ENTERPRISE ENGINEERING

KOFAX/TUNGSTEN
ENGINEERING LAB

DOCUMENT AUTOMATION / TOTALAGILITY / INTELLIGENT DOCUMENT PROCESSING
Kofax Capture + KTM expertise translated into contemporary Tungsten automation architecture
DOCUMENT AUTOMATION ENGINEERING CONSOLEIngest → Separate → Classify → Extract → Confidence → Validate → Business Rules → Approve / Exception → Export → Analytics
LIVE SYSTEM TIMEBELIZE (CST)--:--:--—

Automation Overview

KOFAX_TUNGSTEN_LAB / Enterprise Automation / AP Invoice Processing
Professional technical proof: recruiter- and client-facing proof of deep Kofax Capture / KTM experience translated into contemporary Tungsten TotalAgility, IDP, workflow, validation, integration and analytics architecture. No live Tungsten server is connected.
Documents Processed184SESSION VOLUME
Straight Through76.6%STP RATE
Average Confidence93.8%CLASSIFY + EXTRACT
Open Exceptions4BUSINESS RULES
Operational Console Snapshot capture / transformation / workflow / analytics
AreaPrimary FamiliarityCurrent SignalStatus
Capture AdministrationBatch Class · Import · Separation · Release3 live queuesReady
TransformationClassification · Locators · Tables · Validation12 extracted fieldsActive
TotalAgility WorkflowProcess · Activities · Jobs · Cases · Business RulesJOB-2026-0916-0184Running
AnalyticsThroughput · SLA · Queue Aging · Exception Rate18.4 docs / intervalVisible
Resume-Relevant Product Familiarity language a Kofax/Tungsten reviewer would recognize
Legacy Base
Kofax Capture · Batch Classes · Document Classes · KTM / Transformation
Modern Bridge
TotalAgility · Workspace · Repository Browser · Business Data · Services
Operational Layer
Jobs · Activities · Work Queues · Exceptions · SLAs · Reprocess / Retry
Administration
Users · Roles · Resources · Authentication · Permissions · System Queries
Integration
REST · SOAP · SQL Server · SAP · Oracle · SharePoint · OpenText · FileNet
Kofax CaptureTransformationTotalAgilityWorkspaceRepository BrowserAnalytics
Current AP Invoice Automation Flow use case continuity across the lab
INGESTscan / email / upload / API
→
SEPARATEdocument boundaries
→
CLASSIFYinvoice / PO / memo
→
EXTRACTheader + table fields
→
VALIDATEconfidence + operator review
→
RULESduplicate / PO / vendor
→
APPROVALqueue routing
→
EXPORTERP / ECM / API
Capture: models Kofax Capture batch concepts, scan/import channels, document separation, release management and operator monitoring without claiming live OCR.
Batch Class Administration capture configuration familiarity
Batch ClassImportSeparationReleaseStatus
AP_INVOICESEmail Import ConnectorInvoice separatorSAP_AP_RELEASEEnabled
PO_PACKETWatched FolderPatch code / barcodeECM_EXPORTEnabled
HR_ONBOARDINGMulti-Function Devicecover sheetSHAREPOINT_EXPORTReady
CLAIMS_MAILROOMUploadseparator profileREST_CASE_CREATEConfigured
Capture Queue Monitor batch / exception / release insight
Scan Queue7BATCHES
Import Queue43DOCUMENTS
Validation Hold11REVIEW
Release Errors1RETRY
Typical actions
Create Batch · Close Batch · Suspend · Resume · Reprocess · Release
Capture artifacts
Batch Fields · Index Fields · Scan Profiles · VRS / Image Cleanup · Release Setup
Ingest Channels / Import Connectors practical operational terminology
ChannelConnectorAuthenticationTarget Batch ClassNotes
Scanner / MFDTWAIN / ISIS / Network ScanOperator loginAP_INVOICESfront-office capture / distributed scan
Watched FolderFolder importService accountPO_PACKETscheduled import window
EmailMailbox importservice credentialCLAIMS_MAILROOMattachments mapped to batch source
Uploadbrowser uploaduser sessionHR_ONBOARDINGmanual ingest / small-volume backfill
Transformation: classification, extraction, locators, table extraction, validation rules, separation and confidence concepts aligned with Kofax Transformation Modules / Tungsten transformation workflows.
