Using Document Processor

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Learn how document collectors and document agents use the Financial Services Document Processor application to submit and approve or reject documents for verification.

    Document collectors and document agents use a personalized Workspace to work on the following aspects of document processing.
    • Collect documents and submit for verification
    • Use Document Intelligence to quickly and accurately extract and process document information
    • Approve and reject documents needing verification
    For more information, see Workspaces.
    Tableau 1. Workspace users for document processing
    User Description
    Document collector Collects and submits a document for verification. then creates a document verification task.
    Document agent Approves or rejects a document for verification.

    Workflows

    Several predefined workflows for Document Processor are available with the application.

    When a customer requests a financial service, a service case is created and assigned to an agent. After the agent updates the case details, a workflow is triggered. The flow triggers various tasks from the case and route these tasks to document service.

    For more information, see Document Processor workflows.