Opex Eagle Remittance Processor, Operator'S Manual

Page 1: ...ished or stored in a database or retrieval system other than for its intended use without the express written consent of OPEX Corporation September 2021 Eagle Operator Manual WARNING Read this manual...

Page 2: ...ial number of the product ready see Product Label on page 14 For other inquiries OPEX Corporation 305 Commerce Dr Moorestown NJ 08057 4234 USA Tel 1 856 727 1100 Fax 1 856 727 1955 https www opex com...

Page 3: ...History Doc Rev Date Changes click blue text to go to that page 21 01 Sept 27 2021 Complete overhaul of existing manual This includes bringing it up to modern formats updating to the current version o...

Page 4: ...ns 13 2 3 Machine Labels 14 2 3 1 Product Label 14 2 3 2 Pinch Point Caution Label 15 2 4 Enclosed paper path 16 2 5 Interlock system 17 Chapter 3 Overview 3 1 What Does It Do 20 3 2 Module Descriptio...

Page 5: ...ob 55 4 5 4 Using the Run screen 59 4 5 5 Stopping and Resuming a Job 66 4 5 6 Clearing jams 67 Chapter 5 Maintenance 5 1 Cleaning the System 74 5 1 1 Acetone 74 5 1 2 Alcohol 74 5 1 3 Detergent based...

Page 6: ...erview 88 A 2 Creating a report 89 A 2 1 Overall System Performance Measures 91 A 2 2 Performance Details 93 A 2 3 Overall Jam Data 94 A 2 4 Jam Stop Information 94 A 3 Backing Up Statistics 95 A 3 1...

Page 7: ...1 Eagle Operator Manual 1 Introduction 1 1 About the Manual 8 1 1 1 Manual navigation aids 8 1 2 Safety Message Conventions 9...

Page 8: ...ual will be updated to reflect equipment design changes part number changes or to correct errors a table detailing the document revision history can be viewed on page 3 Be sure to retain the latest el...

Page 9: ...equipment DANGER Indicates a hazardous situation that if not avoided will result in death or severe injury The use of this signal word is limited to the most extreme situations WARNING Indicates a haz...

Page 10: ...10 Introduction Eagle Operator Manual OPEX Corporation This page is intentionally blank...

Page 11: ...perator Manual 2 Safety 2 1 Safety Guidelines 12 2 2 Emergency Stop Buttons 13 2 3 Machine Labels 14 2 3 1 Product Label 14 2 3 2 Pinch Point Caution Label 15 2 4 Enclosed paper path 16 2 5 Interlock...

Page 12: ...lts on machine Do not attempt to bypass any safety device or otherwise render the door interlock mechanisms non functional Do not attempt to reach into the machine mail pathways while the machine is p...

Page 13: ...o stop the machine in an emergency If necessary push the nearest e stop and the machine will stop immediately To restart the machine pull the e stop out clear the machine and press the white On button...

Page 14: ...afety hazards and provide important information about the machine 2 3 1 Product Label Location Module 1 inside the door where the host computer is located see Table 2 1 Purpose Identifies product elec...

Page 15: ...dicates a potential pinch hazard The pinch hazard symbols are placed throughout the machine in places where there is the potential for the operator to get a finger or other article squeezed between tw...

Page 16: ...velope check and document through the machine is protected by clear acrylic doors Figure 2 2 These doors allow you to see the machine in operation without risk of injury The machine will not start up...

Page 17: ...agnetic interlocks have been installed on the front doors of the Eagle machine Figure 2 3 and Figure 2 4 The interlock system will shut the machine down whenever a cover is lifted or a door is opened...

Page 18: ...18 Safety Eagle Operator Manual OPEX Corporation This page is intentionally blank...

Page 19: ...nput Output and Control Locations 22 3 3 1 Input Locations 22 3 3 2 Output Locations 24 3 3 3 Control Locations 26 3 4 Operator Station 29 3 4 1 Host Computer 30 3 5 The Paper Path 31 3 5 1 Jobs 39 3...

Page 20: ...chapter 3 5 The Paper Path on page 31 1 As envelopes enter the machine from the conveyor the Eagle first outsorts any that contain metal or are too thick to process 2 The envelope is cut open and its...

