Organizations today are flooded with inbound content such as documents, emails, and images. This information is essential to business operations but remains difficult to access and act on efficiently. While AI has long been an integral part of intelligent document processing (IDP), recent advances in large language models (LLMs) and agentic AI are redefining what is possible. The focus has shifted from basic automation to intelligent orchestration, where systems not only extract and classify information but also reason over it, validate it, and trigger downstream actions. As a result, IDP is becoming a key enabler of end-to-end process automation.

OpenText intelligent document processing solutions are designed for this new era of automation. They combine traditional AI and LLMs with deep integration into enterprise systems to deliver intelligent end-to-end process automation. From capture and classification to validation and orchestration, OpenText IDP solutions help organizations accelerate decision-making, improve compliance, and reduce manual effort. With flexible deployment options across cloud, hybrid, and on-premises environments, and deep integrations with SAP and Salesforce, OpenText enables customers to unlock the full value of their information and scale automation across the organization.

OpenText named a leader in information capture and intelligent document processing

We are pleased to announce that OpenText has been named a Star [Leader] in the 2025 Infosource Global Capture & IDP Vendor Matrix. This is the eighth consecutive year that Infosource has ranked OpenText as a leader. This recognition reflects OpenText’s commitment to empower customers to achieve operational efficiency by boosting employee productivity and accelerating business processes at scale.

Ralph Gammon, Senior Analyst for Infosource Software and the primary author of the report shared “The 2025 Capture & IDP Vendor Matrix reflects a market that is rapidly evolving toward intelligent end-to-end automation, powered by large language models and agentic AI. With a broad and integrated portfolio, strong global execution, and clear vision for how intelligent document processing is a key component of enterprise automation, OpenText is at the forefront of the market transformation. Its ability to combine advanced AI with deep expertise in content and process management has helped OpenText maintain its position as a market leader.”

He then added, “As a global market leader, OpenText has established a broad customer and partner network. OpenText’s deep integrations with SAP and Salesforce bring IDP directly into the systems where work happens, making it easier and quicker for customers to replace manual repetitive tasks with end-to-end automation.”

2025 Infosource Global Capture & IDP Software Vendor Matrix Report

An analysis of the market for capture and intelligent document processing solutions, with an assessment of which vendors are rated as Stars, Competitors, Disruptors and Explorers.

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Staying ahead of industry regulations for documents is crucial. It is key for all content to be classified, organized, and easy to find. Assisted by information capture, intelligent document processing solutions offer a seamless way to manage these tasks, making your business audit-ready and compliant with ease.  

High stakes

Compliance with industry regulations is not just about avoiding penalties. It is about maintaining the integrity and reputation of your business. Regulatory bodies require organizations to keep accurate records and ensure that all necessary documents are easy to retrieve. This can be a daunting task, especially for large organizations with vast amounts of documents. However, with the right tools, you can simplify this process significantly.

Start with information capture solutions to ensure compliance 

As a key component of intelligent document processing (IDP), information capture solutions provide text-searchable files tagged with actionable data. Leading solutions leverage modern artificial intelligence (AI) technologies, like continuous machine learning (CML) and large language models (LLM), to automate the capture, classification, and extraction of data from documents. This ensures that all documents have accurate metadata and are easily retrievable when needed.

1. Automated data capture: Use AI, CML, and LLM technologies to automatically capture and classify documents. OpenText solutions eliminate tedious manual input and dramatically reduce human errors.

2. Accurate metadata: Extract accurate metadata from documents with a data capture solution like OpenText™ Capture to ensure that all necessary content is captured and stored correctly. This makes it easier to retrieve documents during audits. 

3. Scalability: Select an information capture solution like OpenText™ Core Capture that is scalable and suitable for organizations of all sizes. Whether a small business or a large enterprise, you can tailor it to meet your specific needs.

4. Compliance and Governance: Combine intelligent information capture with the automated workflows within your content repository or process automation software to maintain compliance by automatically classifying and filing files based on extracted metadata. You will strengthen information governance and simplify the auditing process.

