Index fields
Index fields are configured inside a document type. You can have multiple index fields for each document type. Transact uses the index field settings during extraction.
Category in index fields
The category for an index field can be described as the group to which it is assigned. An index field can be assigned to any user-defined category and is displayed in the combo box. All the index fields belonging to the same category are displayed under the same tab on the Validation screen. Any index field that does not have any category is assigned to default Group 1.
Field type
The field type defines the type of value to be extracted by the index field. This configuration is used to define how the extracted results of the index field are displayed on Validation screen. There are different type of settings that can be used to display the results of the extraction for index field:
- TEXT
- LIST
- CHECKBOX
- DATE
- MULTILINE
- COMBO
Each configuration is used to display a setting on the Validation screen in which the extracted data is displayed.
Additional Configurations
Index fields have an Additional Configurations column with the following properties:
- Force Validation: Index fields with the force validation property set are
automatically marked for manual validation. The tag
ForceReview is set to
true in batch.xml, under the following hierarchy:
- Documents
- Document Level Fields
- DocumentLevelField
- ForceReview
- DocumentLevelField
- Document Level Fields
- Documents
- Force Validation (Alternate Values): Index field with the additional configuration set as Force Validation (Alternate Values) is marked for manual validation whenever there is an alternate value extracted with the same confidence as the value set as the main value. The tag ForceReview is set to true in batch.xml.
- Field Value Change Script: This property governs whether the field value change script will run for the index field or not, if Field Value Change Script Switch is set as ON in the Validation plugin.
- Hidden: All the index fields assigned as hidden are not visible on the Validation screen. The values are extracted for the hidden index fields but the values are not visible to the operator on the Validation screen; they are only updated in batch.xml for running batch.
- Read Only: This configuration makes the index field value readable, but not editable, on the Validation screen. The operator can only read the values for these fields.
- Apply to all: If you configure "Apply to all" functionality for any index field of a document type on the Batch Class Management screen, then if the value of the field is empty or not extracted by any extraction plugin, its value is populated with the value of this index field. This field should belong to the same document type and both fields should be the same.