The need
Reading the forms that arrive at the firm.
DHN receives documents from many associations, each with its own forms and details. More than one application needs to identify those documents and read information from them. I built Harvest so those applications can use the same processing rules.
What I built
Dyson uses Harvest during intake.
Dyson uses Harvest’s association profiles to identify documents and its queues to handle intake. As the work moves between steps, Harvest records the activity. The intake dashboard uses those records to show staff the progress.
Harvest also routes attachments and prepares notifications and replies. Those jobs run in the background while staff work in the applications.
Harvest / Shared application services
Harvest
Document processing, intake routing, and activity records
- DysonClassification & intake queues
- Intake dashboardHandoffs & progress
- Staff emailNotices & reply drafts
Dyson uses Harvest to process incoming files. The dashboard shows the recorded progress.
Implementation
Shared document rules and a record of each job.
Reusable document rules
Each association profile describes how to recognize its documents and which information to extract. An application can use that profile instead of having its own separate reader for the same form.
Recorded handoffs and staff control
Harvest checks whether a message has already been handled and records what happened to it. Staff choose which messages get an acknowledgment or an AI-assisted draft. Substantive replies stay in Gmail for review.