Use Case · IDP & Document Capture

How a multinational investment bank put document capture under one watch — observed, assured, self-healed.

Every shift began with Help Desk staff manually logging into each service to confirm capture was healthy — yet failures still surfaced after the checklist, landing on users as trouble tickets. Reveille replaced the manual routine with continuous monitoring that catches issues first. The result: roughly $200,000 saved in year one and an 80% drop in user-generated tickets.

  • Continuous monitoring of processes, batches, export, and fax intake
  • Detects errors before users are impacted
  • Automated tickets fed to the systems-management solution
$200K saved / yr 1 80% fewer tickets 24 capture servers
IDP / DOCUMENT CAPTURE ESTATE · 24 SERVERSCONTINUOUS WATCHPRIMARY · 7SECONDARY · 17AT RISKReveille · Content Observabilityone watch over 24 capture servers — processes, batches, exportDETECT FIRSTalert · auto-ticket · feed
Environment Snapshot Multinational · financial services
Platform
Intelligent document processing (IDP) & document capture
Scale
24 servers (7 primary, 17 secondary) · 500+ TB
Downstream
Feeds IBM Image Manager, FileNet P8 & Content Manager (AS/400)
Observability layer
Reveille — one watch across the capture estate
The Challenge

The health check ran once a shift — the failures didn’t keep that schedule

Document capture had to be available every shift, so each one started with Help Desk personnel working an applications checklist, logging into every service by hand to confirm things were running. It was thorough — and point-in-time.

Problems that began after the checklist was complete went unseen until they reached users, who discovered them and opened trouble tickets. Management wanted the opposite posture: proactively identify, diagnose, and repair scanning, indexing, and export issues before production was affected — and bring down the volume of user-generated tickets. The manual routine couldn’t do that. Across 24 servers and more than 500 terabytes, no one had a continuous, high-level view of whether capture was actually healthy between checks.

The Shift

From a manual checklist every shift to one continuous watch

Reveille replaced point-in-time, by-hand checks with continuous monitoring across the whole capture estate — and moved the team from finding out about failures to being warned about them first.

Before Reveille
Manual checklist, every shift
Help Desk logged into every service by hand to confirm health
Point-in-time coverage
Problems after the checklist ran went unseen
Users found failures first
Scanning, indexing, and export issues surfaced as tickets
Reactive, not proactive
No early warning before production was affected
Reveille
With Reveille
Continuous monitoring
Processes, status, batches, export repositories, and fax intake
Caught before users
Alerts flag application and production issues before broad impact
Automated ticketing
Opens a support ticket on a detected issue, fed to systems management
Proactive operations
Monitoring results used to improve capture operations
Technical Validation

What Reveille actually does across IDP & document capture

Not a once-a-shift checklist. Reveille monitors, alerts, self-heals, and reports across the application and content layer document capture runs on — continuously, and ahead of the user.

Monitoring

Continuous coverage

  • Application processes and status
  • Batches and processing
  • Connected repositories for export
  • Incoming fax submissions
Early detection

Catch it before users do

  • Detects errors before users are impacted
  • Surfaces scanning, indexing, and export issues
  • Flags production issues before broad effect
Alerting & workflow

Routed to the support team

  • Automated tickets on a detected capture issue
  • Feeds the systems-management solution
  • Alerts before there’s a broad production effect
Visibility & reporting

Insight that improves operations

  • Automated monitoring results across the estate
  • Used to improve document-capture operations
  • A continuous, high-level view between checks
Business Value

What the change was worth

The bank’s own reported results, first year of implementation — fewer tickets, real savings, and a capture operation that improves from the data Reveille produces.

$200K
saved in year one
80%
reduction in user-generated trouble tickets
24 srv
capture servers under one continuous watch
500+ TB
of capture data continuously covered
In Their Words

“In the first year of implementation, Reveille saved us approximately $200,000 and continues to reduce trouble tickets generated by our users by 80%. We use the automated monitoring results from Reveille to improve our document capture operations.”

— A multinational investment bank & financial services holding company. Figures are the customer’s own reported results.

Coverage

One watch worked here — across every major IDP & capture platform

This story ran on one estate, but the blind spot is the same everywhere: capture and IDP fail quietly, between checks, at the handoffs into ECM. Reveille brings hundreds of prebuilt, capture-aware tests to the platforms enterprises actually run.

Running IDP into ECM as one pipeline? See Reveille for Intelligent Document Processing for end-to-end coverage across the handoff.

FAQ

Common questions

What did this document-capture environment look like before Reveille?
A multinational investment bank ran intelligent document processing and document capture on an estate of 24 servers — 7 primary and 17 secondary — handling more than 500 terabytes of data and feeding enterprise content repositories including IBM Image Manager, IBM FileNet P8, and IBM Content Manager (AS/400). Every shift began with Help Desk personnel running an applications checklist and manually logging into every service. Those checks were point-in-time, so problems that started after the checklist ran went unseen until users hit them and filed trouble tickets.
What does Reveille monitor across IDP and document capture?
Reveille continuously monitors application processes and status, batches, connected repositories for export, and incoming fax submissions. It detects errors before users are impacted — surfacing scanning, indexing, and export issues and flagging application and production problems before they have a broad effect. When a capture issue is detected, Reveille generates an automated ticket for the support team and feeds the systems-management solution. In short, Reveille monitors, alerts, self-heals, and reports across the IDP and capture estate.
Which IDP and capture platforms does Reveille support?
Reveille provides Content Observability across the major intelligent document processing and capture platforms, including ABBYY FlexiCapture and ABBYY Vantage, Tungsten TotalAgility (formerly Kofax), OpenText Intelligent Capture, IBM Datacap, UiPath Document Understanding, and Hyland capture — with hundreds of prebuilt, capture-aware monitoring tests. Reveille also watches the handoffs where IDP feeds downstream ECM, the cross-vendor boundaries where most failures actually occur.
What was the measurable business value?
In the first year of implementation, the bank reported saving approximately $200,000 and reducing user-generated trouble tickets by 80%. The team also uses Reveille’s automated monitoring results to improve its document-capture operations. The shift was from reactive, per-shift manual checks to continuous monitoring that catches issues before users are affected.

Document capture feeds every downstream process. Reveille makes sure it holds.

See what continuous Content Observability looks like across your own ECM, IDP, and automation platforms.