TABLE OF CONTENTS
- Can SS&C Chorus DA automatically classify my files to match my templates?
- What is Sorting? How does it work?
- Why do I have a rejected batch?
Can SS&C Chorus DA automatically classify my files to match my templates?
Yes! When you process your batch you can have SS&C Chorus DA automatically pick the correct template to use. SS&C Chorus DA will compare each form in your batch to all your active templates and automatically choose the best template to use.
SS&C Chorus DA will automatically rotate, scale and de-skew your scanned filled-in forms to match your templates. A template is just a blank copy of the form, for example:
This template will match the pages below. We call it ‘sorting’.
What is Sorting? How does it work?
Our Sorting engine, or VISION, is SS&C Chorus DA’s document identification technology. Sorting is the first step in the overall digitization process where submitted files are ‘sorted’ against active templates in your SS&C Chorus DA account. The Vision engine uses alignment features on the submitted page such as lines, tables and logos to identify the correct active template to digitize against. The engine is advanced enough to allow for handling of faxes, bad scans, upside down pages. For more on sorting, navigate here.
Why do I have a rejected batch?
Files can become ‘rejected’ in the sorting process if the sorting engine determines that certain files in the submitted batch do not match an active, in-scope template. You may look into the rejected forms in a sub-batch of your submitted batch in the Document Recognition dashboard found in the Sorting tab or in the Inbox page.
You can view each rejected file image through these two methods:
Document Recognition Dashboard: Under the submitted batch, the rejected batch will share a name with the original submitted batch they came from, appended with "- Rejected" added to the end. Click the orange button on the row of the batch. The batchgrid page will show all the forms that have been rejected in addition to its sort score.
Inbox: The rejected batches will display the message "Could not be processed". Click on more actions in the batch’s dropdown menu and then view the batch to see the full-size of each page that has been rejected.
Poor scan quality is a common reason for in-scope forms to fall below the sorting threshold and group into the rejected batch.
Another reason why the form may be rejected is because it does not match any of the active templates. To process those files, you will need to create an entirely new template or add a new version if there is only a slight change in form structure as your batch pages need to match the template exactly. Even slight differences in the batch, the numbering of questions, the wording of questions, require you to create a new version or template. Once the new forms have been created, re-upload those files and submit them for digitization.