Simplify audits with intelligent document processing solutions 

Audits are stressful and time-consuming. With IDP, auditing is much simpler. Intelligent document process solutions accurately capture and classify documents to ease retrieving any document needed for an audit. This not only saves time but also reduces the risk of non-compliance and the imposition of penalties.

For example, a leading bank in the Asia-Pacific region faced the challenge of digitizing millions of customer records to meet new regulatory guidelines. By implementing an OpenText IDP solution with OpenText Capture and OpenText™ Documentum™ Content Management, the bank created a centralized, secure repository for 21 million digital records. They not only met compliance obligations with a single store of searchable data, but also cut delivery time for key services by up to 50% and laid the foundation for highly personalized services.

Automate and futureproof compliance 

With intelligent document processing solutions, organizations satisfy compliance requirements when they maintain accurate records and plan for easy retrieval. Plan now to stay ahead of industry regulations and make your business audit-ready and compliant with ease.

Are you ready to learn how intelligent document processing solutions can help your organization ensure compliance and simplify auditing? Explore OpenText IDP solutions to get started.

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The pressure on insurance companies has never been higher. The increasing competition for both customers and employees has cast a light on the need for high customer and employee satisfaction while also managing costs so that premiums can be market competitive. On the surface, this balancing act appears unwinnable, especially in an industry that has long relied on onsite knowledge workers, extensive documentation, and manual multi-step workflows for key operations such as claims processing. 

How can insurers deliver fast, knowledgeable customer service to a market that increasingly communicates digitally by text and instant messaging? By joining the industry leaders who are embracing AI technologies, including generative AI content management, and are expecting 20-30% reductions in loss-adjustment expenses, as well as reductions in claims payouts. These leaders know that AI and automation is foundational to support successful customer-facing employees who are in limited supply and a must-have to satisfying and retaining customers.  

Deliver key information faster and easier to frontline staff with an AI content assistant

Starting with the first notice of loss (FNOL), your customer reaches out for help while in a difficult situation and feeling uncertain about what the claim processing experience will be like. Likewise, the assigned insurance claims rep is equally interested in a quick and successful resolution – to feel effective and positive about their role. Fortunately, even though the claims rep is new to the account, they can quickly ramp up their knowledge by typing questions into an AI content assistant available within the insurer’s content platform, such as OpenText™ Content Aviator, available for OpenText content management platforms. Within seconds and with no manual shifting through systems and documents, the insurance claims rep has this key information and is ready to help the customer get a quick resolution to the claim.  

• Summary of the customer’s claim 
• Required list of documents to close the case 
• Similar cases that closed quickly without escalation 

Empower employees to focus on higher value tasks  

Still interacting with OpenText Content Aviator, the insurance claims rep requests text to send to the customer based on these prompts: 

• customized for the specific claim 
• includes a list of the required information that is needed 
• written in the customer’s preferred language 

The insurance claims rep uses a simple click to copy the communication and pastes it into the right communication channel for the customer. Now they can focus on complex claims that need human intervention – a much better use of their time than manually searching knowledge bases and communication templates for the right fit and language of content to send.  

Satisfy customers with accelerated processes by knowledgeable support teams and AI content management 

Throughout the claims processing experience, customers feel reassured working with a customer support team that has all their account information and knows how to smoothly move to the next steps. Customer satisfaction and retention improve by avoiding delays, eliminating unnecessary asks of the customer, and interacting with a confident customer support team. Check out this demo video of GenAI and OpenText Content Aviator to see an insurance adjustor and AI content assistant in action. 

Go a step further with intelligent document processing solutions 

Even with GenAI assisting frontline staff, insurers need to integrate AI into claims processing backends. Intelligent document processing enhances both speed and accuracy when capturing actionable data from inbound documents. 

OpenText intelligent document processing solutions use machine learning and large language models to automate document capture, recognition, and classification. This automation significantly reduces the time and effort required to process claims, leading to faster resolutions and improved customer satisfaction.  

