Instant

Instant Books are processed solely through automated means without any human intervention. This method ensures swift processing speeds and shorter turnaround times. Currently, only select document types can be processed via Instant. To know more about the Instant supported documents, see the All Supported Documents section.

Complete Books are processed using Ocrolus’ standard approach of initial machine automation followed by Human In The Loop (HITL) validation and verification when required. This process ensures the highest level of accuracy for all Ocrolus support documents.

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Note:

Before you can start using Instant on the Dashboard to work with Books, you must first be configured by Ocrolus to do so. If you're interested in using Instant, please reach out to your Account Manager or contact us at [email protected] today.

Recommended workflow

If you decide to use both Instant and Complete for document processing, then we suggest the following workflow:

1. Create Books using Instant. For more details about creating a Book using Instant, see Create an Instant Book.
2. Review the results on the Book Overview and other relevant pages like Accounts, Transactions, and Detect.
3. Check if the results are sufficient and meet your needs for your workflow or decision-making.
4. If the results are sufficient, then proceed with your workflow.
5. If the results are insufficient e.g., missing data, Instant couldn't process some documents, or no metrics, then convert the Book to Complete and review the results when they're available.

Create an Instant Book

To create a Book using Instant, perform the following steps:

1. Log in to the Ocrolus Dashboard.

2. On the Books page, click NEW BOOK in the screen's upper right corner.

3. On the Create New Book pop-up, enter the name of your Book and choose Instant from the Processing Type dropdown list.

4. Click SUBMIT.

5. On the File Uploader window, upload the document and then click SUBMIT.

Identifying processing method

You can identify whether a Book has been processed using Instant or Complete from the Book Summary page on the Dashboard. The Processing Type column on the Book Summary page will show the processing method using which the Book is processed.

Instant processes documents individually, so there might be cases where certain documents within a Book cannot be handled through Instant. Books that have been processed entirely automatically will be marked as Instant, while those processed using Ocrolus HITL will be labeled as Complete.

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Note:

If you cannot locate this column, it indicates that your organization has not been set up for Instant processing. To learn more or to enable Instant for your organization, please get in touch with your Account Manager or contact [email protected].

The Processing Type column also offers filtering options. To use this feature, click on All to open the filter and choose the options you want to filter by.

Furthermore, a blue banner will appear on this page to clearly indicate when the processing type is Instant.

View Book and document status

Once you've created and submitted an Instant Book, the processing will commence. You can check the status of both the Book and its individual documents in various locations.

Book status

You can find this information on the Book Summary page under the Status column. Possible book processing statuses include:

• Verifying: The Book is being verified.
• Verification complete: The Book has been created but no docs have been added.

Document status

You can check the status of individual documents within the book on the Book Overview page. You can hover over the icons to understand their meanings. When processing with Instant, you may encounter the following document statuses:

• Completed
• Completed with Detect signals found
• Rejected
• Rejected: Instant not supported
• Rejected: Invalid document
• Processing
• Processing: Instant not supported

You can convert a book to Complete by clicking the CONVERT TO COMPLETE button located at the right end of this banner.

For information on whether a book has been processed using Instant or Complete, see Identifying processing method.

Checking unsupported documents in Instant

On the Book Overview page, the Status column shows if the document that has been uploaded for processing can be processed via Instant. For details on possible document statuses, click here.

You will also notice a yellow banner in the document preview on the right side of the screen. It indicates that the document type is unsupported. This banner will include a link to convert the book to Complete processing. To learn more about Instant supported documents, see All Supported Documents.

Converting from Instant to Complete

If the Instant results are insufficient, for example, missing data, documents unprocessable by Instant, or absent metrics, you can convert the Book to Complete to obtain the necessary data. You can convert a Book to Complete after processing via Instant using one of the following methods:

Using the Book Overview page

If you have determined that additional information is required after processing your Book via Instant, then perform the following steps:

1. At the top of the Book Overview page, click on the CONVERT TO COMPLETE.

   

2. A confirmation window appears to confirm if you would like to convert the Book to Complete. Click CONFIRM.

   

3. After the processing starts in Complete, a message will appear in the top right corner stating that your book is now being reprocessed through Complete.

Using the Upload button

You can also change a book to Complete by utilizing the UPLOAD button on the right side of the screen. To use this method, perform the following steps:

1. On the home screen, click the downward arrow of the UPLOAD button and then select CONVERT BOOK from the dropdown list.

   

2. A confirmation window appears to confirm if you would like to convert the Book to Complete. Click CONFIRM.

3. After the processing starts in Complete, a message will appear in the top right corner stating that your book is now being reprocessed through Complete.

Using the Book Summary page

To convert a Book to Complete processing using the Book Summary page, perform the following steps:

1. On the Book Summary page, click on the ellipses located in the Actions column on the right side of the screen.

   

2. A confirmation window appears to confirm if you would like to convert the Book to Complete. Click CONFIRM.

3. After the processing starts in Complete, a message will appear in the top right corner stating that your book is now being reprocessed through Complete.