Integrated Document Processing Workflow

Integrated Document Processing Workflow

Description:

1. (Integrated) Document Process Overview

• Focus: End-to-end management and automation of document processing.
• Technologies involved:
• IDP (Intelligent Document Processing)
• UiPath (for RPA - Robotic Process Automation)
• OpenText (for document capture and content management)
• Repository/Documentation System (like D1 UI)

Workflow Components

Open Workflow

• Definition: A flexible, dynamic document workflow that can be triggered based on events or schedules.
• Purpose: Seamless processing of incoming documents regardless of source or format.
• Tools: UiPath Orchestrator + OpenText Workflow

1. Integrated Capture (OpenText Capture)

• Function: Ingests and classifies documents from various sources (email, scanners, uploads).
• Key Features:
• OCR (Optical Character Recognition)
• ICR (Intelligent Character Recognition)
• Metadata extraction
• Integration: Sends extracted data to IDP or UiPath for downstream automation

1. IDP (Intelligent Document Processing)

• Role: Automates data extraction and classification using AI/ML
• Platforms:
• UiPath Document Understanding
• ABBYY, Kofax (optional alternatives)
• Output: Structured data ready for processing or storage in repository

1. Automation (UiPath)

• Role: Automates business rules, routing, validation, and data entry based on processed documents.
• Components:
• UiPath Studio (automation design)
• UiPath Robots (execution)
• UiPath Orchestrator (management)

1. Repository & Documentation System

• Platform: D1 (UI) or another ECM (Enterprise Content Management) system
• Function:
• Store final documents and extracted metadata
• Enable audit trails and version control
• Provide UI for user access and search