IDP DEFINITIONS

IDP is designed to receive documents, capture configured data via AI, and use that data to perform other functions, including document archive storage and indexing, and custom post processing related to the documents themselves or the data collected.

Inbound sources are configured to automatically run an IDP definition.  

•Whenever a document arrives in an inbound source, it is automatically stored in an inbound source library.

•An AI prompt is generated from the document and the IDP definition, and the document and prompt are posted to the AI system's API.  

•The API response is parsed into data that is stored in the inbound source library.  

•The definition's validations are performed, and if no validation errors are detected and the job has been designed to auto-transfer documents, then that transfer is performed.  

oThe transfer consists of filing the document and its data in an archive library, and then running post processing logic after the document has been removed from the inbound source library.  

•If validation errors are detected, or the definition is not configured to auto-transfer, then the document remains stored in the inbound source library and is visible in IDP Documents.

In the IDP Definitions window, a list of existing definitions is presented, with a toolbar that enables adding new definitions or editing existing ones.

Note that to copy a definition, you can open the definition, change its name, and save it.  It will be saved under the new name and the original will remain.