Performing Index Verification - Intelligent Capture for AP - English - Foundation 22.1 - OnBase

Index verification must be performed if document identifiers and Keyword Values for documents that undergo ICAP processing exceed the Intelligent Capture for AP engine's specified Suspect Level threshold.

If at least one value on one document in a batch did not meet this level, 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.

To perform index verification:

From the Unity Client, click the Batch Processing button in the Imaging ribbon group. The Batch Processing layout is displayed.
In the Status Queues list, expand the Index node and select the batch status queue configured for index verification in your solution. Depending on your configuration, this status queue may be named Index in Progress, or it may have a name customized for your solution.
All batches residing in the queue are displayed in the Batches pane.
In the Batches pane, select the batch on which you want to perform index verification. Then do one of the following:
- Right-click the batch and select Index Documents.
- In the Processing ribbon group, click Start Processing.
The Batch Indexing layout is displayed. The first document requiring index verification is displayed in the Document Viewer, and Keyword Values that were extracted from the document are populated in the Keyword panel.

Any Keyword Values (including multi-instance Keyword Values) that were extracted from a detected table format on the document are populated in both the standard Keyword panel and the Line Item Extraction Verification panel, which is displayed below the Document Viewer.

A summary of the document's extracted values is included in the Extraction Summary panel, which can be displayed to the right of the Document Viewer by clicking the ICAP Extraction Summary button at the bottom of the layout.

Note:
While the standard Keyword panel displays all values extracted from the document, the Line Item Extraction Verification panel displays only the values extracted from table formats detected on the document. The Extraction Summary panel, on the other hand, displays all Keyword, vendor, and header data extracted from the document. For more information on using the Line Item Extraction Verification panel, see Performing Line Item Extraction Verification. For more information on using the Extraction Summary panel, see Reviewing the Extraction Summary.

When performing index verification, note the following:
- Depending on your configuration, documents in the batch that have a value that exceeds the specified Suspect Level threshold may be the only documents displayed.
- Depending on your configuration and licensing, a Unity Form may be displayed instead of the standard Keyword panel. While Unity Forms are generally supported for Intelligent Capture for AP and Interactive Data Capture indexing features, note that Unity Forms are not supported for Interactive Data Capture indexing features on Keywords with select lists.
  
  For more information on using Unity Forms for indexing in the Unity Client, see the Document Imaging module reference guide or the Document Imaging for Unity help file.
- A label indicating whether the Data Capture Server is currently running (e.g., Data Capture Server Unavailable) is displayed above the upper-right corner of the Document Viewer.
- If the Data Capture Server is running, a label indicating the current indexing mode (e.g., ICAP Verification Indexing Mode) is displayed above the Document Type drop-down list.
- If OCR results must still be retrieved from the Data Capture Server before the next indexing action can occur, a label indicating that the OCR Status is In Progress is displayed above the upper-right corner of the Document Viewer.
- Once OCR data retrieval is complete, a label indicating that the OCR Status is Complete is displayed above the upper-right corner of the Document Viewer.
- If an error prevents OCR results from being retrieved, a label indicating that the OCR Status is Error is displayed above the upper-right corner of the Document Viewer.
- Once OCR data retrieval is complete, depending on your configuration, a message may display the OCR text of a location on a document in the Document Viewer when you hover over that location.
- If a Vendor Name and/or Vendor Number has been mapped for your solution and a vendor import process has been performed, but the ICAP process has failed to identify values for these Keywords, a drop-down list containing the Keyword's imported values is enabled for the corresponding Keyword Type field. You must enter at least the first 2 characters of the Vendor Name or Vendor Number and click the drop-down list button next to the Keyword Type field to enable the drop-down list. Unlike standard Data Set drop-down lists, these select lists are only available in the ICAP Verification Indexing Mode.
  
  Depending on your configuration, the primary values in these drop-down lists may also include their corresponding secondary values in parentheses or brackets (for example, a Vendor Name value may be listed with its corresponding Vendor Number value in parentheses and (if applicable) Company ID value in brackets, as seen in the illustration). If you select one of these values from the list, the Vendor Name, Vendor Number, and (if applicable) Company ID values are populated or updated in the appropriate Keyword Type fields.
  
