How to customize standard document types or create your own document types from scratch

Most capture solutions have one thing in common: they are extremely complex to use. As long as OCR experts are available internally to customize or create new document types, the company can escape with a slap on the wrist. However, this prevents a solution that is accessible to all employees. Parashift’s Intelligent Document Processing (IDP) solution shows that this can be done differently.

Customize and create document types? With the modern and understandable user interface on the Parashift platform, this is possible.

The high abstraction of complex AI technologies enables an easy-to-use document type editor for customizing standard document types or creating new ones that all employees can use equally. This is how companies regain agility.

Two different ways to achieve the desired result

1. Customize: Customize standard document types

2. Create: Create your own document types from scratch

Customize: Customize standard document types

Parashift offers numerous ready-to-use standard document types, which already cover a large number of use cases and are constantly being extended. Depending on customer requirements, these can now be additionally customized thanks to high abstraction without unnecessary complexity.

Instead of starting with the creation of an own document type, a copy of the desired standard document type, let’s take an ‘order confirmation’ as an example, can be made. This is necessary so that a customer can make customizations to this document type. Thus, the type of document in the editor also changes from ‘Standard’ to ‘Individual’, as it can now be edited on its basis.

The standard document type ‘Order Confirmation’ serves as a starting point for the customer to adapt the document type to their individual requirements. Each standard document type is assigned certain predefined sections, fields and fieldsets, which have different priorities depending on the document type. The ‘Order confirmation’ thereby prioritizes other sections, fields and fieldsets than the standard document type ‘Bank account statement‘.

In the user interface, customers can now make adjustments. Returning to the example of the ‘Order confirmation’, among others, the following:

  • Sections: ‘Sender address’, ‘Receiver address’ or ‘Line items’ are typical sections for this document type, each consisting of the appropriate field group. However, a section can also be a compilation of individual fields, for example for ‘General Information‘.
  • Fieldset: New fields can be added to a fieldset that match that set. For example, the field ‘Contact name’ can be added to the fieldset ‘Sender address’. Or fields irrelevant to the customer can be removed.
  • Fields: Fields can be added to the matching fieldset. A single field can be selected as an existing pre-trained field, or it can be created from scratch.

Parashift is great at making document capture accessible to everyone – via drag & drop AI functionalities.

Create: Create your own document types from scratch

Instead of just customizing a standard document type, document types can also be created from scratch in the editor. And this again is possible without having to read a 100-page user manual first.

Similar to customizing a standard document type, an individual document type can be easily divided into the desired sections in the modern user interface, set up with fields (with pre-existing extractors for best results), or created from scratch with fieldsets.

For example, this could be a ‚Correspondence document’ from which a customer wants to extract the “Delivery address” and the “Contract number”. The ‘Delivery address’ is not a single field, but a fieldset. The ‘Contract number’ is a single field, which comes pre-trained as a standard field. Thus, for the individually created document type ‘Correspondence document’, the ‘Delivery address’ and the ‘Contract number’ are now extracted from each document that is uploaded.

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