Like other document processing options, such as Bar Code Processing or Full-Page OCR, Advanced Capture can be performed on batches of documents within a scan queue. It can also be performed on a single document from several places in the OnBase Client module, including the Document Viewer, the Import dialog box, or, with additional licensing, from within a Workflow queue.
Advanced Capture can help to streamline most indexing tasks. Advanced Capture can do much more than identify and extract basic indexing data; depending on your configuration, Advanced Capture can also perform these advanced indexing tasks:
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Automatically score and evaluate indexing data read by the Advanced Capture engine to determine if a document needs to be manually reviewed by a user for accuracy.
Batches of documents that are determined to have been accurately indexed can be marked as fully indexed and committed without any user intervention.
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Group and store line-item values using Multi-Instance Keyword Type Groups.
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Perform Optical Mark Recognition (OMR) and signature detection, and assign appropriate Keyword Values based on these results.
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Read MICR line data from check documents.
Advanced Capture is easily configured from using a visual, point-and-click interface. Users can create, modify, and delete Advanced Capture forms -- templates that allow a user to define the areas of the document that are processed and the type of indexing data (i.e., a Document Type identifier, the Document Date, or Keyword Value) that is extracted from each area.
A user with the proper rights can create and edit Advanced Capture forms from within the OnBase Client or the Document Imaging interface. Access to the OnBase Configuration module is not needed.
During processing, a document is classified and indexed based on the form matched to it by the Advanced Capture engine. Multiple forms can be created and associated with a single OnBase Document Type, allowing documents with different physical layouts to be processed and assigned to the same Document Type.
For example, an organization might scan and archive all of its shipping receipts, from any number of vendors, in one Document Type. Even though all of these documents have a different physical layout, as long as Advanced Capture is able to match an Advanced Capture form to each one, they can all be properly processed, indexed, and archived in the same Document Type.
If Advanced Capture cannot match a form to a document, or if its built-in quality controls determine that a value returned by the Advanced Capture engine is suspect, the batch containing the document is routed for user review. Documents are reviewed and corrected in the familiar environment of OnBase Document Imaging; no external programs or additional software is required.