Keyword Mapping Logic for Epic Welcome - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic
Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

When imported documents from Epic Welcome are indexed, the integration identifies the Keyword Types to populate by running the following checks:

  1. First, the integration checks whether the Epic keyword exactly matches the name of any OnBase Keyword Types assigned to the Document Type. If there is a match, then the Epic keyword is populated for the matching OnBase Keyword Type.
  2. If there is no match, then the integration checks whether the Epic keyword is mapped to any OnBase Keyword Types. If it is, then the Epic keyword is populated for the mapped OnBase Keyword Type.
  3. If the Epic keyword is not associated with any OnBase Keyword Types, then the archived document is not indexed with that keyword.
    Similarly, if a Keyword Type on the Document Type is not associated with any Epic keywords, then the Keyword Type is left blank on the archived document.