A batch type is a specific project or application for the solution. Most settings are defined at the Batch type level which gives you flexibility by letting you define different configuration for different document groups.
A batch type contains:
Settings - import, export, language, etc.
One or more Document types
A Classification model (optional)
Each document type is assigned to a Document Form Definition (DFD).
When automatically classifying documents the software will separate the documents into classes corresponding to the Document types.
Document Form Definition (DFD)¶
A DFD defines a set of fields and table columns you need to capture from a document. It also defines validation rules, database lookups, keywords, etc. You will need a separate Document from definition for different Document types.
A Classifcation model knows how to classify certain Document types. You create a Classification model by providing the software with a pre-labeled documents so it learns the difference between different Document types, e.g. to distinguish an Invoice from a PO.
You can create many Classification models and assign each of them to a different Batch type in one system.
A classification model can be constantly upgraded to increase its accuracy based on user’s input in the Verify screen.
Lists are used for data validation and also help to increase capture success rate and reduce OCR error rate. For example you can import a list of all the Vendor names. Then if the OCR engine misreads text, the software can correct that mistake by looking for that value in the list. If a value is captured that is not in the list the software will highlight it for the operator to correct.
Lists are automatically imported from your ERP system or a database and are configured at the Batch type level.
See how you can use lists when configuring the Document Form Definition.