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The following are the business use cases (BUCs) delivered as part of v6.3 Release:
Invoice Packaged Workflow is enabled as independently deployable service. Earlier the packaged workflow was only available with SmartOps framework; now it can be deployed as a stand-alone entity.
In addition, Invoice Packaged Workflow is enabled with following additional features:
Enabled US Locale with 14 Fields Of Interest including line items from tables with borders:
Invoice Packaged Workflow currently supports 14 predefined fields that can be extracted. The fields are
Attn Person
Due Date
GST
Invoice Date
Invoice From
Invoice Number
Invoice To
Late Payment Charges
Purchase Order Number
Scan Number
Ship To Code
Sub Total
Total Amount
Vendor Code
In addition to the pre-defined fields, Packaged Workflow also supports creation of custom fields where user can define fields to be extracted.
Ability to choose from available list of pre-processors for individual / batch of documents:
The Invoice Packaged Workflow enables the capability to choose from a list of pre-processors for individual/batch of documents. The following pre-processors are available:
Invoice Split: Identifies and splits the invoices if single file consists of multiple invoices.
Orientation Correction: Identifies and corrects the orientation issues related to the document for better accuracy in text extraction.
Grayscale: Converts the documents to grayscale. Greyscale image is a kind of black and white or gray monochrome, composed exclusively of shades of gray. The contrast ranges from black at the weakest intensity to white at the strongest.
Binarization: Converts the document to binary. A binary image consists of pixels that can have one of exactly two colors, black and white. The process is based on the parameter “Threshold”. Valid values are within the range of 1 – 255 and any pixel above threshold value will be converted to white and others to black.
External REST Call: Invokes a REST API service to process the document.
One or many of the available set of pre-processors can be chosen at a project level for pre-processing before data extraction.
Splitting of multiple invoices in a single file:
Earlier versions of Invoice Processing Packaged Workflow supported extraction of single invoice in a file. SmartOps 6.3 enables the packaged workflow to process multiple invoices in a single file. Each invoices in a file will be split and can be previewed individually.
Conversion of TIFF files to PDF:
In addition to images, Invoice Packaged Workflow currently supports conversion of TIFF files to PDF.
Ability to view original file in the case of split invoices:
Earlier versions of Invoice Processing Packaged Workflow supported extraction of single invoice in a file. SmartOps 6.3 enables the packaged workflow to process multiple invoices in a single file. Each invoices in a file will be split and can be previewed individually. The preview option also provides the capability to view the original file along with individual split of invoices.
Ability to manually enter invoice data for incorrectly split multi page invoice documents:
The Packaged Workflow enables to enter invoice data manually in case if the invoices in a document are split incorrectly.
Approval hierarchy enabled workflows:
The Packaged Workflow currently supports implementation of workflows based on hierarchies. For example, invoices within a specific range (e.g.: Total Amount < $500) can be automatically approved, whereas invoices above the defined range can be forwarded to authorized users, as per requirement.
Invoice assignment enabled for Admin (Supervisor) user:
Admin has the privilege to assign invoices to users (clerks) for review and correction. Admin can view consolidated dashboard for full set of invoices; whereas users will be able to see assigned invoices’ details.
Analytics section enabled for Admin (Supervisor) user:
Apart from the invoice dashboard, Admin can view statistics related to field level accuracy and review / extraction time for selected time period. Accuracy section indicates, which fields has less accuracy based on data correction applied. Review time shows average extraction and review time for the selected period.
3x performance improvement in invoice data extraction:
Invoice Data extraction process is improvised with respect to accuracy and processing time.
The following are the business use cases (BUCs) delivered as part of v6.3 Release:
Skills Designer module of SmartOps is enabled with few additional features:
SmartOps before 6.3 had the feature to schedule Packaged Workflows at any specified time/duration.
SmartOps 6.3 is with extends this capability to create multiple schedules for a Packaged Workflow, as per requirement.
Workspace in Skills Designer module is improvised with a structured folder hierarchy. Workspace will consists of two folders – namely, Stories and Others.
Stories folder consists of individual sub folders for each packaged Workflows. All the projects created for each packaged workflows will be available in the respective folders. Each Packaged folder will include set of Golden / Ready to use skills. Earlier versions of SmartOps had skills common to all projects, which restricted the capability of any updates to the skills. Now with project specific skills, update to one project’s skills will not impact functioning of similar projects.
Skills Designer is enabled with the facility to include set of Golden / Ready to use skills for the Packaged Workflows. Projects created within each Packaged Workflow will be saved in the Workspace with the set of Golden skills. User will have the additional
capability to create a new skill and mark as Golden Skills, so that it can be reused across projects.
SmartOps Packaged Workflow is enabled with the capability to create project specific workflows based on Golden Skills.
SmartOps Packaged Workflow framework is improvised with multiple usability improvements in Project Configurations screens. New input element types, grouping based on related attributes, and wizard elements has been introduced for enhanced user experience.
Field validation in Project Configuration screen is also improvised, where all missing fields will be highlighted during “Install” process
SmartOps is improvised with the capability of bundling features based on the user requirement. The modules required for the user will be made available to the user unlike earlier versions where all modules were extended. The modules will be dynamically made available in the environment.
As a first step to make SmartOps compatible with Kubernetes, its implemented in Development Integration environment. First level architecture is created from an infrastructure standpoint to get SmartOps deployed in Kubernetes. Currently platform is deployed using manual steps. CI/CD and automations to Kubernetes deployments are planned along with future releases.
Each Packaged Workflow Framework, from a deployment standpoint, is viewed as a stack group. The ability to define and install a stack group has been created as part of SmartOps 6.3 release.
A metadata definition is created from which a Packaged Workflow Framework can be deployed. The deployment package for Packaged Workflow Frameworks are more optimized than the way in which previous releases delivered SmartOps deployments.