Configuring a Page Registration Zone to Use an Image Match - 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

An image can be configured to determine a page's registration by using the options on the Image Match tab of the Page Registration Zone dialog box.

Note:

On a scaled document, the location of the Registration Point can become skewed when using an image to determine a page's registration. As a result, the document might not be matched to the form. Therefore, when configuring a form to which scaled documents will be matched, it is recommended that you limit the use of Page Registration Zones that use an image match and that you configure at least one Page Registration Zone that uses only text and/or regular expressions.

Page Registration Zone Image Match options

Description

Image Matching Form Identification Zone

By default, Page Registration Zones are configured to use text values to determine the page's registration.

Select this check box to configure this Page Registration Zone to use an image to determine the page's registration.

This check box must be selected in order to enable the other options on the Image Match tab of the Page Registration Zone dialog box.

Suspect level

Enter the Suspect Level threshold, 1-99, in this field. By default, this value is set to the default Suspect Level set for the Advanced Capture form.

The Suspect Level is the level of confidence placed in data values captured in this zone. The default Suspect Level set for the Advanced Capture form is displayed below the Suspect Level field.

After a zone is processed, the OCR engine gives the resulting value a score between 1 and 99, depending on how confident it is in the result that is returned. The higher the score is, the lower the OCR engine's confidence is in the results.

The value you enter in this field is the threshold at which the OCR engine determines if a returned value is acceptable or suspect. A score returned by the OCR engine higher than the Suspect Level threshold you set causes the value captured by the zone to be marked as suspect. A score lower than the Suspect Level threshold indicates that the captured value is considered by the OCR engine to be acceptable.

For example, setting the Suspect Level to 99 would indicate you completely trust the result returned by the OCR engine because no higher score could be returned and no result could be marked as suspect.

Setting the Suspect Level to 1 would indicate you have no trust in the result, since no lower score could be returned and no result could be determined acceptable.

Setting the Suspect Level to 0 reverts back to the default threshold of 75.

Tip:

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 the page registration is being correctly determined.

Match DOES NOT EQUAL

Select this check box if the page's registration should be determined only when the Match Value does not appear in the Page Registration Zone.

Page Location(s)

The Page Location(s) options control the pages that the OCR engine searches for a particular Page Registration Zone.

  • Select the Absolute page radio button if the Page Registration Zone is only displayed on one page and is always displayed on the same page (e.g., the Page Registration Zone is always on page 2). Enter the page number that the Page Registration Zone is located on in the associated field.

    Note:

    Valid Absolute page values are 2 or greater. If enter a value less than 2, this value will be changed to 2 automatically upon saving.

  • Select the Relative page radio button if the Page Registration Zone may be located on one or more pages relative to the length of the document. Select one or more of the following check boxes to indicate which page(s) the Page Registration Zone may be located on.

    Note:

    The First page and First page (not only page) options are not available for Page Registration Zones.

    Select the Interior pages check box if the Page Registration Zone is located on every page of the document other than the first or last page. This option can be used in conjunction with the First page and/or Last page check boxes.

    Select the Last page check box if the Page Registration Zone is located only on the last page of the document. This option can be used in conjunction with the First page and/or the Interior pages check boxes.

    Select the Last page (not only page) check box if the Page Registration Zone is located on the last page and other pages in the document.

Document Separation Control

Note:

The Document Separation Control options are available only for Advanced Capture forms that are configured for document separation. For more information, see Configuring Document Breaks.

The Document Separation Control options control whether the presence of the Page Registration Zone on a page should force a continuation or a break of the document.

  • Select None to use the form's default settings for document separation.

  • Select Continue Document to continue the document onto the next page automatically, without testing for matches to other Advanced Capture forms.

  • Select End Document to break the document on the current page. The next page will start a new document.

Note:

Irrespective of these settings, the document will still break when it reaches the Maximum Page Count that has been configured for the form.

VB Script

Use the VB Script drop-down list to select a VB script to associate with the identification of this Advanced Capture form.

Click the ... button to open the VB Scripts dialog box. Here, the selected script can be re-configured or edited. For more information on these options, contact your System Administrator.

Activation groups

When you have configured multiple Form Identification Zones or Page Registration Zones for a document, you can assign individual Data Field Zones to a specific Form Identification or Page Registration Zone using activation groups. Activation groups allow you to activate only the Data Field Zones assigned to the Form Identification or Page Registration Zone that is used to match the document to an Advanced Capture form. Data Field Zones assigned to Form Identification or Page Registration Zones that are not used to match the document to a form will not be processed. Also, Data Field Zones present on pages other than the pages containing their assigned Form Identification or Page Registration Zones will not be processed, unless otherwise specified through the Page Location(s) setting or by adding a + to the front of the activation group name on the Form Identification or Page Registration Zone. This selective activation saves processing time and reduces the number of forms that need to be created for a Document Type.

Use the Activation groups field to enter or select an activation group name. Add a + to the front of a group name (e.g., +Group1) on a Form Identification or Page Registration Zone to set all Data Field Zones assigned to this group to be processed. Use commas to separate multiple group names.

  • When a Form Identification Zone or Page Registration Zone is matched to a form, all activation groups that have been configured for the zone will be activated.

  • Form Identification Zones are organized into Identification Groups (under Combined rule expressions), and only one Identification Group can be matched to a form. Once an Identification Group has been matched, any remaining Identification Groups on the document will be skipped.

  • Multiple Page Registration Zones can be matched to a form. Every Page Registration Zone on the document will be tested for a match.

  • If multiple activation groups have been configured for a Data Field Zone, the zone will be processed if any of these activation groups is activated.

  • If no activation groups have been configured for a Data Field Zone, the zone will be considered active and thus will be processed.

  • If a Data Field Zone is configured to only be searched for on certain pages (i.e., through the Page Location(s) setting), the zone can only be considered active on these pages. This overrides any conflicting settings that would otherwise activate the Data Field Zone (e.g., when a Data Field Zone is assigned to an activation group that is named with a + on the corresponding Form Identification or Page Registration Zone, or when a Data Field Zone is not assigned to any activation group).

Significant Area

Use the slider to control the size of the significant processing area. The significant processing area is the red box displayed on the image snippet.

Increasing the size of the significant processing area (i.e., moving the slider to the right) will increase the accuracy of the image match process, but will decrease the speed of the process.

Decreasing the size of the significant processing area (i.e., moving the slider to the left) will increase the speed of the image match process, but will decrease the accuracy of the process.

Find Registration

The Registration Point feature is required when using an image identifier.

The Registration Point is the starting point (upper-left corner) of the image's significant processing area (the red box displayed on the image snippet). It is used to determine the page's offset (i.e., any skew or rotation) that might have occurred during scanning.

The position of the Registration Point on the Advanced Capture form is compared to the same position on the document being processed. The position of the configured Page Registration Zone is adjusted on the document being processed to account for the detected offset to ensure that the Advanced Capture process is able to process the document properly.

Click Find Registration to automatically set the Registration Point, or double-click a location on the image to manually set the Registration Point at that position.