Kofax Transformation Modules Invoice Pack 1.0 - Manual (Page 22)

Contents
22 Kofax Transformation Modules Invoice Pack - Configuration Guide
Locators
The InvoiceDate field relies upon the following locators:
ƒ KBi – This is a standard invoice group locator which uses generic and specific
knowledge bases in an attempt to retrieve invoice header information such as
invoice date and invoice number.
ƒ FL_Dates – This is a regular expression based format locator that retrieves all
dates on a document. This is used to feed results into the FL_InvoiceDate
locator and the Invoice Header Location.
ƒ FL_InvoiceDate – This is a format locator which uses keywords and the
results of FL_Dates in an attempt to find the correct date.
ƒ IHL – Invoice Header Locator is overridden at the locale level to include
locale specific keywords and tax rates. This attempts to find all amounts and
other header information (such as invoice number, invoice date).
ƒ SL_InvoiceDate – This script locator provides enhanced logic for this field. It
runs after all other locators and acts as a failsafe. In most cases, it can be
assumed that the latest date on the form before the current date is the invoice
date (any dates after the current date are more likely to be delivery or
payment due dates). Therefore, this locator looks for the latest valid date.
ƒ SE_InvoiceDate – This evaluator uses a “first of” approach to find the first
confident result from the following sub-fields/locators: KBi.InvoiceDate,
IHL.InvoiceDate and SL_InvoiceDate. If by the time the SL_InvoiceDate
locator is reached there has been no likely result, the latest valid date on the
document is used.
Field Settings
The InvoiceDate field takes its result from the SE_InvoiceDate evaluator mentioned
above. It is formatted using the DefaultDateFormatter, which does basic date
formatting. The field is set, by default, to require a moderate confidence to be valid,
and its default setting is 60%. The “min. confidence to set reread result” is set
dynamically based on field OCR Confidence settings taken from the config.xml file.
DocumentType
The DocumentType field stores the detected document type, either “Invoice” or
“Credit”. This field uses locators which are overridden at the locale level to allow for
country specific processing.