Database Validation

Use the database validation feature to look up information in a database to provide values for index fields used in your Kofax Capture document class.

This feature greatly simplifies the most frequently needed lookup and validation tasks that are incorporated into validation scripts. You may still need to rely on custom validation scripts for highly specialized tasks.

The database validation feature can speed up data capture and validation. The following example should help you understand why.

Example

Consider a form that contains standard information about a patient at a medical clinic. The first part of the form contains information about the patient that doesn't change often, such as the name, address, unique patient number, and insurance coverage. The second part of the form contains information filled in by the medical staff on recent tests or visits.

The information on the first part of the form is already in a database, and there is no need to capture it again. You could set this form up to capture her unique patient number. The other static content could be left as fields that are not set up for auto-recognition.

As the batch is being processed, the patient number is captured from the form. This is used as a key to look up the other information in the existing database. If a match is found, Kofax Capture retrieves the information from the database and uses it to fill in the patient's insurance and address information.

This approach can speed up the data capture process dramatically, since the amount of time devoted to character recognition is reduced. Validation is also more efficient, since the retrieved data is virtually guaranteed to be accurate. Corrections are required only if adjustments are made to the patient address or insurance coverage, which are relatively rare events.

Databases

The database validation feature is compatible with Microsoft Access or any ODBC level 3 data source.

Database Mapping

The process of defining a relationship between a database and Kofax Capture is called database mapping. To map a database, you need to provide:

  • Database type
  • Name of the database file (or data source)
  • Workgroup name (if any)
  • Login information (if required)
  • Table to use (there can be only one)
  • Column to use in the table (column mapping)
  • Fields to use for filling in the index values in Kofax Capture

All the validations are run in the order they are displayed in the Database Validation window. See Using Database Validation.