Uniqueness Values (UV) is a powerful capability of our platform that is specifically designed to significantly improve the classification and grouping of documents. This capability offers multiple advantages, including faster delivery of classification results and the ability to capture predefined fields for different form types. By utilizing Uniqueness Values, classification results are promptly delivered as soon as the classification process concludes, eliminating the need to wait until the capture is finished.

This also means that alongside the classification results, you will now have access to additional information that distinguishes one form from another. These Uniqueness Values play a crucial role in accurately identifying and differentiating forms, ensuring a more precise and comprehensive understanding of your data.

Key features

• Faster delivery of classification results.
• The returning of extracted values of predefined fields for each form type.
• Webhook notification after a document is classified.
• Webhook notification after all the documents are classified in a book.

Benefits

• Improved classification speed: If UV is not enabled and you upload a document that contains a mix of different document types and image groups without a specific form type, it is necessary to wait for the entire document to be processed before accessing the classification results. However, after enabling UV, you can now instantly access the classification results as soon as they are generated. This enhancement improves overall efficiency and the user experience by providing immediate access to valuable information.
• Augmented classification summary: In the absence of UV, the classification results solely offered information about the form type of each page and the grouping of pages that formed a specific form. Nevertheless, with the inclusion of UV in the classification summary response, you now gain a more comprehensive understanding of the content within the form. For example, when dealing with a paystub, the classification summary may encompass additional details such as the employer's name and the employee's name.
• Utilization in Partner Connect: The API is utilized to populate data in the Encompass Classify UI, allowing seamless integration and presentation of the classification results for partner applications.

Workflow

UV leverages advanced algorithms and faster processing capabilities to deliver classification results and capture predefined fields simultaneously. The system processes the documents and their associated form types. Once the classification process is complete, it immediately presents the results. This process eliminates the waiting time traditionally associated with document capture.

Process

1. You upload a document in the Book using the Mixed Document Upload endpoint.

2. The system identifies and classifies the uploaded document.

3. You receive the webhook notification if configured. To know more about webhook configuration, see Configuring Webhook.

   Here are some examples of webhook events and their structures provided for your reference:

   • Click to expand/collapse the document.classification_succeeded event structure

     document.classification_succeeded

     {
       "notification_reason": "Document is classified",
       "event_name": "document.classification_succeeded",
       "severity": "MODERATE",
       "notification_type": "STATUS",
       "book_uuid": "dfe84a50-2459-49ed-a88d-1f55edbdca54",
       "uploaded_image_group_uuid": "",
       "mixed_uploaded_doc_uuid": "13d1bc9b-1117-4300-a92d-caac72881ecb"
     }
     

   • Click to expand/collapse the document.classification_failed event structure

     document.classification_failed

     {
       "severity": "MODERATE",
       "mixed_uploaded_doc_uuid": "adf91e23-1fd5-44a7-8f78-28833f9e12a1",
       "book_uuid": "0e0c586a-c8eb-4079-805f-ce989a692c87",
       "uploaded_image_group_uuid": "77fd2f14-4ceb-4566-a15f-20916386ed1a",
       "event_name": "document.classification_failed",
       "notification_reason": "File is corrupt",
       "notification_type": "ISSUE"
     }
     

   • Click to expand/collapse the book.classified event structure

     document.classification_failed

     {
         "event_name": "book.classified",
         "severity": "MODERATE",
         "notification_type": "STATUS",
         "mixed_uploaded_docs": [
             {
                 "status": "COMPLETED",
                 "mixed_uploaded_doc_uuid": "f0995e37-4cae-4b4a-a280-c3ec00259c98"
             },
             {
                 "status": "CLASSIFIED",
                 "mixed_uploaded_doc_uuid": "f104d0b2-53d8-4ea8-bb46-ecee2f59009d"
             },
             {
                 "status": "CLASSIFIED",
                 "mixed_uploaded_doc_uuid": "12db332d-6bce-465d-9021-c4d9dba03683"
             }
         ],
         "notification_reason": "Book is classified",
         "book_uuid": "462195b0-2eef-4d57-a31a-661dd7dd1190"
     }
     

     The key definitions are:

     • severity: This field is configurable for each notification type and allows you to set the severity level of the notification. The available values for severity are HIGH, LOW, and MODERATE, providing flexibility in determining the importance or urgency of the notification.
     • notification_type: This field is configurable for each notification type and helps categorize the notifications based on their purpose or nature. It allows you to define the type of notification being sent, enabling better organization and identification of the notification within your system.
     • event_name: This field indicates the specific type of event that has occurred. It provides a clear identification of the event that triggered the notification, allowing you to understand the nature or context of the notification. The event_name helps in distinguishing different types of events and handling them appropriately within your application or workflow.
     • notification_reason: Human-readable explanation or description accompanying the notification, providing additional context or details about the event.

4. Request the classification summary, which is returned with unique values. Refer to the responses of the endpoints: Book level and Mixed doc level.

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   Note:

   When the UV is enabled, the classification results become immediately visible as soon as the classification workflow is completed. However, if the UV is not enabled, you will only be able to view the results after the capture workflow has been fully completed.

Integration with standard document processing

UV is a component of the standard document processing workflow that corresponds to the Document Classification stage. Following the Document collection phase, which involves gathering the necessary documents, the classification phase assigns categories to the documents according to their type, purpose, and relevance to the underwriting process. This categorization is crucial for ensuring the efficiency of subsequent processing steps and proper organization of the documents, enabling effective extraction and analysis.

Configure UV classification feature

The UV is available for both the Classify Only and Classify + Capture offerings. To enable this feature, you must submit a request to activate UV. Our support team at [email protected] will assist you in enabling the feature for your account.