Batch Totaling

Batch totaling is a quality assurance technique in which the sum of certain index fields is compared to the expected value.

You specify that an index field is to be used in a batch totaling process when you define index fields for a document class. During production, the scan operator is prompted for an expected batch total by the Scan module. Typically, the operator manually computes the value from data on the documents in the batch, enters the expected batch total, and then processes the batch. Then, at the Validation module and Verification module (if specified), Kofax Capture computes the sum of the selected index fields.

The computed sum is compared to the expected value entered by the scan operator. If the values match, the batch is accepted. If the values do not match, a batch total error is reported.

An index field set up for batch totaling applies only to its specific document class. If you have an identical index field in several document classes, and you want to total all of them, you must set each index field individually in all the document classes that use it.