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 Expert  108261

Expert in Recognition Systems, Imaging, Check Imaging

Available for your Consulting and Expert Witness Needs

North Carolina (NC)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise: Listed with other top experts in: 
Expert has expertise in document imaging. He managed the development of the world's highest throughput image system for bank check capture, processing, storage, retrieval, character recognition, magnetic character encoding, and image statement printing. He is highly knowledgeable of applying image processing for check processing and remittance. He authored three US patents in this area. He is also a certified document image architect (CDIA). Expert has a thorough understanding of the capabilities and application of imaging technology from a practical viewpoint. He matches clients' imaging application needs to the technical realities. A pioneer in imaging technology, he chaired the IBM Interdivision Technology Liaison Committee for image technology while at IBM.

Check and remittance document processing applications are key areas of his expertise. Intelligent character recognition (ICR) is a key specialty of his. He managed the development of a successful ICR system for handwritten check amounts and has done comprehensive modeling of that application for banking use. He has conducted numerous interactive meetings with potential image application users in structured requirements definition sessions. He managed the development and implementation of a handwritten numeric character recognition system. He also led a comprehensive strategy review of character recognition technology with participation of experts throughout the industry. He has an in-depth understanding of the areas of image pre-processing, character segmentation, feature extraction, classification, and post-processing and their relative importance to the technology.

The number of picture elements per inch and the number of gray levels needed for image document processing is an area which he has done detailed analysis and design for document image processing. He was the decision maker for selecting spatial resolution in image system applications such as check image statements, intelligent character recognition for proof of deposit and remittance, and archiving of check images. He holds a U.S. patent related to spatial resolution. One of his career accomplishments was the architectural design and implementation of the IBM ImagePlus High Performance Transaction System (TM). He is an expert on high speed, high quality, and high throughput image capture, processing, storage, and retrieval. He authored three U.S. patents relating to imaging systems.

Expert has a thorough understanding of image processing hardware. Both as a developer and a competitive analysis professional, he has attained an in-depth knowledge of image capture, processing, and storage hardware. He continues to remain current through membership in AIIM and personal data collection.


document imaging


electronic imaging technology


electronic imaging


intelligent character recognition technology


character recognition technology


spatial resolution






imaging device


imaging system


image processing hardware

Expert's understanding of image technology is based on 28 years of experience as a researcher and developer of image technology. He was an early researcher in scanning electron microscopy and electron beam testing. He also was an industry pioneer in applying image technology to document processing for bank checks. His perspective is often sought for new application and technology proposals for imaging. He can answer complex questions regarding image enhancement and image quality measurement.

His background includes the management of a major image system software project. He understands the area from both product developer's and an application user's point-of-view. A member of AIIM, he has at his disposal the information, contacts, and reference documents available to AIIM members. He has 12 years experience with check processing systems that use magnetic-ink character recognition (MICR). He managed the development of high speed check reader/sorter systems including microfilm, ink jet printer, and bar code reader features. He is a member of the ASC X9B9 standards committee that has the ANSI standard for MICR on checks. As part of a complete check processing image system, he managed the development of a magnetic-ink character (MICR) high speed printer. He has a thorough understanding of the printers and their technologies that are available for the check and remittance applications.

He has worked with the check interchange application requirement for several years and since 1991 has worked with the ASC X9B standards committee that has the charge of formulating the check image interchange standard for the financial industry. His consulting firm is currently a member of the X9B committee. He has a thorough knowledge of the details and the issues related to image interchange. He has extensive experience in the architectural design of remote check image concepts and has the ability to translate clients' unique remote configuration into practical remote image requirements and proposals.

Expert managed the development of an image system that included compression as a key image processing element. He has supervised comparative studies among various compression techniques and understands the strengths and weaknesses of the current set of techniques.


image enhancement


image processing


image quality measurement


image processing software


Association for Information and Image Management


magnetic ink character recognition technology


magnetic ink


encoder printer


check image interchange


remote check imaging


image compression

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Charlotte, North Carolina;  Greensboro, North Carolina;  Winston Salem, North Carolina;  High Point, North Carolina;  Asheville, North Carolina;  Gastonia, North Carolina;  Concord, North Carolina;  Columbia, South Carolina;  and Greenville, South Carolina.

Often requested
with this expert:

Document Imaging, Optical Character Recognition (OCR)
Machine Vision, Image Processing, Optics, Illumination, and...
Imaging Systems, penetrating radiation
Optical Instrumentation Design, 3D Imaging, Confocal...

Year   Degree   Subject   Institution   Honors
1965   M.S.   Electrical Engineering   California Institute of Technology   Tau Beta Pi Fellowship
1964   B.S.   Electrical Engineering   Lafayette College   Magna Cum Laude, Phi Beta Kappa, Tau Beta Pi, Eta Kappa Nu

Work History:
Years   Employer   Title   Responsibilities

1993 to






Expert is an executive consultant.

1965 to 1993


IBM Corp.


Senior Technical Staff Member


He was a System Manager and Technology Strategist.

Career Accomplishments:

Expert is a member of IEEE and a Senior Member of AIIM International.


He has Certified Document Imaging Architech (CDIA) certification.


Expert is an AIIM Laureate of Information Technology.

Publications and Patents Summary

He has six patents.

Selected Publications and Publishers  
 - IBM Systems Journal  
 - IBM Technical Disclosure Bulletin  

Consulting Services:
Selected Consulting Examples:
  • Expert has performed project management and technology strategy consulting at several banking institutions in the areas of check and image processing.
  • He developed a rapid design process for a financial software and services company.
  • Expert completed a technology demand forecast for an electronic component materials company.
  • He completed a product introduction strategy for an image technology developed by a large corporation.
Recent Client Requests:
  • Expert in image processing software for consulting on alignment patterns for a digital storage application.
  • Intelligent recognition expert professional for consulting on intelligent recognition strategy.
  • Expert in Image Software Skills.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Recent Litigation Client Requests:
  • Expert for consulting on intelligent deposit litigation.
  • Expert in electronic transaction system for a patent case regarding automatic check verification system (POS).
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1998 to 1998   Brazil   Expert completed a short-term consulting project for a large bank in Brazil.
1992 to 1992   Italy   He chaired an IBM interdivisional technical conference on image processing.
1974 to 1992   Europe, Japan, Australia, Canada   Expert went on various business trips related to IBM technology and product development.

Additional Skills and Services:
Other Skills and Services

Expert is a technology consultant with an eminent multi-discipline background in enterprise-wide design, development, technology strategy, infrastructure implementation and management. He is a very good communicator with the ability to solve complex technology problems and meet technical objectives with excellent interpersonal and customer skills. He is an expert in both electronic components and in image processing systems. His key areas of knowledge are: check processing, image, character recognition technology, check image interchange, compression algorithm usage, computer imaging software, computer office automation, computer system integration, corporate strategic planning, cross-functional teams, document imaging (CDIA certified), electronic imaging technology, intelligent character recognition technology, knowledge management, content management, magnetic ink character recognition technology, new product development, and passive electronic elements.

Expert has experience drawing up proposals and price quotes and has the ability to build project plans and design the multi-tier architecture for enterprise-wide implementations. He possesses a unique ability to discuss complex technical projects at all levels of understanding.


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