Question

Workflow Document Filing Question

Workflow

Updated October 2, 2015

asked on October 2, 2015

I have over 500 benefit confirmation statements I need to file into each employee's file. They are have been printed by an outside vendor. Using Quick Fields to OCR gather the metadata.

95% of the names on the statements are "First Name, Last Name" The employee files in the repository are either "Last Name, First Name Middle Initial" or "Last Name, First Name"

Looking for suggestions in workflow on how to process "First Name, Last Name" and employee file "Last Name, First Name Middle Initial" As well as First Name, Middle Initial, Last Name" and employee file "Last Name, First Name"

Any workflow ideas would be helpful.

Thanks!

Pete

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replied on October 2, 2015

What sort of processing are you looking to do?

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replied on October 2, 2015

Batch processing of the Benefit Confirmation Statements. After they run through Quick Fields I want to take the tokens of "First Name" "Last Name" and auto file the docs via workflow to their current employee file. The employee file naming convention is "Last Name", "First Name" "Middle Initial" or "Last Name", "First Name" I want to take "John" "Doe" "M" and file the statement in his current employee folder named "Doe" "John" My current workflow creates a new folder "Doe", "John" "M" next to the current folder "Doe" "John"

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replied on October 2, 2015

If the comma is always there, you can break the name up on the comma and create 2 tokens:

^(.+[a-z])\s?[A-Z]?, picks up the first name without the middle initial.

,\s?(.+)$ picks up the last name ("everything after the comma until the end of the input").

You can use this in Quick Fields and build the folder path there so the documents are filed directly to the right place.

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Workflow Document Filing Question

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