  Note:
  The drop-down lists for Vendor Name and Vendor Number only display vendors with an active status. Any inactive vendors are not displayed.
- If your solution is configured and licensed for bar code recognition, Keyword Values may be populated from bar codes on documents. The process for verifying these Keyword Values and training the ICAP engine to learn the locations of bar codes is the same as with any other Keyword Values.
- If Intelligent Capture for AP identifies any Numeric or Currency Keyword Values of the format <Keyword Value>CR, those Keyword Values will be processed as credits. Any Numeric or Currency Keyword Value that is processed as a credit will be converted to a negative number before being assigned to the document.
Using the Document Type drop-down list, ensure that the correct Document Type is assigned to the document.
Before adding or modifying any Keyword Values, consider the statuses of each Keyword Type as signified by the following color highlights:
- Green: No learned Keyword tags have been matched to the Keyword Type. Keywords are highlighted in green to indicate that this is potentially the first time the document has been processed by the Intelligent Capture for AP engine, which therefore used the general, pre-configured pool of tags to index the document. The Keyword Values need to be confirmed.
- Yellow: The OCR quality is suspect. The Intelligent Capture for AP engine has determined a score for the extracted value that is higher than the configured Suspect Level threshold.
- Orange: The method in which the value was extracted has led to suspicion. The Intelligent Capture for AP engine may determine that the extraction method was suspicious based on one or more of the following factors: which Keyword tag was used, or the location and/or distance of the tag in relation to the extracted value.
- Red: Any combination of the above suspicions. The Intelligent Capture for AP engine has determined that multiple suspicious events have occurred in the process of extracting the value.
  
  Note:
  Pre-indexed Keyword Values, Default Keyword Values, values captured for unmapped Keyword Types, and values assigned to the Culture Locale, Currency Code, or Currency Symbol Keyword Types are not signified by any of the above color highlights.
Click in the first highlighted Keyword Type field, and compare its contents with the appropriate value as displayed on the document. Then do the following:
1. If the Keyword Value is incorrect or missing, correct the value by either manually entering it into the field or by extracting it from the document using any of the Interactive Data Capture indexing methods. For more information on these indexing methods, see the Interactive Data Capture module reference guide.
  
  CAUTION:
  If Culture Locale has been mapped for your solution, ensure that the Culture Locale Keyword is populated correctly before using the Swiping indexing method or the Point and Click indexing method to populate Currency or Date Keyword Values. If the ICAP process has failed to identify the correct Culture Locale Keyword, any Currency or Date Keyword Values populated using the Swiping or Point and Click indexing methods may be inaccurate.
  
  Note:
  Any of the Interactive Data Capture indexing methods can be used to train the Intelligent Capture for AP engine to learn where to find values on documents. When using Auto-Complete indexing, however, you must press Tab or Enter to accept a selected value from the drop-down list in order to use this value for training. If you press Esc to close the list without making a selection, or if you manually enter the full value in the field and then click in a different field, then learning will not occur for the current Keyword Type.
  
  Tip:
  When using Auto-Complete indexing, pressing Tab to accept a selected value from the drop-down list both expedites the process and ensures that the value will be used for training. Using the mouse to navigate to other Keyword Type fields is not recommended unless only incorrect date values are suggested in the drop-down list, forcing you to manually enter the correct date value and then click in another field to retain the entered value.
2. Once the value in the Keyword Type field is correct, navigate to the next Keyword Value needing review and repeat step 6. If no Keyword Values needing review remain for the document, click Index to display the next document in the batch that has at least one value needing review.
  
  Tip:
  Depending on your configuration, you may be able to press Tab to automatically navigate to the next suspect Keyword Value. Alternatively, you may be able to press Tab to navigate to the next Keyword Type field (i.e., regardless of its contents) and Shift+Tab to navigate to the previous Keyword Type field. For more information, see the Document Imaging module reference guide or help files, or contact your system administrator.
Once all documents in the batch requiring index verification have been verified, the batch is automatically routed to the next configured batch status queue for the scan queue.