Transaction processing computer system with multi-channel communication control and decision support
An example method comprises generating one or more requests for information by a requesting party, via a document processing engine, transmitting, by the document processing engine, the one or more requests for information by the requesting party, via a multi-channel communication system, receiving, via the document processing engine, one or more documents and corresponding metadata transmitted by the requesting party, in response to the requests for information by the decisioning party, automatically processing, via the document processing engine, one or more documents and corresponding metadata transmitted by the requesting party, automatically validating, via the document processing engine, one or more documents and corresponding metadata transmitted by the requesting party, triggering, via the multi-channel communication system, one or more journeys, wherein completion of a journey results in a communication by the multi-channel communication system, storing, via a system of record, the one or more processed documents and corresponding metadata.
1 . A computer-implemented method of transaction processing with multi-channel communication and decision support comprising:
generating, via a document processing engine, one or more requests for information;
transmitting, by the document processing engine, the one or more requests for information to a requesting party, via a multi-channel communication system;
receiving, via the document processing engine, one or more documents and corresponding metadata transmitted by the requesting party, in response to the one or more requests for information;
automatically processing, via the document processing engine, the one or more documents and corresponding metadata transmitted by the requesting party;
automatically validating, via the document processing engine, the one or more documents and corresponding metadata transmitted by the requesting party;
triggering, via the multi-channel communication system, one or more journeys comprised of first and second tasks, wherein completion of a journey of the one or more journeys results in a communication by the multi-channel communication system;
wherein executing the first task comprises transmitting a first message that is generated by retrieving a first message template from a content management system (“CMS”) and populating the first message template with a message recipient value as found by a back-end component, text from a data store and/or the back-end component, and an information exception embedding that details a difference between a current state of the one or more documents and a required corpus of one or more required documents;
wherein the second task is executed based on a triggering condition that uses information received as a response to the first message, and wherein executing the second task comprises transmitting a second message that is generated by retrieving and populating a second message template from the CMS; and
storing, via a system of record, the one or more processed documents and corresponding metadata.
2 . The computer-implemented method of claim 1 , further comprising automatically matching, via the document processing engine, entities from the one or more documents and corresponding metadata to back-end components.
3 . The computer-implemented method of claim 1 , further comprising automatically categorizing, via the document processing engine, the one or more documents and corresponding metadata according to a canonical document ontology.
4 . The computer-implemented method of claim 1 , further comprising automatically transforming, via the document processing engine, one or more pages of the document one or more documents to enhance legibility.
5 . The computer-implemented method of claim 1 , further comprising automatically identifying, via the document processing engine, conformity and/or nonconformity with exception conditions as defined in a document exception policy.
6 . The computer-implemented method of claim 5 , wherein the document exception policy further includes absence and/or existence of a signature; a signature block matching the name of the requesting party; and a document execution date within a specific time range.
7 . The computer-implemented method of claim 5 , further comprising, in response to nonconformity with exception conditions as defined in the document exception policy, automatically storing the document in a data store for further intervention.
8 . The computer-implemented method of claim 1 wherein each of the one or more journeys further comprise ordered tasks and the ordered tasks are triggered by the completion of one or more prior tasks.
9 . The computer-implemented method of claim 1 , wherein the first message is transmitted such that the first message appears to be sent by a decisioning party.
10 . The computer-implemented method of claim 9 , wherein the information exception embedding further includes:
one or more documents the requesting party expects but has not received;
metadata of the received one or more documents;
information indicating whether or not the one or more documents has been validated;
commentary from the requesting party regarding errors on the document; and
uniform resource locator (“URL”) links to further information on the information exception embedding not directly visible in the embedding but accessible through the URL.
11 . The computer-implemented method of claim 1 , wherein the information exception embedding represents the embedding at a fixed point of time.
12 . The computer-implemented method of claim 1 , wherein the information exception embedding represents the embedding in real-time.
13 . The computer-implemented method of claim 1 , wherein the one or more journeys are each associated with a respective workflow defined in a workflow/customer relationship management system.
14 . The computer-implemented method of claim 1 , wherein populating the second message template comprises populating a second message recipient value as found by the back-end component and populating second text from the data store and/or the back-end component.