Decomplex provides robust and flexible document processing flows designed to manage your critical family and business documents efficiently and securely. Our system ensures that documents are not only stored but also categorized, processed, and made accessible according to your specific needs and compliance requirements.
Overview of Document Management
The document management system offers a secure and organized way to store, manage, and process family fund-related documents, leveraging S3 object storage for reliable backend storage.
Key Features of Document Processing
Secure Upload and Storage
- Web-based Upload: Easily upload documents through an intuitive web interface.
- S3 Storage: All documents are securely stored in S3 object storage, ensuring high availability and durability.
- Document Types & Metadata: Classify documents by type (e.g., receipts, statements, agreements) and capture essential metadata such as upload date, uploader, file size, and custom tags for enhanced organization.
Intelligent Categorization and Tagging
- Customer-Level Tagging: Add custom tags to documents for personalized organization and quick retrieval.
- DecomplexAI-Level Tagging: Internal tags are applied for specific processing, AI analysis, and compliance tracking.
- Comprehensive Search: Efficiently search for documents based on type, date range, uploader, file name, content (full-text search), and both customer-level and DecomplexAI-level tags.
Version Control
- S3 Versioning: Leverage S3's native versioning to maintain a complete history of document revisions.
- UI Indication: Clearly view the current version and access previous versions directly from the user interface.
Automated Document Processing
- Type-Based Processing: Documents are processed based on their predefined type, triggering specific workflows.
- AI Integration: Apply AI-powered processing for compliance analysis, data extraction, and other advanced functionalities.
Granular Access Permissions
- Role-Based Access Control (RBAC): Control access to documents based on user roles (e.g., Family Member, Administrator), ensuring sensitive information is only accessible to authorized individuals.
- Permissions: Define specific permissions for viewing, uploading, editing metadata, deleting, and tagging documents.
UI Screens Overview
- Document Library: A central hub displaying all documents with filtering and sorting options, allowing for easy upload and selection for detailed viewing.
- Document Details: Provides comprehensive metadata, document preview, download options, version history, and metadata editing capabilities for authorized users.
- Tag Management: A dedicated interface for managing both customer-level and DecomplexAI-level tags.
- Upload Document: A streamlined process to upload new documents, select their type, and add initial metadata.
Decomplex's document processing flows are designed to bring order and efficiency to your document management, ensuring compliance and providing a clear audit trail for all your critical information.