Submit a document for verification

A document collector can collect and submit a document for verification.

Avant de commencer

Role required: sn_doc_processor.collector

Procédure

1. Navigate to Financial Services Operations > Workspace.
2. Select the lists icon ().
3. In the Lists tab, under Document verification, open the task list.
   • For your assigned tasks, select Assigned to me.
   • For all document verification tasks, select All.
4. In the list, select the document verification task that you want to work on.
   To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
5. On the form under Document Information, fill in the fields as required.

   Tableau 1. Document Information form

   Field	Description
   Document category	The document category assigned to this document, such as Proof of Identity.
   Document type	The document type assigned to this document, such as Passport.
   Valid through	The date up to which the document is valid.
   File name	Name of the file.
   File format	The file format of the document.
   File size	The size of the file.

6. On the form under Process Information, fill in the fields as required.

   For a description of the field values, see Create document list item definitions for a document list definition.

7. Attach any documents to be submitted for verification.
8. Facultatif : In the Work notes field, enter any comments.
9. Select Submit document.

Résultats

A document verification task is created.

If Document Intelligence is integrated, once a document verification task is created, a record is also created on a Document Intelligence task if the following criteria are met:

• The OCR processing needed checkbox is selected.
• The document verification task has a document attached.
• The document verification task shows a current stated of Submitted.

Que faire ensuite

A document agent can Work on a document verification task.