Indexing Batches - Intelligent Capture for AP - English - Foundation 22.1 - OnBase - external

Intelligent Capture for AP
Platform
OnBase
Product
Intelligent Capture for AP
Release
Foundation 22.1
License

To perform Intelligent Capture for AP on a batch of documents in the Unity Client:

  1. Import a batch of documents into OnBase via a scan queue configured to use Intelligent Capture for AP.
  2. From the Unity Client, click the Batch Processing button in the Imaging ribbon group. The Batch Processing layout is displayed.
    Note:

    Depending on your scan queue configuration, the batch you imported in step 1 may have been routed to a batch status queue prior to the ICAP processing batch status queue. If necessary, perform any necessary activities to route the batch to the ICAP processing batch status queue prior to continuing to step 3.

  3. In the Status Queues list, expand the ICAP Processing node and select the batch status queue configured for the ICAP processing step in your solution. Depending on your configuration, this status queue may be named Awaiting ICAP Processing, or it may have a name customized for your solution.

    All batches residing in the queue, including the batch you imported in step 1, are displayed in the Batches pane.

  4. Without intervention, the Data Capture Server Windows Service polls the batch status queue configured for ICAP processing. Once a batch is found, it is automatically processed.
    Note:

    If you wish to skip ICAP processing, you must either right-click on the batch and select Skip Intelligent Capture for AP or select the batch and click the Skip Processing button in the Processing ribbon group. This immediately routes the batch to the next configured batch status queue.

    Note:

    Depending on your configuration, multiple batches may be processed simultaneously. For more information, contact your system administrator.

  5. Once processing is complete, the batch is routed to the next batch status queue:

    • If all documents in the batch are successfully indexed, and no values recognized by the Intelligent Capture for AP engine exceed the specified Suspect Level threshold, the batch is routed to the next batch status queue configured for the scan queue.

    • If no value is found for one or more required Keyword Types, the batch is routed to the batch status queue configured for index verification. For more information on configuring required Keyword Types, contact your system administrator.

    • If the Intelligent Capture for AP engine identified a value for one or more of the documents that exceeded the Suspect Level threshold specified for the engine, then the batch is routed to the batch status queue configured for index verification.

    Note:

    Depending on your configuration, all batches may be routed to the batch status queue configured for index verification, regardless of whether the values read by the Intelligent Capture for AP engine have been marked suspect.

    Note:

    ICAP processing does not change any pre-indexed or Default Keyword Values. Additionally, any instances of a Multi-Instance Keyword Type Group assigned to a document during ICAP processing will not overwrite or merge with instances of the same Multi-Instance Keyword Type Group created by pre-indexed or Default Keyword Values.