- 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.
Use cases for skill parameters
Process invoices from different customers with 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 supply only a new catalog value for each transaction. For more information, see Access skill parameters via the Vantage API.Restrict 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 toDE and GeneralRetail. The Country and Expense Type fields are redefined accordingly, and documents process faster.
Assign a new value to a 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:New date value is assigned to the Date field.
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.
If your Document skill has no parameters, you don’t need to add any to the Process skill.