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.
Table 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.