Document Processor flow
The “Document Processor” flow extracts data from the document using an AI Builder model.
This flow does the following:
- It triggers when a document is received and stored in the document queue, and is in the
“extracting data” state.
- It retrieves each document and runs an AI Builder form processing model on it to retrieve the
relevant data. You can build your own AI Builder model for your unique document layout. More
about this configure in the following learn modules.
- It stores the extracted data in a Dataverse table so that further data checks and processing can be
performed before it’s exported or used in another system.
- It sets the document’s state to “validating data” to indicate that the data has been extracted and
is ready to be processed with the business logic and rules that you need to apply.
Document automation Validator flow
This helps apply business rules and determine if the document requires manual validation.
The “Document Automation Validator” is a placeholder where you can add the business logic that you’d
like to apply to the data. For example, you could ask for manual validation if one of the data fields hasn’t
been extracted or if the confidence level is below 80%; or you could auto approve data when the dollar
amount is below a certain value while sending the others for manual approval.
This flow is not configured with any rules by default and sends all documents for manual review.
This flow does the following:
- It is triggered after a document has been processed and extracted data stored in Dataverse -
when it is in the “validating data” state.
- It sets the document’s state to “manual review” to indicate that the data extracted is ready to be
reviewed and approved by the someone.
Document Automation Application
This helps with manually reviewing and approving documents.
The “Document Automation Application” is the central place where users can visualize all the documents
that are in the pipeline, the state of each, as well as to review and approve the data extracted when
required. This application also includes a section for the owner of the solution to configure the process.
This application is built in Power Apps, which allows for easy customization.
The “Document Automation Application” allows users to do the following:
For manual reviewer:
- List all documents that are ready to be reviewed.
- Open a document to view side by side the document and the extracted data.
- Edit and/or complete the data extracted for missing data fields or errors.
- Approve the document and sets the state to “Validated”.