Document Transformation Processor

Enterprises often struggle with managing aggregate customer data, which are usually stored as spreadsheets. Extracting data from the attached spreadsheets, processing it based on specific business rules, and presenting the processed data in a concise format, helps enterprises to be able to store and use specific customer information to help them conduct effective business.

Why the Feature?

The Document Transform functionality is designed to address this need by providing a solution that has a unified approach to data intake across all corporate business products. This helps both the customer and the back-office staff to achieve a consistent, customer-centric approach to analysing and working with important and relevant data.

Usage

Enterprises usually have large spreadsheets that contain enormous data of their customer base, all of which may not be useful for their business rules. For example, personal information columns such as customer name, customer address, phone number, and email address and contributory information columns such as claim number, policy number, policy ID, and so on.

Having several such data in one file could be cumbersome to browse. Instead, a transformed document that presents critical and limited data such as Customer Name, Insurance Policy Number, Contact Number, and claim number may help a certain business rule perform to its efficiency. Usher’s Document Transformation feature helps enterprises with this data extraction and transformation.

How Does Data Transformation Work?

The Ushur Document transformation feature will help to browse incoming files, access all the fields, segregate, extract, and present only the preferred or critical information, and transform them into a more readable, clear, and precise format. The following is a diagrammatic representation of how the document transformation process is handled in Ushur.

How To Transform a Document

Click here to learn more about Using the Document Processor Module.