Transformation Project Familiarity project / classes / locators / fields
Project
Invoice_Project_2026
Document Classes
Invoice · Purchase Order · Credit Memo · Statement
Classification Groups
AP_HEADER_DOCS · PROCUREMENT_DOCS
Extraction Groups
Header Fields · Vendor Master Match · Line Item Table
Learning
Online correction feedback / benchmark review / confidence tuning
Classification / Extraction Signal current browser session
Invoice
96.2%
Purchase Order
94.1%
Credit Memo
91.7%
Unknown / Review
74.3%
Line Item Table
9 / 10 rows recognized
Locator / Field Configuration authentic transformation vocabulary
FieldPrimary LocatorFallbackRuleConfidence
Vendor NameFormat LocatorDatabase Locatormust match vendor master98%
Invoice NumberZone LocatorFormat Locatorrequired / unique97%
Invoice DateFormat LocatorDictionarymust be valid date95%
PO NumberRegex / Format LocatorDatabase Locatormust exist in ERP91%
Total AmountZone LocatorTable / total cross-checkheader/table tolerance99%
Line Item TableTable Locatorcolumn reconciliationsum must match subtotal89%
Validation: operator review is driven by confidence thresholds, business rules, ERP lookups and exception routing.
Invoice Validation Form editable demonstration values
Vendor
Belize Office Systems Ltd. · 98%
Invoice #
INV-240918 · 97%
Invoice Date
2026-09-16 · 95%
PO #
PO-77841 · 91%
Subtotal
$4,820.00 · 94%
Tax
$602.50 · 88%
Total
$5,422.50 · 99%
Validation Action
Approve · Suspend · Route to AP Queue · Create Exception
Validation Rules / Thresholds human-in-the-loop controls
RuleThresholdBehavior
Header confidence< 92%operator validation required
Vendor matchexact or approved aliasotherwise exception
Duplicate invoiceinvoice/vendor pair existsstop + route to AP review
PO lookupmust exist in ERProute to procurement queue
Total reconciliationheader = lines + taxvalidation hold if mismatch
Exception / Work Queue Routing operational familiarity
QueueTriggerResource GroupAction
AP_VALIDATORSlow confidenceAccounts Payablemanual correction
AP_EXCEPTIONSduplicate / vendor mismatchAP Leadsresearch / release decision
PROCUREMENT_REVIEWPO mismatchProcurementPO verification
EXPORT_RETRYintegration failureOperations Supportretry / reprocess
TotalAgility integration readiness: this is a browser-based process model, not a live TotalAgility server.
AP Invoice Automation Process case / workflow model
STARTdocument received
→
CAPTUREingest + separate
→
CLASSIFYdocument type
→
EXTRACTfields + line items
→
VALIDATEoperator workspace
→
BUSINESS RULESduplicate / vendor / PO
→
APPROVALresource assignment
→
EXPORTERP / ECM / API
Workspace / Queue Familiarity jobs · activities · cases
ObjectIDResourceSLAStatus
JobJOB-2026-0916-0184AP_VALIDATORS00:32 remainingActive
ActivityACT-040AP_VALIDATOR_0100:17 remainingOpen
CaseCASE-001842AP_AUTOMATION_PROCESS02:14 avgRunning
ExceptionEX-421AP_LEAD_QUEUEWatchQueued
Repository Browser / Package Terms familiar object model
Designer
Processes · Forms · Business Rules · Activities · Decisions
Repository Browser
Packages · Resources · Integrations · Business Data · Queries
Administration
User Accounts · Roles · MFA · Triggers · Services · Housekeeping
Publish Cycle
Design → Test → Package → Version → Publish → Monitor
Tungsten Analytics familiarity lab: operational metrics are generated from the browser session.
Throughput18.4DOCS / INTERVAL
Average Confidence93.8%CLASSIFY + EXTRACT
Validation Rate23.4%OPERATOR TOUCH
Exception Rate2.1%RULE PATH
Operational Metrics queue / SLA / productivity
MetricCurrentInterpretation
Documents per Hour642session-derived operational pace
Pages per Hour2,408high-volume AP capture readiness
Straight-Through Processing76.6%documents completed without manual intervention
Field Correction Rate6.8%operator edits after extraction
Queue Agingoldest exception 21mwatch threshold approaching
SLA Compliance97.2%within operational target
Top Exception Reasons root-cause familiarity
PO mismatch
12
Low field confidence
9
Duplicate invoice
5
Vendor not matched
4
Integration retry
1
Role / Queue Performance work queue visibility
QueueItemsAvg HandlingResource GroupStatus
AP_VALIDATORS1101:18AP Validation TeamNormal
AP_APPROVAL704:42AP ApproversNormal
AP_EXCEPTIONS409:31AP LeadsWatch
EXPORT_RETRY102:11Operations SupportReady
Integration architecture: connectors below are architectural demonstrations only.
