Configure a batch class with the hybrid model

A hybrid batch class uses the Universal document type and custom document types in the same batch class. To configure a hybrid batch class, complete the steps in Configure Universal Document Automation. Then, complete these additional steps:

  1. Create one or more custom document types. For help, see Add new document type.
  2. Configure the new document type(s) following the standard Transact workflow.

    For help, see Document type additional configurations.

    Classification is critical in hybrid batch classes because Transact labels any documents that cannot be classified as "Unknown". Part of the Universal Document Automation setup involves automatically changing Unknown documents to the Universal document. If your custom document type is not classified correctly, it will be processed as a Universal document type.

  3. In the SRE_KEY_VALUE_EXTRACTION plugin, configure the following parameter:

    List of Document Types to Process (blank for all): [Name of your Universal document type]

    This setting will send only the Universal document to the Semantik AI Engine, not the other document types.

  4. In the SRE_TABLE_EXTRACTION plugin, configure the following parameter:

    List of Document Types to Process (blank for all): [Name of your Universal document type]

    This setting will send only the Universal document to the Semantik AI Engine, not the other document types.