Financial institutions daily deal with processing large volumes of paper and digital documents: loan applications, contracts, customer questionnaires, reporting forms and other documents. Efficient and automated processing of such forms can significantly reduce time, reduce the likelihood of errors and ensure high accuracy of data recognition. You can integrate form processing into a financial application using modern .NET SDK from
VintaSoft.
Why form processing is important for financial applications
Forms play a key role in collecting structured information. This is especially true in the following situations:
- Filling out paper applications for services.
- Processing of tax and reporting forms.
- Surveying clients to assess their creditworthiness.
- Processing questionnaires and consents.
Manual processing of such documents leads to delays, errors and increases operational costs. Automating this process using OCR (optical character recognition), OMR (optical mark recognition) and image pre-processing technologies improves accuracy and speed.
Architecture of automated forms processing
Adding form processing to an application involves the following steps:
- Obtaining an image of the form using an image scanner or camera
- Image pre-processing: cleaning and enhancement
- Identification of the completed document form
- Recognition and validation of document form data: text, optical marks, barcodes
- Data integration with the financial system
For each stage, specialized tools are available that can be easily integrated into a .NET application.
Obtaining an image of the form using an image scanner or camera
The document form image can be obtained using an image scanner.
VintaSoft TWAIN .NET SDK is a professional image scanning library that allows you to obtain images from TWAIN image scanner on Windows and Linux, SANE image scanner on Linux, eSCL image scanner on Windows and Linux.
You can also get an image of the document form using a camera.
VintaSoft Imaging .NET SDK allows you to get images from a DirectShow camera.
Image pre-processing: cleaning and enhancement
Before starting to identify the filled form, the form image must be cleared of noise, distortion and scanning defects. This significantly increases the accuracy of further processing.
VintaSoft Document Cleanup .NET Plug-in allows to process document image before form recognition and provides the following functionality:
- Cleanup artifacts and imperfections in scanned images
- Improve scanned documents of poor quality
- Correct the perspective distortion of document image
- Cleanup document image to get better optical character recognition (OCR) results
- Improve the text appearance and readability in document images
Integration of this SDK allows you to prepare an image for high-quality OCR and OMR, which is especially important when processing manually filled forms.
Identification of the completed document form
Creating a document form template is creating an image of an unfilled document form and defining information about the form fields.
VintaSoft Forms Processing .NET Plug-in allows to create a document form template that defines an unfilled document form. Information about the form fields can be set programmatically, or you can define the form fields visually using the field builder.
The document form identification is a search for a document form template that matches a completed document form.
VintaSoft Forms Processing .NET Plug-in allows to identify and align a document form image to match a known form template. Form image identification is performed based on an image fingerprint. An image fingerprint can be built based on lines, L-markers, or an arbitrary algorithm.
VintaSoft Forms Processing .NET Plug-in also allows to identify a document image even if the image is rotated or scaled compared to the document template image.
Recognition and validation of document form data: text, optical marks, barcodes
Once the form has been identified, the document form data can be recognized and validated, i.e.:
The recognized data can be transmitted to the financial system.
Conclusion
Integrating form processing into a financial application is a step towards automation and digital transformation of business processes. With solutions from
VintaSoft, you can quickly build a reliable system for processing paper and electronic forms, increase the accuracy of data recognition and improve customer interactions.
Use:
With these tools, you can build a flexible, scalable, and powerful solution for any form processing task in the financial industry.
