TeleForm v10Just Around the Corner

Alexia Wardani Product Manager, TeleForm

May 16, 2006

Agenda
Market Opportunities Introducing TeleForm v10 Pricing and Packaging Support Q&A

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Greater Opportunity Beyond Structured Forms

Market Size
Market for structure forms processing grew 6% in 2005
Form and Document Structured Processing Forms Market Processing for Market Varying Structures

Market for varying structure form and document processing grew by 14% in 2005 and is expected to surpass $1B this year 40-60% IDR
Source: Harvey Spencer and Associates

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Vertical Expertise Increases Opportunities

Operations
Public Sector & Education

Employee Provisioning Enrollment New Hire Process Admissions Purchase Requisition Applications Licenses Resumes Resumes Expense Report Permits Referrals Grants Work Order Processing Referrals A/P, A/R Financial Aid Purchase Orders Life Sciences Invoices Correspondence

Finance

New Account Applications Patient Encounter Account Transfers Patient Consent Loan Origination Registration Promissory Notes Remittance Processing Registration Admissions Credit References Claims Processing Insurance Cards Cards Charge Capture Insurance Appraisals Loan Processing Adverse Events

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Cardiff is a Strong Market Leader

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KofaxChannel Conflicts and Market Confusion

Who is OCE? Entered by reselling OCE (Leader in OCR technology) Provider of Printing and Announced competitive productIndicius Copying Solutions Since 1923 Mix of products Headquartered in Netherlands (Offices in U.S.) Created channel conflict 24,000 employees Resellers now work directly with OCE 2005 revenues = $3.7 billion (North America = $1.7 billion) Market Confusion Document Technology Division Dicom acquired LCI in early 2006 (ODT) LCI strong on classification, not extraction Worldwide Leader in Optical Character Recognition (Highly Indicates Indicius is not solving the problem Accurate, Very Fast) Best of Breed OCR Engine Still see Kofax/OCE solution
Engine is core of OCEs Intelligent Document Recognition (IDR) technology

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CaptivaBuried Deep by Acquisition

Partnered with OCE until acquisition of SWT SWT is a French company Strong on classification, but Context is weak compared to OCE Weak on data extraction (OCE is OCR king) Core technology built on mail classification Three platforms for form and document capture SWT, FormWare and InputAccel Buried under Documentum and EMC parent No longer an open platform

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Core of TeleForm v10

Intelligent Classification and Extraction Layer

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TeleForm ICE Architecture

Pre-v10 Process Flow
Capture Form ID & Extract Data
Traditional Barcode Scriptable Form ID Existing Versi

Verify & Export

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TeleForm ICE Architecture

Pre-v10 Process Flow
Capture Form ID & Extract Data
Traditional Barcode Scriptable Form ID Existing Versi

Verify & Export

TeleForm v10 with ICE Flow

Capture

Intelligent Classification and Extraction Layer

TeleForm Rule-based ID

Verify & Export

IDR based Processing

10

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IDOL-based Processing

Traditional TeleForm

TeleForm ICE Architecture

Pre-v10 Process Flow
Capture Form ID & Extract Data
Traditional Barcode Scriptable Form ID Existing Versi

Verify & Export

TeleForm v10 with ICE Flow

Capture

Intelligent Classification and Extraction Layer

Keyword ID/ TeleForm Phrase ID Rule-based

Verify & Export

IDR based Processing

IDR
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IDOL-based Processing

Traditional TeleForm

TeleForm ICE Architecture

Intelligent Classification & Extraction Layer
Reader
Traditional Scriptable /Existing Form ID /Versi IDOL

Scan Station
Surveys

Verifier
Surveys

IDOL-based Processing

S1

S1

S1

Traditional TeleForm

IDR-based Processing

Loan Origination

Dynamic Barcode

TeleForm Rule-based ID

Full-Page Keyword

IDR

Loan Origination

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TeleForm ICE Architecture

Intelligent Classification & Extraction Layer
Reader
IDR Traditional /Existing /Versi

Scan Station
Surveys

Verifier
Surveys

Dynamic Barcode
S1 S1 S1

Loan Origination

Scriptable Form ID

Full-Page Keyword

IDOL

Loan Origination

App

Credit

Prmisry

Credit

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Benefits of TeleForm v10 ICE w/IDR

One platform = Efficiency Reduced implementation/training costs Reduce resource constraints related to document preparation and manual keying Extract only information required Easy-to-use from system administration to Leverage a proven, scalable solution
More opportunities to meet customers specific needs Take advantage of the $1B Market

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Benefits of TeleForm v10 ICE w/IDR

Structured Forms. Yes. Document Capture. Yes. Forms and Documents of Varying Structures. Yes.

