Service update required


Description

SmartPDF, Scan and Capture, or PDF e-invoice business documents are validated by referring to the implemented rules, which have documentation. This reference document, which contains the details and rules specified by you, is maintained by Basware with your support. As part of the setup, a list of keywords is defined to detect and capture the field values from the image. Keywords contain words and phrases to assist with identifying data items on invoices.

If delivered business documents contain missing or incorrect data, this issue can be prevented by updating the current setup and rules for the data capture service. Basware is detailing the proposed changes and requests that you review and approve or reject the implementation of this service update request. As part of continuous improvement actions in the data capture service, Basware will now, as of July 1st, 2021, modify keywords directly in case the feedback team is confident that the keyword can be added/modified/removed. The follow-up incident is created when this task is done to advise you of this modification. You can always reject the keyword modification by commenting on the follow-up incident.

Example

In the invoice image, the supplier has provided "IN NR 12345" and the value "12345" was expected to be captured as the invoice number. However, "IN NR" is not added as a keyword for the "Invoice number" field.

Customer actions

The proposed service update is first investigated in greater detail by the Basware technical team. Basware will then provide a complete description of the proposed service update to you for comment. If you agree with the modification, then state in the incident that the change is fine. These service updates are implemented free of charge.

Basware actions

We have opened a separate incident in our ticketing system to further follow up on the service update request. We will contact you through the incident for further discussion.

How can I ask questions or raise suggestions?

If you have any further inquiries regarding the "Service Update required" finding or suggestions, we welcome your feedback. Please get in touch with Basware Support by filing the following support case.

For a comprehensive summary of the renewed quality feedback process and the selected improvements that have been applied, please review the Data capture feedback analysis process.