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Version: V2.2.0

Form Management

Summary

Form Management is a Process for setting up agent and manual collaboration, which requires manual processing of Task. For example, the fields for which information needs to be entered and the contents for approval.

Form Type

Regular Form

In the Process of agent and manual collaboration, the Process can continue to run only if the information needs to be input manually. You can create a configuration that requires manual input through the Regular Form type

New Regular Form

Click "new" and select "Regular Form" to create a new blank form or select the provided template for editing

Fill in the basic information, and the page operation is as follows:

  1. Enter the form name;
  2. Select whether to recheck. If you want to recheck, select Yes and enter the number of people to recheck;
  3. Select the collaboration group for Task processing, and create the grouping data through Collaboration group management;
  4. Click "next" to configure the Task content

Task content configuration, page operation is as follows:

Drag the left control bar control, select the space type required by the business, configure the form, and set the field name, dictionary length, and default value in the right operation bar; After the form configuration is completed, click "OK" to submit the configuration content;

Document validation

Document validation combines the Intelligent document processing platform, AI Capability model for document recognition, and manually corrects and reviews the recognition results; Through the Document validation type, select the AI Capability model to be used, configure the extracted fields and the fields requiring manual key review.

New Document validation

Click "new" and select "Document validation":

Fill in the basic information, and the page operation is as follows:

  1. Enter the form name;
  2. Select whether to recheck. If you want to recheck, select Yes and enter the number of people to recheck;
  3. Select the collaboration group for Task processing, and create the grouping data through Collaboration group management;
  4. Click "next" to configure the Task content

Task content configuration, page operation is as follows:

  1. Select AI Capability;
  2. Select the model;
  3. Select the extraction type;
  4. Configure the fields to be extracted;
  5. Click "next" to configure the Key field to validate;

Task settings: configure the condition that the recognition result needs to be approved manually. When the recognition result meets this condition, a collaboration Task will be generated for Collaborative staff to process Take the invoice amount as an example

1) If the amount is more than 100000 yuan, the identification result must be checked manually

2) The amount is 8000, but the confidence level is not enough. It needs to be checked manually

3) The invoice amount is not recognized and needs to be supplemented manually

If the above conditions are configured, they can only be handed over to the Collaborative staff for processing if the configuration conditions are met

After configuring the conditions, click "next" to configure the Key field to validate

Key field to validate configuration, page operation is as follows:

The Key field to validate displays the fields to be extracted. Some of these fields may be manually approved, which can be configured. The processing personnel will focus on the checked fields

matters needing attention:

The AI Capability selected here must be a model that needs to be configured through the mage platform, trained and released.