How to Implement the Use of AI when Uploading Documents

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Zendesk Admin
  • Updated

Mekari Sign has an artificial intelligence (AI) feature that detects document types automatically to help users upload documents more easily. This technique merely reads the beginning of the document to gain context, rather than viewing the complete manuscript. The goal is to give faster and more accurate suggestions while maintaining data privacy.

With this feature, you only need to upload documents, and the system will determine the type of document with a high level of accuracy, thus simplifying the upload process. For more details, see the following steps.

Important
1) Document Type Suggestions: This feature allows AI to suggest the type of document uploaded based on the analysis of the first page of the document. This process only reads the beginning of the document to get context, without accessing the entire document. The goal is to provide faster and more accurate recommendations without compromising data privacy.

2) Ringkasan dan Ekstraksi Poin Penting Dokumen:
AI kami dapat membaca keseluruhan dokumen untuk merangkum dan menangkap poin-poin penting, seperti tanggal, pihak terkait, dan nilai transaksi. Informasi ini ditarik sebagai metadata yang digunakan secara internal untuk meningkatkan pengalaman pengguna dan membantu komunikasi dengan AIRENE (AI kami). Kami memastikan bahwa data yang diambil hanya digunakan sebagai metadata, yang mana tidak akan kami bagikan ke pihak ketiga atau digunakan untuk kepentingan lain di luar pengembangan dan peningkatan layanan Mekari Sign. Lebih lanjut, kami menegaskan bahwa isi dokumen anda tidak disimpan atau diproses lebih lanjut setelah metadata dihasilkan.

3) Document Summary and Extraction:
Our AI can read the entire document to summarize and capture key points, such as date, related parties, and transaction value. This information is pulled as metadata that is used internally to improve user experience and help communicate with AIRENE (our AI). We ensure that the data captured is only used as metadata, which we will not share with third parties or use for other purposes outside of developing and improving Mekari Sign services. Furthermore, we confirm that the contents of your document are not stored or processed further after the metadata is generated.

4) Communication with AIRENE:
The metadata generated from the document summary can be used to communicate with AIRENE, which acts as an AI-based virtual assistant. AIRENE processes user queries based on the data that has been converted into metadata, without directly accessing the original document.

  1. Log in to your Mekari Sign account, then select the Settings menu.
  2. Then click the Account tab, then select My Account.
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  3. Then on the following page, check the AI ​​Feature toggle.
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  4. Kemudian setelah AI aktif, Anda dapat melanjutkan proses pengunggahan baik dokumen elektronik PSRE maupun Global Sign.

    This upload applies to both Single and Bulk uploads.

  5. Next, when you reach the Upload document step, AI will automatically determine the type of document you are about to upload.  
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    You can still change the document type by clicking “Change” if you see the AI ​​prediction is not appropriate or you can skip and proceed to the next stage and the predicted document type will be set as the document type.
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Demikian implementasi penggunaan AI pada saat mengunggah dokumen. Pelajari juga terkait cara mengunggah dokumen elektronik PSrE dan Global sign.