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Skill parameters let you adjust a Document skill’s behavior — connect data catalogs, supply text values for regular expressions, or toggle Boolean flags — without retraining and republishing the skill. You can use parameters in:
  • Classify By Company activities, for accessing data catalogs, writing regular expressions, and supplying keywords to improve search accuracy.
  • Extraction Rules activities, for the same data catalog, regular expression, and other in-activity options.
Parameters can be created and edited in either Advanced Designer or Vantage. Their values can also be overridden per transaction via the Vantage API. For broader background, see Skill parameters.

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Use cases

The examples below use built-in Document skills.

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Process invoices from different customers using each customer’s data catalog

To run the same built-in Invoice skill against multiple customers, route the right data catalog into each transaction with a parameter. Built-in skills like Invoice ship with default parameters that point at the data catalogs they use — pass a different catalog per transaction via the Vantage API.

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Restrict country and expense-type detection in the Receipt skill

To process retail receipts from one country only, use the Receipt skill default parameters. For example, set country to DE and expense type to GeneralRetail to process German receipts only — the Country and Expense Type fields are pinned, and processing runs faster.

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Skill parameter types

TypeDescription
Data CatalogA connection string to a data catalog on the Vantage server you’re connected to.
TextA string value (raw or a regular expression).
BooleanYes or No.

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Edit or create a parameter

1

Open skill settings

Click the settings button next to the skill’s name.
2

Open the Parameters tab

Switch to the Parameters tab.
3

Edit or add a parameter

To edit a parameter, select it and change its value. To add a new parameter, click Add Parameter and:
  • Choose a parameter type.
  • Provide a name (or accept the default). Names must be 256 characters or fewer.
  • Set a value:
    • Data Catalog — pick a data catalog from the drop-down.
    • Text — enter a string or a regular expression.
    • Boolean — choose Yes or No.
  • Optionally add a description.
4

Save

Click Save. The parameter is now usable in any compatible activity.
A skill can have up to 100 parameters.

Skill settings

Configure the General, OCR, Fields, Rules, and Parameters tabs.

Activities

Build the skill’s processing flow.

Skill parameters overview

Background on parameters across skill types.