Page 21: ...appen in Module 2 The conveyor s feeder is attached to this module and it also houses part of the cutter path the content imagers MICR reader and the orientation sequencing areas This module is someti...

Page 22: ...ed to interact with as part of a run For these diagrams inputs and outputs refer to physical envelopes checks and documents going into or being taken out of the machine 3 3 1 Input Locations Figure 3...

Page 23: ...e up for outsort rates of up to 15 The Buffer Feeder Lever on top allows you to disengage it This can be useful when clearing jams Content drop slot This was designed to fill a role similar to the Con...

Page 24: ...tor Manual OPEX Corporation 3 3 2 Output Locations Figure 3 4 Output Locations descriptions on next page Stacker bins Trash bin Reunite bin Singulator pit Content reunite Reject bin 0 Outsort bin 1 Ou...

Page 25: ...ieces that do not meet the job s expectations Reject bin 0 Stubs and checks are sent here when there is a problem with imaging MICR reads OCR reads or orientation Reunite bin When the envelope and con...

Page 26: ...wing pages B C B A B B A C Host On Off Panel Machine Start Stop Panel Bin Panel Each bin On Off Start Resume Stop Cancel Status Light Standby light E stop Illuminated display Bin light button Report p...

Page 27: ...te On button will blink continuously Once the interlock condition is satisfied you must press the button before the Eagle can start or resume Machine Start Stop Panels The Eagle monitors the paper pat...

Page 28: ...s See Operator Station on page 29 for more details Keyboard Tray The keyboard and mouse for the host computer are in a tray that slides out of Module 3 The touch screen is normally adequate for normal...

Page 29: ...m are accessible from the operator station Figure 3 6 From this station the operator is within easy reach of the touch screen monitor outsort bins reunite bins refeeders and the main feeder Figure 3 6...

Page 30: ...oftware to manage operators run jobs and create system efficiency reports The keyboard and mouse are located in the drawer beneath the reunite sorting area The Eagle Host computer is located in the ca...

Page 31: ...piece is placed in front of another imaged oriented and stacked This section describes how the Eagle converts your mail from envelope to image Refer to Figure 3 8 The process is as follows Step 1 Qua...

Page 32: ...ring device TMD looks like a miniature wringer from an old fashioned washing machine The TMD and metal detector Figure 3 9 qualify each envelope that passes come out of the feeder Envelopes which do n...

Page 33: ...nual OPEX Corporation Step 2 Cutting As each envelope proceeds through the cutting station Figure 3 10 the leading edge top and bottom of the envelope are cut The trailing edge of the envelope is not...

Page 34: ...ed out into one long piece of paper Extracted contents are sent to one paper path while the envelope is directed on a separate path Figure 3 11 A thickness check is then performed on each paper path E...

Page 35: ...nt the check and document are right on top of each other just as they were in the envelope The Eagle singulates separates the contents of the envelope so that one piece goes first and the other follow...

Page 36: ...an perform many functions that previously had to be done off line Character Amount Recognition CAR and Legal Amount Recognition LAR Accounts Receivable Conversion ARC and Check 21 decisions can be mad...

Page 37: ...14 Any check or document that enters the paper path backwards can be flipped end for end so it faces the right way as it enters the stacker Any check or document that enters the paper path upside dow...

Page 38: ...properly sequenced and oriented the machine stacks them in the appropriate stacker bins Figure 3 15 Your machine may be configured with 2 3 or 4 stacker modules with 8 bins per module The last bin in...

Page 39: ...length of 7 75 inches and a document length of up to 7 5 to provide a good fit within the envelope Shorter envelopes and documents will enhance throughput rates longer envelopes will degrade the thro...

Page 40: ...elope as it feeds into the system This is not an optimal situation because the jam rate in the extractor will likely be higher at the reverser causing overall productivity to degrade A quality envelop...

Page 41: ...tor with an Entry level account will only be able to run jobs User A User level account will allow an operator to run jobs and create statistical system efficiency reports Supervisor A Supervisor leve...

Page 42: ...dge opposite the stamp Plastic windows within 2 of the edge opposite the stamp will increase reunites due to static attraction Long flaps Allowed up to from bottom edge Envelopes with Attached Bangtai...

