The following best practice information should be considered when creating or modifying an Advanced Capture form.
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By default, the Suspect Level threshold is set to 75 and the average score given to a processed field is 70. It is considered a best practice to set your Suspect Level to the default threshold of 75 to ensure that forms are correctly and consistently being matched to documents.
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By default, the Assigned Document Type is set to <Document Type Unchanged>, which retains the existing Document Type of documents that will undergo Advanced Capture processing. When the Document Type is set at the scan queue level and does not need to be modified, it is considered a best practice to leave this setting as the default to avoid duplication of effort.
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When configuring a text Match Value for a Form Identification or Page Registration Zone, if the position of the text shifts from document to document to an extent that the exact text contained within the zone might change, it is considered a best practice to use the Contains text option to increase the chances of a desired match.
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When configuring an Advanced Capture form to use a Regular expression match, it is considered a best practice to test the expression with the OnBase Regex Validator, available from the Hyland Community or your solution provider. This helpful tool allows you to validate regular expressions and to view examples of the types of data typically captured by the Advanced Capture module.
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It is considered a best practice to save your Advanced Capture form after the form is created and after any configuration change is made (for example, any Form Identification, Registration, or Data Field Zones are added, deleted, modified, or moved).
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Because a limitless number of Advanced Capture forms can be configured for a single Document Type, let alone all Document Types configured for your Advanced Capture solution, it is considered a best practice to limit the number of Advanced Capture forms available to a Document Type as much as possible in order to save time and processing resources.
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It is considered a best practice to test each Advanced Capture form after it is created and after any modifications have been made to it. All Advanced Capture forms should also be regularly tested to ensure that they do not require updating.
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It is considered a best practice to periodically perform a form order analysis and re-order your forms. The frequency of this analysis should be based on the number of documents you are processing via Advanced Capture and the number of forms configured for your solution.
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If you would like your Advanced Capture solution to capture duplicate line item information (for example, when a student's school transcript displays duplicate line items reflecting values for a class taken multiple times within the same term), it is considered a best practice to use one of the following configurations:
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For the MIKG configured for capturing the line items (for example, for course information on a school transcript), configure an additional Keyword Type representing a sequence number for the line items. Then, in the Sequencing Keyword Types for Multi-Instance Groups section of the Form Definition Scan Queues/Keywords dialog box, select this Keyword Type.
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For the MIKG configured for capturing the line items (for example, for course information on a school transcript), configure two additional Keyword Types: Line Item and Page. Then, when configuring a Grouped Line Item Extraction Data Field Zone, configure the Line Item and Page Keyword Types as tags and assign them the <Line Number> and <Page> Meta Data Values, respectively.
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