3/4 abbyy flexicapture 11 - document definition at #abbyysummit16
TRANSCRIPT
Document Definition Improvements
● Localization
● Data Form
● Fields Properties
● Validation Rules
● Export Settings
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Project SetupEnvironmental variables (1)
● Parameters that can be shared between different settings and accessed from scripts within the project
● String – contains any text– Can be used in export settings to data files and image files to specify a path or
a file name (file name tag: <Env:Environmental_variable_Name>)
● ADO Connection String – contains a connection string to a database– Allows easy database connection setup in rules, format or export settings of
any document definition by selecting the variable name
● In case the export paths or DB connection are changed, modify the variables and all the definitions (rules, export destinations) and scripts will use the updated settings
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Project SetupEnvironmental variables (2)
● ADC connection string variable can be created
● in the project properties
● in the “Database check”rule settings
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Project Properties
Rule Settings
Document DefinitionLocalization
● Localization of names and messages to any languages different from the initial language
● Names of fields and rules, text of error messages
● With localized fields names and rule error messages operators can easier verify recognized data
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Document DefinitionData Form. Improvements
● Data Form layout in the Document Editor is the same now on rich and web stations
● Data form was redesigned in order to increase flexibility:● All form elements can be aligned vertically and horizontally
● Group instances are displayed as a table now so they take less space on the form
● Descriptive text and field caption can be multi-line (by pressing Shift+Enter)
● New controls (buttons) can be added (see Database look up slides for details)
● and more…
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Document DefinitionData Form. Groups of Fields (2)
● Summary with field values can be shown for a collapsed group● Specify the field name displayed as summary in the Comment section of
the group field properties
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Verification Window
Document DefinitionData Form. Show Field Picture, Tab Order
● Fields can be displayed with a picture (snapshot) to facilitate visual review of data
● Text, Barcode or Checkmark Group fields
● By “Tab Order…” it is now possible to specify an order of fields using Tab, F4, F8 in document editor
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Document Definition Suggestion of Values at Typing
● When the operator starts typing a value in a blank field, the list of possible values is generated
● Available for FlexiLayout-based documents
● Search is done through the OCR cache for the page
● “Store the whole document text” should be enabled in the definition properties
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Document DefinitionData Settings Enhancements
● “Data” tab was reorganized
● Extended content options – general properties of Date, Number, Amount of money
● New option – “Default value”
● New settings for automatic normalization of values
● “Cannot be blank” option was moved from “General” tab to “Data” tab
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Document DefinitionDefault Field Value
● Empty value of a field can be substituted with the pre-defined value
● if the field is not filled in after Document Definition matching
● if the field is not filled in after assembly
● in case field region was deleted
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Document DefinitionNormalization of Fields Values● Settings for normalization fields of Date, Number and Amount of money
data types were added
● Fields values can be recognized in various formats and automatically converted to the format required for export
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Format for export
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Possible formats to recognize
Document DefinitionNew Settings for Inverted Text Recognition
● Inverted text can be recognized based on the Inversion settings:
● Autodetect -NEW!
● Don’t invert
● Invert
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Document DefinitionField Verification Threshold
● Percentage of highlighted characters after which a field will be sent to field verification
● Useful, if a field should be sent to verification only in case it contains many unconfident characters
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Document DefinitionValidation Rules Enhancements
● Launch on condition
● Search and filtering
● Rule chains (order of applying the rules)
● Data Set
● Database check rule
● “Precision” setting of a Check Sum rule
● Hiding a rule name in the error message
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Document DefinitionRules: Conditions of Launch
● “If this condition is true”option allows to specify a condition that triggers the rule
● A set of possible values can be added manually
● Launch conditions can be used for text fields, barcodes, and table columns
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Document DefinitionRules: Search and Filtering
● A possibility to filter rules by
● name
● reference field
● launch condition
● Useful for projects with many rules
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Document DefinitionRules: Chains
● Rule chains are groups of rules with a specific order of applying
● Several rules can edit the same field● These rules should be included into separate chains
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Document DefinitionData Sets
● A table of data that is stored within FC project for quick and easy access● Columns and their types
● Can be used for advanced DB check rules (DB lookup)
● Contains data from the external database table or database view
● Can be synchronized with the external source manually or automatically
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Document DefinitionDatabase Check: Source Type
● When creating a rule, it is now possible to indicate a Source Type for the database:
● Data Set means that the data will be taken from the internal database structure (see the previous slide)
● External Database (Simple) – a direct connection to the external database
● External Database (Variable) – a direct connection to the external database. Plus the connection string can be defined as a variable which allows reusing in rules or export settings of any document definition
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Document DefinitionDatabase Check: Field Link Enhancements
● Conditions of applying the search and auto-replacement options
● if field is empty
● if field is completed
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FC 10
FC 11
Document DefinitionDatabase Lookup
● Database look up dialog window can be used during verification
● Start typing the value
● Database look up is based on
● Database check validation ruleswith the cached Data set valuesas a source
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Start typing the value
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Document DefinitionDatabase Lookup. Setup
● A button should be added to a Data Form (menu Form > Insert Control > Button)
● Select the type: Database Lookup
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Document Definition“Precision” Option for Comparing Amounts
● In the Check Sum rule it is now possible to use precision if small differences are acceptable
● It helps to avoid rule errors/warnings in case of rounding errors, etc.
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Document DefinitionHiding Rule Names at Verification
● A setting which allows hiding a rulename from the error message was added:
● “Show rule name in message to verifier” option
● As rule names usually are internal and not clear to verifiers it is enough to display a rule error message only
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Document DefinitionExport on Condition
● At export step the required destination can be selected based on the value of a particular field
● Enable “Field condition” option and provide the conditions● Belongs to set (list of values)● Does not belong to set (list of values)● Is empty● Is not empty
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Document DefinitionExport to SharePoint. Typified Columns
● Now it is possible to export fields of a particular type in typified columns in SharePoint
● The following column types are supported:
● Date and time
● Number
● Currency
● Boolean
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Summary
● A possibility to localize project text and messages was implemented
● Data Form window has been improved
● Validation rules have been improved: launch conditions, enhanced DB check and data sets
● Possibility to setup an export destination based on fields values has been added
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