Default Mapping Example - Directory Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Directory-Import-Processor/Foundation-24.1/Directory-Import-Processor/Configuration/Configuration/Mapping-Document-Types-and-Keyword-Types-to-Documents/Process-Mapping-Examples/Default-Mapping-Example - 2024-08-01

Directory Import Processor

Platform
OnBase
Product
Directory Import Processor
Release
Foundation 24.1
License
Premier
Standard
Essential

City Bank keeps all records of the month's deposit slips from every teller in a directory. The root directory is located at C:\City Bank Deposit Slips. The following is the directory structure they use:

City Bank wants to import all deposit slips for each month into OnBase and have the imported files assigned to the AP - Deposit Document Type. Each file must also be assigned the Teller # Keyword Type and the Date Effective Keyword Type. Each file name follows the format of [Teller #],[Date Effective].tif.

To configure a Directory Import Processor process for City Bank's directory, the following is configured:

  • A Default Mapping at the root directory with a Default Document Type of AP - Deposit.

  • A file name Ordered Keyword Mapping to assign the Teller # and Date Effective Keyword Types.

The process is configured with a Default Mapping, named Deposit Slips, in the following way:

The Deposit Slips Default Mapping is configured with an Ordered Keyword Mapping for file names in the following way:

Note:

City Bank must format the Date Effective Keyword Type to process the date Keyword Value correctly. See Date Formatting for more information on formatting date Keyword Types.

Tip:

For more information on configuring a Default Mapping, see Configuring Default Mappings. For more information on configuring a file name Ordered Keyword Mapping, see Configuring an Ordered Keyword Mapping for a File Name.