Forms – Data Entry
Overview
The Forms tab contains settings that enable the operator to control the use of Data
Entry forms for the lockbox. In the Data Entry tab under the Forms tab, the
operator can view field information and control certain functions for each Data
Entry Form. The job definition files are stored in the Formware\Jobs directory.
Understanding the Layout of the Data Entry Tab
Data Entry
Options
Forms List
Figure 1. Lockbox Setup - Forms – Data Entry Tab
Table 1 describes the elements of the Data Entry tab.
Table 1. Elements of the Data Entry Tab
Element
Description
Forms list
List of Data Entry forms that are defined for the lockbox.
Includes the Form’s status, number, name, Job name and
flow, and verification status.
Data Entry Disabled
Option
Option to disable Data Entry for the lockbox
Disable NONE Form
Option
Option to eliminate the “None” selection on the Data Entry
Jobs list. This option forces the operator to assign an active
Data Entry job at Registration.
Copying a Form
An operator can copy a Data Entry form from one lockbox to another or copy the
same form within the same lockbox.

To copy a Data Entry Form from one lockbox to another
1. From the Data Entry tab of the Lockbox Setup to which the Data Entry
form should be copied, select Copy.
The Copy Form selection window will be displayed on the screen.
Figure 2. Defining the Copy Form Selection window
2. Select the bank in which the lockbox that contains the Data Entry form
to be copied is stored.
3. Select the lockbox in which the Data Entry form to be copied is
defined.
4. Select the Data Entry form to be copied.
5. Select the Copy command.
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Figure 3. Copying a Form from a Lockbox to Another
6. A message box similar to the one shown in Figure 4 will be displayed
to confirm that the selected Form should be copied.
Figure 4. Confirming the Form Copy
7. Select Yes to copy the Form.
The message “Copying Form. Please Wait…” will be displayed.
-orSelect No to return to the Copy Form Selection window.
If Yes was selected in Step 7, a message similar to the one shown in
Figure 5 will be displayed to confirm that the copy is completed.
Figure 5. Copy Form Confirmation
8. Select OK to return to the Copy Form Selection window.

To copy a Data Entry Form in the Same Lockbox
1. From the Data Entry tab of the Lockbox Setup in which the Data Entry
form should be copied, select the form to be copied.
2. Select Copy.
A message box similar to the one shown in Figure 6 will be displayed
to confirm that the selected Form should be copied.
Figure 6. Confirming the Form Copy
3. Select Yes to copy the Form.
The message “Copying Form. Please Wait…” will be displayed.
-orSelect No to cancel the copying of the selected form. Proceed to Step
5.
If Yes was selected in Step 3, a message similar to the one shown in
Figure 7 will be displayed to confirm that the copy is completed.
Figure 7. Copy Form Confirmation
4. Select OK to return to the Data Entry Form tab of Lockbox Setup.
If No was selected in Step 3, a message similar to the one shown in
Figure 8 will be displayed to ask if there is another form from a
different lockbox to copy.
Figure 8. Copying Another Form Message
5. Select Yes to proceed to the Copy Form Selection window. For more
instructions about copying a form from the Copy Form Selection
window, refer to Step 2 on page 3.
-orSelect No to return to the Data Entry Form tab in Lockbox Setup.
Understanding the Layout of the Data Entry Form Setup Window
After a Data Entry form has been added, the Data Entry Form Setup window
provides information about the form, including where data entry information is
stored and any special data entry processing requirements are defined. Table 2
explains the tabs of the Data Entry Form Setup window.
Table 2. Elements of the Data Entry Form Setup window
Element
Options Tab
Description
Transport Tab
Allows the operator to specify which images that have been
processed through Data Entry are captured and stored
Fields Tab
Allows the operator to add, delete, view and modify specific
fields in a Data Entry Form
Allows the operator to arrange different options for the Data
Entry Form
Understanding the Data Entry Form Information
Figure 9. Data Entry Form Information
Table 3 describes the Data Entry Form Information displayed on the Data Entry
Form Setup window.
Table 3. Data Entry Form Information
Field
Form Name
Description
Name of the Data Entry form
Form No.
Sequence order in which the form was created for the lockbox.