IDP solutions accurately extract relevant information from claims forms, policy documents, and customer correspondence, giving claims adjusters immediate access to the information they need to make informed decisions, without manual data entry or extensive document searches. 

Explore OpenText Capture and IDP solutions and take OpenText Content Aviator for a test drive to see more ways to supercharge insurance claims processing.

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To gain and retain customers, organizations must continually improve efficiency and enhance customer satisfaction. In response, intelligent document processing (IDP) emerged as the solution to deliver the speed and accuracy that are critical in customer service workflows. By leveraging advanced technologies like artificial intelligence (AI) and automation, intelligent document processing solutions transform how organizations handle customer interactions and manage information.

The role of intelligent document processing solutions in customer service

Intelligent document processing solutions automate the capture, classification, data extraction of various document types, and then deliver process automation based on the actionable data. IDP is vital in customer service scenarios where timely and accurate information is crucial. When a customer submits a question or a complaint, imagine how much quicker your response will be when you automatically process the relevant documents—such as emails, forms, or scanned images—and route them to the appropriate department!

IDP is valuable across industries. A financial services company can use IDP to automate the processing of loan applications to reduce the time required to approve loans and improve customer satisfaction. Similarly, a healthcare provider can use IDP to manage patient records more efficiently and ensure that critical information is available when needed.

Streamline customer interactions

Traditional customer service processes often involve manual data entry and document handling, which can be time-consuming and prone to errors. IDP automates these tasks to reduce the workload on customer service representatives and allow them to focus on more complex and value-added activities.

For example, OpenText intelligent document processing solutions integrate seamlessly with Salesforce to enable automated data capture and customer service workflow management. This integration ensures that customer information is accurately captured and readily available, enhancing the overall customer experience.

Improve response times and accuracy

Delays in processing customer requests lead to dissatisfaction and lost business. IDP speeds up response times and improves the accuracy of the processed information. Consider a scenario where a customer submits a support ticket with attached documents. An IDP solution can quickly analyze the content of these documents, extract relevant data, and update the customer service system or CRM. This allows customer service representatives to access all necessary information instantly, enabling them to resolve issues more efficiently.

Enhance compliance and security

Customer service departments often handle sensitive information that they must manage in accordance with regulatory requirements. To help maintain compliance and build customer trust, IDP solutions accurately classify documents and enrich them with metadata to enable secure storage and easy retrieval.

Real-world impact of intelligent document processing solutions

Many organizations have successfully implemented intelligent document processing solutions to elevate their customer service and customer support. Plus, they supported their organizational sustainability programs by reducing the use of paper! Here are a few notable examples who use OpenText IDP solutions:

• ENGIE Italia: To delight their energy customers and foster long-term loyalty, this company automated the processing of almost 500,000 pages of energy contracts, customer claims, payment instructions, and more. They accelerated delivery of documents to customer service agents from three days to 30 minutes, enabling faster support.
• Department of Social Development, Republic of South Africa: This public sector organization transformed its social assistance appeals processes from manual, paper-based workflows to intelligent document processing. As a result, they accelerated their case handling rate from less than 50% to over 98%, reduced case resolution time to meet targets, and earned citizen trust and confidence.
• National Bank for Agriculture and Rural Development: This government-owned bank digitally transformed its case management processes from manual, paper-based workflows to efficient digital workflows. They saved over 2.4 million pages of paper, reduced CO2 emissions by 10 tons, and processed more than 120,000 digital cases

These examples highlight the tangible benefits of adopting IDP to accelerate and better support customer service workflows, showcasing reduced resolution times and better customer experiences.

Are you ready to learn how intelligent document processing solutions can help your organization focus on delivering world-class customer service and support, not chasing customer data?

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In today's digital world, financial institutions need to make their Know Your Customer (KYC) and customer onboarding processes faster and more accurate. Traditional methods, which rely on manual paperwork, can't keep up with modern CRMs and customer expectations. Intelligent document processing (IDP) offers a solution to digitize and automate these tasks.

