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      Which types of organizations does Finmatics support?

      Finmatics performs organization-specific document processing. To train extraction models and retrieve extraction results, it is necessary to set up organizations.


      The COMPANY is the top level organizational unit. A CLIENT is a legal entity and must be assigned to a COMPANY.

      • COMPANY: Global Sales Holding S.A.
        • CUSTOMER 1: Sales Australia Ltd.
        • CUSTOMER 2: Sales Austria Ltd.
        • CUSTOMER 3: Sales Brazil Ltda.

      A CLIENT has its own master and transaction data. You can assign one or more documents to each CLIENT. Use your own descriptions:

      • CLIENT: Sales Australia ltd.
        • DOCUMENT-TYPE: Invoices
        • DOCUMENT-TYPE: Travel expenses
        • DOCUMENT TYPE: Vouchers

      You can assign an email to each document type to receive the document. We process all documents of a document type.