The Data Processing page helps you review documents processed by TraceGains AI Document Intelligence (SC-DI), verify extracted information, and resolve processing issues.
Open the Data Processing Page
Go to Configuration > Processing.
The Data Processing page includes three tabs:
- Results: View processed documents and their processing status.
- Documents: View documents received by email or uploaded manually.
- Inbound Email Logs: Review received emails, including the sender, subject, and received date.
Start on the Results tab to locate a document, check its status, and open its processing results.
Find and Open a Document
Step 1: Open the Results tab.
Step 2: Locate the document(s) you want to review. Check its Status to identify processing issues that may need attention.
Step 3: View the Data Extract Result.
Review the document’s identification information and extracted attributes to confirm that SC-DI associated the document with the correct supplier and extracted the expected data.
Review Identification Information
The Identification section shows the supplier and configuration associated with the document.
The section includes Supplier ID, Use, Document Type, and Import Template (optional).
Step 1: Review the Supplier ID field. If needed, manually update the supplier ID to correct the identification.
Step 2: Review Use and Document Type to confirm the document's configuration.
Step 3: Review Import Template, if applicable. Use Change and Save to select and apply a different import template.
Review Extracted Attributes
Scroll down to the Extraction Attributes section and review the extracted values.
If changes are needed, review the following options:
- Settings: Configure the attribute’s source, language, and unit-of-measure handling.
- Accuracy: Improve attribute matching or configure data transformations.
- Required: Specify whether the attribute is required.
- Read Only: Extract the attribute value without using it to update records. This option is typically used for workflow validation.
- Add or Remove Attributes: Add new attributes or remove existing ones.
Troubleshoot Document Processing Issues
If the document's identification or extracted values are incorrect, review the relevant sections before reprocessing.
Incorrect Supplier Identification
Check the Supplier ID in the Identification section. If needed, manually update it and reprocess the document to check whether the issue is resolved.
If the supplier is still identified incorrectly, further investigation of the configured Identification Values may be needed.
For more information, see AI Template: Identification Values
Incorrect Template Matching
Review the Import Template field in the Identification section. If applicable, select a different template using Change and Save, then reprocess the document to check the results.
If the expected template is unavailable or the document continues to match incorrectly, contact your Customer Success Architect (CSA) or Customer Success Manager (CSM) for assistance.
Missing or Incorrect Extracted Values
Review the affected attribute in the Extraction Attributes section. Use Settings or Accuracy, as appropriate, to review its configuration and matching or transformation options.
After making changes, reprocess the document and review the results again.
Reprocess a Document
Reprocess a document when updated information or configuration needs to be applied to the extraction results.
Step 1: Make the necessary corrections to the document's identification or extraction information.
Step 2: Select Reprocess to run the document through SC-IDP again.
After processing finishes, review the document’s status and extraction results again to confirm that the changes resolved the issues.