Process flow

This sequence outlines the process flow when you run the solution:
  1. Emails with product certificates in attachments are received in a specified email account folder. Alternatively, the product certificates are also received in a specified local folder.
    Note: You can configure the RPA bot to run in attended mode. The mailbox of the specified email account is monitored by the RPA bot.
  2. In RPA, these key values are extracted from the certificate using Optical Character Recognition in IDP:
    • Certificate number
    • Certificate owner
    • Product class and appendix
    • Validity dates
    • Covered requirements
    • Certified product, product group, or category
  3. The extracted values are verified for accuracy and completeness. Additionally, the extracted data is used to identify the Supplier/Partner code.
    Note: The RPA job is kept for review if multiple Suppliers/Partners are detected.
  4. The BOM lines in PLM for Fashion are verified to ensure that valid certificates are available for each material component. Additionally, the BOM lines are filtered to include the material BOM lines relevant for the certification.
    Note: The RPA job is flagged for manual review if a valid certificate is not found.
  5. The extracted data is matched against the filtered BOM lines in PLM for Fashion using a specific matching logic. Additionally, when a new certificate is available for a BOM line, the validity of the existing certificate is verified. If the existing certificate is not valid, it is updated with the new certificate number based on the defined matching logic.

    See the information about the matching logic in Certificate and BOM line matching.

  6. Once a match is confirmed, the matched certificate number is filled in the Certificate field in the BOM line. Optionally, the additional metadata is stored in extended fields or linked records.
  7. The certificate is uploaded to IDM with the appropriate attributes, and a notification is sent to a designated user or group.