Opex Falcon User manual

© 2016 OPEX®Corporation
All rights reserved. This document is provided by OPEX for use by their customers, partners and dealers. No portion
of these materials may be reproduced, published, or stored in a database or retrieval system, other than for its in-
tended use without the express, written permission of OPEX Corporation.
March 14, 2016
Document Revision 16-01
Falcon User Manual
Remittance Processing

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Falcon User Manual - Remittance Processing - OPEX Corporation
Document History
If you find errors, inaccuracies, or any other issues or concerns with this
document, please contact the OPEX Technical Writers via email at:
[email protected]
Opex part no. 5077010
Doc
Rev Date Changes (click blue text to go to that page)
14-01 July 2014 Initial Release (based on year).
14-02 Sept 2014 Updated rescanning content, edited IDAssist info, edited monitor calibration procedures, added finger
installation
15-01 Apr 2015
Page 19 - Edit to optional image capture device
description
Page 45 - additional throttle information based on
ECO15-1013.
15-02 Nov 10, 2015 Page 2 - Added new Document History table and rev
number on page 1
16-01 Mar 14, 2016
Cover Page - updated copyright disclaimer.
Page 10 - updated document specifications
Page 102 - Added “Reduced TMD accuracy has been
detected” jam

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Table of Contents
Document History ................................................................................................ 2
Table of Contents ................................................................................................ 3
Chapter 1
Introduction
About this Manual ................................................................................................ 8
Overview .............................................................................................................. 9
Falcon Specifications .................................................................................... 10
How the Falcon works ....................................................................................... 12
Software ........................................................................................................ 12
Jobs .............................................................................................................. 13
Page types .................................................................................................... 13
Chapter 2
Operation
Overview ............................................................................................................ 16
Safety precautions ........................................................................................ 16
Ergonomics ................................................................................................... 17
Main Controls and System components ............................................................ 18
Getting Started .................................................................................................. 21
Navigating the Falcon CertainScan software .................................................... 23
Running Jobs ..................................................................................................... 24
Using the Run Screen ....................................................................................... 26
Run Screen buttons ...................................................................................... 27
Run Screen Views ........................................................................................ 30
Information window ....................................................................................... 37
Throttling ....................................................................................................... 45
Scanning items .................................................................................................. 50
Skew ............................................................................................................. 51
Assigning a page type ................................................................................... 54
Adjusting the image quality ........................................................................... 56
Rescanning items .............................................................................................. 57

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About the Rescan Feeder ............................................................................. 58
About the pre-feeder mechanism .................................................................. 60
Deleting items from the batch ....................................................................... 62
Starting a new batch ..................................................................................... 62
Four Levels of Document Separation ........................................................... 64
Suspend and Resume Multiple Batches ....................................................... 64
Ending the job ............................................................................................... 66
Using Batch Editor to fix incomplete batches ................................................ 66
IDAssist ............................................................................................................. 67
Using IDAssist ............................................................................................... 67
IDAssist functions ......................................................................................... 68
About the Multi-Slot IDAssist ........................................................................ 69
Key assist ...................................................................................................... 70
Clearing paper jams ...................................................................................... 73
Clearing the bins ........................................................................................... 76
Chapter 3
Maintenance
Touchscreen Monitor ......................................................................................... 78
Calibrating the monitor .................................................................................. 78
Removing/Replacing the printer cartridge ......................................................... 80
Accessing the printers ................................................................................... 80
Adjusting the printer carriage position ........................................................... 82
Attaching the bins and stacker fingers ............................................................... 83
Cleaning the system .......................................................................................... 87
Conveyor and transport assemblies ............................................................. 87
Contact image sensor ................................................................................... 88
Feed assembly .............................................................................................. 90
Chapter A
Statistics
Falcon Statistics ................................................................................................ 92
Creating statistic reports ............................................................................... 92

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General Information statistics ....................................................................... 96
Overall System Performance Measures statistics ........................................ 97
Performance Details statistics ....................................................................... 99
Chapter G
Glossary

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User Manual - Remittance Processing
Falcon
1
About this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
How the Falcon works. . . . . . . . . . . . . . . . . . . . . . . . . . 12
Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Page types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Introduction

