NAVIGATION

Filtering - You can access the submission list filter by entering or choosing values in the search fields on top of the page.
- Search: Submission ID and Customer name search
- Document type: Filter by document types, supports multiple values
- Document status: Filter by document status, supports multiple values
- Submission status: Filter by submission status, supports multiple values
- Submission date: Submission created date
- Completed date: Submission completed date

CREATING SUBMISSION

Step 1: Enter submission detail

Upon logging in to Mindox, you can navigate to the Submission menu. Here, you can create a new submission by clicking on the Create button.
To create a new submission, it is required that a Customer type is selected and a Customer name is entered, whereas Customer ID is optional.

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Step 2: Import documents

After securing the customer information, you can choose from a range of pre-trained document types. It is possible to select all the document types that are necessary for the client and upload the documents accordingly. There are two options when you upload a document.
- Browse: Choose files directly from your device.
- Drag and Drop: Simply drag and drop files from your device to the upload area.
For bank statements, payslips, and official receipts, you can upload up to 5 documents, each with a maximum size of 300 MB. Each document in a bank statement submission is considered a separate bank account. For other document types, you may upload only 1 document per document type.
After uploading documents, enter the password by clicking the key icon if you have any password-protected documents.
Click the Continue button to start the extraction process.

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SUBMISSION DETAILS

You can see submission details after importing document or by navigating to submission list and clicking on the submission row.

Edit submission details

Submission detail section includes following informations:

Submission ID: Unique identifier for each individual submission
Client ID: Optional field to identify customers
Customer type: Individual or Organization
Total documents: Total documents in the submission
Total pages: Total pages in the submission
Submission date: Submission’s created date
Completed date: Submission’s date of completion

To edit the submission detail just click the Edit button located on the top right side.

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DOCUMENTS

The Documents section displays each submitted document type in its own card. While a document is being processed, its icon shows a loading animation. Once processing is complete, a red notification dot appears to indicate readiness for review.

Review the document extraction

Once your document processing is complete, the number in the In progress status will change to In review or Approved. Each document type can transition through the following statuses:

In progress: Mindox is processing and preparing the document.
In review: The extracted data is ready to be reviewed with HITL
Approved: The document is approved either when the user clicks the approve button or it is auto-approved when there are no issues to review.
Rejected: The document is rejected by the user through HITL.
Failed: Mindox ****failed to identify any fields from the document.

Click the ‘View’ button in the document card to see the extraction details.

Mindox will extract pre-defined fields from the document. The document extraction details will be displayed as follows:
- The form information will be shown on the left part of the screen.
- The table information will be shown on the lower part of the screen.
If you uploaded multiple documents, you can switch between them using the icons located in the upper right corner of the screen.
To review the required pages, you may notice yellow detection signs above the page numbers.
Mindox will show detection signs in the extracted fields based on your pre-set document processor configuration.
Review the detected fields and, if necessary, edit the values.
After reviewing, you can approve the document by clicking the Approve button.

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VALIDATIONS

THRESHOLD VALIDATION

This feature evaluates documents against predefined confidence score thresholds to ensure data accuracy and integrity. There are two thresholds: ideal threshold and minimum threshold. Depending on the extracted value’s confidence score, Mindox will show three types of threshold detection signs during the review stage:

When the extracted value’s confidence score is greater than the ideal threshold, indicating high-confidence data.

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When the extracted value’s confidence score falls between the minimum and ideal thresholds, indicating moderate-confidence data that may require review.

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When the extracted value’s confidence score is less than the minimum threshold, indicating low-confidence data that is flagged for review.

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By flagging documents based on these thresholds, Mindox ensures that only high-confidence data is accepted and reviewed, enhancing the overall accuracy of document processing.

FIELD TYPE VALIDATION

Mindox verifies the data type of each field within a document. This includes validating numerical values, currency formats, dates, and date ranges. By ensuring that each field contains the correct type of data, this validation helps prevent errors and inconsistencies.

Invalid Numerical Value: When a field expected to contain a numerical value does not meet the numerical format.