Configuration in Capture

This topic describes how to create a structure in TotalAgility which is similar to the XML file so that when importing XML files, respective values are imported from the XML file to TotalAgility.

In TotalAgility Designer, perform the following steps.

Create a process map.
1. Navigate to Workflow > Business processes.
2. Create a process map with name as "Institutional".
Create an extraction group.
1. Navigate to Capture > Extraction groups.
2. Create an extraction group. The extraction group contains a default document type called RootDocumentType.
3. Under RootDocumentType, create a document type with name as "Institutional_DT".
4. Create a field group and then add the document fields according the IndexField in the XML file and assign values.
  - FormName
  - FormNumber
  - WorkSubType
  - WorkType
  - Amount
  Once all the document fields are added in TotalAgility, the structure of extraction group will look similar to the following.
5. Save and release the extraction group.
Create a classification group.
1. Navigate to Capture > Classification groups.
2. Create a classification group with name “Institutional_CG”.
3. Assign the extraction group to the classification group.
4. Save and release the classification group.
Create a folder.
1. The FolderClassName defines the folder name. Create a folder with name as “Institutional_Folder”. Create a subfolder within this folder called “Inst_WorkItem”.
```
<Folder FolderClassName="Institutional_Folder">  
                <Folders>
                    <Folder FolderClassName="Inst_WorkItem">                     
```
2. Create a field group and add the folder fields according to the IndexField in the XML file and assign properties for each field.
  - AccountNumbers
  - AdvisorCodes
  - AdvisorTier
  - EntityName
  - FirmName
  - FirstName
  - LastName
  - TIN
  - ServiceTeam
  Once all the folder fields are added, the structure will look similar to the following.
3. Save and release the folders.