User guide

Appendix A, Using the Flex Processor Rules Manager
A-2 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Each Rule is executed on every single document in the order in which they
were defined. Each Rule is an “OR” in the rules list. The selection of two or
more criteria in a rule uses the “AND” Boolean logic.
The document is given to each rule. If it fits the criteria, it is marked as a rule
hit. There may be multiple rule hits, but only one final action.
There may be cases where one Rule may contradict another Rule, but this will
not impact the overall process because the last Rule to “touch” the file will be
the Effective Rule.
The Effective Rule determines how a document will be processed. Usually, de-
duplication Rules are located at the bottom of the Rules list.
For example, if the rules were created in this order: Image, Placeholder, and
Remove, Ipro eCapture will apply the remove rule first, then apply the place-
holders, and will image only the remaining files when the Job is started.
There is no limit in the number of Rules that can be created.
De-duplication is the process of identifying and separating identical electronic
documents based on the MD5 hash value of each document, either at the
client, custodian, project, or processing job level. The MD5 hash value can be
compared to a fingerprint.
Rules may be re-ordered in the list to affect the outcome. Select documents
into the results set before removing them. Typically “include” actions are at
top while “exclude” (remove) actions are at the bottom.