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Falcon User Manual - Remittance Processing - OPEX Corporation
About this Manual
The purpose of this manual is to instruct operators of the Falcon in how to use
the scanner to perform tasks. This manual was written for remittance
processing. If you use the Falcon for standard scanning, please refer to the
“Falcon User Manual - Standard Scanning” document. For additional
information on how to set up jobs, page types, audit trails and other functions
of the machine, consult the appropriate Falcon CertainScan Manual (Standard
or Remittance).
3 Programmable sort bins Touchscreen PC monitor
Printer
In-line recognition:
Rescan feeder
Conveyor/Feeder
MICR, OCR, BCR,
OMR, Thickness Detect
Multi-slot IDAssist
Rack system with
bin trays
1 Programmable straight path sort bin
Integrated
Workstation
CertainScan Windows 7 PC

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Falcon User Manual - Remittance Processing - OPEX Corporation
Overview
The Falcon™ combines OPEX’s innovative one-step drop feed scanning with
the performance of a high-capacity production scanner, providing the only
universal document scanning workstation on the market. Regardless of your
document scanning needs, Falcon is designed to attack the most difficult and
daunting workflow challenges.
Features of the Falcon include:
• Color 22” LCD display with touch-screen controls
• Duplex scanner with native 300 DPI scanning
• Selectable color drop-out
• Front and back audit trail printers
• Double-feed, length, skew, thickness, and envelope detection
• Up to 12 unique page types
• 64-bit application
• 4 output trays (two fully sortable bins, one bypass bin, one reject bin)
• Robust stack feed capabilities
• Rescan Feeder - for rejected piece refeeds
• Optional multi-slot IDAssist
• Available in three different platforms: Desktop, Integrated, and Transportable

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Falcon Specifications
Table 1: Falcon Specifications
Document Feeding
High-capacity auto feed
Continuous drop-feed
Packet feed
Rescan feed
Document Specifications
Width: 2.0” to 12.25” (5.08 cm – 31.12 cm)
Length: 3.5” to 18.25” (8.89 cm – 46.36 cm) if
running Win 7 32-bit OS; 3.5” to 25.50” (8.89 cm
– 64.77 cm) if running Win 7 64-bit OS.
Scanning Speed Up to 110 ppm / 220 ipm @ 300 dpi
In-line Recognition OCR, OMR, barcodes, document type ID
Media Detection Multifeed detection, height, length, skew and
envelope detection
Document Separation 3 programmable output sort bins 1 programmable straight-path sort bin for extra
thick and delicate items
Daily Duty Cycle unlimited
Maximum Dimensions
(H x W x D) 64.35” x 86.50” x 32.27” (163.45 cm x 219.71 cm x 81.97 cm)
Weight
Transportable model with auto height
adjustment: 380lbs. (172kg)
* Weight is unknown for the other Falcon
configurations at the time of this printing
Electrical Specifications North America: 120 VAC 1A 60Hz
Europe: 220 - 240 VAC 0.6A 50Hz
Power Output 264 Watts (902 BTU/hr)
Bundled Software
CertainScan™ 3.0 64-bit host software,
CertainScan Essentials™, CertainScan Edit™,
OPEX Transform™, OPEX standard barcode
package, Windows 7 64-bit

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Additional Features
OPEX-provided CertainScan PC
Flat-panel 22” touch-screen
Packet ID
IDAssist™
Integrated workstation
Optional Features
Audit trail printing (front and rear)
Rear graphics printer (prints signature and Code
39 barcode)
VRS* technology image enhancement
Key Assist™
Reference ID
MICR
OPEX-provided generic mount for external
capture device
Multi-page type IDAssist
*VRS is a registered trademark of Kofax, Inc.
Available Models Falcon, FalconRED, and Falcon Transportable
Table 1: Falcon Specifications (continued)

