Integration Suggestion

Enate AI should help in classifying documents according to enate file tags, saving manual efforts, and enabling easy downstream automation activities such as data extraction.

Bank transaction reconciliation is a common scenario in a back/middle office. In this scenario, a service agent needs to match bank statement transactions with a master file and identify any mismatched or unmatched transactions. These unreconciled transactions require further processing and approval. However, reconciliation work is often tedious and time-consuming when done manually. This makes it a perfect task to be automated with Enate AI. This is one example but we should be able to use Enate AI to solve other problems with this feature.

Users would like all system generated emails to be prevented from passing through to EnateAI for analysis

By default, when Enate AI is turned on, all the features of Enate AI gets applied to all the live processes on the platform. Turning on Enate AI for specific live processes are required for optimizing the use of the GPT engine.

Enate AI should allow me to extract data from some most common document types so I don't need to train and maintain document extraction models myself in another platform. In simple words - it just works without worrying about other technologies. Docs I am thinking of are- General document US Health insurance card US Tax document Contract Identity document (ID)- driving license and passports. Business card Invoice Receipt

Sometimes business' customers may be sending some data points in an email subject line, such as "Invoice for March 2023", and system should automatically be able to understand it, extract any relevant info and update in custom card.

It will be easy for users to see any data extracted by OCR, etc. on a work item screen if its in a standard format, rather than an OCR specific station.

provide sentiment of the incoming emails in Enate as positive/negative/neutral.

GPT 3/4 integration to check if end user need to take an action on the email received from the client.

file sent to infrrd for data extraction and data correction/validation station inside in Enate for the end user to correct if required so that ops user just use enate UI and never log into infrrd for operation usages.