Service Summary Row (SSR) descriptions are often used as a renaming variable for Endorsement and Cancellation documents. Given there may be multiple rows in the Service Summary table, the eDoc Management capability leverages data extracted from the PDF document to locate and identify the correct row from which to pull the description.

Service Summary Row Description Extraction Logic

eDoc Management will do the following:

1. Extract the change effective date from the PDF document
2. Refer to the Service Summary table in Epic and look for a row that has an effective date (”Effective Date” column) that matches the change effective date found on the PDF document
3. Extract the description from the identified row

If there are multiple rows with a matching effective dates:

1. Extract the statement date from the PDF document
2. Select the row with a staged changed date (”Stage Changed” column) that is closest to the PDF statement date
3. Extract the description from the identified row