优化idp成本，最大限度地利用有限的资源

With Intelligent Document Processing The search for ways to optimize costs and provide a better customer experience (CX)is never-ending. However, worries over a recession, staffing challenges, and growingregulatory scrutiny have amplified your budgetary concerns. The best way to allay thesefears is to automate labor-intensive tasks, maximize your resources, and accelerate theservices you offer to your customers. Maintaining regulatory compliance has never beenmore important. In 2022, the SEC issued 760 enforcement actions for a total of $6.4 billionin fines, marking a 9% year-over-year increase. Automation removes the risk of tired ordistracted employees making critical data entry errors that lead to non-compliance. Onboarding papers, loan applications, financial statements — documentation is a big partof your business. Unfortunately, extracting vital data from large numbers of documentsis time-consuming and labor-intensive. There are scalable solutions for processing documents,with which you create faster, more efficient workflows that reduce the processinglifecycle by more than 60%. Accelerating the pipeline of services offered to your customers is essential, especially when48% of Gen Z customers claim they will move to a different bank if it offers a better userexperience. To acquire and retain customers, you must meet the increasing demand forinstant gratification. Automating document processing allows you to improve CX andeasily scale as the number of documents you process increases. In this white paper, you will learn the failings of manual document processing, as well as thechallenges of optimizing document management with systems such as intelligent documentprocessing (IDP) and how to overcome those challenges. You will also discover solutionsand use cases that allow you to generate higher-quality data, enhance customersatisfaction, and strengthen compliance. BRING THE POWER OF AITO DOCUMENT PROCESSING Improve data collection and document processing by incorporating AI/ML with solutionsthat can be customized to meet the specific needs of your bank. You also benefit froman audit trail that proves your methods adhere to risk governance guidelines and providea strong control environment. The technology behind IDP has dropped significantlyin price and is no longer cost-prohibitive. IDP is powered by: Optical Character Recognition (OCR)OCR converts printed or handwritten text into digital text that can be edited, searched, and stored. It also recognizes and interprets the characters in an image, whetherit's a scanned document, a photo of text, or a screenshot. There are three steps in OCR: 1.Pre-process the image to improve its quality.2.Segment the image into individual characters.3.Use pattern recognition algorithms to match each character to a specific letter, number,or symbol whether it's a scanned document, a photo of text, or a screenshot. Natural language processing (NLP)NLP involves the interaction between humans and computers using natural language. It uses computational algorithms and statistical models to allow machines to understand,interpret, and generate human language. This enables machines to summarize text,analyze sentiment, translate, recognize speech, and answer questions. Intelligent document processing methodologyOCR and NLP empower intelligent document processing methodology which is made up of the following steps: Efficiently and accurately digitize and extract data fromlarge volumes of documents, reducing manual effortand errors, and improving operational efficiency. Documentcapture Sort documents based on content or metadata. Further, analyzethe text and structure of a document to determine its category. Documentclassification Use pattern recognition to identify specific data fields within thedocument, such as names, dates, and amounts, and extract them. Extraction Validation Check extracted data against the original documentto ensure it is accurate and complete. Verification Evaluate whether the data meets predefined criteriaand data quality standards. Transform data into a suitable format for furtheranalysis (e.g., CSV or Excel sheet). Processing LIMITATIONS OF ANTIQUATEDDOCUMENT PROCESSING METHODS Documentation is an essential part of financial services. Unfortunately, the large numberof documents you process makes record-keeping and data extraction a bit of a necessaryevil. Processing documents manually impedes operations due to: Inefficiency You need to extract data and validate data from documents quickly and accurately. Sortingthrough paperwork manually requires significant employee effort which can result in longprocessing times, delays, and backlogs. Such operational inefficiency hampers servicesand can lead to an inability to attract and retain clients. Errors As your employees tire of the repetitive task of processing documents, it’s simply humannature that they begin to make careless mistakes. Such accidents — typos, omitted or dupli-ca