How IDP solutions help with KYC and customer onboarding

Intelligent document processing uses artificial intelligence (AI) and machine learning (ML) to automate the capture, classification, and extraction of data from documents. Then that data enables process automation for faster and more accurate workflows.

KYC compliance: Financial institutions follow strict KYC rules to prevent fraud and money laundering. Traditionally, organizations manually check customer documents, which is time-intensive and error-prone. With intelligent document processing solutions, documents like passports, utility bills, and bank statements undergo automatic scanning and precise data extraction. This ensures that organizations capture all necessary information accurately and quickly, reducing the risk of non-compliance.

Customer onboarding: A new customer first interacts with a financial company during the onboarding process – the crucial experience for setting the relationship tone. IDP solutions automate the collection and verification of customer information, speeding up the process and reducing errors. This leads to higher customer satisfaction.

Intelligent document processing in action

Digital transformation in banking

A leading multinational bank replaced paper processes with digital workflows, significantly accelerating customer onboarding and improving satisfaction while reducing environmental impact and laying the foundation for future cloud and AI innovations.

Digital evolution in insurance

MSIG Asia, an international insurance company, built a seamless digital experience for business users and customers, and enabled adaptability to meet the changing needs of self-service.

Benefits of IDP solutions

• Speed and efficiency: intelligent document processing reduces the time needed to process documents, enabling faster customer onboarding and KYC compliance.
• Accuracy: Automated data extraction minimizes errors, ensuring accurate capture of customer information.
• Customer satisfaction: Faster processing times and fewer errors lead to higher customer satisfaction and retention rates.
• Cost savings: By reducing manual work, intelligent document processing solutions lower operational costs and improves overall efficiency.

Are you ready to learn how IDP solutions can help your organization focus on selling, not chasing customer data?

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In today's fast-paced business world, efficiency and accuracy in financial processes are crucial. The procure-to-pay cycle, which includes everything from procuring goods and services to making the final payment, offers significant improvement opportunities through intelligent document processing (IDP). By using advanced technologies like AI and machine learning, intelligent document processing solutions transform the procure-to-pay process to enhance operational efficiency, reduce errors, and free up valuable resources. 

The challenges of traditional procure-to-pay processes

Whenever a customer orders goods or services, two worlds meet: The customer’s system and the vendor’s. Both use their own material numbers and only the vendor has full insights into material availability and delivery options. To synchronize expectations, the customer and vendor exchange multiple documents.  

Traditional procure-to-pay processes often rely on manual, paper-based transactions. These methods waste time and lead to errors and inefficiencies. Manual invoice processing, for example, leads to payment delays, discrepancies in financial records, and increased operational costs. 

How intelligent document processing solutions transform the procure-to-pay process 

Intelligent document processing solutions solve these challenges by automating the capture, classification, and extraction of data from various documents involved in the procure-to-pay cycle. Here’s how intelligent document processing (IDP) revolutionizes the procure-to-pay process: 

1. Automate data capture and classification: IDP solutions like OpenText™ Capture and  OpenText™ Core Capture automatically capture data from invoices, order confirmations, advanced shipping notifications (ASN), delivery notes, and other relevant documents. This automation reduces the need for manual data entry, minimizes errors, and speeds up the process. 

2. Enhance data accuracy and compliance: By using AI and machine learning, IDP ensures accurate data extraction and classification. This accuracy is crucial for maintaining compliance with financial regulations and internal policies. 

3. Improve supplier relationships: Faster and more accurate processing of invoices and payments leads to better relationships with suppliers. Timely payments and efficient handling of discrepancies enhance trust and collaboration. 

4. Gain real-time visibility and insights: IDP provides real-time visibility into the entire procure-to-pay process. This transparency allows organizations to monitor transaction status, identify bottlenecks, and make informed decisions quickly. 

5. Support with scalability and flexibility: IDP solutions scale and tailor to meet the specific needs of an organization. Whether handling a high volume of transactions or integrating with existing ERP systems like SAP, IDP offers the flexibility required to adapt to changing business needs. For example, OpenText™ Vendor Invoice Management for SAP® Solutions fully integrates with SAP and provides pre-configured solutions for the most common SAP document types, such as invoices, sales orders and delivery notes. 

