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Process skill parameters access and modify the values of the Document skill parameters used by Extract activities. If your Document skill has no parameters, you don’t need to add any to the Process skill.

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Parameter structure

A Process skill carries two kinds of parameters:
  • Extract activity parameters — reference Document skill parameters and inherit their values.
  • Process skill parameters — the Process skill’s own parameters, used to expose Extract activity parameters to the Vantage API.

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Change Extract activity parameter values

To change the values of an Extract activity’s parameters:
1

Open the Process skill for editing

Open the Process skill for editing.
2

Open the activity's skill settings

Click an Extract activity. In the Actions pane, click the settings icon next to the Document skill name specified for the Extract activity.
3

Change the parameter values

The dialog lists the Document skill’s parameters. Change their default values as needed:
  • Data Catalog — point the parameter at a different data catalog so this Extract activity uses a different one than the Document skill does.
  • Text — change the string value so this Extract activity uses a different value for the target field.
  • Boolean — toggle between Yes and No, for example to control whether this Extract activity applies a scripted rule.
You can only change default values here. You can’t add, delete, rename parameters, or change their descriptions. Changes here do not affect parameters in the Document skill itself.
4

Save and publish

Click Save and publish the skill.
Once the skill is published, the Extract activity uses the new default values. These defaults aren’t accessible via the Vantage API — to access and change them through the API, create Process skill parameters linked to the Extract activity parameters (see below). To expose Extract activity parameters to the Vantage API, create Process skill parameters and link them:
1

Open the skill for editing

Open the skill for editing.
2

Open skill settings

On the Skill Designer page, click the settings icon next to the skill name.
3

Add a parameter

On the Parameters tab, click Add Parameter and choose a type: Data Catalog, Text, or Boolean.
4

Name the parameter

Specify a name or keep the default. Parameter names are limited to 256 characters.
5

Set the default value

Specify the parameter’s default value:
  • Data Catalog — select a data catalog from the drop-down list.
  • Text — enter a string value or a regular expression.
  • Boolean — choose Yes or No.
6

Add a description (optional)

Optionally, add a description for the parameter.
7

Save the parameter

Click Save.
8

Link to an Extract activity parameter

Link the new parameter to a parameter on an Extract activity:
  • Open the Extract activity. In the Actions pane, click the settings icon next to the Document skill name.
  • In the drop-down for any Document skill parameter, select the Process skill parameter you just created. The Document skill parameter now references the new Process skill parameter.
9

Save and publish

Click Save and publish the skill.
You can now use the new Process skill parameter to access and change Extract activity parameter values via the Vantage API.

Skill parameters

Configure and manage skill parameters to adjust skill behavior without retraining.

Document skill parameters

Configure parameters on a Document skill for different processing scenarios.

Access skill parameters via the Vantage API

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

Extract activity

Extract field values from documents using a Document skill.

Process skill

Orchestrate document processing workflows by chaining activities and skills.