Page 43: ...t they must not have the same magnetic profile as the check OCR Single font per document OCR A OCR B E13B and others up to 3 lines with a maximum of 80 characters per line Paper Thickness Variation Al...

Page 44: ...verview Eagle Operator Manual OPEX Corporation Table 3 5 Environmental Specifications Sound Level 84 5 dB average Ambient Temperature 60 85 F Humidity 40 95 relative humidity BTU Output 24 125 BTU 34...

Page 45: ...pening the Host software 47 4 3 Navigating the Host software 48 4 4 Closing the Host software 49 4 5 Running Jobs 50 4 5 1 Selecting a job 50 4 5 2 Loading envelopes 53 4 5 3 Starting the job 55 4 5 4...

Page 46: ...on will light up and the standby light will remain solid The machine will begin its power up routine and the computer and monitor will come on Note If the ON button is flashing this means an interlock...

Page 47: ...start it manually Open the Host software 1 If the Host software is not already running double click on the Eagle icon on the desktop OR click Start Programs OPEX Eagle to open it 2 The Host software...

Page 48: ...ccess the various functions of the software Figure 4 3 Explorer bar The buttons on the Explorer bar may change depending on what function the software is performing The following four buttons always a...

Page 49: ...his returns you to the opening screen Exit Host Closes the Host software and return to the Windows desktop Shutdown Close the Host software and shut down the Host computer To close the Host software 1...

Page 50: ...the job and clearing jams 4 5 1 Selecting a job 1 Click OPEX Job Select 2 Select the job you want to run in the Job Select screen and click Select Figure 4 5 Figure 4 5 Job Select screen If the job yo...

Page 51: ...run type 4 5 1 1 1 Normal extraction The Normal extraction run type will run the job as it was originally set up Envelopes will feed from the main feeder and contents will be imaged and sent to the n...

Page 52: ...type for what you plan on running Table 4 1 Refeeder run types Singles in refeeder Singles transactions include one stub followed by one check These are the most commonly run refeeder transactions The...

Page 53: ...n a stack on the conveyor as shown in Figure 4 7 and Figure 4 8 Make sure the envelopes are facing the proper direction as per the job parameters If possible load the entire conveyor with envelopes No...

Page 54: ...the conveyor until the job is completed 4 5 2 1 Refeeder modes When running in one of the refeeder modes the Eagle will feed documents and checks from the content refeeder as opposed to feeding envelo...

Page 55: ...Click one of the following buttons on the Run screen to begin the run Run 1 Runs one envelope Run 5 Runs five envelopes Run 25 Runs twenty five envelopes Continuous Runs envelopes until the feeder is...

Page 56: ...foreign object and be outsorted before being opened at all Some envelopes that are not opened properly will be outsorted because the contents could not be removed Other envelopes will open correctly b...

Page 57: ...t to do with it Outsort bins Bin 1 Bin 2 Envelopes that do not meet the job s expectations Envelopes sent to Bin 1 cannot be run through the machine again envelopes sent to Bin 2 may be placed back on...

Page 58: ...gain When the content is removed from the bin the light automatically goes off You can also bypass a bin prior to running a job by pressing the button so that it is lit Flashing bin is in need of atte...

Page 59: ...several tabs which will display different sets of information in the main window Figure 4 14 Run screen 4 5 4 1 Stats tab The Stats tab displays statistical information from the current job This infor...

Page 60: ...asures This section displays the following information Input Number of envelopes the system has started to process Feed Rate Number of envelopes per hour the system is currently feeding The formula fo...

Page 61: ...o clear a jam This number is fixed at 20 seconds 4 5 4 1 2 Time Figure 4 16 Time The Time section Figure 4 16 displays information about the time it is taking the system to process the job This inform...

Page 62: ...pieces were reunited and sent to the Reunite bin Rejects Pieces that were rejected Clean Mail Pieces that were successfully processed 4 5 4 2 Outsorts tab The Outsorts tab displays the possible reaso...

Page 63: ...B for the bitonal image Press the up and down arrow keys to cycle checks and documents and press the right and left arrows to see the front and back of the image 4 5 4 5 Groups tab The Groups tab disp...

Page 64: ...e bin 4 5 4 7 Rejects tab The Rejects tab displays all the possible reject reasons and how many pieces were rejected for each of those reasons See Rejects on page 102 for more information 4 5 4 8 IEM...

