We deliver analyst approved, industry leading automation solutions allowing our clients to transform all of the client’s workflows. Our intelligent automation system unlocks the values from documents and data enabling the organizations to accelerate work and increase productivity. Proffesional team of people does the digital transformation of one or many institutions while planning and analyzing many processes and workflows. With document intelligence, we automate workflows that apply cognitive capture and artificial intelligence to unstructured data in order to automate and extract information and unlock data insights. The results of this complex document intelligence is the orchestrated processes that are completed in collaboration with users, systems, and data.

Workflow means different things to different people depending on their organizational role. For many workers, workflow is for specific business processes, such as a loan coordinator managing the numerous documents and steps associated with a loan application, or a human resources employee handling forms, nondisclosure statements, salary approvals, IT requests, and other forms that go with hiring an employee. Our Solution provides three simple, business-friendly tools automate workflows like this quickly — notifications, document routing, and content rules.

Notifications are the simplest workflow tool and inform specified recipients via email whenever a change occurs to content. Registered users can quickly set up notifications for themselves and other people for event triggers such as:

•  Adding content to a collection or removing it
•  Editing a document
• Changing document properties or permissions
• Locking, unlocking, or checking out a document
• Changing an object’s ownership

This approach is best suited for simple workflows, facilitating what’s typically a manual process, such as alerting a hiring manager whenever new resumes are added to a collection for a specific job opening or notifying board members when minutes from the last meeting are available.

Document routing goes beyond basic email notification to automate document processes and request that specific action be taken after a document is received. It even confirms that everyone asked to review or approve content has the appropriate access permissions to do so, which is an important part of ensuring that document security is maintained during collaborative workflow processes.

User-friendly routing slips also offer significant flexibility, and give registered users full control over the review and approval process, enabling them to:

• Specify the recipient action required (review, approve, or acknowledge).
• Indicate whether the document should go to the entire group simultaneously or one person at a time in a specific sequence.
• Provide action instructions in the routing email for each recipient.
• Stipulate who must respond to the request: one person, a majority of recipients, or all recipients.
• Specify whether, when, and how to escalate the routing if the required number of participants do not respond by a specific date.
• Define a single routing step that consists of one action, such as sending a document to users for approval, or several sequential steps that automate a more elaborate document process.

The document routing option is well suited for a multitude of business processes, from basic document review and approval by a single person, to multi-step processes involving a large team and numerous approval levels, editing cycles, and information gathering phases. A typical employee evaluation process is a good example of what can be implemented using only the routing capabilities:

• Each participant in the process receives a routing slip for the evaluation document along with a cover email outlining the handling requirements and due date (all based on settings in the routing slip)
• During the first stage, peer commentary from a majority of coworkers is solicited
• After step one is complete, the manager is required to edit the document, after which it is routed to the human resources team for review
• After final approval, the evaluation document is routed back to the employee’s manager to present to the employee

Content rules go beyond basic document routing capabilities, enabling users to easily define advanced, document-centric workflows. Each content rule includes three components: event triggers (similar to those used in notifications), content filters (conditions that must be true for the rule action to activate), and the action itself. Unlike review and approval, which requires a person to take action on a document in order to change its state in the workflow, content rules can automatically change document properties or a document state without any human intervention. For instance, content rules can mark certain folders as complete or ready for review, and then move the folder into a workspace or collection for the next stage in the workflow.

These capabilities make content rules ideal for loan applications and similar processes where the content’s description, format, or location must be automatically modified. Users can create a rule that marks a folder as “loan application complete, loan pending underwriting review” as soon as the signed disclosure statements arrive in the collection. That same rule can also copy the folder into the underwriter’s workspace, upon which the underwriter receives an email indicating the application is ready for review. Document routing or notifications alone can’t do this. However, both notifications and document routing can be initiated under the control of a content rule (or triggered by a change made through content rules).

Digitize, categorize, archive and track document records with our life-cycle management tool which we inherited from our partnership. With our life-cycle management platform tool organization can be able to:

• Automate retention and periodic review of content to ensure it is current and compliant.
• Automate timed-based events such as publication or expiration.
• Change the state or visibility of content based on specific dates.
• Ensure that users focus on needed, current content.
• Extend the scalability and optimize the performance of your content management system.

Robotic process automation (RPA) accelerates the reliable acquisition, understanding and integration of information from legacy, 3rd party and web-based systems, so your business processes execute faster. But what about information from unstructured information sources, such as documents, email attachments, etc.? Solution cognitive document automation (CDA) uses artificial intelligence (AI) and OCR to automate the acquisition, understanding, and integration of documents needed in your business processes. CDA extends the capability of RPA, allowing you to automate more and more of your processing. Organizations with document-centric robotic processes can leverage CDA to significantly reduce labor costs, boost productivity and efficiency, accelerate business processes, and better engage and empower customers. CDA automates the processing of unstructured data contained in documents and emails – the intelligent “head work” of understanding what the document or email is about, what information it contains, and what to do with it. RPA, on the other hand, automates repetitive manual tasks that interact with websites and applications, trigger responses and communicate with systems – the repetitive “hand work” of processing electronic data. Together, RPA and CDA automate both electronic data capture and document capture.

Create digital images from documents received or imported from multiple sources, such as mobile, email, MFPs, web, fax, scanners, files/folders, XML/EDI, and web services.

• Capture documents from back office data centers, front offices, remote offices or directly from customers.
• Image perfection of scanned and imported documents, making them process ready.
• Automatically classify and separate documents to determine what they are and where they should go.
• Automatically OCR, extract and validate data from documents, automating manual data entry tasks – including support for machine print, handprint, cursive, barcodes, bubbles, checkboxes, tables and mailing addresses.
• Intelligently automate any document type, including invoices, orders, enrollment and claim forms, mailroom documents, mortgages, contracts, correspondence and bank checks.
• Leverages AI-based machine learning technologies to save time in initial configuration and ongoing maintenance. Efficient user interfaces for exception handling that deliver rapid payback.
• PDF image+text generation and advanced PDF file compression.
• Export connectors to deliver images and associated data to repositories and applications.

Art House Solution works on any type of unstructured information, so your robotic process automation can handle sales orders, enrollment forms, claims, contracts, correspondence – in fact any document of importance to any business process. To accelerate your benefits and address a common CDA use case, Solution CDA delivers a pre-configured capability, based on best practice methods, to automatically OCR and extract data from invoices. Just enter field data for a few samples of a supplier invoice, and the system applies AI to machine learn and automatically recognize that invoice’s fields in the future. Features include support for:

• Preconfigured extraction of invoices from U.S., U.K., Germany, France and Spain, and can be expanded to support other countries
• Currency type (euros, dollars, pounds)
• Numeric formatting VAT or tax rates (tax names, codes and related amounts)
• Shipping value
• Postal codes
• Date formatting
• Formats, labels, messages, user interfaces and documentation localized in the languages for each of the supported countries
• More than 30 predefined fields for VAT projects
• More than 25 predefined fields for sales tax projects
• Pre-configured machine learning settings specific for invoice processing that minimize the number of documents that must be learned per supplier/vendor
• Documented best practice methods for maintaining invoice project knowledge bases and online learning performance
• Pre-configured line item extraction for invoice documents
• Pre-configured validation forms that include the invoice header and line item fields, as well as ability to add an interface for matching line items between invoices and existing purchase orders.