Testing Advanced Capture Forms - 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

Once you have matched a form to one or more sample document(s), you can run a test Advanced Capture process to see if the Form Identification, Registration, and Data Field Zones are processed correctly on the sample document(s).

Tip:

It is considered a best practice to regularly test each Advanced Capture form to ensure that it does not require updating. All Advanced Capture forms should be tested after they are created and after any modifications have been made to them.

The test can be performed at the document level or at the batch level. The document level test is likely to be faster than the batch level test because only one document is being evaluated, but the batch level test can be useful because the OCR engine automatically attempts to match an existing form to all of the documents in the batch, and can help you determine which documents require a new or modified Advanced Capture form.

Note:

All documents in the batch are listed in the Batch Documents panel, in the upper-right corner of the Advanced Capture Configuration window. A green check mark is displayed next to documents in the batch that have been matched to an Advanced Capture form, and a red X is displayed next to documents that are unclassified.

To test an Advanced Capture form:

  1. From the Advanced Capture Configuration window, ensure that the document and its associated Advanced Capture form are displayed in the Document Viewer.
  2. To test a single document, click Process Current Document in the Tools panel.

    To test an entire batch, click Process Entire Batch in the Tools panel.

    During processing, click Cancel at any time to cancel the test.

    Note:

    If the Process Entire Batch test is canceled before it is complete, any documents in the batch that had not been processed remain listed as unclassified or they are matched to the Advanced Capture form that they were matched to during pre-processing or the last test process.

  3. If you are testing a single document, the Test Result Verification window is displayed once the test is complete.

    The Test Result Verification window is divided into two panes:

    • The top pane contains a summary of information about the Advanced Capture form that was matched to the document. Information regarding Keyword Values that did not meet their respective fields' configured Suspect Level is displayed in red. Information regarding Keyword Values that did not meet their respective fields' configured formats (e.g., regular expressions' or tags' formats) is not displayed.

    • The bottom pane contains information returned from the OCR engine during processing. Information regarding Keyword Values that did not meet their respective fields' configured formats (e.g., regular expressions' or tags' formats) is replaced by the following message: Failed to extract meaningful data from raw zone result '<data extracted>.'

    Note:

    If you canceled the test, the Test Result Verification Window is displayed after the test is canceled. However, the top pane will display a message in red that indicates that the operation was canceled.

    If you are testing an entire batch, the Test Result Verification window is not displayed. Instead, the results are only displayed in the Result Verification panel within the Advanced Capture Configuration window.

    Tip:

    Double-clicking on the Result Verification panel exports the window's contents to a new text document. Double-clicking on the Test Result Verification window exports the bottom pane's contents to a new text document.

  4. Review the information in the Test Results Verification window or the Result Verification panel in order to determine what, if any, changes need to be made to the Advanced Capture form(s).