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Use a value identifier to identify the layout of an invoice: Overview

In cases where the documents from multiple senders look exactly the same (that is, they use the same layout), a value identifier can be used to improve interpretation by making it possible to identify the layout based on printed information, such as a number, even when the sender cannot be identified.

It can also help to speed up automatic learning in the same way. When the first document from a sender is processed (provided a document with the same layout for another sender has been processed previously), the definition can be automatically learned based on the layout identifier of the previously processed invoice(s).

In addition, if the sender was not identified automatically in Interpret, but the layout was, all definitions in the system that have been processed previously using the same layout are listed under the sender box, in Verify, for easy selection if the operator can make a match there (saving the time it takes to type in the sender number).

To specify a value identifier as a layout identifier

  1. Using Manager, click the Document profiles object bar.
  2. Double-click the document profile to open it and display its components.
  3. Right-click the Identifier profiles icon under the document profile you are working with, and select the value identifier you want to use as a layout identifier.
  4. In the General settings, select Use as a Layout identifier.
  5. Click OK to save the identifier profile.
  6. Right-click the document profile and select Save.
    Note Only one layout identifier can be specified per document profile.

How does it work?

Interpret first attempts to match documents to definitions using master data and without using layout identifiers. If no match is found, it then looks for definitions with matching layout identifiers.

If only a layout identifier can be matched, the matching definition is used to improve interpretation and to automatically learn the new definition that is created.

Example

Due to government regulation, all Chinese documents used for the same purpose have the same layout that includes a specific document code. Due to rubber stamps that are used to mark the documents in different ways during processing, among other things, it can often be difficult to identify the sender automatically. Consequently, two identifiers are used in the standard Chinese profile:

  • The sender tax registration number is specified as a standard identifier. It is used to identify the sender, but Kofax ReadSoft Entrance may not be able to recognize it due to stamps getting in the way, for example.
  • The document code is specified as a layout identifier. It is used to identify the underlying layout.

As a result, if Kofax ReadSoft Entrance can distinguish the tax registration number for a document in Interpret, the corresponding definition is automatically used to identify the sender. If Kofax ReadSoft Entrance cannot read the number for some reason, a definition is created using the information from previous definitions that use the same layout instead. Then the operator can either select the sender from the list of suppliers, for which these documents have been associated with previously, or they can type in the tax registration number manually.