Document Intelligence
Document work item state management

Document Work Item State Management

Overview

Document Work Items are the foundational unit of work management in Document Intelligence, tracking the complete lifecycle of document processing from initial ingestion through final resolution. A work item is created when a document enters the Multi-Modal Extraction Service and persists until it reaches a terminal state - either through successful autonomous processing or human-guided resolution.

Understanding work item states is crucial for effective document processing management. States provide real-time visibility into processing status, enable efficient troubleshooting, and ensure proper handling of exceptions through well-defined collaboration workflows.

Document Work Item Dashboard
Document Work Item Dashboard

Processing Stages & Service Integration

Document work items flow through three core services, each managing specific states that reflect the document's progression through the system:

Training Service States

The Training Service manages states related to document format configuration and validation:

Extraction Service States

The Extraction Service transforms documents into structured data through sequential states:

Work Management Service States

The Work Management Service orchestrates business processing and human collaboration:

Common Processing Scenarios

Let's examine detailed end-to-end processing flows that illustrate how work items transition through states across services:

State Reference

The following table provides a comprehensive mapping of states across services:

Processing EventDI ServiceStageStateDescription
New format detectedTrainingTrainingNeeds TrainingFormat requires configuration
Configuration startedTrainingTrainingTraining in ProgressActive format setup
Training successfulTrainingTrainingTraining CompletedFormat ready for approval
Training issuesTrainingTrainingTraining FailedConfiguration problems
Document detectedExtractionExtractionNewReady for processing
Awaiting resourcesExtractionExtractionQueuedIn processing queue
Active extractionExtractionExtractionExtraction in ProgressData being extracted
Extraction successExtractionExtractionExtraction CompletedData ready for validation
Extraction problemsExtractionExtractionExtraction FailedProcessing issues
Starting validationWork ManagementValidationValidation in ProgressRules being checked
Validation issuesWork ManagementValidationValidation FailedRule violations found
Business processingWork ManagementProcessingProcessing in ProgressAgent executing logic
Process completeWork ManagementProcessingProcessing CompletedSuccessful completion
Expert neededWork ManagementProcessingUser Collaboration NeededHuman input required
Manual resolutionWork ManagementProcessingCompleted with Manual InterventionHuman-guided completion
Complex caseWork ManagementProcessingRequires Further ReviewAdditional analysis needed

Use this reference to understand possible state transitions and their implications for document processing workflows.