Real-world impact of intelligent document processing solutions 

Many organizations have successfully implemented intelligent document processing solutions to streamline their procure-to-pay processes. Here are a few notable examples who use OpenText IDP solutions: 

• Foodstuffs North Island: This grocery co-operative in New Zealand digitized its invoice processing, achieving up to 90% automation. 

• Sysmex Europe GmbH: A leading healthcare company, Sysmex Europe improved budget control, reduced costs, and increased efficiency, and benefited from the simplified user interface through SAP Fiori applications. 

• Solarisbank: This financial technology company achieved an 81% faster preparation for supplier payment runs and a 2-day reduction in month-end closing activities by reducing manual invoice processing tasks in SAP S/4HANA®. 

• Alfanar: A construction and engineering firm automated the processing of over 6 million documents annually, eliminating payment delays, improving reporting, and boosting overall efficiency." 

• Innogy SE: A European energy company, Innogy automated invoice approval routing, reduced fraud, and eliminated the need for physical signatures, significantly streamlining their supplier invoice processing. 

These examples highlight the tangible benefits of adopting IDP to automate procure-to-pay processes, showcasing improvements in efficiency, accuracy, and overall operational excellence. 

Are you ready to learn how intelligent document processing solutions can help your organization streamline and automate procure-to-pay processes and invoice management? Explore OpenText IDP solutions to get started.

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As organizations navigate a rapidly changing world, efficiency and accuracy are paramount. To stay ahead, organization need a game changer − intelligent document processing (IDP). By automating the capture, extraction, and processing of information from various document types, IDP revolutionizes business operations. Discover how OpenText intelligent document processing solutions can transform your organization.

Streamline invoice processing with intelligent document processing solutions

Say goodbye to manual invoice handling and hello to efficiency. Automate the capture and validation of invoice data to ensure accuracy, completeness, and compliance. OpenText™ Vendor Invoice Management for SAP® Solutions finds invoice problems and ensures that the right users address them at the right time. This IDP solution accelerates payment cycles, improves cash flow management, and strengthens supplier relationships. Experience the future of invoice processing today.

Enhance customer onboarding

First impressions matter. Speed up the onboarding process and enhance customer satisfaction with automated extraction and verification of customer data from identification proofs and application forms. With an intelligent document processing solution that includes OpenText™ Capture or OpenText™ Core Capture, organizations make onboarding a breeze and leave a lasting positive impression.

Revolutionize human resources management

Managing employee records, resumes, and other documents can be overwhelming. Automate the capture and organization of documents with OpenText intelligent document processing solutions that simplify HR tasks. From recruitment to retirement, streamline your HR processes, reduce administrative burdens, and focus on strategic initiatives that drive your business forward.

Optimize claims processing with intelligent document processing solutions

Insurance companies face a critical challenge: how to balance thorough verification of high volumes of claims with swift customer service. Cut manual data entry to reduce processing time, minimize costly errors, and enable adjusters to focus on complex decision-making instead of paperwork. With information capture and intelligent document processing solutions, organizations cut operational costs and significantly improve the customer experience through faster settlements and transparent claim tracking.

Enhance customer service

Exceptional customer service is crucial today. Integrate OpenText information capture solutions with CRM platforms like Salesforce® to automate workflows to provide swift and accurate processing of customer information. This boosts efficiency and allows teams to deliver personalized support, leading to higher customer satisfaction and loyalty.

Ensure compliance and simplify auditing with information capture solutions

Stay ahead of industry regulations with information capture solutions that ensure all of your content is classified, organized, and easy to find. Aided by information capture, intelligent document processing offers a seamless way to manage these tasks, making your business audit-ready and compliant.

Are you ready to learn how you can use IDP to transform these common workflows?

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Move over HR individual development plans, there’s a new IDP acronym for human resources in town: intelligent document processing. And HR leaders are taking note as it is proving to be a catalyst for operational transformation.
With HR responsible for managing massive amounts of data tied to employee compensation, performance, benefits, diversity, and inclusion and recruitment, intelligent document processing has emerged as a star in this data-driven era, giving HR professionals actionable insights and faster access to the right information. The result: teams work smarter and make more of an impact.

