The problem
Supplier documents reach a shared inbox in inconsistent formats. An incomplete extraction can become an unreliable record unless a reviewer catches it.
Workflow
Before automation
An operator opens each file, retypes reference fields, and chases missing values.
Proposed design
Intake extracts agreed fields and checks them against simple rules. Uncertain values enter a reviewer queue before writing a record.
Example sequenceReady
- File receivedQueued
- Extract fieldsQueued
- Review uncertain fieldsQueued
- Create the recordQueued
Implementation conditions
- Collect redacted examples
- Approve the field dictionary
- Test incomplete and unfamiliar layouts
Possible outcome
Operators can focus on incomplete or uncertain items with the source file still available for review.
Limitations
Recognition depends on sample quality and layout. The owner decides when a record can be written.