Duplicate management

Open Bee™ Scan Capture allows a very fine management of duplicate document recognition. This can be configured for each model, for the entire application, by folder or by third party.

Parameterization

This setting can be found in “Template management“, tab “Index settings“. You then need to select the folder to be set up and the template associated with the business partner or folder.

In our example, we’ll change the duplicate handling for the “Purchase Invoice” template from “All Templates

Inside the index pane, click on “General” to open a panel containing the configuration of duplicate management.

The bottom part contains a list of indexes available for the selected model. Each checked field will be used to identify potential duplicates.

By default, duplicate detection is based on:

  • The date of the document
  • Invoice number
  • The amount incl. VAT

In order for two documents to be detected as duplicates, all indexes corresponding to the selected indexes must have identical values.

Display

Duplicate documents are highlighted in the “Video coding” tab with a different color.

In the following example, document 27393803 is detected as a duplicate.


When opening the document, a banner will appear to remind you of the presence of a duplicate. It is then possible to open the document with which a duplicate has been detected by clicking on the document number.