Overview

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.

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.

Watch this video to find out more about integrating Enate and ABBYY FlexiCapture.

The ABBYY section in Enate's Marketplace is where you can create and maintain your ABBYY Integration.

You can find out how to integrate Enate and ABBYY to start including intelligent document processing in your Enate processes here:

For detailed information on how ABBYY Actions work at runtime, see here:

In order to integrate with ABBYY FlexiCapture, you need to:

1. Set up an ABBYY FlexiCapture connection

2. Create an ABBYY FlexiCapture Action type

3. Add an ABBYY FlexiCapture Action into you Case flow

1. Setting up an ABBYY FlexiCapture connection

In order to enable ABBYY FlexiCapture integration, a connection to an active ABBYY instance must be configured in Enate's Builder app. These settings are accessed from the ABBYY section in Enate's Marketplace:

Clicking on 'Activate' will take you to a page where you can view your OCR Connections. Click to add a new connection and then in the subsequent pop-up, provide the following details:

Once you have supplied this information, click to test the connection.

Once the connection has been tested successfully, your ABBYY integration is successfully connected with Enate. Enate will now automatically sync project lists with ABBYY; ABBYY projects do not need to be manually added to Enate.

2. Creating an ABBYY Action Type

Once you have successfully set up an ABBYY FlexiCapture connection, you then need to create an ABBYY FlexiCapture Action type.

You can either do this in the Service Line section of Builder, or directly from your Case flow.

From the Service Lines Page

Creating an ABBYY FlexiCapture Action type from the Service Lines section of Builder adds the Action to your menu of available Actions when you're building flows subsequently in Cases.

To do this, in the Service Lines page select, which service line you would like to add the ABBYY Action to and then click on the plus symbol next to the 'Process Search' box. This will bring up a drop down menu where you can select an Action.

This will open up a new Action for you to create.

Add a name and description to your Action and then in the 'type' drop down select 'ABBYY OCR'.

You can then choose to add a global checklist to your ABBYY FlexiCapture Action. This contains a standard checklist of activities that will be added any time this Action type is added to a Case flow. See here for more information on checklists.

Once you are happy with your Action, hit save to create it. This Action can now be added to new and existing business processes by selecting it from the dropdown list when adding a new Action to a Case.

From a Case Flow

Alternatively, you can add an ABBYY FlexiCapture Action type directly from the Case flow itself.

To do this, open your desired Case flow in edit mode, click on an Action's menu and then instead of clicking to add an existing Action, select to create a new Action by clicking the '+' icon.

Give the Action a name, add a description if you wish and for its 'type', select 'ABBYY OCR'. This will add the ABBYY FlexiCapture Action to the Case flow.

3. Adding an ABBYY FlexiCapture Action into you Case flow

Once you has successfully set up an ABBYY connection, you then need to add an ABBYY FlexiCapture Action in your Case flow.

Select the '+' icon on the Add Action Menu in the desired 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.

Configuring an ABBYY Action

You now need to configure the settings for the new Action you have added to your Case.

Click on the Action in the flow to highlight it in the info section. In the Action Info tab, you need to add the following information:

Additionally, once an ABBYY Action has been added to your Case flow, a new 'ABBYY FlexiCapture' tab will display in the info grid.

Here you need to add the following settings that are only relevant for ABBYY Actions:

Your ABBYY FlexiCapture Action is now ready to be used in your Case flows at runtime.

For detailed information on how ABBYY Actions work at runtime, see here:

Submitting a document for scanning

At runtime in Work Manager, 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.

In an ABBYY FlexiCapture Action, a user needs to submit a document (or multiple documents) to the ABBYY FlexiCapture engine for processing.

The system will confirm when documents have been submitted successfully.

Last attempt is the time when the document(s) have been submitted to the ABBYY FlexiCapture engine for processing.

Scan Quality Verification

After having scanned a document, decides how confident it is on the quality of the scan of the submitted documents and creates a confidence score.

If the confidence score is above a defined threshold, then no further verification is required and it will process the data and complete the task.

A status message will confirm that further validation is not required:

Once processing is complete, the ABBYY Action will close. Exported files will be attached to the Case and are visible in the Files Card.

If the confidence score is below a certain threshold, further verification is required. A human user must then check the scan before the task can progress further.

Additionally, a reminder text will display in next to the Action status to reaffirm that manual verification must be completed in ABBYY before continuing.

To do this, a user must click on the ‘Verify’ button and will be taken to the ABBYY Verification Station where they can verify the scans of the documents and adjust information as necessary.

Once they are logged in, they will be presented with ABBY FlexiCapture’s Verification Station screen where they can review and adjust information as necessary.

The Verification Station is made up of three sections:

1. The individual pages of the document to be scanned.

2. A close up of the original document to be scanned.

3. 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 in the 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:‌

Potential Validation Issues

If the documents submitted were of an invalid file format or if there were problems with the formatting of the document itself, the system will return the following message.

If there is still a problem with submission following the automatic retries (e.g. if the retry setting is set to 5 and the system fails to establish a connection following 5 automatic retries), the ABBYY Action will move to a state of 'Closed'.