When an organization receives an EDI data file, the file is placed in a directory that is accessible to OnBase. An OnBase administrator is able to create and configure a process format to capture, parse and index this message into any number of documents that are then imported into OnBase. This process can be initiated manually by a user with the proper product rights or it can be scheduled to occur automatically during non-peak hours.
Information about each document is pulled directly from the data stream and is mapped to an OnBase Keyword Type, allowing all documents imported via the EDI 837 processor to be indexed automatically, free of user intervention.
Because the documents imported via the EDI 837 processor are XML-based, style sheets can be applied to them once they are imported into OnBase to display the data as desired. The same document can be viewed with a variety of style sheets; for example, one style sheet can be used for viewing the document and another used for printing the document. Style sheets can even be applied to a document based on one of the document's Keyword Values.