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To set up a Classify By Company activity, do the following:

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Step 1: Add the Activity

Add a Classify By Company activity to the document processing flow in the Activities tab.

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Step 2: Select Data Catalogs

Navigate to the Activity Properties pane and select an available data catalog from the Issuer Company drop-down list. If you search for a related pair of companies, also select a data catalog from the Receiver Company (optional) drop-down list. You can do one of the following:
  • Select a data catalog by its name. This will automatically create a data catalog parameter named after the selected data catalog. The parameters can then be viewed in the Parameters tab in the skill settings.
  • Select a data catalog parameter that exists in the skill. A parameter will only be displayed in the list if the type of data catalog it refers to is supported by the Classify By Company activity. The name of the data catalog to which the parameter refers is specified in parentheses.
  • Select Manage Skill Parameters… to open skill settings and create a new data catalog parameter. For more information, see Using parameters.
Note: You can create additional data catalogs in ABBYY Vantage. For more information, see Skill Designer Guide, Creating data catalogs.

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Step 3: Update Data Catalog (Optional)

If necessary, update the selected data catalog using a CSV file: click the more options button next to the data catalog list, then click Update from CSV, and in the dialog box that opens, select a CSV file. You can also use the Vantage API and shared folders to update a data catalog. For more information, see Skill Designer Guide, Using data catalogs.

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Step 4: Configure Regular Expressions and Keywords

For more accurate company data searches, you can specify regular expressions and keywords for company identifiers that may occur in your documents (such as Tax ID, National Tax ID, and IBAN). Regular expressions will set a specific search algorithm, while keywords will narrow down the search area on the document. We recommend using regular expressions along with keywords to speed up document processing, as regular expressions will be applied only to the words in the search area where the keywords have been found. To specify regular expressions and keywords, click Activity Settings. In the dialog box that opens, for a desired column: a. Write a regular expression directly in the field or click the edit icon and write a regular expression in the Regular Expression Editor. You can also set a regular expression as a skill parameter value and select this parameter from the drop-down list. b. Type a keyword directly in the field. You can also set a keyword as a skill parameter value and select this parameter from the drop-down list. c. Click Next.

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Step 5: Map Data Catalog Columns

Map the data catalog columns to the appropriate fields in the skill. The only required field when extracting data is the company identifier field, while all other fields are optional. Once you have mapped all appropriate fields, click Save. A Classify By Company activity can only connect to one data catalog of each type. If you need to look up data in multiple catalogs, you can add multiple Classify By Company activities to the document processing flow and connect them to different data catalogs.

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Using Classification Results

After you have set up your Classify By Company activity, use the company data found on the document. You may simply extract the data and go on to the next processing step. If the processing flow differs significantly depending on the issuer company, you can also use company data to branch the flow using an Extraction Rules activity or an IF activity.