Encoding a Batch in the Scanning Client - Branch Capture Check Processor - English - Foundation 22.1 - OnBase - external

Branch Capture Check Processor

Branch Capture Check Processor
Foundation 22.1

To encode a batch:

  1. With the Scanning client in the Active Batches view, double-click the batch to be encoded or select the batch to be encoded and click the Batch Encoding toolbar button.

    The Scanning client is displayed in the Batch Encoding view.

    • An image of the front of the currently-selected document image is displayed in the upper viewer window.

    • The divider between the viewers displays the MICR information of the currently-displayed document and, if available, the Amount of the currently-displayed document.

    • The lower window allows you to view document data obtained during scanning (i.e. MICR information and, if licensed and configured to do so, Check Amount information obtained by the CAR/LAR functionality) and to view information associated teller report (optional).

    • The status bar displays the Item Count(the number of documents in the batch as indicated in the Teller Report), the totals of the documents in the batch (i.e. the total amount represented by all documents in the batch that have been encoded, and, depending on your configuration, the total amount of all encoded On-Us checks and the total amount of all encoded Transit checks), and the Report Total(the total amount of all checks in the batch as indicated by the Teller Report).

      If your solution is licensed for CAR/LAR, if the Batch Amount detected by CAR/LAR matches the Teller Amount or Report Amount, a message is displayed stating Amounts Balance.

  2. Select a document from the batch. The front of the selected check or bond is displayed in the upper viewer.
  3. Use the arrow toolbar buttons to move the selected document up or down in the batch.
  4. If necessary, you can perform the following actions to modify or delete the document image. Use these actions to fix incorrectly scanned images, such as if the document was fed into the scanner backwards:




    Rotate Image

    Click to rotate the displayed document image 180 degrees.


    Use this option if the check or bond was scanned upside-down.

    Flip Image

    Click to display the reverse side of the document image.


    Use this option if the document was scanned backwards and the back of the document is being displayed as the front.

    Delete Image

    Click to delete the currently-displayed document from the batch.


    If you are using a Teller Report to assist with encoding, you will also be prompted to delete the Report Amount for each item you delete. This action does not permanently delete the amount from the Teller Report; it can be restored by exiting and re-entering Batch Encoding view for the selected batch.

  5. When a document is selected, the lower window displays the following data about that document obtained when it was scanned:

    Column Heading

    Original Location of Data


    Aux On-Us

    MICR Data

    The first group of numbers on a business check. This information does not appear on a personal check. The digits appear between the symbols shown in the Original Location of Data column.

    Position 44

    MICR Data

    The first character position prior to the ABA Routing Number. For most checks this is blank. A digit here has meaning to the banks and Federal Reserve.

    Routing Number

    MICR Data

    The nine digits found between the symbols shown in the Original Location of Data column. A Routing Number is also known as an ABA Number.


    Branch Capture automatically checks the value of the Routing Number to ensure that it is valid. Invalid characters are displayed as asterisks (*) and an invalid value is displayed in red.


    MICR Data

    The digits found between the Routing Number and the Amount.Typically, a business check will show only the Account Number between these two areas; a personal check will show the Account Number and Check Serial Number. Other information could display here as well.


    Your scanner may not correctly read the MICR information on bonds. Be sure to verify the On-Us value after the batch is completed, and manually encode it if necessary.


    MICR Data

    The value entered by the user during the encoding process The value can be automatically detected if it is included on the MICR line of the check or bond, or if your solution is licensed and configured to use the CAR/LAR functionality in the Scanning client.

    The digits can be entered via data entry while viewing the document on the screen, or, if the Report Amount column is displayed, the user may double-click the cell to transcribe the amounts directly from the Report Amount column.


    If your solution is licensed and configured to use the CAR/LAR functionality in the Scanning client and a recognized Check Amount value does not meet the configured confidence level, it will be ignored and the value must be entered manually.

    Report Amount

    Teller Report

    The check amount as it is displayed on the Teller Report.


    Depending on your Branch Capture configuration, this column may or may not be displayed.


    Click the Font toolbar button to modify the size of the text displayed in the lower window.

  6. Fields for each document that require your attention are highlighted. The color used indicates the reason why the field needs user attention.




    Indicates that the MICR information on the check was not read correctly during scanning, possibly because the MICR line on the check has been damaged.

    MICR characters that have not been read correctly are displayed as an asterisk (*).


    Indicates that a Routing Number or amount value does not match the values specified on the Teller Report.


    Indicates that a required field is empty.


    Indicates that field has been corrected by the user.


    Indicates that this item is an On-Us item.


    Your Branch Capture solution must be configured to display On-Us items separately from Transit items for items to be displayed in magenta.

  7. If your Branch Capture solution is configured to display Teller Report information during encoding, click the Teller Report toolbar button to select a Teller Report.

    For more information on Teller Reports, see Teller Report.

  8. Double-click on a field (i.e. a highlighted field or an Amount field) to open it, and then enter the value into the field. The use of decimals, as well as the use of commas, is supported.

    You may press Tab or Enter to proceed to the next field instead of double-clicking it.

  9. Once all documents in the batch have been encoded, click the Mark as Balanced toolbar button.

After encoding is complete, the batch is checked to ensure it is not a duplicate of another, existing batch. If a duplicate batch is detected, a message is displayed informing you that the batch is a duplicate.


It is recommended that a batch be balanced in one session.