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Data catalogs contain information that facilitates document recognition. This information can include data from a customer’s ERP system, such as vendor and purchase order data. It can also include any other relevant data. Examples are 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 dropdown during manual review to automatically populate the other fields with the data from the selected record.

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About data catalog structure and limits

A data catalog is a table of data that you must populate before you can use it. A data catalog can hold up to 500,000 records, and each field value can be up to 256 characters long.

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How data catalogs match document fields

To match document fields against catalog records, set up data catalog lookup rules. When Vantage processes a document, it searches for the catalog record that has the most field values matching the document. If a match is found, Vantage populates the matching document fields from that record. If no record matches, or if multiple records match, the rule generates an error and the operator can pick a record manually during review.

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About predefined data catalogs

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.
The structure and normalization types of predefined data catalogs are fixed. Don’t modify them.

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Open the data catalog list

To open the list of data catalogs, click Data Catalogs in the menu on the left. To sort the list, click a column header. Click it again to reverse the order. Creating and updating data catalogs depends on your role. For more information, see Role-based access control.

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Create data catalogs

You can create a data catalog when editing or importing a Document skill derived from a built-in. Built-in skills can’t be edited directly. Duplicate the skill first, and Vantage creates the data catalog automatically. You can create a data catalog in one of two ways:
  • From a CSV file.
  • By entering 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 in the UI.
  • Upload a CSV file through a shared folder.
  • Use the Vantage API for data in JSON format.
Updated data catalogs are available to all skills in the tenant, but only for documents uploaded after the update. For documents uploaded before the update, Vantage uses the pre-update data.