Release 14.x.x
- Benjamin von Deschwanden
Description
Current release: 14.1.0
Release 14 of the Acodis IDP Platform adds:
New features
Explicit Production Document Ownership
Extended Split Document Handling
[Expert Mode] Token-Based Auth for Transactional API
Usability Improvements
Native Word document import
Displaying Parent Transaction Category
New Features
Explicit Production Document Ownership
The Acodis IDP platform now supports explicit document ownership to facilitate collaboration between team members working within the same workflow. Explicit document ownership means that users can claim documents they’re working on and that this assignment is clearly and easily communicated to their team members.
The act of getting ownership of a document is called Claiming and can be as easy as just opening it from the production listing; To maintain the same seamless flow, unassigned documents are claimed automatically when you open them. Once a document is claimed by User A, only they can edit the document and the other users can see the Assignee in the production listing. When another user (e.g., User B) tries to open a claimed document, they are presented with a choice: Either open the document in Read-Only Mode or Claim Ownership themselves. The latter will transfer ownership from User A to User B, allowing them to edit the document.
Review
When User B opens a document that is already assigned to User A,
A dialog opens to notify the user that the document is already assigned to another user (i.e., User A) and that they will not be able to edit the document unless they claim ownership of it. The user has two options:
Open the document in Read-Only Mode (this is the default action)
Claim ownership and edit, transferring ownership from User A to User B and allowing them to edit the document
When a document is opened in Read-Only Mode
A corresponding warning is displayed in the top right corner of the review page
Annotations cannot be modified or added
Data cannot be edited
The document cannot be marked as reviewed
The contents of the document and the extracted data can still be viewed and navigated
Production View
It’s possible to claim or release multiple documents at once by selecting the in the Production Listing and clicking either Claim (available if some of the selected documents are not yet owned by the current user) or Release (available if all selected documents are owned by the current user).
We added an Assignee column to the Production View, so you can immediately see who has claimed which documents. In addition, you can filter by Assignee, allowing you - for instance - to quickly see which documents you own or which ones are unassigned.
Interesting to know
When Re-Splitting or Re-Categorizing documents, a warning is displayed if either the parent document or any of their their derived documents are assigned to another user.
Users can only delete documents that are not assigned to another user.
Documents created by splitting will inherit the assignee from the parent by default.
TL;DR
Unassigned documents are automatically assigned to the user opening them first
A user can explicitly claim any document by
Clicking on the Assignee column in the production listing and selecting Claim
Opening an already assigned document and selecting Claim ownership and edit when prompted
Clicking on the Assignee badge in the review page and selecting Claim
A user can release any document the own by
Clicking on the Assignee column in the production listing and selecting Release
Clicking on the Assignee badge in the review page of a document they own and selecting Release
You can claim or release multiple documents at once by selecting the in the Production View and trigger the corresponding operation in the Action Bar
Extended Split Document Handling
When the document splitting feature is enabled, this extension of the feature allows users to manually correct and edit split documents. It’s possible to
Split documents that were not split initially
Correct the splitting of a document by adding and removing separators
Recategorize the original document as well as the resulting split documents
A user can only perform these actions if non of the resulting split documents are assigned to another user.
Redefine Split
In order to redefine the split, open the parent document by clicking on it in the production listing:
The splits are marked in green outside the top left corner
A split can be removed by right-clicking on a split page
New splits can be inserted by right-clicking on non-marked pages
[Expert Mode] Token-Based Auth for Transactional API
Additionally to using Basic authentication for the transactional API of the Expert Mode, it is now possible to configure Bearer Token authentication in the Workflow Access Control dialog. Both authentications methods can be enabled independently to allow for a seamless transition between them.
Usability Improvements
Native Word document import
To get the most accurate representation of Microsoft Word documents in the Acodis IDP platform, we added a mechanism to import these files directly without any implicit conversion steps necessary.
This direct (native) import mechanism allows us to preserve Word-specific document information, such as formatting and text aggregation.
Displaying Parent Transaction Category
In the production listing, the Category of the parent transaction is now displayed in cases where documents have been split or reprocessed.