Why do you need ICR in CRM?

Getting started with ICR 

1. If your data is available as non-editable image
   
2. If your data source has a standard format
   
3. You have a volume of data to be added one at a time
   

Training Zia

1. Go to Setup> Zia > Vision > Intelligent Character Recognition.
   
2. In the Intelligent Character Recognition page, click Create New Rule to create a training set for a module.
   
3. In the Create New Rule page, do the following:
   
1. Provide a rule name
   
2. Choose the desired module
   
3. Choose the desired layout
   
4. Click Proceed.
   
5. In the image upload page, click Upload Image(s).
6. In the ensuing image upload for extraction screen, add your image either by dragging and dropping them or by browsing from the file.
   
1. To browse from file, click the Browse button on the screen and click Extract.
7. You will be landing on the training studio. Zia would have recognized the characters and marked all the valid characters as the region of interest using the bounding box.
   
1. Every word in the image is recognized by Zia. This includes the field name and the intended field values.
   
1. If what Zia recognized is accurate, you can click on the box and associate it with the field name from the layout.
   
2. If not, you can also drag the margins to cover the characters and associate them as one field's value.
   
2. After you have associated the localized characters with fields, Click Train.
   
3. Click Save to save the rule. 

Note:

1. You need to create ICR rules (image configuration) to start creating records.
   
2. You can create up to three rules for an organization.
   
3. You can upload up to two images per layout of a module.
   
4. At any point in time, you can edit, update, or delete the rule.
   
5. For accurate association, we recommend you tag the character area covering the length and breadth of the characters without cutting the corners, overlapping on the neighbouring characters.
   
6. You can zoom the image in and out for legibility in association.
   
7. Kindly ensure the image you upload adheres to the guidelines.

Limitations:

1. As part of ICR, Zia can recognize texts and human face. Other objects will not be recognized.
2. The scope of recognition is limited only to the card-type orientation. The ability to extract printed texts and handwritten scripts from tables, forms, brochures, pamphlets, and more is under development.
   
3. The values extracted from the images can be associated only with the fields of a layout. Associating with values in subform is not possible.
   

Accuracy:

Accuracy in text-to-digital transformation is based on training and consistent usage of the model. In addition to the training set you upload, Zia trains itself from the images you upload to create records.  

 

To ensure acceptance and accuracy, kindly ensure the following prerequisites:

1. You have created ICR rules under Zia Vision 
   
2. The uploading image should have the same layout as the sample.
   
3. The image should be of card-based orientation.
   

If your image comply with these pre-requisites and ICR guidelines (mentioned above), then Zia will be able to give you a perfect match.

Creating records

1. Go to the desired module and click on the drop-down available next to Create record. Remember, you should have configured the ICR rule to enable this option.
   
2. In the Create Record from Image page, drag and drop the image for extraction. You can also click on Browse to source the image from your file.
   
3. Click Proceed. Zia will start extracting the data.
   
4. Once the extraction is done, Zia would have associated the field values from the image.
1. Based on the accuracy of the extraction, you can choose to keep the value associations done by Zia. Remember, Zia will extract all characters in an image. This includes data that is not a value in your layout. You can unselect them if you don't need them.
5. Click Proceed.
   
6. If this image is not satisfactory, you can try a new image.
   

Updating existing records

1. Go to the record you want to enrich and click on the image you'd like to refer to for enrichment.
   
2. Click on the Enrich from Image button in the top-right of the preview.
   
3. Zia would have localized characters in the image. Validate the enriched and existing data, and click Pr​oceed.
   
4. After associating, you will be navigated to the Edit record page with enriched fields highlighted for quick reference.
   
5. Click Save to record the new changes.
   

Note: 

The record will be enriched with standard view only. Enriching a record in Canvas view is not supported.

Business scenarios

One-click insurance

Completing vendor BGV

Reaching out to the tradeshow prospects

1. Saves your time and effort
   
2. Improves agility and productivity
   
3. Takes care of the operational logistics, so the agents can take care of the processes
   
4. Alleviates fatigue caused by constant gaze shifting between the source and the screen