OCTOidp establishes a single entry point for collecting documents from any channel and in any format. This is critical for any modern organization, who likely receive information from a multitude of sources, which may include emails, scanned documents, mobile uploads, and web forms. OCTOidp normalizes all incoming documents into a single digital norm, ensuring equal treatment and consistency regardless of origin or composition.

OCTOidp equally handles mass input from sources, like shared email boxes and high-volume mailroom scanners, as well as ad-hoc input for those items that still find their way to users' desktops, connecting personal Outlook accounts, mobile phones, and desktop scanners.

This initial phase lays the foundation for precise and efficient processing, ensuring that all subsequent steps are built on a solid, standardized base.

In the second phase, OCTOidp intelligently analyzes the content of normalized documents, moving beyond simple OCR to understand their meaning within a business context.

This typically involves identifying the type of document and which business process it belongs to, followed by the intelligent extraction of data using a combination of algorithms and modern AI technologies. 

To ensure accuracy, OCTOidp validates the extracted data through automated processes and, where necessary, through human review. 

This comprehensive "Understand" phase transforms raw document data into structured, validated data, preparing it for subsequent processing.

The final “Act” phase turns validated data into business information by matching it with existing databases and checking it against business rules for consistency and accuracy.

In instances where automated processes encounter exceptions, human intervention is employed to guarantee 100% data integrity. 

OCTOidp, working seamlessly with OCTO, then orchestrates internal processes, triggering approvals, decisions, or routing as needed. Transactional systems and external processing platforms are kept up to date throughout.