General

The Classification module works by extracting a specified amount of header and footer text from the processed page, and then searching for matching terms. Users in this module can adjust these settings to take in more or less text, depending on the structure of the forms they are processing.

Users can set the text area to be set in either lines or area, and then define the amount of either they want to consume.

• Index field to populate Form ID: Users can assign the form ID to an index field or populate the Page Information dialog box with Classification OCR text for troubleshooting.

• Index field to populate with Group Name: Users can assign the group name to an index field.

• Index field to populate with Record Type: Users can assign the record type to an index field.

• Index field to populate with Description: Users can assign the description to an index field.

• Index field to populate with Tag: The Tag field described in General can be mapped to an index field, allowing for a link between index fields and classification profile tags, expanding the ability for classification forms to have an independent Tag field that can be used for specific identification configurations.

With these options, the user can view the OCR text in either the Page Information dialog box or the Classification Validation dialog box.

Default rule match behavior: Select the default rule match behavior:

• Classify based on first matching rule: The first matching rule determines a positive classification.

• Positive classification if all positive rules match and no negative rules match: All positive rules must be matched and no negative rules must be matched to determine a positive classification.

• Positive classification if any positive rule matches and no negative rules match: Any positive rules must be matched and no negative rules must be matched to determine a positive classification.

• Positive classification if N or more positive rules match and no negative rules match: Set the number of positive rules that must be matched while no negative rules are matched to determine a positive classification. This number can be configured in the Default rule match count field.

• Custom matching using Rule Sets: Use rule sets to determine the positive classification matching. Rule set match behavior is then specified in the settings below.

Default rule set match behavior: Select the custom behavior to apply when a user selects Custom matching using Rule Sets as the rule match behavior.

• Positive classification if all Rule Sets match: All positive rule sets must be matched and no negative rules must be matched to determine a positive classification.

• Positive classification if any Rule Set matches: Any positive rule set must be matched and no negative rules must be matched to determine a positive classification.

• Positive classification if N Rule Sets match: Set the number of positive rules that must be matched while no negative rules are matched to determine a positive classification. This number can be configured in the Default rule set match count field.

Default rule match behavior for rule sets: Select one of the following:

• Match based on first matching rule: The first matching rule determines a matching rule set.

• Match if all positive rules match and no negative rules match: All positive rules must be matched and no negative rules must be matched to determine a matching rule set.

• Match if any positive rules match and no negative rules match: Any positive rules must be matched and no negative rules must be matched to determine a matching rule set.

• Match if N or more positive rules match and no negative rules match: Set the number of positive rules that must be matched while no negative rules are matched to determine matching rule set. This number can be configured in the Default rule match count for rule sets field.

• Suppress View Classifications Results prompt: Check this box to disable the View Classifications Results prompt. Under the Setup option, an additional checkbox can be enabled to View Classification Results when prompt is suppressed, which will still display the classification results for users while not displaying the prompt.
• Suppress Run Batch Corrections processing: Check this box to disable the Run Batch Corrections process from automatically running or re-running. Under the Setup option, an additional checkbox can be enabled to Run Batch Correction Processing when prompt is suppressed, which will still run the Batch Corrections process for users while not displaying the prompt.