Processing Flows

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The processing types are directly linked to the book_class parameter in the Book creation, Book update, and the document_class parameter in the Upgrade document API requests.

Book Class	Initial Document Processing Steps	Document types a Book can have	Document Upgrade Options	Book Upgrade Options
Classify	Classify	Classify, Instant, and Complete	Instant, and Complete	Classify > Instant Classify > Instant > Complete
Instant	Classify and Capture	Instant and Complete	Complete	Instant > Complete
Complete	Classify and Capture	Complete	Complete	None
ISO Workflow	For the ISO Application, both Classify and Capture, while for other documents, only Classify.	ClassifyFirstOnly, Instant, and Complete	Instant, and Complete	ISO Workflow > Instant ISO Workflow > Complete

Classify

Documents are initially Classified when they are uploaded to the Book and subsequently upgraded to Instant Capture or Complete Capture workflow as required. The entire Book can also be upgraded to Instant or Complete workflow if all the documents in the Book require Capture.

Instant

Documents are initially Classified and Captured via Instant workflow and then can be upgraded to Complete Capture as needed. The entire Book can be upgraded to Complete workflow if all documents in the Book require Complete processing.

Complete

Documents are Classified and Captured via Complete workflow. There is no upgrade available at the document or Book level as the Complete workflow is the most accurate form of processing.

ISO workflow

In the document processing workflow, documents are initially classified upon upload. Any ISO applications detected are automatically upgraded to Instant Capture to ensure comprehensive field capture. Subsequently, all documents, including ISO applications, can be further upgraded to Instant or Complete Capture based on specific requirements, following a review of the ISO application data. Moreover, the entire Book can be upgraded to Instant or Complete workflow if all documents within the book require capture.

Book processing vs. Doc processing

The Book processing type sets the baseline for how documents within the Book are initially processed. A Book can contain documents with processing types higher than the Book type, but never lower than the Book type.

Document processing type is determined by the level of processing that has been completed on the document, with the lower limit being the Book processing type.

Example scenario

Given below are the two examples. Comparing the steps between these two examples will help you understand the difference in a Classify First Book scenario.

Steps	Scenario1	Scenario2
1.	Create a Classify First Book.	Create a Classify First Book.
2.	Five documents are uploaded into the Book and Classified.	Five documents are uploaded into the Book and Classified.
3.	All five documents are upgraded to Instant Capture.	The Book is upgraded to an Instant Book, triggering Instant Capture for all five documents.
4.	Out of which two documents are then upgraded to Complete.	Two documents are then upgraded to Complete.
5.	One new document is then added to the Book. This new document will only be Classified because the Book is still a Classify First Book, and will be upgraded to Instant Capture if that is required.	One new document is then added to the Book. Since the Book type is now Instant, the new document will also be classified as Instant because the Book type sets the minimum processing state for any document within the Book.
6.	The Book now contains six documents categorized as follows: One document Classified Only Three documents as Instant Capture Two documents as Complete	The Book now contains six documents categorized as follows: Four documents are categorized as Instant. This includes three of the original documents that were upgraded during the book upgrade process, as well as one document that was added after the book upgrade. Three documents as Instant Capture Two documents as Complete

Updated about 2 months ago