Archive for April, 2009

On the subject of Legal Admissibility.

Monday, April 27th, 2009

I was yesterday asked whether our system was compliant with relevant standards for legal admissibility. Now it’s been a while since I read the relevant documents from BSi so I took some time to catch up on the latest standard BS10008:2008 available from BSi online at http://www.bsigroup.com/en/Shop

 

It’s changed a little since the original draft of PD0008 and there is more imaging specific advice but the basic premise remains the same, the admissibility of electronic documents for evidence is as much if not more to do with the management and operation of a document system than the technical details of the system itself. Some interesting points from the publication BIP 0008-1 ‘Code of Practice for Legal Admissiblity’ :-

 

Compliance requires not just a ‘system’ but a set of documentation that defines what the system is for, how it is to be used and evidence that it is being used correctly, these include a Management Policy, Retention Schedule, Security Policy, Procedures Manual and a System Description.  These documents themselves should be managed with facilities for version control and release approval (good job you have a Document Management system eh).

 

Ok, so you’ve implemented the system, written all the procedural and policy documents and every time anyone goes anywhere near the system it is audited, is it now legally admissible? Well actually yes, but it was to start with, just now you have more evidential weight and it is less likely your electronic document evidence will be disputed. Civil law is based on the ‘balance of probability’ or ‘evidential weight’ whereas Criminal Law is dependent on ‘Beyond Reasonable Doubt’. In both cases though an original document will carry more evidential weight than an electronic copy.

 

Regarding the technology, which I suspect is what I was really being asked about, there is some useful guidance. Scanning with image enhancement is an interesting subject especially as scanners these days either come with integrated enhancement or software drivers that perform it.

 

The digitised image should be a true facsimile of the original, but features like de-skew, de-speckle, cropping, dynamic threshold,  conversion from grey or colour to mono all affect the resulting image. The process of scanning and the enhancement applied during the process must be documented and tests performed and documented on examples to ensure the resulting images represent a true enough copy of the original.

 

The use of WORM media is not a requirement but can substantially enhance the evidential weight that the document has not been changed since its original capture. Normal Read/Write magnetic media is acceptable but you would need to restrict access and audit at operating system level to secure the same level of confidence.

 

One piece that made me smile was a reference to training, that staff should be trained on use of the system and should prove their competence before being allowed to. How true that is.

 

In summary I shall be answering that our system CAN BE legally compliant but will have to then go to great depths to explain all the details around what that does and does not mean. In the meantime if you want to know if YOUR system is compliant with BS10008 get a copy of BIP0009 (Compliance Workbook) from the BSi website and undertake your own assessment.

 

Until next time

 

Tim

First customer installation of eFlow (TopImageSystems)

Friday, April 3rd, 2009

Well it’s the end of a busy week, having been away for a couple of weeks there’s always a pile of catchup to be done. More significantly a couple of projects that have recently gone live which are ‘firsts’ for us and looking like good potentials for repeating.

 

Firstly we deployed our first installation of eFlow (TopImageSystems) into Aggregate Industries for scanning and reading invoices to line item level and feeding into JD Edwards. We had concerns over the tightness of the project plan with this, but thanks to great support from TiS ,sterling efforts of James in our delivery team and the project team at Aggregate it all seems to be going very well. Invoices that have never been seen by the system are getting recognised better than expected and the users expressed surprise at its ability to find and read data. We now have more of these projects to deliver in the coming months, including an integration into SAP.

 

We are also taking on an OEM version of eFlow for resale through our channel. I’ve just taken delivery of the first pre-release of that for testing so will let you know how that looks in a subsequent blog post, assuming I get time to actually test it.

 

The other project that recently went live is an outsource Print fulfilment of weekly Invoicing for DairyCrest (see the News page on our main website). This adds to our existing range of Document solutions deployed within DairyCrest and now gives them an efficient method of outsourced ‘Output Management’ and mail fulfilment which back end integration into Document Management. Again it looks like there are going to be further projects with the same application.