Page 65: ...erator Manual OPEX Corporation 4 5 4 9 IEM Batches tab View transactions by batch when running in IEM mode Figure 4 20 This tab will only be available when running IEM jobs and when the machine is sto...

Page 66: ...Figure 4 21 Cancel replaces the Run buttons The Cancel button stops the job The feeder stops bringing new envelopes into the machine and the Eagle finishes processing any pieces that are currently on...

Page 67: ...tegrity of the document and check If you fail to do this you can be sure you will hear from the supervisor in Remittance Processing Speed is of no use without quality You will improve with practice th...

Page 68: ...Pulling them in the opposite direction may cause them to come off of the pulleys Moving the belts by hand when necessary is done to move checks and documents to areas of the paper path where they are...

Page 69: ...the System 69 Eagle Operator Manual OPEX Corporation To clear jams here pull the lever away from the paper path as shown in Figure 4 24 and remove the misfed envelopes Figure 4 24 Clearing envelope fe...

Page 70: ...s at the buffer feeder turn the switch to the jam clear pass thru position as shown in Figure 4 25 and remove the misfed envelopes Figure 4 25 Buffer feeder control switch in the jam clear pass thru p...

Page 71: ...ne is stopped Figure 4 26 Clearing refeeder jams 4 5 6 4 Stacker modules Use the jam clearing tool to turn certain pulleys Figure 4 27 in the stacker modules and free documents from the paper path Thi...

Page 72: ...72 Operating the System Eagle Operator Manual OPEX Corporation Figure 4 28 Jam clearing tool in its holder Outsort bin 1 Jam clearing tool...

Page 73: ...n and Air Filtration System Maintenance 78 5 2 1 Pickup locations 78 5 2 2 Air Scrubber Unit 79 5 2 3 Power and electrical safety 79 5 2 4 Maintenance 79 5 3 Managing Operator Accounts 81 5 3 1 Creati...

Page 74: ...remove grease or lubricant from them Use only isopropyl or rubbing alcohol on the Eagle Denatured alcohol is much stronger and more hazardous Do not use denatured alcohol for any reason Exercise care...

Page 75: ...y wiping down the mechanism with a cloth moistened with water 5 1 4 Shift maintenance Shift operators should perform the following duties Vacuum all areas of the paper path Pay special attention to Fe...

Page 76: ...utsort TMD area Figure 5 2 Remove any tape paper or other obstructions from the TMD rollers and surrounding area Figure 5 2 Outsort TMD area Inspect each cutter Figure 5 3 Remove any paper chips that...

Page 77: ...X Corporation Clean the singulator tires Figure 5 4 Figure 5 4 Singulator tires Check the extract area Figure 5 5 for tape paper scrap etc Check the envelope and content TMD rollers for debris and rem...

Page 78: ...al benefits include improved machine functionality maintainability and appearance 5 2 1 Pickup locations Refer to Figure 5 6 Dust pickup locations are provided where paper handling causes shear betwee...

Page 79: ...ol Panel 5 2 3 Power and electrical safety The dust collection system is powered by 120VAC 60Hz It draws about 3 5 amps on the High setting 5 2 4 Maintenance The only routine maintenance required is c...

Page 80: ...2 thick pleated filter in the second slot Close the panel and latch The top compartment has a third slot meant for an optional carbon filter This filter is not needed for the Eagle 5 2 4 2 HEPA Filter...

Page 81: ...ep in mind that only operators with Supervisor level accounts can create and modify operator accounts 5 3 1 Creating operator accounts 1 Open the Operator Parameters screen Figure 5 10 by clicking OPE...

Page 82: ...information 5 3 2 Modifying deleting operator accounts 1 Open the Operator Parameters screen by clicking OPEX Parameters Operator 2 Highlight the operator account you wish to modify and click Modify...

Page 83: ...ds to be replaced Note Check the expiration date of the new cartridge you plan to use The Eagle printer cartridges when stored in sealed containers have a shelf life of two years from the date of manu...

Page 84: ...e print head will extend forward for you to replace the cartridge Figure 5 13 Figure 5 13 Extended print head 3 Lift the latch that holds the printer cartridge in position Figure 5 14 and remove the c...

