AI Document Processing is a quality-driven process. When AI confidence falls below a configured threshold, a document type cannot be identified, or another business or processing exception occurs, elDoc can route the document for Human-in-the-Loop (HITL) validation.

This enables a Maker-Checker approach, where AI performs automated document processing while authorized business users review and validate results that require additional attention before the data proceeds to the next stage.

For organizations processing multiple document types with different validation workflows, elDoc allows validation responsibilities to be assigned to specific users or groups. Different document types can therefore be routed to the appropriate validators, teams, or business functions based on configured workflows and access permissions.

elDoc's access rights management ensures that only authorized users can access and perform assigned document validation tasks, providing controlled and accountable human oversight of AI-processed data.

To define authorized users for document validation in the elDoc system, follow these steps:

  1. Navigate to System settings → Groups → + Add New Group to create a new group.

  2. Assign authorized users to this group. Note that only users with Administrator role have rights to create groups and assign users.

  3. When creating the Group, ensure that the field "Tags" is completed with a self-descriptive name (e.g., Validator).

  4. Navigate to Workflow designer → Process: Recognition Document (this workflow is automatically created once IDP is initialized. If IDP is not initialized, navigate to Forms Management → Click on Init IDP form button).

  5. Enable Edit mode in the Workflow view.

  6. Navigate to the Follow-up workflow phase.

  7. Opposite Initiator, click on Edit to add the respective Group.

  8. From the dropdown list, select "Computed dynamically" and add the Initiator's group with the tag: Validator.

These steps ensure that only authorized users from the designated Validator group can perform document validation tasks within the elDoc system, maintaining security and control over the validation process.