Let’s explore the role of IDP in HR, how it brings efficiency, speed, and accuracy to HR processes, such as employee onboarding, freeing time for more strategic contributions.

The need for efficiency gains in HR

Organizations want human resources teams to focus on people, not paperwork. Yet HR professionals continue to spend most of their time on administration and manual processes, leading to stress and burnout. The time is ripe to introduce technology and automation to streamline tactical work for this critical department. Recent surveys from Gartner highlight several HR challenges driving this need:¹

• Ongoing gaps in technology: 56 percent of HR leaders confirmed their HR technology solutions and strategy don’t match their current and future business needs, such as digital transformation.
• Responsibilities and stress on the rise: 75 percent of HR leaders say their managers are overwhelmed by the growth of their job responsibilities.
• Time spent on manual tasks: 59 percent of managers report spending a significant amount of time on “work to do work.”
• The skills shortage continues: 26 percent of CEOs rank talent shortage as the top damaging factor to business outlook.

The new IDP for HR

Intelligent document processing brings together information capture, AI, and process automation to allow information to be automatically classified and organized and then easily searched, found, and acted upon quickly. Intelligent document processing solutions can help streamline HR tasks, bringing automation to this document-heavy department, reducing digital friction and manual tasks.
Let’s look at three HR use cases for IDP.

Improve employee onboarding

Introducing automation to the employee onboarding experience is a win-win for organizations and new hires, making it more efficient and welcoming for employees and less time consuming for staff. And the benefits extend well beyond the initial onboarding experience, allowing HR teams to digitally capture and classify new hire data to drive insights and activities throughout the employee’s tenure, such as alerting both HR and the employee if a required training certificate is expired.

Streamline hiring

By bringing together information capture, AI, and process automation, HR professionals get quick answers to pressing questions with stellar results. For example, for current job openings, HR teams can determine which existing employees have required skill sets, leveraging searchable metadata from employee resumes and performance reviews to recommend strong internal candidates.

Support employee retention and engagement

Plus, IDP solutions extend the value of existing HR applications. For example, most organizations already use HRIS or HCM software to help with a variety of HR tasks, including performance reviews. These files can be turned into text-searchable PDFs, enabling the metadata to automatically trigger the next appropriate processes and workflows once a review is complete, such as sending a reminder to complete an annual drug test, or to complete a company survey for tenured employees. And IDP can help teams gather and analyze feedback from employees, using information from surveys to identify themes, sentiments, and insights for actionable recommendations.

Why OpenText for IDP

We offer IDP solutions that help customers turn content into actionable data, providing a springboard to digital transformation and delivering tangible operational efficiency gains by removing manual process roadblocks. We stand apart due to our:

• Global market presence: A recognized intelligent document processing leader, see what earned us top marks in a recent report by IDC.

• Breadth of products and solutions: OpenText customers benefit from end-to-end IDP offerings from a single technology partner, with solutions ranging from information capture and AI-powered content management to low-code business process apps. In fact, our robust and scalable IDP technology stack helped us earn a Leader position in the 2024 Infosource Global Capture & IDP Vendor Matrix—seven years and running!

• Flexible deployment options: OpenText meets customers where they are in the digital transformation journey, able to support current and desired IT environments, whether off-cloud or private (supporting Microsoft Azure, Google Cloud, and AWS), hybrid, or public cloud.

• Proven track record and deep integrations: Another OpenText advantage is ease of integration with applications and systems already in use by HR teams. For example, the Department of Human Resources for the County of Los Angeles is using OpenText IDP solutions to capture personnel documents across six enterprise HR systems and make files centrally accessible from the cloud. As a result, the County has expedited employee onboarding, improved HR record access, and estimates saving $3.4 million per year. Learn more about the County’s impressive HR results.

Are you ready to learn how intelligent document processing can help your organization streamline HR processes to save time and work smarter?