Page 85: ...cartridge in the old cartridge s place 5 Press the Replaced Right Left Printer Cartridge button on the screen Figure 5 15 Figure 5 15 Replacement confirmation 6 Click Yes when asked to reset the prin...

Page 86: ...y purging the heads to improve print quality To purge the print heads press the Purge button for the appropriate head on the ink cartridge maintenance screen Figure 5 12 on page 83 Note After purging...

Page 87: ...1 Statistics Overview 88 A 2 Creating a report 89 A 2 1 Overall System Performance Measures 91 A 2 2 Performance Details 93 A 2 3 Overall Jam Data 94 A 2 4 Jam Stop Information 94 A 3 Backing Up Stati...

Page 88: ...summary of several runs over a certain period of time Summary Report An individual report will be available after you have run any job To create an individual report select OPEX Statistics Individual...

Page 89: ...ure A 2 Figure A 2 Report Criteria 2 For a summary report use the list on the left to select which job s you want to include Select All Jobs to include all the jobs run on this machine 3 The next list...

Page 90: ...er s memory Read thru previous runs To find runs deleted from the current list of jobs and operators For example if a job file was deleted from the job name frame it is still stored in the stats file...

Page 91: ...s by run Export saves the report as a txt file Print sends the report to the report printer Table A 1 Overall System Performance Measures Term Description Input Number of envelopes to enter the paper...

Page 92: ...operator was clearing a jam The formula for the Jam Clear Time is Reference Feed Rate This calculation approximates the feed rate if jams are cleared in the time designated by the Reference Jam Clear...

Page 93: ...t with the Run screen open without a job running Outsorts The Outsorts section of the Performance Details lists the number of envelopes that the Eagle could not process and the reasons why These reaso...

Page 94: ...Any time the Eagle is halted due to a problem which could have been avoided by the operator i e feed empty no bin available etc Stop Index Table A 4 Jam Stop Information Term Description Reorder Gate...

Page 95: ...s 2 In the Backup Statistics for field use the up and down arrow to select the year of statistics you want to backup 3 Select the appropriate quarter of the year or the entire year 4 Click Backup loca...

Page 96: ...96 Eagle Operator Manual OPEX Corporation This page is intentionally blank...

Page 97: ...B Eagle Operator Manual B Outsorts Reunites and Rejects B 1 Outsorts 98 B 2 Reunites 100 B 3 Rejects 102...

Page 98: ...parameter Thin Outsort The outsort TMD determined that average thickness of an envelope was less than the full envelope Average Thickness Low job parameter Thick Outsort The outsort TMD determined tha...

Page 99: ...than one report for an envelope to the main control board Damage Outsort The envelope OCS detected a damaged envelope Mark Outsort Could mean that envelope OCS either detected or did not detect a mar...

Page 100: ...te sensor is not tripped Everything went on content path When the Content TMD sensor is tripped but the Envelope TMD sensor is not tripped Everything went on envelope path When the Envelope TMD sensor...

Page 101: ...non stamp half too thin The Envelope TMD determines the envelope non stamp half is too thin to fit thickness parameters Envelope non stamp half too thick The Envelope TMD determines the envelope non...

Page 102: ...n control board Unknown MICR Profile The content MICR could not recognize the profile of the magnetic ink on the check in a pair MICR Found Two Statements The content MICR found no MICR ink on either...

Page 103: ...G Eagle Operator Manual Glossary G 1 List of Acronyms 104 G 2 List of Terms 105...

Page 104: ...d MICR and OCR data such as account and check numbers and CAR information MICR Magnetic Ink Character Recognition Used by the system to read the magnetic ink letters numbers and symbols found on docum...

Page 105: ...mittance piece included with the check that details the customer s account payment information Grayscale Image format where all pixels are processed as a shade of gray i e gray level Gray levels range...

Page 106: ...106 Eagle Operator Manual OPEX Corporation Transaction One or more stubs followed by one or more checks Transaction Boundary A term used to indicate the beginning or end of a single transaction...

Page 107: ...ness challenges for both today and tomorrow Our scalable Warehouse Document and Mail Automation solutions improve workflow accelerate change and drive efficiencies in infrastructure We are a family ow...

Page 108: ...OPEX Corporation 305 Commerce Drive Moorestown NJ 08057 4234 USA http www opex com...