back to ERP to validate Supplier and PO values • Components – Run Time Service - RTS – Designer – Verifier
  • 19. WebCenter Imaging & WebCenter Content WebCenter Imaging and WebCenter Content • WebCenter Imaging – Image viewer – Metadata values – Links to SOA processes • WebCenter Content – Full featured document management repository – Can apply other features like Records Management and Rendering
  • 20. WebCenter Imaging – SOA SOA and BPEL
  • 21. WebCenter Imaging – Other uses WebCenter Imaging can also be used for: • Accounts Payable – Other ERP’s – Oracle and non-Oracle • Expenses • Human Resources • Other image based solutions
  • 22. WebCenter Imaging – 11.1.1.8 What is new for WebCenter Imaging 11.1.1.8? Released August 2013 • WebCenter Capture is now a Java, web based app. Hosted on WebLogic • New ADF based UI for WebCenter Content