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Documentation Index

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Skill parameters let you adjust the behavior of a skill without changing, retraining, and publishing it again — useful for complex skills that require large training sets.
  • In a Document skill, parameters adjust the skill to different document-processing scenarios.
  • In a Process skill, parameters reference and adjust the parameters of the Document skill it wraps.
Only users with the Tenant Administrator and Skill Designer roles can create and edit skill parameters.

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Use cases

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Processing invoices from different customers using their own data catalogs

Use the same built-in Invoice skill to process invoices from multiple customers by passing a different data catalog in each Vantage API transaction. Some built-in skills, including the Invoice skill, ship with default parameters that point to data catalogs — you just supply a new catalog value per transaction. For details, see Access skill parameters via the Vantage API.

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Restricting automatic country and expense type detection

Use the Receipt skill to process retail receipts from a single country — for example, Germany. Some built-in skills, including the Receipt skill, expose default parameters that restrict automatic country and expense type detection. To process only German retail receipts, set the parameter values to DE and GeneralRetail. The Country and Expense Type fields are redefined accordingly and documents process faster.

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Assigning a new value to a certain field

Configure a Document skill to assign a new value to the Date field for a specific document set. Create a Boolean skill parameter, set its default to No, and add a scripted rule for the Date field: 
if (Context.Skill.Parameters["New parameter"].Value == false) {
  Context.GetField("Date field").Value = 'New date'
}
When the parameter is No for a given document set, the rule runs and the New date value is assigned to the Date field.

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Relations between parameters on different levels

A Process skill can include an Extract activity, which in turn uses a Document skill. Each level of this nested structure has its own parameters:
  • Document skill parameters — share extracted data between activities of the Document skill and specify document-processing settings. Viewable and editable in Vantage, Advanced Designer, and via the Vantage API.
  • Extract activity parameters — essentially the Document skill’s parameters as accessed from the Extract activity. Viewable and editable in Vantage.
  • Process skill parameters — reference Extract activity parameters and can override their values. Viewable and editable in Vantage and via the Vantage API.
If your Document skill has no parameters, you don’t need to add any to the Process skill.

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Types of skill parameters

Skill parameters can be one of three types:
TypeDescription
Data CatalogConnection string to a data catalog on the connected server.
TextString value.
BooleanBoolean value — the possible values are Yes and No.

Document skill parameters

Configure parameters on a Document skill for different processing scenarios.

Process skill parameters

Access and modify Document skill parameters from a Process skill.

Access skill parameters via the Vantage API

Use the Vantage API to set and read parameter values per transaction.

Business rules automation

Automate field validation with scripted business rules.

Receipt skill

Built-in skill that ships with default parameters for receipt processing.

Invoice skill overview

Built-in invoice skills that ship with default parameters.