Smart Vision PWF

Smart Vision PWF consists of following features or enhancements:

Contents

  1. Resend Escalated invoices   
  2. Provision to rotate document image  
  3. Feature Enhancements in SV PWF  
    1. Field level accuracy calculation updates   
    2. Provision to add soft validations  
    3. Enable explicit configuration for auto-fill   
    4. Ability to approve documents with Insights or Line Items only  
    5. Ability to reuse OCR text for downstream processing
    6. Dynamically adjust preview screen when review pane is enabled

Resend Escalated invoices   

Smart Vision 2.5 enables the provision for AP Supervisor to re-send an escalated invoice back to the originator after making required changes or with a comment. Changes made by the supervisor will be available for the AP clerk when he receives the document. This allows all easy tracking of clarifications and also improves the bandwidth of AP Supervisor.

Provision to rotate document image  

In document review screen, image view will include the rotate provision. The purpose of this feature is to enable users to use "Point & Select" & "Table Rebounding" features for documents which has incorrect orientation today.

Feature Enhancements in SV PWF  

Field level accuracy calculation updates   

Field level accuracy graph will include a new graph for Insights and will be named Insights Accuracy which will be the default graph. This graph will exclude the formatting applied on extracted data to meet the target requirements. For e.g.: if 1234AX is the extracted data and approved data is 1234 (AX is removed), it would be considered as match. Existing Insights Accuracy graph would be renamed as Insights - Raw Accuracy.

Provision to add soft validations  

User will have a provision to define soft validations in addition to hard validations available today. These are warning messages and can be overridden by the user. Applicable to internal & external validations messages.

To enable soft validation, follow the steps mentioned below:

  1. Create/Edit an existing project.

  2. Navigate to DU Configuration > Extracted Fields Configuration.

  3. Select the required field for soft validation. 

  4. Enable the field for soft validation as shown below: 

Enable explicit configuration for auto-fill   

During project creation, the auto-fill configurations will be explicitly captured in the external configuration section. This would eliminate the dependency on custom layer to maintain dummy configurations as part of customer deployments.

To enable auto-fill feature, follow the steps mentioned below:

  1. Create/Edit an existing project.

  2. Navigate to DU Configuration > External Service Configuration.

  3. Enter the service URL for configuring the Auto-fill capability. 

Ability to approve documents with Insights or Line Items only  

User will have the provision to approve documents with Insights or Line Items.

Ability to reuse OCR text for downstream processing

Smart Vision 2.5 enables the capability to reuse OCR text for downstream processing.

Dynamically adjust preview screen when review pane is enabled

Smart Vision 2.5 enables the capability to adjust the preview screen while review pane is enabled.

 

 

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