Fixing data extraction issues

If values are not picked up or are in the wrong place after they were processed by IBM Automation Document Processing, these issues are flagged so that you can review and correct the fields manually.

1. In your batch document processing application, select the tile Data extraction issues to see all batches that have issues.
2. Select the first batch.
   You see the list of documents in your batch. When you are working with a batch, it is automatically locked to prevent conflicts.
3. Select the document that has issues.
   You see a scan of your document, and the list of expected fields. By default, you see all fields in the document, but you can filter only the fields that have issues.

   Three types of issues can be raised.

   • Errors: Empty fields in the document, or fields with invalid values.
     Important: You must resolve all errors for the document to be processed.
   • Warnings: Fields that might have an incorrect value. You can submit a document with warnings, but you might want to check that all values are correct.
   • Info: For information only. You have no action to take.
4. Correct the fields that have issues.
   To correct the values, you have several options:

   • Select a valid value in the dictionary list that was defined as a validator during the designing phase. If your dictionary list is too long, you can start typing in your value to filter the list.
   • Select a value from the list of similar fields, which suggests fields in your document that look like they might contain the correct value.
   • If a date value is missing or has an incorrect format, you can select a valid value from the date picker.
   • Activate the click'n'key setting from the Overflow menu , which lets you highlight the correct fields directly on the document and automatically populates the fields.
   • Type in the value manually.

   If you use similar fields, click'n'key setting, or manual typing, the values are checked and validated when you submit the document.

   Note: Bar codes are only decoded at extraction time. You cannot use the click'n'key setting to process the bar code value at run time.
5. To save your changes, for example if you need to interrupt a session but do not want to submit the documents yet, click Save changes. If you want to cancel all changes instead, click Cancel.
6. When you finish your changes, click Submit.