Validate and group documents

You can review and validate incoming records and manage any that consist of multiple documents by grouping them into potential cases.

Records that the system flags for validation appear in the intake worklist with their task set to Check Validity.

In cases where a record has multiple documents, you can group the documents into one or more potential cases. You can also designate a document for OCR extraction.

Note:

For multiple documents within one potential case, only the document you designate will undergo the OCR extraction process.