Key Concepts

To provide a comprehensive overview of the key concepts in Umango, let's delve into the roles and interactions of Jobs, Batches, AI Document Types, Classifiers, and Devices:

    1. Jobs: In Umango, a "Job" is a set of instructions that dictate how documents are processed. Jobs define the workflow for capturing, processing, and exporting documents. They can be configured to use various data capture methods, including AI, OCR, and barcode recognition. Jobs are central to the document processing workflow and are assigned to classifiers to determine how documents are processed after classification.
    2. Batches: A "Batch" is a collection of documents processed together. Typically, a batch corresponds to a single scan or import session. Batches can be processed in different modes: fully automated, semi-automated, or manual, depending on the job's settings. The batch processing involves capturing and validating data before exporting the documents.
    3. AI Document Types: These are templates that use artificial intelligence to analyze and capture data from documents. AI Document Types can be pre-trained or custom-trained based on specific document samples. They are used within jobs to automatically identify and extract relevant data fields from documents.
    4. Classifiers: Classifiers are tools that automatically sort incoming documents and direct them to the appropriate job for processing. They use AI or predefined separation rules to determine the best job for each document. Classifiers are essential for managing diverse document types and ensuring they are processed correctly.
    5. Devices: Devices in Umango refer to the hardware used for scanning and importing documents, such as TWAIN scanners and multi-function devices (MFDs). Umango integrates with these devices to facilitate seamless document capture and processing directly from the device panel.

These components interact to create a streamlined document processing workflow. Documents are captured using devices, sorted by classifiers, processed according to job specifications, and finally exported in the desired format. AI Document Types enhance the automation and accuracy of data capture, while batches allow for efficient processing of multiple documents at once.