You can set up and configure clients. To configure client settings, complete the following steps in Solution Configuration Manager.
| Parameter | Description |
|---|---|
| Client ID | This is the unique ID of the client, which must always be set to an integer value. |
| Profile ID | This is the ID of the profile assigned to the client. The profile controls what fields are extracted and how they are validated. More than one client may share the same profile ID if the extraction and validation requirements are identical. |
| Export Profile ID | This is the ID of the export profile assigned to the client. The export profile ID controls how data is exported for a client. More than one client may share the same export profile ID if the export requirements are identical. |
| Client Name | This is the free text string containing the name of the client. This data is written into the Visibility reporting database for each document assigned to a client. |
| Instructions Profile ID | The instructions profile ID is the ID assigned to a particular set of instructions that are saved in Instructions Settings. |
| Force Verify | This is a flag value that controls whether all documents for this client should stop in Verifier. If selected, all documents stop. If not enabled, only documents requiring user attention stop. |
| Client Group | This is the ID of the client group to which the client belongs. It is an integer value that can be set freely by the system administrator. The client group is the means by which users are assigned to have access to documents belonging to specific clients. |
| Requires Review | This is a Boolean flag that indicates whether documents assigned to the client should always be subject to review post verification. |
| Institution Partition | This is the ID of the institution master data partition to be used by the client. Institution ASE results are filtered based on this institution partition if ActivateInstitutionFiltering=YES within the INI file. |
| Applicant Partition | This is the ID of the applicant master data partition to be used by the client. ApplicantASE results are filtered based on this applicant partition if ActivateApplicantFiltering=YES within the INI file. |
| Priority | When documents are imported into Brainware for Transcripts, they are placed into batches and each batch is assigned a priority. This priority controls the order by which the RTS component of Brainware for Transcripts processes the batches, and also the order in which the documents appear in the Verifier application. The priority scale runs from 1 to 9, with 1 having the highest level of priority. If this field is populated with 1, it means that all batches containing documents from this client is accorded a priority of 1. |