Enterprise Integration Pattern REST / SOAP / .NET / SQL
TOTALAGILITYprocess / case / job
→
BUSINESS DATAnormalized document model
→
API LAYERREST / SOAP / authentication
→
ERP / ECMSAP / Oracle / SharePoint / OpenText / FileNet
Connector Familiarity integration objects and targets
TypeTargetUseState
REST ActivitySAP / custom APIcreate AP transaction / status callbackArchitected
SOAP Servicelegacy service busdocument handoff / metadata postArchitected
Database LookupSQL Servervendor / PO / duplicate checksModeled
ECM ExportSharePoint / OpenText / FileNetarchive released image + metadataModeled
IdentityAD / SSO / OAuthoperator sign-in / API authPlanned
Service / Environment Terms technical authenticity
Core Services
Web · Worker · Transformation · Integration · Analytics
Security
service accounts · API authentication · role-based access · transport security
Administrative Tasks
endpoint configuration · credentials · retry policy · timeout / fault handling
Troubleshooting
failed export · suspended job · retry queue · service state monitoring
Modernization: maps legacy Kofax Capture / KTM concepts to contemporary Tungsten / IDP architecture without overstating recent production TotalAgility work.
Kofax → Tungsten Capability Map
Legacy ExperienceModern AlignmentLab Evidence
Batch ClassProcess / document automation intake modelCapture section
Document ClassDocument type / classification modelTransformation section
KTM ExtractionDocAI / transformation / field extractionLocator + field matrix
ValidationHuman-in-the-loop reviewValidation workspace
Release Scripts / ConnectorsIntegration activities / API layer / export orchestrationIntegration section
Batch MonitoringOperational intelligence / analyticsAnalytics section
Capture WorkflowTotalAgility process / case / job orchestrationWorkflow section
Practical Resume Bridge how the story should read
Legacy credibility
long-term capture / imaging / document automation foundation
Modern relevance
understands how those patterns map into current Tungsten/TTA terminology
Value proposition
can operate across capture, extraction, validation, workflow, integration and analytics
Modern Terms to Recognize interview / recruiter familiarity
DocAI StudioWorkspaceJobsCasesActivitiesBusiness RulesResourcesSystem QueriesRepository BrowserServices
Certification / administrator readiness: planned study areas are aligned to current Tungsten vocabulary and operating concepts.
Learning / Certification Focus
TrackFocusStatus
TotalAgility AdministratorDesigner · Resources · User Accounts · Jobs / Cases · ServicesPlanned
Transformation / Captureclassification · extraction · locators · validationPlanned
Workflow / Processactivities · queues · exceptions · business rulesPlanned
Analyticsmetrics · queues · performance insightEvaluate
Administrative Vocabulary
Core Areas
Resources · User Accounts · Roles · MFA · Jobs · Cases · Services
Repository
Packages · Business Data · Forms · Queries · Triggers · Integrations
Operations
Activity Actions · Job Actions · Exception Management · Performance Monitoring
Boundaries
this lab does not claim official certification already earned
Kofax / Tungsten Automation Support Current company identity: Tungsten Automation. Legacy Kofax knowledge and delivery resources remain relevant to long-term Kofax professionals.
OPEN CURRENT SUPPORT ↗
Tungsten Automation
Documentation
Tungsten DocShield
Office
2955 East First Avenue, Suite 400 · Denver, CO 80206
Phone
+1 303-276-3820
Legacy Kofax Resources
Knowledge Portal
knowledge.kofax.com
Delivery Portal
delivery.kofax.com
Why both matter
legacy Kofax product experience still maps directly into current Tungsten product evolution.
Useful Product Areas to Review support / help familiarity
CaptureTransformationTotalAgilityAnalyticsDocAIDesignerWorkspaceRepository BrowserServicesTroubleshooting
Samuels Enterprises enterprise portfolio / information / support
Kofax and Tungsten Automation names remain trademarks of their respective owners.