Everial document assessment provider

🎯 Functional documentation

This provider is used to assess documents using the external service from Everial and display it to our end clients in the questionnaire and the advisor/officer FSP side. The information is stored in the systemAssessment and systemInfo of the documents. This information is also available in the flow directly in the document card and in the document details.

The provider first analyzes the content of a document (serialization) and can then validate the extracted data against known data in the system (consolidation). The process is in two steps:

1. Serialize: The document is sent to Everial for analysis. The provider checks the response for any errors.
2. Consolidate: This is an optional second step that is triggered if consolidateConfiguration.enabled is set to true. In this step, the data extracted from the document by Everial is compared with the data already known in the system (via the fieldMapping). If the data does not match, the assessment is marked as failed (NOK).

⚙️ Configuration

Precondition

• Document systemAssessment and systemInfo are enabled in the field definitions.**
• systemAssessment: the response from Everial whether the document is valid or invalid.
• systemInfo: the response from Everial why the document is invalid.

Implementation classes

• OAuth2AuthorizationProvider
• EverialV2DocumentAssessmentProvider

Required authentication settings

• resourceUri: https://XXXXXX.prod.wizidee.com/api/v1

Settings:

Settings Configuration

Examples