Input Management can export documents to Documents on-premise (a.k.a. LEXolution.DMS) classified using Document Classes. Once they are classified, the system knows their type - e.g. Forderungsanmeldung, Rechnung, E-Rechnung. These classes are now available universally, called Standard Document Classes, and they provide a standard delegation mechanism to route documents to downstream systems, part of stp.one eco-system.
There are two available options to route documents to different systems:
DOC_CAT
- On-premise: Standard DESK provides a possibility to create or update
Lists via
Listenverwaltung
. List namedDokumentKategorien
can be extended with a newAI Smart Claims
category. (How to set it from Menu:Anwendung / Verwaltung / Listenverwaltung / Listnname DokumentKategorien / Element neu hinzufügen
->AI Smart Claims
) - Cloud:
Customization / List Management
cloud service provides a possibility to create, update or import Lookup lists. List namedDokumentkategorie
can be extended with a newAI Smart Claims
category. Fox XID of the cloud list use the index ordering of the on-premise one. (IfAI Smart Claims
is the first item in the on-premise list, for cloud one use D0C_CAT.1 as XID, otherwise they won’t map.) - Cloud:
Input Management / Dokumentenklassen / Dokumentendaten
has aToolbox
where a field calledLookup List
is available. It provides all available lookup lists from Customization service. WhenDokumentkategorie
list is selected, there is an option forStandardwert der Lookup-Liste
setup where the newly preconfiguredAI Smart Claims
can be selected. - Cloud:
Input Management / Dokumentenklassen / Zuordnung
provides an option to map that lookup list to Documents on-premise field. FromZuordnung der Dokumentdaten / DMS-Thema / Insolvenz
there is a buttonZuordnung hinzufügen
that provides a mapping mechanism betweenQuellfeld aus Dokumentenklasse
(field configured in Input Management) andZielfeld in LEXolution.DMS
(field configured in Documents on-premise) AI Smart Claims
will listen for the category to run its processes.
DOC_CLASS
Setup
- A Standard Document Class can be set in
Administration / Dokumentenklassen / Zuordnung
->Klassenname nach dem Import
. - Imported documents in Documents on-premise (a.k.a. LEXolution.DMS)
have a new field named
Dokumentklasse
that persists the class. AI Smart Claims
will listen for the document class to run its processes.
Available Standard Document Classes
Forderungsanmeldung
with class identifier isstp.wza.class
.IK-Antrag
with class identifier isstp.wza.ikrequest
.