New Perceptive Checklist Capture for Capturing Content with Lexmark MFPs, Mobile Devices, and Desktops

Lexmark-perceptive HQMay 13, 2015 – Lexmark International reports that it’s launching Perceptive Checklist Capture, a new solution that streamlines the process of gathering needed documents and data via desktop PCs, mobile devices, and “smart” Lexmark MFPs, streamlining the document- and data-capture process. By removing manual steps, Lexmark says Perceptive Checklist Capture also improves accuracy by reducing the rate of mis-filed or mis-classified documents and data.

In the field, Perceptive Checklist Capture enables users to take photos and capture other content with a mobile device, such as a smartphone or tablet PC. In the office, users can scan documents with an integrated Lexmark smart MFP, or capture files at a desktop computer (using the solution’s Web interface), then immediately add them to a project or case folder. Leveraging the Perceptive Evolution platform, the capture interface is similar across all devices and platforms, for a consistent and unified experience.

Perceptive Checklist Capture updates the project or case folder in real-time, enabling users to track the project’s status. The system notifies users when a document is missing or incomplete, and delivers information directly to the user’s core business system, while storing the document in a central repository for fast retrieval.

For example, Lexmark explains that a loss-prevention agent arriving at the location of a reported theft incident launches an app on his mobile phone, with immediate access to his open case folders. As he opens the active case, he is presented a checklist of outstanding items that need to be collected, and then notes that the only item missing is photo evidence. Directly from this checklist interface, he selects that item, then takes a photo which creates the relevant photo evidence that is automatically added to the folder. As the checklist is now complete, this case is automatically flagged as ready for review.

In banking, for instance, the solution can flag missing information in a loan application. The graphic below shows the touch screen of a Lexmark MFP with Perceptive Checklist Capture configured for a loan application. The user enters the information in the core loan application and clicks to create an empty folder that’s indexed based on the loan record. At the Lexmark smart MFP’s touch screen shown below, the user logs-in, selects the folder that was created earlier, and then scans the required documentation. The MFP touch screen shown below presents the user with a checklist that indicates the user needs to collect a Proof of Income document before the loan can be processed.

checklist capture

Lexmark says Perceptive Checklist Capture can be used in virtually every industry, including retail (incident management), government (public assistance), banking (new loan or account automation). insurance (claims), back-office operations (human-resources case management), manufacturing (logistics document-management), and higher education (student enrollment).

For more information on Perceptive Checklist Capture, visit Lexmark here.

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