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In Advanced Designer, you can create and edit Document skill parameters. Document skill parameters allow you to adjust skill behavior for various processing scenarios, without having to change, retrain, and publish the again. In Advanced Designer, skill parameters can be used in:
  • Classify By Company activities for accessing data catalogs, writing regular expressions, and improving search accuracy by specifying keywords.
  • Extraction Rules activities for accessing data catalogs, writing regular expressions, or other actions that can be set in the activity.
You can create and edit such parameters in Advanced Designer and Vantage. You can also change their values for a particular transaction via the Vantage API. For more information about parameters in general and Document skill parameters in particular, see Skill parameters.

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Use Cases

The use cases below show how you can use the default parameters available in built-in skills. You can change their values in derived skills, or for a particular transaction in the Vantage API. You can also add and configure parameters in your own skills.

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Processing Invoices from Different Customers Using Their Own Data Catalogs

You may want to use the same built-in invoice skill to process invoices from different customers. In this case, you can use skill parameters to pass the right data catalog in a particular transaction created with the Vantage API. Some built-in skills, including the Invoice skill, have so-called “default parameters” that can be used to refer to data catalogs used in a skill. You just need to change their values by passing a new data catalog in the transaction. For more information about the default Invoice skill parameters, see Invoice skills.

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Restricting Automatic Country and Expense Type Detection

You may want to use the Receipt skill to process retail receipts only from one particular country, for example, from Germany. Some built-in skills, including the Receipt skill, have default parameters that can be used to restrict automatic country and expense type detection. To process only German receipts, you will need to specify “DE” and “GeneralRetail” as the values of these parameters. The Country and Expense Type fields will be redefined accordingly, and documents will be processed faster. For more information about the default Receipt skill parameters, see Receipt skills.

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Types of Skill Parameters

TypeDescription
Data CatalogA connection string to a data catalog on the Vantage server you are connected to.
TextA string value.
BooleanA boolean value. The possible values are Yes and No.

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Editing and Creating Document Skill Parameters

To edit an existing parameter or create a new one, follow these steps:
  1. Open the skill settings by clicking the settings button next to the name of a skill.
  2. Go to the Parameters tab.
  3. To edit an existing parameter, select it and edit its value.
  4. To create a new parameter, click Add Parameter and then: a. Select a parameter type. b. Specify a name for the parameter or keep the default name provided by the program. A parameter name must not be longer than 256 characters c. Specify a value for the parameter:
    • For a Data Catalog parameter, select a data catalog from the drop-down list.
    • For a Text parameter, enter a string value or write a regular expression.
    • For a Boolean parameter, choose Yes or No.
    d. Optionally, add a description for the parameter.
  5. Click Save.
Now you can use the created or edited parameter in skill activities.
Note: A skill can have up to 100 parameters.