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Ephesoft Transact Workflow

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:

  1. Super administrators complete system-level operations, installations, and system configuration.
  2. 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.
  3. 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.

A screenshot of a cell phone Description automatically generated

Figure 1. Ephesoft Transact Workflow

  1. Documents are imported by the Import module plugins.
  2. Each page is analyzed by the plugins found in the Page Processing module.
  3. 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.
  4. Plugins in the Extraction module extract targeted data.
  5. Operators may validate the extracted values in the Document Validation screen.
  6. 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
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