Considerations

  • Unattended mode setup requires the Windows server to be configured without Multi-Factor Authentication (MFA) and must be enabled with standard username and password authentication.
  • All data items requiring extraction must be clearly legible and in English.
  • Emails must follow a standard template, including Sales Order Number, Item Code, Order Quantity, and Position Number.
  • Non-standard layouts may not be possible for OCR to process accurately with high confidence. Page formats with multiple columns, nested, adjacent or overlapping tables, forms, or key pairs and so on, must be reviewed during implementation.
  • The standard implementation covers automation scenarios with proper rules and identifiers, aligned with the assumptions mentioned here.
  • The system supports invoices in PDF format when attached to emails.
  • Invalid or missing fields must trigger an automated notification with clear and actionable messages.
  • The system is designed to efficiently handle bulk email processing, ensuring multiple return requests are processed simultaneously.