Passing custom values to Captiva Completion Module in 7.5

I recently was wrestling with migrating a 6.5 Captiva InputAccel process into 7.5 environment and had to figure out how I could manipulate custom values and pre-fill them for Index operators using Completion modules. Assuming the reader has the basic development knowledge with the new Captiva version (using UIM data etc), here’s a break down so we don’t have to re-invent the wheel. I hope it goes without saying that, at this point in time, the EMC documentation is still in its infancy.

First thing first. Before you attempt to assign a value to the document type that’s associated to a process, set the UimDataImportMode

Now that the import mode has been set, you are free to access any UIM data element from the document types. As an example:

Although static values work great for prototyping, in the real world, you are most likely dealing with custom values which are set while passing through various modules at different levels. Just like in 6.5, where you could map the custom values to the respective index fields through Index Module settings, in 7.5 you’d set the custom values to the document type associated to the process through the Assign Values dialog.

Let’s define an attribute for document type to help define a simple use case.

The idea is to use a custom value that would be manipulated earlier in the process through different module (OCR, Barcode, or dotNET etc.). To make this slightly more interesting, let that have happened at level-6 (document type level being 1). Meaning, a custom value on level-6 which carries a value that needs to be passed to the Completion module for the Index user to review and accept.

Now, to present the Index user in Completion module with the custom value, we simply assign the custom value @ level-6 to document type attribute @ level1 that we defined earlier, keeping in mind that DT_Field1 is the field where the Index user is expecting to see this value.

Lastly, be sure to verify the Completion Module settings

Let’s connect the dots:

Define the process:

Configure Assign Values dialog post-Scan module:

Configure Assign Values dialog pre-Completion module:

Finally the results:

 

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