FinOps v7.0-Release Description

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Integration of Expert-In-The-Loop training process

Expert – In – The Loop feature which was introduced in earlier versions supported selected of suggestion values for the Insights. The feature is currently extended with the capability to train using the suggested values. This will ensure the accuracy of field suggestion improvement over a period of time.

Automated distribution of Invoices

Invoice Extraction PWF is improvised to introduce automated distribution of invoices. The PWF is enabled with the provision to configure automated distribution rules for invoices. The PWF enables automated distribution of invoices to users, and also automated alerts to Supervisor user.

Usability Improvements

Invoice Extraction PWF has introduced following usability improvements.

Set "Waiting for Approval" as the default view in Dashboard

Project Listing page of each project displays the “Waiting for Approval” tab as default. Earlier versions displayed “Approved” as default.

Display count of pending / unassigned invoices for every batch

Invoice Listing page displays the count of pending and unassigned invoices for every batch. This enables to provide a quick analysis of the pending and unassigned invoices.

Display backlog details for Supervisor user

Backlog details of invoices are made available in the Invoice Listing and Invoice Preview screen. Project Listing page is enabled to view “Waiting for Approval” items as default. In addition, “Pending” and “Unassigned” invoice counts are also available along with Run details for better understanding of backlog invoices.

Clear all line item data in one click

Facility to clear all line items from extracted or manual table is introduced in Invoice Preview screen, which enables to clear all line items together from DU extracted or manual table. The facility is applicable for AP Supervisor as well as Ap Clerk.

Accept individual page no:s or page range for manual split

Manual Split option for invoices is enhanced with the provision to accept splitting based on page range as well as for individual pages.

Prevent edits on sent records

Feature to restrict editing of exported invoices is introduced. Restriction is applicable for both approved and rejected invoices.

UI/UX Improvements

Invoice Extraction PWF is enabled with following UI/UX improvements.

Layout changes to Dashboard, Invoices Listing, Run Listing and Analytics sections

SmartOps Invoice Extraction PWF is improvised with better customer experience. Layout changes are introduced across Invoice Extraction PWF. Layout changes includes:

• Layout changes for better content display & navigation

• Enhanced PDF view in Invoice preview screen

• Flexibility to drag/position line item table as per user preference

• Eliminated pop-ups and allow in-line edits for insights & table items

• Improved PDF field data highlighting

• UI validations to restrict erroneous data entry

• Hover effect on mouse over

Dashboard Enhancements

Invoice Extraction PWF has introduced following improvements to dashboard.

Include line item accuracy

Graph displays the field accuracy also for each line items.

Enhance accuracy graph to display corrections via candidate selection

The bar graph is improvised to display the split of non-corrected data (green), manually corrected data (red) and data corrected through candidate selection (yellow) as different sections. Earlier versions displayed only non-corrected data and the total available data.

Ensure backward compatibility for accuracy graphs

Nonfunctional Requirements

Invoice Extraction PWF has introduced following non- functional requirements.

Tabular data extraction accuracy improvements

IE PWF is enhanced to improve the data extraction of tabular data.

Data Archival framework

Framework to archive invoice data is implemented. Data Archival framework consists of the following:

• Purge & Archival mechanism to systematically remove processed invoices

• Configurable retention period

• On-demand restore options

Automatic refresh of cards to display latest status

Automatic refresh of cards is currently available to display latest status and updates. The screen will be refreshed automatically after specified time frame.

User time zone based display in Dashboard and other screens

Invoice Extraction PWF screens are enabled to display time based on time zone of the user. Earlier versions supported UTC.

Kubernetes implementation

SmartOps v7.0 deployment is enabled using Kubernetes clusters for container orchestration in place of Swarm Clusters. This enables:

• Improved scaling and availability

• Isolated clusters for PWFs for independent scalability and management

• Auto scaling for critical PWF components

• Smart Build and Install – Improved build and deployment of SmartOps components to cluster

Enhanced traceability for Invoice processing

Following are the traceability improvemements for Invoice Processing:

Run list section to include FTP job details, Allocation job details, Track of activities on invoices within the batch

RunList tab of Advanced block includes: 

• Details of the FTP Run such as execution steps and  Trace Logs 

• Inbound and Allocation Job details such as Run Name, Run Time, and Status.

• Invoice Details

• Summary of activities such as Number of Sent, Added, Deleted, and In progress invoices.

Revamp card section to display the overall batch status

Each Run list includes details of the batch status along with Run.

         

Success/Failure flagging for inbound & outbound process

Error flagging is enabled in cases where error in invoice count has occurred while extracting the invoices.

Batch/run is considered as failure if:

• Zero invoices in a batch

• Number of pages in original document (document before split) is not matching with sum of page count of individual invoices in the batch which are received from DU.

• if there is any failure in DU for the batch

• if there is any Inprogress files 

 

 

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