More opportunities to meet customers specific needs Take advantage of the $1B Market

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Infrastructure for Intelligent Document Lifecycle

Anytime QC
Fully Auditable and Reportable Process!
DB Form Mode XML DM PreCommit QC LO SOAP iWay 300 Others Field Mode QC Char Mode Form OCR

Batch
SS

Jpg Gif PDF

ICE Classification

Forms

Form ICR

Form OMR Page OCR

IDR Index

IDR Tables

ICE Extraction

RCS Dir .doc Attach

Job QC

Image QC

Packages
Fax .xls Docs email Any File WCO Semi

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Processing a PackageEmployee Hire

Submits Employee Hire Request Package required: Application, Referrals, Resume, Identification, Email Correspondence

1 3-Page Application
-Controlled -Known Format -Structured -Known Field Locations

1 Resume
-Uncontrolled -Unknown Format -Semi-structured -Infinite types -Highly Variable

3 Referrals
-Uncontrolled -Unknown Format -Unstructured -Infinite types

1 Form of Identification
-Uncontrolled -Few Known Types -Semi-structured -Variable Field Locations

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Package Support in TeleForm v10

Submits Employee Hire Request Package required: Application, Referrals, Resume, Identification, Email Correspondence

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Sophisticated Classification with Keyword ID & OCE

Verifier ValidatesClassification

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Extraction Rules Reduce Manual Effort

Verifier ValidatesData Extraction

Identification Rule: Keyword ID Extraction Rules: Existing Form

Identification Rule: OCE IDR Extraction Rules: OCE IDR

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Anytime Quality Control for Alternate View

Verifier ValidatesData Extraction

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Efficiency by Verification Behind the Scene

Verifier ValidatesData Extraction

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Result is a More Complete, Accurate Package

Verifier ValidatesPackage Completion

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Configurable Audit Trail and Reporting

Provides complete traceability and accountability for data views and/or manipulation. Supports larger configuration management and/or change control management process. Track only the information needed depending on internal and regulatory mandates Exports to any ODBCcompliant database

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Integration with LiquidOffice

Embed Intelligence Within the Documents
Shield users from process complexity Automatically use data in the documents to drive process flow Enable secure routing to decision points Ensure accuracy and compliance

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Not as Simple as It Looks

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Intricate Details at Every Step

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Managing the Entire Employee Lifecycle

Recruiting
Hire Packet/ Offer Prep Kick Off

Onboarding
Approval Implementation 1st Day Sustaining Productivity

Termination
Termination

IT Work Orders User Provisioning Asset Ordering Application Resume Referrals ID Offer Employment Package Benefits Set Up Self Service Training

Sys Take Down User Take Down Asset Recovery Notices

Termination Package

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The Cardiff Difference

Automate and Unite Paper and Online Processes
One platform for structured, semi- and un-structured forms Capture, validate and track information regardless of the complexity Support complete lifecycle with intelligent documents

Highly Usable, Open, Non-proprietary Architecture

Pre-built adapters streamline integration with critical systems Non-proprietary technologies

Real-time Enterprise Visibility and Governance

Audit and track information from capture to process completion Embedded search provides access to information as it is processed

Leading Technologies
Fully integrated OCE for IDR for highest level of efficiency Keyview + IDOL

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Feature Compatibility Matrix

Feature
Electronic Documents Internal Keyword Classification IDR (OCE) Anytime QC Package Handling System Mgmt Reporting

Desktop
Optional Module

WorkGroup
Optional Module

Enterprise

Optional Module + Custom Reporting

Compliance Reporting
iWAY TF/LO Connect Agent Optional Optional

+ Audit Trail/ Custom Reporting

Optional

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TeleForm Pricing
Changes as of April 1, 2006 (included for v9.1)
Desktop $8K Workgroup $18K Enterprise $52.5K Reader $10K

NO ADDITIONAL CHANGES TO EXISTING TELEFORM SYSTEMS FOR V10.