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How the Falcon works
The Falcon scanner is controlled by a single, Windows 7 driven PC. The
operator interacts with the system via the CertainScan software and simply
drops items onto the conveyor. The system scans the items based on the
current job parameters. The scanner can capture MICR and OCR information,
print audit trails on items, and sort them to a specified bin.
Software
The Falcon uses two software applications which control the system:
INtime Controller - The INtime Controller runs in the background of the
CertainScan software and controls all machine related functions, such as
monitoring sensors, triggering gates, and turning motors on and off. The INtime
Controller runs in its own real-time operating system, called INtime. You do not
need to access the INtime controller and should never close the INtime
window.
CertainScan - The CertainScan software interfaces with the Controller and
manages the non-machine related functions performed by the scanner.
CertainScan provides an interface for setting up jobs, page types, audit trails,
and for running jobs. This is the main interface with the machine.
Figure 1: CertainScan Run Screen example

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Jobs
A job is a collection of parameters the Falcon uses for scanning items. The
jobs you set up allow you to process items in a similar manner from run to run.
The scanner captures images of items and stores the information it collects in
batches, which consist of one or more transactions. The definition of a
transaction can vary from customer to customer, and even from job to job. A
transaction may consist of several page types, such as: a check, stub (or
remittance piece), and an envelope.
Structured vs. Unstructured jobs
Structured jobs require you to scan items in a particular order. For example,
when running a structured job, the machine may prompt you to scan a batch
ticket first, then a stub, then a check, and/or another item, and finally an
envelope to signify the end of the transaction. If a page type is scanned out of
sequence or if the system is expecting a certain page type, the system will alert
you.
In an unstructured job, you can scan any of the expected page types in any
sequence. The only restriction is that the boundary, in most cases an
envelope, is scanned last. The boundary tells the system the current
transaction is complete and the next transaction will begin.
There are other job types such as Singles, Multis, Multis with Pages, Page
Only and Check Only which are discussed in detail in the CertainScan Manual.
Page types
The term “page type” is used to specify a collection of criteria that a piece must
meet to be classified as a certain type of item; i.e., length, height, barcode,
mark detect, MICR, etc. The system uses the page type parameters set up by
your System Administrator to classify items that come into the system. When
the scanner processes items in a job, it gathers data (such as length and width)
on each item and compares the item to the page types you have designated for
that job. This is how the system identifies each item scanned into the system.
The system then collects the appropriate data from the item and sorts it
according to the current job parameters.

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User Manual - Remittance Processing
Falcon
2
Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Main Controls and System components . . . . . . . . . . . . 18
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Navigating the Falcon CertainScan software . . . . . . . . 23
Running Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using the Run Screen. . . . . . . . . . . . . . . . . . . . . . . . . . 26
Scanning items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Rescanning items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
IDAssist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Operation

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Overview
This chapter provides safety precautions, user interface information, and basic
procedures on how to run the machine to process items with the Falcon.
Note: This manual describes operation of the Falcon scanner. If you have a
FalconRED™ (Model 72 Rapid Extraction Desk installed), refer to the
Model 72 Operator Guide before proceeding with this manual.
Safety precautions
Follow these safety precautions to avoid injury when operating the Falcon.
Failure to follow these precautions may result in severe personal injury or
damage to the machine.
• Be careful when working with AC power. Electrical wiring can be hot any
time the machine is plugged in. Failure to use caution may result in electric
shock or death.
• Do not set liquids (such as drinks) on the scanner that could spill into the
machine.
• Keep loose objects away from any exposed, moving parts of the machine.
The moving parts of the Falcon can become jammed and/or damaged by
foreign objects. Also, keep hands, hair, loose clothing or jewelry away from
the moving parts.
• Do not attempt to clean the machine while it is running. A cloth (or similar
material) should never be used to clean moving parts such as belts or
rollers. The use of such material on moving mechanisms can result in
damage to the machine or severe personal injury.
• Do not use flammable, high pressure, “canned air” to clean paper scraps and
dust from the machine.
• Do not move the machine while the power is on. Unplug the machine from
the power source first.

