CDIA Workflow Design 2 — Questions and Answers
Question 1: In a document imaging workflow, what does 'straight-through processing' (STP) mean?
- Documents are manually reviewed at every step
- Documents flow through the entire workflow without human intervention (Correct answer)
- Documents are printed and rescanned at each stage
- Documents are batched and processed weekly
Correct answer: Documents flow through the entire workflow without human intervention
Straight-through processing (STP) means documents are processed automatically from capture to final storage without requiring manual intervention.
Question 2: Which workflow design pattern is BEST suited for handling exception documents that fail automated validation?
- Linear sequential processing
- Exception queue with escalation routing (Correct answer)
- Batch processing with nightly runs
- Parallel processing across all queues
Correct answer: Exception queue with escalation routing
An exception queue with escalation routing isolates failed documents so specialists can resolve issues without disrupting normal workflow throughput.
Question 3: When designing a workflow for invoice processing, which metric BEST measures workflow efficiency?
- Total number of invoices scanned per day
- Average cost per invoice processed end-to-end (Correct answer)
- Number of workflow steps in the process
- Size of the document repository
Correct answer: Average cost per invoice processed end-to-end
Average cost per invoice processed end-to-end captures both labor and system costs, making it the most comprehensive efficiency metric.
Question 4: What is the purpose of a 'work item' in a workflow management system?
- A physical folder containing paper documents
- A logical unit of work assigned to a user or queue for processing (Correct answer)
- A database backup of processed documents
- A printed audit report of completed tasks
Correct answer: A logical unit of work assigned to a user or queue for processing
A work item is the logical unit of work that carries document references and metadata through the workflow, assigned to users or queues at each step.
Question 5: In workflow design, what is 'load balancing' intended to achieve?
- Evenly distributing work items across available processors or workers (Correct answer)
- Reducing the file size of scanned documents
- Encrypting documents during transmission
- Consolidating multiple workflows into one
Correct answer: Evenly distributing work items across available processors or workers
Load balancing distributes work items evenly across available processors or human workers to prevent bottlenecks and optimize throughput.
Question 6: Which workflow design approach BEST supports a 'touchless' accounts payable process?
- Manual data entry with supervisor approval
- OCR extraction with automated matching to purchase orders and rules-based approval (Correct answer)
- Scanning only with manual indexing downstream
- Weekly batch processing with printed approval forms
Correct answer: OCR extraction with automated matching to purchase orders and rules-based approval
OCR extraction combined with automated PO matching and rules-based approval enables touchless processing by eliminating manual data entry and routing decisions.
Question 7: What is the role of a 'deadline timer' in a workflow design?
- It schedules nightly backups of the document repository
- It triggers escalation or notification when a work item exceeds its allotted processing time (Correct answer)
- It controls scanner duty cycle limits
- It tracks employee lunch break schedules
Correct answer: It triggers escalation or notification when a work item exceeds its allotted processing time
A deadline timer monitors work item age and triggers escalation actions or notifications when SLA time limits are exceeded.
CDIA Workflow Design 2
In a document imaging workflow, what does 'straight-through processing' (STP) mean?