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Data catalogs contain information that facilitates document recognition. This information can include data from a customer’s ERP system (for example, vendor and purchase order data) or any other relevant data, such as information about the currency used, a list of airports for a specific country, or a list of an organization’s holidays. You can use data catalogs in your Document skills to:
  • Improve the accuracy of data extraction.
  • Verify extracted data.
  • Allow the user to select a record from the drop-down list during manual review to automatically populate the other fields with the data from the selected record.
Data catalogs are essentially tables with data. A data catalog must be populated with data before it can be used. In order for Vantage to compare extracted data against records from a data catalog, the appropriate rules must be set up, so that when documents are being processed, ABBYY Vantage will look for a record in the data catalog that has the most field values matching those found on the document. If such a record is found, all matching document fields will be populated using data from that record. If no suitable record is found in the data catalog, or if more than one such record is found, the rule will generate an error, and the operator will be able to manually select an appropriate record from the data catalog during manual review. The maximum allowed number of catalog records is 500,000. The field values in the catalog can be up to 256 characters in length. In ABBYY Vantage, data catalogs are created for built-in Document skills, for example:
  • For an Invoice skill, data catalogs named Vendors, BusinessUnits, PurchaseOrders, and PurchaseOrderItems are created.
  • For a Purchase Order skill, data catalogs named Buyers and Suppliers are created.
Each of the predefined data catalogs has a predefined structure and normalization types that must not be modified. To open the list of data catalogs, click Data Catalogs in the menu on the left. The availability of creating and updating data catalogs depends on the user’s role. For more information about roles, see Role-based access control.

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Create data catalogs

In ABBYY Vantage, data catalogs can be created for built-in Document skills when editing or importing a skill. Built-in skills can’t be edited directly, meaning that you first need to duplicate it, at which time the data catalog is automatically created. Data catalogs can be created in one of the following two ways:
  • Using a CSV file.
  • Entering data columns manually.
For more information, see Creating data catalogs.

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Update data catalogs

You can add data to a data catalog in the following ways:
  • Upload a CSV file via UI.
  • Upload a CSV file via shared folders.
  • Use the Vantage API for data in JSON format.
Updated data catalogs (with records that have been added and/or deleted) are available to all skills in a tenant. However, they are available only for documents that have been uploaded after the data catalog has been updated. For older documents, old data is used.

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See also