This value is assigned by the system.
Status
Current status of the Data Entry form. The statuses can be:
Default: The form is the default form used by the lockbox.
Active: The form can be modified and used.
Locked: The form cannot be modified, but can be used.
Deleted: The form cannot be modified or used, and is useful
for viewing purposes only.
Records the date that the form was locked. For informational
purposes only.
Date Locked
Job Name
The name of the data entry job associated with this form
definition
NOTE: The job name is included in the BDF file and is used to
determine which data entry job to load for the batch during the
Data Entry function.
Job Flow
Name of the Job Flow for the Data Entry form. This represents
the JobFlow Name that the batch should be queued to during Data
Entry processing.
Filename
Name of the RTSetup file used for creating the Data Entry form.
Forms set up using the XP version 8.10.1.0 software do not have
a value in this field.
Verified
Works in conjunction with the Verify command. Displays
whether the form should function correctly
Performing Verification of a Data Entry Form
The Verify
Command
Figure 10. Verify Command
The Verify Command is used to test the validity of the information defined in a
Data Entryform. If a form passes verification, the word Pass will be displayed in
the Verified field of the Data Entry Form Description. If a form fails verification,
the word Fail will be displayed in the Verified field.
Understanding the Options Tab
BDF Options
When To
Perform Data
Entry Options
Special
Processing
Options
MICR Repair
Options
Credit Card
Options
Report Option
BDF Version
Figure 11. Data Entry Form Setup – Options Tab
Table 4 describes the elements of the Data Entry Form Setup Options tab.
Table 4. Elements of the Options Tab
Element
Description
When To Perform Data
Entry Options
Gives the operator the choice of performing Data Entry
after capture, before encode, or after encode.
NOTE: If the Decisioning option is selected, the form is
automatically set to “Before Encode”.
MICR Options
Allow the operator to enable MICR Repair, to select which
fields should undergo the Repair process, and to choose
when to perform MICR Repair.
NOTE: The Enable MICR Repair option must be set if a
look-up table based on MICR information is used in the
Data Entry job.
Report Option
Gives the option of overriding the Image Print settings in
Lockbox Setup and not printing Images of any Data Entry
items
Table 43. Elements of the Options Tab (continued)
Element
Description
BDF Options
Gives the operator the choice of what images to include in the
BDF file and to specify the order of those images
Special Processing
Options
Gives the operator the option to define special processing
requirements for the data entry batch
Credit Card
Options
Specifies if the form contains credit card information that
requires Exceptions processing and requires that a form that
relates to the Data Entry form has been set up on the Item
Processing tab for credit card processing.
BDF Version
Drop-down menu from which to select the BDF version for the
Data Entry Form, as defined in the DataEntrySend.xml file
Setting the BDF Options
Figure 12. BDF Options
The BDF options determine which images in the batch will be sent to data entry,
which record types will be included in the BDF, and in what order. Table 5
describes the BDF options.
Table 5. BDF Options
Option
Description
Batch Header
Record
Forces the Batch Header image and a 50 Record (header record) to
be included in the BDF File
Send Images
Allows images to be sent with the BDF File
NOTE: This option must be selected in order for images to be sent
to data entry and for record types to be included with the BDF
Table 43. BDF Options (continued)
Option
All
Description
Remittances Only
Allows only images of the Remittances and the 01 record types
(Remittance records) to be included in the BDF File
First Remittance
Allows only the first Remittance of each transaction and its 01
record (Remittance Record) to be included for the transaction in the
BDF file
Scandoc Only
Allows only images of the Scandocs and the Scandoc record types to
be included in the BDF file
First Scandoc
Allows only the first Scandoc of each transaction and its
corresponding record to be included for the transaction in the BDF
file
Payments Only
Allows only the images of the Payments and the 21 record types
(Payment records) to be included in the BDF File
First Payment
Allows only the first payment of each transaction and the 21 record
(Payment Record) to be included for the transaction in the BDF file
Rear Images
Causes the rear images to be included for the selected item types to
data entry for keying
NOTE: Rear images must be captured for the lockbox/form in order
for Rear Images to be available
Send Rear Image
First
Causes the rear image to be included before the front image in the
BDF file
NOTE: Rear images must be captured for the lockbox/form in order
for Rear Images to be available
Gray Scale
Causes the gray scale images, or alternate images, to be sent to the
data entry function
NOTE: The alternate image must be available on the hardware and
must be set up for the lockbox in order for this option to be
available. Also, if Grey Scale is selected, the grey scale image must
be set to capture on the Transport tab.
