Split PDF by Document Type Automatically
Receiving multiple document types in a single PDF file can lead to processing delays without the right technology in place. For example, if an AP clerk receives a PDF file that contains multiple invoices and purchase orders, they would need to open each page, manually check whether it is an invoice, purchase order, or something else, and submit it to the correct destination for processing. At high volumes, this process quickly becomes impossibly time and labor-intensive without technology that can support a better alternative.
Classify Multiple Document Types Within a Single PDF
CVISION’s Trapeze software offers the unique ability to classify each page in a single PDF by document type to allow for more efficient processing. Automated, page-by-page classification saves users from manually diving into each file to learn what documents the file contains. Further, once documents are classified, the PDF file can be split by document type to enable proper routing and processing for each. For companies dealing with hundreds or thousands of vendors, clients, or partners submitting commingled documents in single PDF files, this can lead to staggering labor cost savings and greatly improved turnaround times on document processing.
Advanced Capture of Complex PDF Files
Trapeze can go further to optimize and extract data from each document type using its sophisticated recognition engine. After automated classification, data extraction helps to eliminate the need for manual data entry after documents are routed to the appropriate departments for processing. Again, automated extraction effectively improves workflow accuracy while reducing labor costs and increasing processing speed. Trapeze exports data to the desired output destination in common formats such as XML, EDI, CSV, and TXT to ensure compatibility with most systems.
Splitting by Document Type in Action
A Fortune 500 financial institution was struggling to scale its manual method of processing mortgage documents. Mortgage loan application packets can include everything from credit reports to income statements, birth certificates, tax forms, and more. By recognizing each document type automatically, Trapeze minimized the need to manually identify and sort the various incoming documents for processing.
Through mortgage document automation, CVISION’s Trapeze software reduced loan packet processing time from over 2 hours to under 5 minutes each, shattering the organization’s initial speed goals and greatly accelerating their operations. Data field extraction accuracy rates were very high, and automated document assembly and classification rates were near-perfect. Trapeze was able to integrate seamlessly with the organization’s workflow to radically improve the speed and accuracy of the company’s mortgage loan processing system.