AI Data Extraction for COAs

AI-Powered COA Data Extraction utilizes Intelligent Data Processing (IDP) to automatically map data from Certificates of Analysis (COAs) within TraceGains, minimizing the need for manual configuration. This automation reduces manual entry, enhances accuracy, and improves consistency in compliance management. By leveraging AI, the system streamlines data processing, allowing you to focus on higher-value tasks.

Key Benefits

✅ Efficiency: Automates the extraction of relevant data, reducing time spent on manual entry.

✅ Accuracy: Minimizes human errors by intelligently identifying key data fields.

✅ Scalability: Handles a high volume of COAs without compromising speed or accuracy.

✅ Compliance Support: Ensures that required data is consistently captured and organized for audits and reporting.

✅ Seamless Integration: Works within your existing system to extract and validate data effortlessly.

How It Works

AI Data Extraction for COAs simplifies document management, allowing you to streamline workflows and maintain data integrity with ease.

Initial Requirements

To ensure smooth AI-powered COA data extraction, the following prerequisites must be met:

1. Supplier and Item Configuration: Ensure suppliers, items, and required attributes are set up, with business rules and supplier-item associations in place.

2. Email Account Setup: Configure a dedicated email account to receive COAs and test AI extraction before enabling AI Data Extraction. Once setup is complete, you can proceed with activation. 

• • To set up your test email account, refer to the following resources:
    • Help article 1 - Configuration Email Settings
    • Help article 2 - Microsoft Graph Email Account Configuration

3. COA Document Requirements: Use supported file formats and ensure COAs contain key identifying details for accurate AI processing.

• • AI Data Extraction supports various file formats including:
    • .PDF, .DOC, .DOCX, .TIFF, & .TIF
    • If a digital template fails, .XLS and .XLSX files can still be processed using AI
  • There is no limit on the number of pages in the COA document.