Document profile fields can be mapped to SharePoint terms, while additional profile fields (based on document content) can be defined and either filled out by a records coordinator or automatically extracted from the document. For improved internal document classification, CVISION's eFiler automatically routes documents into SharePoint, network folders, or emails them to specified users.
Validation Module for Additional Control
For additional control and higher accuracy, eFiler features a validation module for classified documents requiring further review. Documents satisfying the user-defined confidence criteria can be automatically filed into SharePoint with no further intervention. Any documents requiring user review are presented to a validation module, which enables the records coordinator to indicate the appropriate classification. Classifications made during the validation process are used to make the system smarter. The results of a validation session are leveraged as part of eFiler's feedback loop and machine learning process which continually enhances accuracy. Following validation, approved documents are automatically uploaded to the appropriate location according to their routing rules.
Advanced Machine Learning for Improved Classification
CVISION's eFiler leverages advanced machine learning which enables organizations to easily train on an unlimited number of document types and arbitrarily complex document taxonomy. As eFiler processes more documents, it gets smarter by understanding an organization's business and classification rules. Additionally, eFiler can learn classification rules based on an existing file system or SharePoint taxonomy. Alternatively, a classification system can be built automatically by analyzing the documents within a single folder.
Trapeze eFiler: Your Automated Digital Mailroom Solution
CVISION's Trapeze can be leveraged to automate and classify incoming documents from a typical point of entry: your company mailroom. As mail enters your company the distribution is usually a manual and labor intensive process. eFiler can automatically classify, route and email documents to the appropriate recipients, accelerating document distribution. A time-consuming, paper-based and expensive process that traditionally required several employees can be streamlined dramatically with CVISION's eFiler. eFiler can also route documents to other Trapeze data extraction modules (for instance Trapeze for Invoice Processing) for further automation.
Built for Server-Based High Volume Processing
CVISION's eFiler is a server-based product built for high volume document processing. File formats including PDF, TIFF, and JPG can be processed in batch mode or through watched folders to enable an unattended workflow. eFiler supports parallel processing for maximizing available CPUs. To achieve further efficiencies, eFiler can be seamlessly integrated with CVISION's other Trapeze suite products to facilitate automated data extraction (including solutions for invoice and forms processing). The Trapeze suit allows organizations to create a portal to control business processes.
Support Generally Accepted Recordkeeping Principles (GARP) Initiatives
eFiler's document classification and routing enables organizations to digitize and automate paper-based portals while supporting GARP.
- Protection of potentially sensitive data by routing information directly to appropriate individuals and
leveraging existing information security protocols
- Compliance with regulatory requirements by maintaining an audit trial of process
- Timely Availability and ongoing ease of access
- Document Retention through auto-classification and PDF/A conversion