Automation - Moneythumb & Ocrolus

🔧 Method Signature

global static void automateProcess(String parentRecordId, String applicationName, Map<String, List<Id>> mapSelectedDocs)

📌 Purpose

The automateProcess method is a global automation entry point in the Document Insights application that prepares and initiates PDF document conversion through Moneythumb or Ocrolus, based on the selected documents.

It validates the selected documents, constructs a standardized request payload, and calls the internal PDF Insight processing service to perform document parsing and analysis.

🧾 Parameters

⚙️ Supported Document Types per Vendor -

• MoneyThumb - Bank Statements,Credit Card Statements,Plaid JSON

• Ocrolus - Bank Statements, Credit Card Statements, Plaid JSON, Driving License, Passport, Passport Card, SSN, PayStubs, SSA-1099, IRS Form 1040 (2022), IRS Form W-2

🔁 Automation Workflow

1. Retrieve Valid Document Types

• Fetches the list of allowed document types from custom metadata or configuration via ConfigurationService.getValidPDFType().

2. Input Validation

• Validates:

  • parentRecordId is not blank.

  • mapSelectedDocs is not null or empty.

  • Each document type prefix (before ::) is among the valid types (e.g., Bank, CCard, Plaid).

• If any validation fails, it throws an InvalidParametersException with a detailed error message.

3. Document Preparation

• Iterates through the map entries.

• For each document, parses:

  • DocumentType – extracted from the key before ::.

  • Source – extracted from the key after ::.

  • ContentDocumentId – each file/document Id in the list.

• Constructs a list of SelectedDocumentWrapper objects with this information.

4. Service Invocation

• Serializes the wrapper list into JSON.

• Invokes PDFInsightRequestController.callPDFInsightService() with:

  • The parent record Id

  • The JSON payload of document metadata

✅ Expected Outcome

• Valid documents are queued for processing via the Document Insights pipeline.

• The target PDF processing service (Moneythumb or Ocrolus) is called internally based on the source metadata.

• Status tracking and further processing are handled in downstream logic (outside this method).

⚠️ Error Handling

🧪 Example Input

Map<String, List<Id>> selectedDocs = new Map<String, List<Id>>{'Bank::Moneythumb' => new List<Id>{'069XX0000001abc', '069XX0000001xyz'}};
AutomatePDFInsightProcess.automateProcess('006XX000000abcd', '', selectedDocs);

🗂️ Supporting Classes & Services