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Staging environment

  • Updated: 8/09/2021

    Staging environment

    Staging is a training, testing, and validation environment for hands-on experience with the IQ Bot workflow on documents that represent the larger volume of documents to process in production.

    Use Staging to train, test, and improve the accuracy of a learning instance and its bots before deployment to the Production environment.
    Note: Data from the Staging environment does not appear in the Production environment.
    The primary purpose of the staging environment is as follows:
    • Provide an overview and give you the opportunity to review and correct the extracted data before sending the bots to production
    • Provide reporting data for the Staging environment so it does not interfere with reporting data in the Production environment.
    Do the following tasks in the Staging environment:
    • Upload sample documents.
    • Classify or digitize the sample documents.
    • Create or train bots to extract data.
    • Preview to verify extraction or make manual corrections.
    • Save and set the bots to production.
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