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Documents are processed in several stages, with certain routines performed at each stage, either automatically or with the Operator’s help. The stages run in a fixed order: a document must pass through the earlier stages before it reaches a later one. The required stages are adding images, recognition, verification, and export. At each stage, a processing queue is formed (see Task creation for details). A queue represents the set of tasks in the corresponding stage. As processing progresses, documents move from the first queue (Scanning) toward the last queue (Processed). In the case of large processing volumes, the verification stage can be subdivided into smaller stages, each processed by its own Operator. In other words, you can create separate stages for data verification, verification, document assembly checks, and export confirmation. Some processing stages are required, while others are optional. Whether a stage is required depends on the selected workflow scheme.

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Stages

  1. Scanning — Tasks from this stage are processed on the Scanning Station. In Simple mode, entire batches are processed.
  2. Rescanning — Tasks from this stage are processed on the Scanning Station. The task is always sent to the Operator who did the scanning.
  3. Recognition — Recognition is done automatically on the Processing Station. In Simple mode, entire batches are processed.
  4. Document assembly check — The tasks from this stage are processed on the Verification Station. If no separate document assembly stage is specified in the settings, batches or documents with errors are processed in the verification stage.
  5. Data verification — The tasks from this stage can be processed on the Data Verification Station or on the Verification Station.
  6. Verification — If no separate stages are specified, all tasks with document assembly errors, data errors, and rule errors are sent to the verification stage. The tasks from this stage are processed on the Verification Station.
  7. Batch integrity check — Batches with integrity errors are sent to this stage. Integrity check options are specified by scripts when setting up a batch type. The tasks from this stage are processed on the Verification Station.
  8. Export confirmation — A stage which ensures greater accuracy of the captured data. A batch or document is exported only after the Operator confirms that it is suitable for export. The tasks from this stage are processed on the Verification Station.
  9. Export — The tasks from this queue are processed on the Processing Station.
  10. Processed — Processed documents are sent to this stage.
  11. Exceptions — Documents with errors are sent to this stage after automated processing. Operators can also send documents here if, for some reason, the documents cannot be processed.
If some of the batch documents are sent to Exceptions, the whole batch is excluded from processing and is not exported.

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Task creation

To process large volumes of documents efficiently, batches can be split into separate tasks. Tasks are created from documents on the Application Server when documents arrive in the stage and become available for processing. Tasks are formed depending on the specified workflow settings. In Advanced mode, the number of documents in the task can be specified in the stage properties. If the Wait for all documents of a batch option is selected, documents are sent to the next stage only after all of them are processed in the current stage. In the batch integrity check stage, access to all documents of the batch is required, so in this stage the Operator always receives the whole batch. You can also send earlier-created tasks to a stage — for example, when sending documents from the Verification Station with the Create task option selected in the Send To… dialog box.
For tasks created in earlier versions of ABBYY FlexiCapture or tasks that dropped out of processing, new tasks must be formed in the Administration and Monitoring Console.
The workflow mode is specified in the Batch type settings.