Using Document Processor

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.

표 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.