Captiva Software Corp. - Document Management Software - Category Directory

10145 Pacific Heights Boulevard
San Diego, CA 92121
(858) 320-1000
www.captivasoftware.com

Sales

$57 million

Business Description 
We are a leading provider of input management solutions designed to manage business critical information from paper, faxed and electronic forms, documents and transactions into the enterprise. Our solutions automate the processing of billions of forms, documents and transactions annually, converting their content into information that is usable in database, document, content, and other information management systems. We believe that our products and services enable organizations to reduce operating costs, obtain higher information accuracy rates, and speed processing times.

Our products offer organizations a cost-effective, accurate, and automated alternative to both manual data entry and electronic data interchange (EDI). These traditional approaches are typically labor intensive, time consuming and costly methods of managing the input of information into the enterprise. Organizations can utilize our products to capture information digitally, extract the meaningful content or data, and apply business rules that ensure the data’s accuracy. Our solutions serve thousands of users in insurance, financial services, business process outsourcing (BPO), government, manufacturing, and other markets. Enterprises that have purchased our products and services include American Express, Blue Cross Blue Shield of Oklahoma, Electronic Data Systems, FileNet, Fujitsu, GEICO, National City Corporation, and Texas Workforce Commission.

Our Products and Services

Our products and services enable enterprises to manage business critical information from paper, faxed, and electronic forms, documents and transactions. Our solutions automate the processing of billions of forms, documents and transactions annually, converting their contents into information that is usable in database, document, content, and other information management systems.

Software

Our customers are usually required to capture large amounts of information within short timeframes in order to meet inflexible deadlines on a regular basis. We have optimized our software products to provide this level of system performance and availability. Our software products are generally licensed on either a per server, per user or per concurrent user basis, with the server-based processes typically being configured to support only a specified form or document throughput rate. In 2003, 2002 and 2001, software revenues were approximately 47%, 57% and 68% of our total revenues, respectively.

FormWare

FormWare is comprised of a set of modules that work in conjunction with one another to capture data from paper, faxed and scanned forms and documents, Internet forms and electronic data in an EDI or XML format. It is a forms processing platform optimized to extract data from structured forms containing fielded data, such as medical claims, new account enrollments, credit applications, tax returns, orders and similar forms. It includes modules for:

• scanning paper forms and documents to create digitized images;
• performing image quality assurance functions;
• optimizing images for the application of recognition technologies and viewing purposes;
• automatically identifying form and document types;
• applying optical character recognition (OCR), intelligent character recognition (ICR), barcode, marksense and other recognition technologies to extract data;
• manually correcting, in a highly productive manner from images, individual characters or entire fields output by recognition technologies that are considered to be erroneous or suspicious;
• manually keying, in a highly productive manner from images, data in order to extract data from fields that can’t be processed using recognition technologies;
• applying “check box” or standard as well as custom business rules to validate the accuracy of data;
• formatting and exporting data and images to most leading information management systems;
• an integrated development environment for setting up applications and writing custom business rules using Microsoft’s Visual Basic for Applications (VBA);
• an event and data driven workflow for routing and tracking all data and images; and
• system administration.

ClaimPack

Built on FormWare, ClaimPack is an automated medical claims processing solution for the healthcare industry that is able to capture critical information from paper-based claim forms (including HCFA and UB92 forms). It speeds deployment times by providing a standard packaged application while maintaining the ability to customize applications through the use of FormWare’s integrated development environment and VBA.

InputAccel

InputAccel is comprised of a set of modules that work in conjunction with one another to capture content from paper, faxed and scanned forms and documents and electronic data sources. It is a document capture platform optimized to extract content from unstructured documents, such as correspondence, resumes, regulatory filings, litigation materials, drug test reports and similar documents. It includes modules for:

• scanning paper forms and documents to create digitized images;
• performing image quality assurance functions;
• optimizing images for the application of recognition technologies and viewing purposes;
• automatically identifying form and document types;
• manually keying a limited number of index fields to be used as “meta data” for retrieval purposes;
• applying OCR and barcode recognition technologies to extract index fields or full text indexes;
• manually correcting individual characters or entire fields output by recognition technologies that are considered to be erroneous or suspicious;
• applying “check box” or standard as well as custom business rules to validate the accuracy of index fields;
• formatting the index data and exporting it and images to most leading information management systems;
• a development environment for setting up applications and writing custom business rules using Visual Basic (VB) Scripting;
• an event and data driven workflow for routing and tracking all data and images; and
• system administration.

FormWare and InputAccel are fully integrated with one another and can be licensed separately or together.

InputAccel Express

Based on InputAccel, InputAccel Express is a repackaged and repriced version of InputAccel designed for the mid-market segment of the input management market. Completely upgradeable to InputAccel, InputAccel Express is more of a packaged solution for departmental or lower volume users who need to quickly and easily transform paper forms and documents into more usable electronic content.

InputAccel for Invoices

Built on InputAccel, InputAccel for Invoices is a product for accounts payable departments that is designed to capture critical information from invoices. Like ClaimPack, it speeds deployment times by providing a standard packaged application, but can be customized through the use of InputAccel’s development environment and VB Scripting. InputAccel for Invoices was released in the first quarter of 2004.

Digital Mailroom

Also built on InputAccel, Digital Mailroom is a solution for the automated classification and routing of digitized images of inbound mail and electronic communications. It provides a single point of entry and centralized processing that is able to automatically recognize and route forms and documents to the appropriate department or person for processing, while providing full auditing and tracking capabilities. Digital Mailroom was released in the first quarter of 2004.
 
Pixel Products

Pixel software products include:

• PixTools, a toolkit for developing highly customized imaging applications by providing the ability to easily control scanners, view images, compress and convert the format of images, and read or write files containing images;
• ISIS scanner drivers, the “de facto” industry standard scanner drivers for over 250 digital scanner models based on the Image and Scanner Interface Specification (ISIS);
• QuickScan Pro, an entry level scanning module with limited capabilities; and
• QuickScan, a free scanning module with very limited capabilities currently bundled with several scanners from industry leading manufacturers.

Context Products

We acquired the Context products on February 1, 2004 through the acquisition of ADP Context, Inc., a business unit of ADP Claims Solutions Group, Inc. and a part of the worldwide Automatic Data Processing, Inc. family of companies. Context products are sold to providers and payers in the health insurance market and include:

• CodeLink, claims coding software that assists providers in the preparation of medical claims and helps ensure their accuracy prior to submission;
• Claims Editor, claims editing software for providers to review and optimize medical claims to be submitted in an EDI format prior to submission;
• FirstPass, claims editing software that allows payers to preview and accept or reject medical claims submitted in an EDI format; and
• approximately 75 knowledge products, which are databases that contain clinical content and information.