[1] Gartner® Top 5 Priorities for HR Leaders in 2024, 2023

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In today’s information-driven world, organizations face the challenge of managing both physical and digital documents efficiently.  With content arriving in various formats from multiple sources and channels, it’s challenging to extract and deliver the actionable data needed by AI-powered automation. To address this complexity, intelligent document processing (IDP) has emerged as a powerful solution.

OpenText™ intelligent document processing solutions seamlessly integrate information capture, AI and machine learning, and process automation to extract actionable data and accelerate downstream workflows in line-of-business applications and process automation tools.

OpenText named a leader in information capture and intelligent document processing

We are pleased to announce that OpenText has been named a Star [Leader] in the 2024 Infosource Global Capture & IDP Vendor Matrix. This is the seventh consecutive year that Infosource has ranked OpenText as a leader. This recognition reflects OpenText’s commitment to empower customers to achieve operational excellence by boosting employee productivity and accelerating business processes at scale.

Ralph Gammon, Senior Analyst for Infosource Software and the primary author of the report wrote¹: “The matrix reflects an assessment of strategy and performance measured against our vision for the future state of the Capture & IDP market. Ideal Capture & IDP solutions enable end-to-end automation of transactional processes and can also address compliance and analytics applications. AI and machine learning are increasingly utilized to reduce implementation time and effort.”

He then added, “OpenText excels in our rankings with a robust and scalable Capture & IDP technology stack which is increasingly infused with AI. OpenText leverages Capture & IDP as an integrated part of its broader enterprise content services for business automation and has strong cloud and hybrid deployment options. As a global market leader, OpenText has a broader customer and partner network, including SAP and Salesforce.”

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Digital business files have replaced many paper documents, and the volume of content is expected to soar in the coming years. Every day, I talk to organizations leveraging intelligent document processing solutions to help them cope with the digital document deluge. But even today’s automated platforms can fall behind.

Traditional machine learning lost a step

As document content and layouts change over time, systems require costly, time-consuming manual tasks that reduce efficiency and revenue. AI adds efficiency and accuracy to automated capture workflows. Unfortunately, machine learning models can also take time and resources to train and calibrate.

Machine learning accuracy drifts and degrades over time as the layouts of incoming documents change. Keeping models accurate relies on periodic updates by data scientists in a labor-intensive cycle of retraining, sometimes at the code and database level. These specialized skill sets and activities come at a considerable cost to the organization. Updates typically occur only periodically and without input from key knowledge workers.

Take the leap with continuous machine learning

There is an ongoing shift taking place from machine learning to continuous machine learning (CML). Many organizations have turned to CML to address their content classification and data extraction needs to enable intelligent document processing. With CML, models are updated on the go as they encounter new data and layouts in production. Updates occur in real-time in small batches, which reduces computational time. More importantly, CML reduces the data and human resources required to retrain machine learning models.

How does OpenText leverage CML for information capture and intelligent document processing?

OpenText leverages a CML approach that offers flexibility, accuracy, and efficiency for automated information capture while minimizing or eliminating manual machine learning model retraining.

OpenText information capture products and intelligent document processing solutions solve the machine learning challenge by embedding CML. An AI approach to information capture and data extraction, continuous machine learning eliminates data staleness through an ongoing refresh as the model self-corrects and relearns. Humans in the loop ensure data accuracy as part of daily production runs – eliminating the need for week- and month-long pauses as data scientists scrub data sets to retrain models.

The OpenText approach to CML relies on methodology embedded in its Information Extraction Engine (IEE). Data and differing layouts can quickly be reinforced with just a few clicks by a knowledge worker using a human-in-the-loop UI. IEE continuously assesses human feedback to reinforce or adjust the model accordingly. IEE eliminates the need for a team of data scientists to maintain and retrain machine learning models.

Ready to learn more about CML?

Download the Continuous machine learning: Your AI edge position paper for more information about:

• How CML recognizes documents
• How to ensure humans are in the loop
• What’s coming next in CML for intelligent document processing

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