Create and Edit Batch Types

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

../_images/create-batch-type.png

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.

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.

Important

Batches must be first selected from the drop down list prior to deleting or exporting them.