Submit a document for verification
A document collector can collect and submit a document for verification.
Before you begin
Role required: sn_doc_processor.collector
Procedure
Navigate to Financial Services Operations > Workspace.
Select the lists icon (
Lists icon.\).
In the Lists tab, under Document verification, open the task list.
- For your assigned tasks, select Assigned to me.
- For all document verification tasks, select All.
- In the list, select the document verification task that you want to work on.
To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
On the form under Document Information, fill in the fields as required.
Field Description Document category The document category assigned to this document, such as Proof of Identity. Document type The document type assigned to this document, such as Passport. Valid through The date up to which the document is valid. File name Name of the file. File format The file format of the document. File size The size of the file. On the form under Process Information, fill in the fields as required.
For a description of the field values, see Create document list item definitions for a document list definition.
Attach any documents to be submitted for verification.
In the Work notes field, enter any comments.
Select Submit document.
Result
A document verification task is created.
If Document Intelligence is integrated, once a document verification task is created, a record is also created on a Document Intelligence task if the following criteria are met:
- The OCR processing needed check box is selected.
- The document verification task has a document attached.
- The document verification task shows a current state of Submitted.
The External ID field in the document verification task is populated with the ID of the Document Intelligence use case that processes and extracts the data.
What to do next
A document agent can Work on a document verification task.