Requiring Keyword Values to Match Data Set Values - 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 that matches one of the specified Data Set values for a certain Keyword Type, you can configure the Keyword Type to reject any value that does not match one of these Data Set values.

To configure a Keyword Type to require a value from the specified Data Set:

  1. From the OnBase Configuration module, click Keyword | Keyword Types. The Keyword Type Configuration dialog box is displayed.
  2. From the Defined Keyword Types list, select the Keyword Type for which you want to require a Data Set value.
  3. Click Settings. The Keyword Type Settings dialog box is displayed.
  4. In the Data Sets / Drop Down Lists section, ensure that Use Keyword Data Set is selected.
  5. In the Usage Restrictions section, select Keyword Must Exist.
  6. Click Save to save your changes and return to the Keyword Type Configuration dialog box.
  7. If you want to confirm your Data Set values for the Keyword Type, or if you need to configure them for the first time, do the following:
    1. With the desired Keyword Type selected, click Data Set. The Keyword Data Set Configuration dialog box is displayed.
    2. Confirm the values in the Keyword Data Set list. If necessary, create and configure new values. For more information on configuring Keyword Type Data Sets, see the System Administration module reference guide or help file.
  8. If you want to configure additional Keyword Types to require a value from a specified Data Set, repeat steps 2 to 7.
  9. When finished configuring Keyword Types to require a value from a specified Data Set, click Close.