Configuring Check Process Settings - Branch Capture Check Processor - English - Foundation 22.1 - OnBase - external

Select the Large Font check box to display the text in the lower window of Batch Encoding view to the larger font by default.

Select the Jump to First Error Field when Starting Batch Encoding check box to make the first error field active upon displaying a batch in Batch Encoding view

This option consists of two radio buttons:

• Right then Down

• Down then Right

This selects the behavior after correcting a field and hitting either the Tab key or the Enter key. See Encoding a Batch for a better understanding of how this works.

Checking this will add a sixth column to the lower window in Batch Encoding view (Report Amount) where the amount of each check will display.

This data is taken from the teller report. For more information, see Teller Report.

Specifies the location of the Teller Report. This folder is required when Use Teller Report for Amount Hint is selected.

Automatically selects a Teller Report if only one Teller Report matches configured default filter criteria (see Default Report Filter).

For more information on selecting a Teller Report, see Teller Report.

Select the default filter criteria used to filter teller reports when attempting to match a teller report to a batch.

The options selected will be the default filter in the Report Selection dialog box, or, if the Automatic Selection if Filter Matches Only One Report option is selected, then the criteria selected are used to automatically match a teller report to the batch.

Only Teller Reports that match all selected criteria for a batch are displayed.

• Branch Number

• Total Amount

• Teller Number

• Total Check Count

• Date

For more information, see Teller Report.

Select a radio button to determine what happens to the teller report after the batch has been balanced.

If kept once the batch referencing the Teller Report is balanced, the Teller Report is renamed <Batch Name>.tlr.

• Import and Leave in Teller Report Directory. Select to import the Teller Report into OnBase and leave the Teller Report in the specified folder.

• Import and Delete from Teller Report Directory. Select to import the Teller Report into OnBase and delete the Teller Report from the specified folder.

The CAR/LAR tab of the Branch Capture Process Settings dialog box contains configuration options that control the CAR/LAR functionality in the OnBase Client.

Additional configuration must be performed before these options can be set and CAR/LAR can be performed in the OnBase Client. For more information, see Configuring CAR/LAR Functionality.

CAR/LAR requires additional licensing and software. A dongle, required to perform CAR/LAR, may be installed on the scanning workstation or on a network server for access by multiple scanning workstations.

Each CAR/LAR solution is allotted a certain number of correctly recognized documents. As you scan and/or process batches and use CAR/LAR to determine the Check Amount value, the number of documents you will be allowed to use CAR/LAR to process decreases. Once this number reaches zero, you will be unable to use CAR/LAR to process any further checks.

Select this check box to enable CAR/LAR for the OnBase Client. Once selected, the remainder of the options in the CAR/LAR section are enabled.

Select this check box to skip CAR/LAR processing if the Check Amount was detected in the check's MICR line or if the value was entered manually.

Enter a value in the text box to determine the Confidence Level required for a Check Amount value identified by CAR/LAR to be accepted.

Only a Check Amount value with a confidence score higher than the Confidence Level will be accepted. Any Check Amount value with a confidence score lower than the Confidence Level will be ignored and have to be entered manually during encoding.

In this drop-down, select the name of the configured A2iA process to be used when performing CAR/LAR in the OnBase Client.

For more information on configuring an A2iA process, see Step 3: A2iA Configuration.