Create and Edit Batch Types¶

Batch Type Configuration

Important

Batch types can only be created if there are document types in the system.

Open the Admin Panel and click Create Batch Types or Edit Batch Types

Type name: Type the name of your new Batch types, e.g. Invoices

Classification model: Select the classification model used to classify documents in this Batch type. Leave this blank if you don’t need to automatically classify documents.

Type description: An optional text description for your Batch type.

Batch Type Configuration ¶

Included Document Types ¶

Select all Document types that you want to include in this batch type. You need to create a document type first.

General Settings ¶

Recognition Languages ¶

Primary recognition language: This language will be used to OCR process this type of documents.

Primary locale: The locale is used to validate dates and parse addresses.

Secondary recognition language: An additional language to be used for OCR processing this type of documents.

Secondary locale: An additional locale for this document type.

Date display format: Any captured date will be converted to this format and displayed in the Form View for the operator to change or approve. If set to Original the dates will not be re-formated.

Priority ¶

Default Priority: 7 levels of priority are available from highest to lowest.

SLA: This is the maximum time for a batch to get processed. Administrators of the system can generate a report to see whether any batches have been processed slower.

Classification ¶

Classification mode:

Disable - no document classification will be done for documents in this batch type.
Semantic - documents will be classified based on their content. You need to select a classification model.
Barcode: - documents will be classified based on bar-codes.

Delete separator page:: deletes the barcode separator page;

Perform Internal Document Separation: automatically separates document based on a classification model.

Import Settings ¶

Here you can integrate with a data base and add validation lists:

Active Import module:

Select Odbc if you are going to use the desktop Verify client as it can only access an SQL database via ODBC.
The other clients support both SqlServer and SqlServer modes.

Connection string: The connection string to the database where the list is stored. Depending on the Import module you selected above you will have to use the appropriate connection string format:

ODBC connection string
- Windows authentication (no login name and password)
  Driver={SQL Server};Server=myServerAddress;Database=myDataBase;
- SQL Server Authentication (with login name and password)
  Driver={SQL Server Native Client 11.0};Server=myServerAddress;Database=myDataBase;Uid=myUsername;Pwd=myPassword;
  
  Note
  
  Note the use of Uid and Pwd for user name and password keywords.
.NET Framework Data Provider for SQL Server
- Windows Authentication
  Server=.\SQLEXPRESS;Database=ssiServerDb;Trusted_Connection=True;
- SQL Authentication
  Server=myServerAddress;Database=myDataBase;User Id=myUsername;Password=myPassword;

Click Configure and then click + to add a new list.

For each list you need to select a Name, Table and a Column.

Filter: a WHERE SQL clause to filter the list.

Tip

Do not include the WHERE keyword.

Export Settings ¶

Document export settings are also configured at the Batch type level. Check Configuring Data Export for details.

User and Group Assignments ¶

Batches of documents can be assigned to a particular user or user group. This means that only these users will be able to load these batches for processing.

Assigned to all groups and users - All users will be able to load batches of this type.
Assigned to specific groups - select this option and then place a check-mark next to each group of users that will be able to process batches of this type.
Assigned to specific users - select this option and then place a check-mark next to each user who will be able to process batches of this type.

Quality Control ¶

To increase the accuracy level you you might want to have some of the batches be verified by more than one operator. To do that define a certain percentage of batches that will pass through a verification by a second operator. The system will randomly select these batches.

You can define these percentages separately for Class verify and Data verify and also for each user and user group. For example if there are any novice operators in the team it is a good idea to have their work checked by a more experienced operator.

Exception reasons ¶

When setting a document or a batch as an exception you must provide an exception reason and an exception description. Here you can predefine batch exception reasons and the user will be able to easily select them rather than type. See Exception Reasons for more information.

Import, Export and Delete Batch Types ¶

Batch types can be easily imported or exported for back up or deployment purposes from the Edit Batch Types section. A batch type contains all associated document types, field forms, classification models and configuration settings.

../_images/import_export_delete_batch_type.png

Batch types can also be deleted. This process is not reversible. Active batches can’t be deleted, they must be submitted in Verify first.