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IDR Option Pricing/VAR Terms of Engagement

Max of 40% VAR Discount off List 20% (2nd Line Support) M&S Only Yearly volume pricing. Count restarts on anniversary of purchase date. Quantify image count specifically sent to OCE.

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IDR Option Pricing

Classification

Any 3 Index Fields Unlimited Index Fields (+ Address Parser) Invoice Package Options Invoice Header (Unlimited Fields, 9 Predefined Index Field Rules) Invoice Bundle (Header + Tables) Tables

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IDR Option Pricing

Invoice Header (Invoice Fields, Fuzzy DB, Address)
$8,300 $16,900 $33,400 $64,100 $243,400

Pages/Year <100,000 < 250,000 < 500,000 < 1,000,000 < 5,000,000 < 10,000,000

Classification $1,500 $3,000 $6,000 $11,400 $43,100

3 Index $1,500 $3,000 $6,000 $11,400 $43,100

Unlimited Indexes + Address $4,700 $9,500 $18,800 $36,100 $136,800

Tables $3,700 $7,500 $14,800 $28,400 $107,700

Invoice Bundle (Invoice Header Bundle, Tables)

$11,100 $22,600 $44,700 $85,900 $326,200 $571,200 $775,100 $982,600 $1,183,500 $1,377,700

$75,500 $75,500 $239,600 $188,700 $426,300 List Price: < 15,000,000 $103,900 $103,900 $323,500 $255,100 $578,500 1,100,000 Classification = $11,400+$1,500 = $12,900 < 20,000,000 $131,500 500,000 $131,500 Any $409,400 $323,300 $733,300 3 Indexes = $6,000 < 25,000,000 $158,400 $158,400 $492,200 Total$389,300 $883,200 = $18,900 < 30,000,000 $184,600 $184,600 $571,900 $453,000 $1,028,200

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IDR Pricing Example

Existing Workgroup customer wants to expand system to process:
1,000,000 classification + 500,000 3 index fields Scanner Throughput = 40 pages/minute Hours per day available for reader processing = 24 Hours per day available for scanning = 8 Verification seconds per form = 8 VAR at 50% discount
Module Addl Verifiers M&S 1st Line (20% user/10%VAR) TeleForm IDR Classification 3 Index Extraction M&S @20% 1,100,000 500,000 $12,900 $6,000 $3,780 $28,080
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List Price $4,500 $900

VAR Price @50% discount $2,250 $225 VAR Price @40% discount $7,740 $3,600 $2,268 $16,083

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Key Dates/Logistics
English GA = June 23 (French/German RTM/GA = Fall 2006)
Electronic distribution NFR Kits
4 SU Enterprise (Enterprise Base, WCO, eForm, Remote Capture, IDR) 1 MU Enterprise (Enterprise Base, WCO, eForm, Remote Capture, IDR) New Systems (Not Upgrades) Additional OCE IDR hardware key at $500 (1 included for each roadshow attendee)

Physical copies available upon request.

Support policy remains unchanged from v9.

2 versions back Honor existing v8 contracts. No more renewals of v8.

Hardware keys no longer supported for v10 (even for upgrades)

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Roadshow Dates
Cardiff Headquarters Vista, CA May 22-26, 2006 Indiana University: Emerging Technologies Center Indianapolis, IN June 5-9, 2006 Cardiff Headquarters Vista, CA July 10-14, 2006 Informa Software Maitland, FL (Near Orlando) July 17-21, 2006

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Available Collateral on OneSource

Now V10 Features and Benefits Connections v10 Feature Overview This presentation Shortly New v10 price sheet IDR price sheet IDR engagement guidelines TeleForm Configuration Calculator General v10 FAQs

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Questions & Answers

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