18 posts tagged with "Document Management"

This feature will allow users to trigger fields and drive validations via entity data on the Document Upload Modal and Create Virtual Document Modal in a Documents task and on the Entity Profile.

Providing explanations within the Document Data Extraction task, which will explain how an entity data value was extracted from a document. This explanation will be visible via a tooltip next to the extracted value.

A new functionality that allows for user-inputted entries into a stored knowledge base that can be fed into the LLM to help reach the expected outcomes of the User when utilising IDP. This allows for fine-tuning of intelligent document processing results over time during your testing. The entries in your knowledge base can be shared between tenants via config exchange.

New permission allowing users to link or reuse existing documents without requirement document management create permissions

User Guide Reference: Permissions Catalogue

Ability to create and view Virtual Documents (fileless) in Document Management

• User Guide Reference:Virtual Documents User Guide

Introduction of the Documents V2 functionality to the Data & Documents Task . Aligns the document upload functionality in the Data & Documents task with the Documents V2 task.

User Guide Reference: Document Management->Document Management V2->Configuring Document Management V2 Document Management->Using Intelligent Document Processing->Configuring Intelligent Document Processing

Document Persistence is now available for related party document requirements in the Related Parties task. Once enabled, any documents satisfied in the task for direct associations will persist to future journeys with an 'Approval Pending' status.

User Guide Reference: Document Management->Document Management Datakeys & Document Persistence Related Party Management->Related Party Management Configuration User Guide Related Party Management->Related Party Management Functional User Guide

To speed up the processing of multiple documents being uploaded at once in the DocumentsV2 task, it is possible to apply all selections, except the Document Name, in the Document Upload modal to the current and subsequent documents to be processed. The APPLY TO ALL button will take the selections and apply to the current and remaining documents.

User Guide Reference: Document Management V2 User Guide->Bulk Upload using Apply to All