Saturday, June 4, 2011

THE TASKMASTER WORKFLOW

WORKFLOWS, JOBS, AND TASK PROFILES
                        A Taskmaster application has one or more workflows, where each workflow is assigned a job name and
defines a way to process documents. For example, the framework generated by the Application Wizard includes three workflows:

  •  Main Job: This is the standard workflow for processing documents from Taskmaster Client (the “thick” client). It takes a batch of documents through each of the processing steps identified earlier (input
    documents, identify pages, etc.) and is the workflow



  •  Fixup Job: This workflow is used only when there are document integrity problems and displays the batch to an operator for corrective action



  •  Web Job: This workflow is like the Main Job workflow except that it defines the workflow for theTaskmaster Web client. It supports remote scanning and lets users upload new batches to the server.
    A workflow consists of one or more task profiles. To process a batch of documents, you must run the batch
    through each task profile in the selected workflow. Some task profiles (for example, Export) run without
    operator intervention, whereas others (for example, Verify) may require an operator.



  • The profiles in the workflow are determined by the job type you select. You can see the task profiles associated with each job type by looking in the Workflow pane on the Datacap Studio Test tab. The workflow
    for “Main Job” includes five task profiles: VScan, PageID, Rulerunner, Verify, and Export. Descriptions of each task profile are provided below.




VScan  “virtual scanning” profile that gets pages into your application by copying images files from a specified location.
PageID   Identifies the incoming pages by comparing them to known pagetypes using fingerprint matching. Depending on the identification method used, this profile may perform full page OCR. It may also perform image cleanup.


Rulerunner
   Organizes pages into documents, locates the fields defined for that page type, and performs OCR to recognize the field data (or obtains the data from the full page OCR results). Also runs validation rules to ensure the data is valid.
Verify   Runs during the verification stage, when pages are displayed to an operator to ensure recognition was accurate and to handle any validation errors.

Export   Exports the structured document data to an output file, a document management system, adatabase, or an external business process (can also include the original image).

Fingerprint   Add Generates the fingerprint files when you add new page types to the application from the Datacap Studio Zones tab.
ImageFix   Runs when you enhance a fingerprint image using the Image Processing window from the Zones tab.

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