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Ergonomics
As in any occupation which requires you to perform the same motion
repeatedly during the course of your work, it is important to consider how you
perform your task. Always use proper operating procedures when operating
the Falcon. Follow the directions for using and adjusting your chair and
scanner. Using improper procedure can result in a potentially serious injury.
The Falcon scanner has been designed for safe operation by over 95% of the
user population. Operation by individuals with limited reach capability or who
cannot follow the suggestions listed should be avoided or limited in duration.
To reduce possible risks, we strongly urge you to follow these suggestions:
• Maintain an upright body posture.Avoid the tendency to slump in your chair.
The angle between your torso and thighs should always be close to 90
degrees.
• Adjust the seat height on your chair or the height of the scanner so that your
elbow is approximately even with the top of the work surface when your
arms are near your sides and your feet are flat on the floor.
• Adjust your chair position to allow your torso to touch the front edge of the
scanner work surface. Chairs with arm rests that prevent this body position
should not be used.
• If the touchscreen is used frequently during processing, adjust the screen’s
position to minimize your reach movements to the frequently touched areas.
• Your position should allow you to comfortably reach the frequent work pick-
up area(s) and the frequently touched areas of the screen without extending
either arm fully or changing your posture.
• Occasionally change the angle of your posture and, if possible, vary your
tasks to create short breaks from the most repetitive motions.
• If possible, avoid operating the machine for longer than a single 8-hour shift.
While no suggestions can guarantee completely against work-related injuries,
you will certainly increase your comfort and safety while operating the Falcon if
you put these suggestions into practice. The scanner has been designed with
you in mind. If it is operated correctly, you should find your work experience
comfortable and enjoyable.

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Main Controls and System components
The list below describes many of the controls and components of the Falcon
system. Refer to Figure 2 on page 20.
Main power switch The main power switch is located on the left cover, as
shown in Figure 2. This is the main “on/off” switch for the Falcon system.
UPS (Uninterrupted Power Supply) The APC UPS supplies battery power
to the PC and monitor to allow a controlled shutdown of the Windows operating
system. The scanner should be plugged into the AC wall outlet and not the
UPS.
CertainScan PC The 32-bit or 64-bit PC with Windows 7 operating system
houses OPEX’s feature-rich CertainScan 3.1 host software.
Touchscreen monitor Use the monitor to log in and out of the Falcon
system. The monitor’s touchscreen controls should be used to operate the
system and run jobs.
Keyboard/mouse Typically, the keyboard and mouse are only used for
setting up jobs and for use with other software. Use the touchscreen monitor
for running jobs and operating the machine.
MFD Override button The MFD override button
allows you to disable the ultrasonic multifeed
detector when you are scanning thicker pieces,
such as items with sticky notes attached.
IDAssist indicator The blue IDAssist indicator
LED will light up when running a job that includes
IDAssist. Also, when the operator triggers IDAssist
the LED will go out briefly, indicating to the
operator that IDAssist has been activated. For
more on using IDAssist, see “IDAssist” on page 67.

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Multi-Slot IDAssist (option) This option allows you to perform up to nine
different functions, which are determined by how you swipe items in the tower’s
three slots. For more on using the optional Multi-slot IDAssist feature, see
“About the Multi-Slot IDAssist” on page 69.
Conveyor Angled roller system that edge justifies items before entering the
feeder.
Audit trail printers (option) The optional audit trail printers are located
behind the sort bins. Audit trails can be applied to the front and/or back of each
scanned item.
Rear graphics printer (option) In place of the standard rear audit trail
printer, this optional printer is capable of printing graphics such as signatures,
logos and Code 39 barcodes. Up to five different graphics can be sprayed.
Sort bins Scanned items are sorted into one of four output bins (two fully
sortable bins, one bypass bin, one reject bin).
External Capture device (option) An optional
pole and mounting arm are available for a camera
which can be used to capture images of items
unable to be scanned by Falcon and inserted
directly into the batch.
Note: The camera is not included in this option,
just the pole, mounting arm, and software
option needed.

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Figure 2: Main Controls and components
3 Programmable sort bins Touchscreen PC monitor
Printer
In-line recognition:
Rescan Feeder
Conveyor/Feeder
MICR, OCR, BCR,
OMR, Thickness Detect
Multi-slot IDAssist
Rack system with
bin trays
1 Programmable straight-path sort bin
Integrated
Workstation
CertainScan PC
UPS
Main Power Switch