ABBYY Document Review

ABBYY Document Review

When reviewing document/emails in ABBYY check for the following:

  1. Check all fields have been extracted correctly
  2. Important only one loan per email. Cannot have invoices for more than one loan in the same email. If this happens split, it into 2 before sending on
  3. Issues that may occur
    1. Document is not classified as an invoice
      1. First notify IT support. If they lets you know to match, then do below
        1. This happens sometimes when they send create credit notes for decrease endorsements OR some brokers put so little info in the invoice it cannot identify it as an invoice
        2. Select the correct document and click extract details
      2. On odd occasion a document is classified as an invoice, but it is not
        1. Change the document type to unknow and do not extract details
    1. The Insured
      1. Sometimes they put details over multiple lines, ensure all details captured
      2. Sometimes the name extends over text in the next column on invoice, ensure all values correct
      3. Sometimes they have a comment “refer to schedule” or “see schedule attached” and at times It is in schedule and other times it is not. Make sure you select/enter correct details.
      4. If insured says “refer to schedule of insurance” etc then clear and leave blank
    1. Insurer / Underwriter
      1. Sometimes they put details over multiple lines, ensure all details captured
      2. Sometimes they have a comment “refer to schedule” or “see schedule attached” and at times It is in schedule and other times it is not. Make sure you select/enter correct details.
    1. Class
      1. Sometimes they have “broker fees” and don’t supply a class in the invoice. Make sure you enter it as “Broker Fees”
    1. Inception and Expiry Date
      1. Not always picked up 100% as some brokers put it next to one another other put it on a separate line. Not often incorrect but make sure
    1. Amount
      1. Sometimes there are 2 total amounts on the invoices that don’t agree, make sure correct amount is selected. 
      2. Sometimes they don’t put a minus in front, important you make sure it is a negative amount, Example the header in the tax invoice may say “Credit Note” but amount is positive, it must be made negative
    1. If you get an error like this, which happens now and then
        1. Go to outlook, to the “premium funding” email address
        2. Go to the “completed endorsements folder”
        3. Locate the email using the search
        4. The email should already have the template in it so you should not need to readd. 
        5. If it happens a second time, then call IT Support
    1. If no invoices, then contact OPS team to find out why sent to the endorsements email

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