Scheduled AIP

Set up a Scheduled AIP Advanced Image Processing (AIP) is a feature that allows Administrators to set up image processing based on Zonal OCR, Barcode, and Zonal OMR. automation to process a specified configured AIP on all the documents in a Vasion storage location. You can also configure the automation to move the documents into a folder or workflow once they are successfully processed.

Requirements

Before you create the Scheduled AIP automation, you must already have:

A Parent Folder created in the storage location. For details, see Parent Folders.
An AIP process set up. For details, see Advanced Image Processing (AIP).

To create a new Advanced Image Processing automation you must configure:

General Settings
Build AIP

1. General Settings

In the Automation app, select Scheduled AIP in the side navigation.
Select + New Schedule AIP-.
In the General tab, enter the name for the new Scheduled AIP automation in the Scheduled AIP Name field.
If you have an on-premises instance of Vasion, you may enter a value on the Run On Machine field otherwise, leave blank.

The value in this field determines the server used to run the automation and is only required where there are multiple Vasion clients and/or client services running for the environment.
Use the Perform drop-down to select the frequency you want the automation to run. The next fields that display depend on what you select here.
1. Once — select this option to only run the automation once. The next field display updates to Start Date. Enter the date in the format shown or select the Calendar icon to pick the date.
2. Daily — select this option to run the automation every day. The only remaining option is the Start Time.
3. Weekly — select this option to run the automation once a week. The next field updates to Weekdays. Use the drop-down to select one or more days of the week by selecting the appropriate box.
4. Monthly — select this option to run the automation once a month. The next field updates to Months. Use the drop-down to select one or more months by selecting the appropriate box.
5. Frequency — select this option to run the automation at a specified time interval in minutes.
  1. In the next field, enter the number of minutes for the time interval.
In the Start Time, enter the time of day to run the automation in the format shown or select the Clock icon to pick the time.
If the Monthly option is selected, a Day of Month field is shown. Enter the day of the selected month(s) when you would like to run the automation.

2. Build Scheduled AIP

Expand the Build Scheduled AIP section.
Select Browse to choose the folder where the documents are stored. Once selected, the folder name displays in the Process Folder field.
Select Include Subfolders -if you want to process documents stored in any subfolders within the selected folder.
Select from one of the On Success options:
1. None — this is the default option. Select this to only run the AIP process selected below on successful AIP.
2. Send to Folder — select this option if you would like to move the documents within the folder to another storage location after the AIP process is completed. When this option is selected, complete the following:
  1. Select Browse and select the new location where you would like to store the documents that are successfully processed. Once the folder is selected, it displays in the Success Folder field.
3. Send to Workflow — select this option if you would like to send the document to a workflow once the AIP process completes successfully.
  1. Select a Workflow for successful documents using the Success Workflow drop-down.
Select from one of the On Failure options:
1. None — this is the default option. Select this to only run the AIP process selected below an a failed AIP.
2. Send to Folder — select this option if you would like to move the documents within the folder to another storage if the AIP process fails. When this option is selected, complete the following:
  1. Select Browse and select the new location where you would like to store the documents that fail the AIP automation. Once the folder is selected, it displays in the Failure Folder field.
3. Send to Workflow — select this option if you would like to send the document to a workflow if the AIP automation fails..
- In the AIP Type section, select:
  - Vasion AIP — use this option to select one or more existing Vasion AIP processes.
  - Amazon Textract — use this option to select a Textract process configuration if you have Textract enabled.
  - Amazon Rekognition — use this option to select a Rekognition process configuration if you have Rekognition enabled.
  - Amazon Bedrock Guardrails — use this option to select a Bedrock Guardrails process configuration if you have Bedrock Guardrails enabled.
Use the Add Image Processes drop-down to select the process you want to use to scan the document.
Select Add.
If you would like to remove a process, select the remove icon .
When running multiple processes in a document, you can rearrange the order in which the processes run by selecting a process and using the up / down arrows to move the selected process up or down.

Permissions

You can change who can see or edit the automation by assigning user or group permissions. If you leave all users and groups in the left column, then the automation can be seen by all users and groups by default.

Select the Permissions tab at the top of the screen.
Select the users and / or groups you would like to have permission to access the automation and select the right arrow button .
Add or remove all users or groups by selecting on the Add All or Remove All buttons above each column.
Select Save.

Scheduled AIP permissions.

The roles that a user has can also limit which users can see and run this job. See Roles for more information on what roles do and how they may affect what you are trying to do.

When the configuration is complete, select Save at the top of the page to save your automation and run automatically based on the specified settings.

What are the most common uses for Amazon Textract with Vasion?

The most common use cases for Amazon Textract within Vasion include:

Mapping Amazon Textract data to Vasion fields
Routing documents to Vasion workflows from captured data by Amazon Textract
Storing documents with Vasion's native third-party storage integrations like AWS Workdocs or AWS S3

What can Amazon Textract detect and extract?

Amazon Textract accurately extracts printed text, handwriting, tables, and other data from uploaded documents using machine learning.

FAQs

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What document formats does Amazon Textract support?

Amazon Textract supports PNG, JPEG, TIFF, and PDF file formats.

FAQs

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What machine learning models does Vasion support?

Vasion supports four Amazon Textract endpoints: expense, lending, identity, and analyzing documents. Using these endpoints, users can initiate document processing for invoices, POs, contracts, driver's licenses, and more.