ABBYY Integration
Last updated
Last updated
Enate is able to provide integration with ABBYY FlexiCapture to allow intelligent document processing to be part of your Enate processes - this is achieved through use of an ABBYY FlexiCapture integrated Action. This means that documents such as PDFs can be scanned by ABBYY FlexiCapture both to start and to form part of your Enate processes.
In order to integrate with ABBYY FlexiCapture, you need to:
When an ABBYY Action runs for a Case, documents attached to the Case can be submitted to ABBYY FlexiCapture for OCR Scanning and the processed output files will be returned and automatically attached to the Case. Furthermore, if ABBYY FlexiCapture highlights that additional manual verification may be needed (i.e. if confidence levels in the scanned output is below threshold), the work is transferred over to a human resource to be able to verify and if necessary adjust the data via the ABBYY FlexiCapture screen surfaced directly in an Enate Action.
Note: Only filetypes supported by ABBYY v12 onwards will be submitted. See the following link for list of formats supported by ABBYY: https://help.abbyy.com/en-us/flexicapture/12/standalone_operator/input_formats
In order to enable ABBYY FlexiCapture integration, a connection to an active ABBYY instance must be configured in Enate Builder. These settings are accessed from the OCR Connection icon in the toolbar.
Clicking on the '+' icon will open the Add Connection popup where you can provide the subsequent details to create an ABBYY integration.
The URL should be the root URL for the FlexiCapture installation including http or https as appropriate i.e. for an installation accessed at https://my-abbyy/FlexiCapture12/Login/#/Login.
The Username and Password supplied must be from an account which has Scanning Operator, Verification Operator and External User permissions.
The Platform Name field is a friendly name for use while selecting the platform during the subsequent set up of an ABBYY OCR Action.
Once the connection is configured and successfully tested, Enate will automatically sync project lists with ABBYY; ABBYY projects do not need to be manually added to Enate.
Important note: The ABBYY server must be accessible from the Enate Application tier AND from the browsers of your end users. In the case of Enate SaaS this means that ABBYY must be internet facing.
Once you has successfully set up an ABBYY connection, you then need to configure an ABBYY Flexicapture Action in your Case flow in Enate Builder.
Select the '+' icon on the Add Action Menu in a Case flow. Give the ABBYY Action a name and then assign it as an ABBYY OCR Action Type. This will add an ABBYY Action to the Case flow.
Once an ABBYY FlexiCapture Action has been added to your Case flow, a new section will display in the Action info grid. Selecting this new ‘ABBYY FlexiCapture Info’ will let you configure the Action as required.
This is where you can select the relevant ABBYY Platform and Project which is available as Enate will automatically sync project lists with ABBYY.
Which documents are submitted will depend upon whether file tagging logic is in play. This can be set in Enate Builder
If an Input File Tag has been specified then only files on this Action marked with this tag will be included in the ABBYY batch. If no Input File Tag is selected then all files attached to the Case will be included for scanning and processing by ABBYY FlexiCapture.
If an Output File Tag has been specified then all files processed by this Action will be tagged with the Output File Tag value when they are transferred back through to Enate.
Note : As an additional validation check, when configuring Case flows that includes ABBYY Actions, if any of the referenced platform are now deleted, the system will prompt you to replace this with an active ABBYY Platform.
You’ll see confirmation of when the documents have successfully been submitted to ABBYY for processing:
After having scanned a document, ABBYY creates a score based on how confident it is in the quality of the scan. If the confidence score is above the threshold defined then no verification is required and it will process the data and complete the task. If the confidence score is below a certain threshold, human verification is required.
If no verification is required, you will see a status message confirming.
Once processing is complete, the ABBYY Action will close.
Exported files will be attached to the Case and are visible in the Files Card.
Note: if Output File Tags’ have been set then ABBYY will apply the output tag to all files which it processed, ready for use in downstream activities.
You can then mark the Action as complete.
The system will alert you if human verification is required:
Additionally, a reminder text will display in the Info Card to reaffirm that manual verification must be completed in ABBYY before continuing:
Clicking on the ‘Verify’ button will take you to the ABBYY Verification Station where you can verify the scans of the documents and adjust information as necessary.
Note : A valid ABBYY FlexiCapture account with permissions to carry out verification in the chosen project will be required for full access.
Once you are logged in, you will be presented with ABBY FlexiCapture’s Verification Station screen where you can review and adjust information as necessary.
The Verification Station is made up of three sections:
The individual pages of the document to be scanned.
A close up of the original document to be scanned.
The Extracted Output - so the scanned version of the original document.
Text highlighted in yellow in the original document tab is the data ABBYY is unable to read. This is highlighted in red in the Extracted Output.
Certain characters like ‘i’ may also been highlighted Extracted Output section if ABBYY is uncertain about the scanned copy.
Once you’ve finished the manual verification, the screen will confirm this has been done but will note that there was an expectation which required manual intervention:
Once processing is complete, exported files will be attached to the Case and are visible in the Files Card.
You can then mark the Action as complete in the Info Card.
Note: if Output File Tags’ have been set then ABBYY will apply the output tag to all files which it processed, ready for use in downstream activities.
