Action center challenge in filtering documents

Help Activities
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1

All,

I have a situation of implementing the DU in multiple projects Like Healthcare Invoices, Finance Invoices, HR invoices (For example). I have 3 different DU process and AI/ML concepts to deal with these invoices separately. We have few of the ppl who is working on the Action center to verify the documents from business area. Currently, with the process we implemented, all the documents will go to one Action center which is available in orchestrator.

Challenge here is, the ppl who works in Healthcare should not see the Finance documents. PPl who deal with Finance docs in Action center should not see the Healthcare invoices. How can we differentiate it? how can we avoid the business seeing the other documents in Action center? This is bit complicated when we have only one Action center and we dont have any filter criteria on differentiating the documents. Suggestions would help.

2

Hi @Pradeep.Robot

The one way to filter is by Passing the “Display Name” property for each department while creating the Action.

Thanks.

3

@suraj.setty : Do you mean the title?

4

Hi @Pradeep.Robot

Yes the title.

Thanks

5

Yes, I am separating the department through title, but still the documents are accessible from different business areas. That’s the most challenging as it adds complications to the compliance side.