Configuring A Data Field Zone - Advanced Capture - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Advanced Capture
Platform
OnBase
Product
Advanced Capture
Release
Foundation 24.1
License
Standard
Essential
Premier

Data Field Zones are used to identify, extract, and assign Keyword Values to the document.

Data Field Zones can identify Keyword Values in a number of ways:

  • By extracting text from the document and assigning that text as a Keyword Value.

  • By performing OMR or signature detection and assigning pre-configured Keyword Values based on whether a mark or a signature is present.

To create a Data Field Zone:

Note:

Prior to creating a Data Field Zone, ensure that the Default Zone Type option in the Tools panel is set to either Always Ask or Keyword field.

  1. With the document that the Advanced Capture form is being created from displayed in the Document Viewer, click and hold the left mouse button and use the pointer to draw a box around the value that is to be extracted/evaluated.
    Tip:

    Note that the area of the document that you selected is displayed in the Result Verification panel.

  2. Release the left mouse button to display the Data Field Zone dialog box.

    Depending on the setting of the Default Zone Type option in the Tools panel, the New Zone dialog box may be displayed.

  3. If the New Zone dialog box is displayed, click Keyword/Snippet Zone to continue to the Data Field Zone dialog box.
  4. Select the type of data the OCR engine needs to process in order to identify, extract, and assign Keyword Values to the document being processed.

    • If the OCR engine is reading a text value from the image document and assigning that value as a Keyword Value, select the Text Field tab.

    • If the OCR engine is going to be reading multiple Keyword Values in a table format, select the Line Item Extraction tab.

    • If the OCR engine is going to be reading multiple Keyword Values from a single zone when line item data is separated into multiple groups on the document, select the Grouped Line Item Extraction tab.

    • If the OCR engine is going to be performing optical mark recognition and assigning a pre-configured Keyword Value based on the presence or lack of an optical mark, select the Optical Mark tab.

    • If the OCR engine is going to be performing signature detection and assigning a pre-configured Keyword Value based on the presence or lack of a signature, select the Signature Detection tab.

  5. Configure the Data Field Zone using the Data Field Zone dialog box.
  6. Once you have set all necessary options on the Data Field Zone dialog box, click Save. The Data Field Zone dialog box is closed, and the Data Field Zone is temporarily saved to the Advanced Capture form.

    The Data Field Zone is highlighted either in green (for a Keyword zone, as in the following image) or in hatched red (for a snippet zone) on the document in the Document Viewer.

  7. Repeat steps 1-5 for each Data Field Zone that you wish to create for the currently-displayed Advanced Capture form.
    Tip:

    At any time, click Save Configuration in the Tools panel to save the form to the database.It is considered a best practice to save your Advanced Capture form configuration after the creation and configuration of every Advanced Capture form and of each form's Form Identification, Page Registration, and Data Field Zones.

    To discard all configuration changes (including all Data Field Zones created since the last time the form was saved), click Discard Configuration Changes in the Tools panel.