Requiring Keyword Values for Archival - Intelligent Capture for AP - English - Foundation 22.1 - OnBase - external

Intelligent Capture for AP

Intelligent Capture for AP
Foundation 22.1

To ensure that batches are routed to the indexing batch status queue for index verification when ICAP processing fails to extract a value for a certain Keyword Type, you can configure the Keyword Type to require a value for archival purposes.

To configure a Keyword Type to require a value for archival:

  1. From the OnBase Configuration module, click Document | Document Types. The Document Types dialog box is displayed.
  2. From the Document Type list, select the Document Type for which the target Keyword Type must have a value.
  3. Click Keyword Types. The Keyword Type Assignment dialog box is displayed.
  4. Click Options. The Keyword Options dialog box is displayed.
  5. In the REQN column, select the check box for each Keyword Type for which you want to require a value to be present.

    The Required Keyword setting does not prevent a user from sending data that excludes values for required Keyword Types directly to the OnBase Internal System. If it is critical that a required Keyword Type have a value, you need to put additional processes in place to catch and handle such cases.

  6. Click Close to return to the Keyword Type Assignment dialog box.
  7. If you want to configure Keyword Types to require a value when they belong to additional Document Types, repeat steps 2 to 6.
  8. To save your configuration changes, click Save. You are returned to the Document Types dialog box.
  9. When finished configuring Keyword Types to require a value for archival, click Close.