Ephesoft Transact Overview
Using context-driven productivity and open-source technologies, Ephesoft Transact scans and extracts data from documents that arrive in formats such as paper, fax, and email attachments. Ephesoft Transact automates the end-to-end document processing workflow with minimal operator interaction.
Ephesoft Transact is a web-based application that can be installed on-premises or hosted in the cloud in a single or multi-tenant architecture. Its features and functionalities are designed for three types of users:
- Super administrators complete system-level operations, installations, and system configuration.
- Administrators perform high-level configurations used to classify documents and extract the desired data from those documents. They also define Ephesoft Transact’s integration with client databases and other systems or tools.
- Operators review and validate the scanned/imported documents.
Key Functionalities
Each step in the Ephesoft Transact workflow is built upon the following key functionalities:
- Plugins are each independently responsible for a specific document capture operation.
- Modules group specific collections of plugins based on their collective document capture operation.
For example, the Extraction module includes plugins that extract metadata using the following methods: free form, zonal OCR/ICR, and table/line item.
Ephesoft Transact Workflow
The diagram and steps below demonstrate the basic stages of the Ephesoft Transact workflow.
Figure 1. Ephesoft Transact Workflow
- Documents are imported by the Import module plugins.
- Each page is analyzed by the plugins found in the Page Processing module.
- Document boundaries are defined by the plugins located in the Document Assembler module. Operators may review the document classification results in the Document Review screen.
- Plugins in the Extraction module extract targeted data.
- Operators may validate the extracted values in the Document Validation screen.
- The Export module exports documents and metadata their respective destinations.
The workflow uses a combination of automatic and manual modules.
Automatic workflow stages:
- Document Capture
- Image Processing
- Data Extraction
- Data and Document Export
Manual workflow stages:
- Document Classification Review
- Data Validation