Smart Vision PWF

Smart Vision PWF consists of following new features and enhancements:

New Feature

Scale SV PWF to support multiple document types 

Smart Vision 2.4 - SV PWF is upgraded to support multiple document types if the underlying DU project supports extraction for multiple document types.

• User is enabled with the provision to configure the fields of interest, validations, and transformations for each document type during project set up.

• Document listing page will display the document type and Preview screen will display the fields of interest depending upon the document type.

• In case of incorrect classifications, user will have the provision to manually update the document type and enter the corresponding fields of interest.

 

• Documents that are excluded from DU extraction will also be listed in PWF dashboard.

• Manual fields, if configured will be listed in the preview screen. User can review and approve or reject these documents.

• All the functionalities available in SV PWF is enhanced to support multiple document types within the same SV project. The document download from the application is changed to Excel spreadsheet and data for each document type will be populated in separate tabs.

Feature Enhancements

Enable Batch navigation in preview screen

Earlier versions of Smart Vision PWF allowed navigation of documents within a batch in the Preview screen. User needs to switch batch to document listing page to navigate to the next page. This frequency becomes high in scenarios where the batch has limited number of documents and thereby impacts the productivity of the reviewer. To circumvent this situation, capability to switch across batches from the preview screen is introduced. Batches which has any errors would be highlighted in preview screen as well to notify the reviewer.

Provision to define the display order of Insights & Table Fields of Interest [FOI)  

Smart Vision 2.4 enables the user with the provision to define the FOI display order as part of the project creation. While adding the extraction fields of interest in DU, user can drag & adjust the FOIs in the desired order. This order would be used for display purpose in preview screen.

Enhancement to multi-select option in review pane to support add & delete operations 

Smart Vision 2.4 enables the user to bulk select rows using the multi-select and either delete or add to line items. In case of a table with lot of noise, user can opt to add the relevant rows to line item table rather than spending time on clean up.

Navigation pane converted as floating menu to improve the PDF view

Enhancements in Data Archival

Provision to configure the following during archival process is introduced:

• Specify project

• Project specific timelines

• Retain project specific data during archival

Technical Improvements

Smart Vision 2.4 includes the following technical enhancements:

• UI library component updates to adhere to UX standards and improve on overall application user experience

• Adopted platform upgrades to concurrency feature in SV PWF. Concurrent execution of workflows is allowed by default, but this feature will enable us to control the concurrent execution if needed.

• Adapt the master configuration enhancements in platform – change from static to dynamic configurations.

• Transaction support for listeners, REST services

• Avoid Elastic index refresh during updates

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