0
1.8.2
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Document Management supports middle and back-office operations by enabling service owners to configure document categories, document types, document rules, and approval rules for document deferments and exceptions.
- Decision engine controls which documents must be collected and distributed based on the service type and customer type.
- Display of required documents to key users throughout the service's workflow via document verification tasks.
- Ability to reuse documents that have been used in the past and are still valid, exposed to users through metadata.
- Dedicated Workspace including the ability to trigger subflows for individual documents.
- New:
- Added subflow dedicated to document validation and classification that automatically validates document authenticity, detects tampering/blur, and classifies document types using AI analysis
- Added subflow to extract key data elements from documents based on configured attributes with improved accuracy.
- Added new fields
Stage(choice field for tracking verification status) andAI Comments(read-only field for AI-generated feedback) have been added to the Document Verification Task
- Changed:
- Updated validation logic with AI-powered authenticity checks, blur detection, and tampering identification.
- Updated extraction accuracy through intelligent field identification using AI instead of traditional OCR pattern matching.
- Removed:
- Deprecated and deactivated flows include Generate DocIntel Key, Generate DocIntel Task, and Generate DocIntel Task Definition.
- Deprecated and deactivated actions include DocIntel - Create key, Extract Values, Create task definition, Update key, Create task, and Process task.
- Deprecated and deactivated scheduled script "Sync document processor type and attributes to DocIntel".
Permissions and roles:
- System administrator (admin) role is needed for the installation