Kofax Integration - Data Exchange and Image Registration

After Kofax scans and extracts the data, the Release module creates the XML file according to the file specification and then copies scanned document files along with the XML data-file into the Imaging Source path for the document type. 

The Imaging registration process checks the Source folder at a specified frequency and if any new files are detected, it:

  1. Opens the XML file in the source folder.

  2. Parses the XML file and creates an AP Registered Invoice or the targeted Imaging document type.

  3. The scanned image then appears in the Image Manager application with an un-submitted status, along with the header flysheet populated with the data from the XML file.

    The auto-submit to workflow feature will kick in if the registration process creates the image and associated header flysheet successfully. The image is submitted automatically to the workflow approval process assigned to the document type to trigger the approval process.