While reviewing the reported quality feedback, we identified one or more values that were validated incorrectly by the validation specialist.
The Scan and Capture service can receive invoices via mail (paper), email (PDF), or the CloudScan software client. The SmartPDF service can only receive the invoices via email (PDF). The invoice data is extracted from the business document image, and the extraction results are then validated. The resulting data file and the invoice image are then further delivered to the customer's invoice processing system.
Data capture and validation are performed based on automated and manual processes. All Scan and Capture documents are validated by specialists who refer to the Scan and Capture Specification and Validation Guide (SVG), the Data Capture Guide (DCG), the Keyword Guide, and the Master Data Extract. Validation specialists also validate a portion of the SmartPDF documents. During the validation process, human mistakes can occur, resulting in the incorrect value(s) being captured (values not following the above-mentioned documents).
During the manual validation phase, the validation specialist failed to identify a rule or keyword in the Scan and Capture Specification and Validation Guide (SVG) or the Data Capture Guide (DCG). This resulted in the expected value not being captured and delivered to your invoice processing system.
This error does not require any actions from you.
AP customers can benefit from various business logic scripts that elevate invoice processing and increase automation.
Each field is validated separately in the human validation process, and the AP can implement a more intelligent, systematic approach by incorporating automated data validation checks. For example, a supplier can be identified as its own process, and the supplier's business ID can be captured. Thirdly, a supplier's bank account (bank account/IBAN) can be captured. There are then three separate fields captured individually, and AP can have a business logic in place to verify that each of these matches the supplier master data. If so, automatic approvals can proceed with the invoice. However, if a single piece of information is incorrect, all supplier-related details will not be populated in the header details in AP, and the invoice will be sent for manual processing. A business logic script is executed automatically, thereby ensuring invoice processing, as human validation can introduce errors. Basware can provide scenarios with examples of how business logic scripts can be modified to adapt to the changing business environment.
For SmartPDF customers, the Basware team continually works to automate the process, reducing the need for human validation.
Data validation is a high-intensity, complex work environment. When incorrect value(s) are released due to a human validation error, Basware takes corrective measures by reviewing the reported examples during quality review sessions, arranging additional training for the validation team members, and monitoring and following up on the results. Additionally, by examining reported feedback over a longer period, systematic human errors can be identified through a combination of field, supplier, and receiving company data, allowing for triangulation of any routine issues.
If you have any further inquiries regarding the "Human validation mistake" finding or suggestions, we welcome your feedback. Please contact Basware Support.
For a comprehensive summary of the renewed quality feedback process and the selected improvements applied, please review the Data capture feedback process article.