Use the Data Lookup Node to map data from a SQL Server® data source into a Workflow for real-time data lookup in the capture process and avoid the need for custom SQL scripts. When you use this Node, it is possible to extract data from an invoice and backfill additional details (vendor name, etc.) that already exists somewhere else (possibly even from documents that have previously been indexed to the target data source).
...
- Drag the Data Lookup Node from the Nodes Pane to the Design Canvas.
- In the Data Lookup Node Settings dialog, enter a unique name and a description for the Node.
- Enter a connection string.
The service account running the capture service will require access to the database unless you have provided credentials in the connection string. - To adjust the level of confidence in the accuracy of Process Field data used for the data lookup, move the Trusted Confidence slider to the right for more confidence and to the left for less confidence. The default threshold of acceptability is 75 percent.
- Enter the name of the lookup table.
- The Data Validation checkbox is enabled by default to enforce Data Type or Length settings for Fields. If it is unchecked and there the data is of invalid Data Type or Length, the batch will error in the Batch Manager, but the Node will still extract data and populate a Field. Errors will stack for every Field for which there is a data-settings mismatch. For more information, see the Data Validation page.
- To specify the Process Field, select a property from the Process Field drop-down list.
- To specify the column from the lookup table which will be mapped to the Field, in the Field Mapping group, enter a column name. Click the Add (+) button to map additional columns and then enter the additional column name. Select a column and click the Delete (X) button to remove it.
- Click Save.
...