Mark Sense Data
Forces the Mark Sense data for an item to be included in the 01
record type
NOTE: This option is only available for Retail lockboxes that have
Mark Sense fields defined. Mark Sense is purchased as an additional
module through ImageScan.
Forces images for all item types in the batch and includes all record
types in the BDF File. All types include remittances, payments, and
scandocs.
Table 43. BDF Options (continued)
Option
Description
DLN
Allows DLN information, as defined on the DLN tab, to be sent in the
BDF
Encrypted Data
Allows encrypted information that has been sent through Item
Processing to be included in the BDF
Send Order
Allows the operator to specify the order of images by item type. The
arrow keys are used to move an item type up or down the order.
Image Quality
Specifies the quality of the images that are sent in the BDF file
Setting the Special Processing Options
Figure 13. Special Processing Options
The Special Processing options define extra processing requirements for the
batch. Table 6 describes the Special Processing options.
Table 6. Special Processing Options
Option
Form ID
Description
Decisioning
Forces the batch to a Decisioning notification module that provides
the customer with deposit information and allows the customer to
accept or to change information about items identified as
exceptions during data entry
NOTE: Decisioning is purchased as an additional module through
ImageScan.
Option to send the specified document types in the BDF with the
“unknown” record number (99) so that the Form Identification
process in Captiva can identify the documents.
NOTE: Only available for EOB processing, which is used for
Revenue Express, a separately purchasable module that is available
through ImageScan.
Table 44. Special Processing Options (continued)
Option
Validation
Description
Forces a decisioned batch back to Data Entry for validation of the
items accepted or changed by the customer during decisioning. The
available Validation options are:
All Items – Re-sends all items that have been captured in a
batch to be decisioned
Transaction – Re-sends only the transactions that have been
marked to be sent for decisioning
NOTE: The Decisioning option is required in order to use the
Validation options.
Understanding the Transport Tab
Figure 14. Understanding the Transport tab
The Transport tab allows the operator to select which images that have been
selected for Data Entry are captured and stored in the database. If the batch is set
up for Data Entry, the options that are selected will override any Image Capture
options that have been selected on the Transport Options tab in Lockbox Setup.
Understanding the Fields Tab
The Fields tab gives the ability to view, add, edit and delete fields in a Data Entry
form.
Information that
identifies fields of
data for the Data
Entry job
Figure 15. Data Entry Form Setup Fields Tab
Understanding the Data Entry Field Dialog Box
The Data Entry Field window appears when the Add or Edit command is selected
from the Fields tab.
Figure 16. Data Entry Fields window
Table 7 describes the options available on the Data Entry Field Dialog Box.
Table 7. Data Entry Field Dialog Box
Option
Field No.
Description
Field number assigned on the Data Entry form
Formware Form
No. (Screen No.)
Entry screen on which the field appears on the Data Entry form
Field Sequence
Sequence order of the field on the Data Entry job. This is
generally the Formware Field Number assigned during the
Keying Order process.
Field Name
User-defined name of the field. Useful for classification
purposes.
Classification
Field Classification, including Numeric, Amount, Date,
Account, Change of Address, Match Field, and Account
Number
Length
Data length for the field. Represents the number of characters in
the field.
Billing Field
Option to include this field in the data entry keyed fields
statistic and to include the number of characters in the field in
the data entry keystroke statistic.
Billing Verified
Field
Option to include this field in the data entry verified fields
statistic and to include the number of characters in the field in
the data entry verify keystroke statistic
Validation Field
Option to specify the field is to be re-sent to data entry for
validation and where this field is stored. The “stored at”
options include:
 Batch
 Transaction
 Remittance
 Scan Doc
 Payment
NOTE: The Validation Field is only valid for Decisioning
batches.
Encryption
Required
Gives the option of encrypting the information that is stored for
this field