In the Classification workflow step, users can validate and match specific data to incoming documents in a variety of ways. Classification affects three important processes:

• Page validation: When examining forms, users need to decide the type of page validation required when processing forms. Page validation in the classification engine defines the separation and page merging functions.

• Form identification: Users can define and classify forms based on OCR match criteria or bar code recognition. This is the most critical planning step that ultimately defines how pages are classified and documents are created.

• Data extraction: The ultimate goal in classification is to identify the correct form ID, and then extract data based on the assigned record type. Once a document is classified and a record type is assigned, custom data extraction rules can be applied for that particular type of document.

  Through the use of shared and unique fields tied to record types, all the different methods of data population are available. There are several key features that leverage record type focused extraction:

  • Dynamic regular expressions: Advanced Data Extraction (ADE) makes it possible to configure regular expressions based on record type.

  • Zone profiles: Links Zone OCR based templates to specific record types.

This topic describes how to configure each part of the Classification workflow step, with a detailed explanation of each function, check box, and corresponding field.

• Classification Forms

• General

• Processing Options

• Page Validation

• Exception Processing

• Accelerated Classification