Document Collection and ProcessingPurpose
1.2. Automate the extraction, validation, and completeness checking of applicant submissions including ID proofs, application forms, photographs, and address proofs.
1.3. Ensure all required fields and document types are present and formatted as per governmental standards through an automated workflow.
1.4. Provide real-time automated feedback to applicants on missing or incorrectly formatted documents, accelerating the process.
1.5. Enable fast-track processing for complete and compliant applications using automation in the pre-verification stage.
Trigger Conditions
2.2. Automation initiation on email receipt with attachments.
2.3. Scheduled automation of batch processing at set intervals.
2.4. API call from CRM or applicant tracking system invokes automated verification.
2.5. Mobile app submission triggers document automation workflows.
Platform variants
3.1. Microsoft Power Automate
- Feature/Setting: Use 'AI Builder Form Processing' to automate document type recognition and field extraction; configure auto-rejection for incomplete submissions.
3.2. Google Cloud Vision API
- Feature/Setting: Use 'DOCUMENT_TEXT_DETECTION' function to automate extraction and validation of text content; configure checks for field presence.
3.3. AWS Textract
- Feature/Setting: Automate analysis of uploaded document images with 'StartDocumentAnalysis' API, configure for format and completeness validation.
3.4. UiPath Document Understanding
- Feature/Setting: Automate template matching and metadata validation by configuring 'Data Extraction Scope'.
3.5. ABBYY FlexiCapture
- Feature/Setting: Automate classification and field validation using 'Document Definition Editor'; set up rules for passport application completeness.
3.6. DocuSign
- Feature/Setting: Use 'eSignature' workflows to automate attachment validation and send automated requests for corrections.
3.7. Dropbox Business
- Feature/Setting: Automate folder triggers for newly added files and run document validation scripts using App Integrations.
3.8. Zapier
- Feature/Setting: Automator for workflow triggers on file upload across Gmail, Google Drive, and automate validation and notification actions.
3.9. Adobe Acrobat Services API
- Feature/Setting: Use 'PDF Extract API' for field detection and automated format checks on submission PDFs.
3.10. Kofax TotalAgility
- Feature/Setting: Automate classification and verification processes using 'Document Automation' modules.
3.11. IBM Datacap
- Feature/Setting: Automated extraction, rule-based completeness checks, and format compliance using the 'Key Validate' function.
3.12. MuleSoft
- Feature/Setting: Automate API flows triggered by incoming applicant data for instant document verification.
3.13. Workato
- Feature/Setting: Automated recipes integrating file upload events with document parsing and auto-verification steps.
3.14. Blue Prism
- Feature/Setting: Automate RPA bots for document upload monitoring and instant pre-verification workflows.
3.15. Smartsheet
- Feature/Setting: Automate document submissions logging and use 'Data Shuttle' for validation and completeness tracking.
3.16. Salesforce
- Feature/Setting: Automated triggers via Flow Builder for document upload events and custom Apex for format verification logic.
3.17. Google Apps Script
- Feature/Setting: Automate spreadsheet-driven checks for file presence and format validation on Drive file uploads.
3.18. Box Platform
- Feature/Setting: Automate Box Skills for document analysis and trigger validation flows upon new file upload.
3.19. Integromat (Make)
- Feature/Setting: Automated scenarios for multi-step document collection, parsing, and auto-notification.
3.20. Formstack Documents
- Feature/Setting: Automate document intake and conditional workflows to auto-check all required field values and obtain missing data.
Benefits
4.2. Automates error detection, minimizing manual review and increasing compliance.
4.3. Enables automated alerts for missing or incorrect submissions, improving applicant experience.
4.4. Provides scalable, automatable workflows supporting high volume processing.
4.5. Lowers operational costs by automating repetitive validation tasks and freeing staff for exception handling.