Workflow Settings

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This section contains system defaults for various workflow processes such as barcodes and batch processing. 

 

Document Secondary Alt Ids – These fields allow you to use a secondary set of Alt Ids to distinguish the difference in package types for docs that have the same bar code information in them. For example, if you have an initial disclosure package and a closing package from a document provider where there are common documents that has the same barcode data, you can use this functionality to distinguish between the two.

Field	Value
Enable Secondary Alt Ids	Choose YES to enable this functionality
UI Input Field Label	The text for the label.  This will be a checkbox you must check to use secondary Alt IDs
Show in File Upload	If set to YES, a configuration option will show in the Upload Screen to enable this functionality
Show in Gateway Editor	If set to YES, a configuration option will show in the Gateway Editor to enable this functionality

 

Barcode Processing - General barcode processing actions

 

Baracode Procesing	Value
Barcode Read Max Pages	Maximum number of pages allowed for barcode recognition, per file.  Set this to "unlimited" to avoid any issues
Upload Doc Type Conflict	Determines what to do with unbarcoded pages for a barcode upload.
Unknown Page Handling	Indicates how to process extra pages in the file that are not identified with barcode data

 

Barcode Parse Fields – These fields describe the barcode data format needed to properly read barcodes

Field	Value
Fields Separator	Barcode data field separator for multi-field barcodes
Field/Value Separator	Barcode name/value separator
Separator Page	Barcode data field name used to indicate page is a separator page.
Container Value	Barcode value for the document container, which could be the internal ID or the loan number
Container Key	Barcode value for the document, internal system ID.
Container Ref Field	Barcode value for the loan number
Document Index Field	Barcode data field for the index of the document in the file. (e.g. the 3rd document in the entire file)
Document Schema	Barcode value for the Document Definition (Document Type)
Document Page Count	Barcode data field name used to indicate document page count of the entire document
Document Page Index	Barcode data field for the index of the page within the document
Page Code	Barcode identifier for the page code (used for one custom integration only)

 

Barcode Parse Regex - These fields used when a provider has custom barcode formatting that needs to be translated to the XDOC format for processing.  Please see Customer Support if you encounter this situation with a third party vendor.

Barcode Parse Regex	Value
Barcode Parse Expr	Regular expressions to apply to barcode data for parsing container, document type, and fields. Enter one expression per line following match groups: container, containerKey, containerRef, documentType, docPageCount, and separator.
Page Code Parse Expr	Regular expressions that apply to barcode data for parting page code specific barcodes. Enter one expression per line with the following match groups: pageCode, pageCodeDocType, pageCodePageNbr - This is rarely used anymore, but if you need to use it you can still do so.

 

 

Batch Parse Fields – If using Batch Processing, the barcode information used to identify individual batches.

Field	Value
Batch Code	Barcode data field for the batch code
Batch Name	Barcode data field for the batch name
Batch Source	Barcode data field for the batch external source
Batch Reference	Barcode data field for the external reference

 

Barcode Read Types – These are the types of barcodes XDOC is configured to read. XDOC has options for two different kinds of bar codes, Data Matrix and PDF 417.  Please choose "yes" for both.