Extract a suggested field
A separate AI engine is pre-trained to find pairs of data, keys, and their corresponding values. Suggested fields are highlighted on the document where the key is yellow, and its value is blue.
Select a suggested field to configure its extraction. Repeat for all suggested fields you want to extract. To hide field suggestions, toggle off the suggested fields by clicking Hide suggested fields.
You do not need to add every variant of a keyword because the AI engine is able to consolidate similar keywords. However, keep the following in mind when adding keywords:
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Keyword matching is not case sensitive.
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The semicolon is a word delimiter.
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Empty values are removed.
For example, Acct_Number; ;Acct_Name is converted to Acct_Number;Acct_Name automatically.
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When encountered, the following characters are removed from the extraction results:
./\"!?':-_
For example, removing these characters helps to increase the confidence match between InvoiceNr and Invoice-Nr or 0176457897 and 0176/457897.
If you open a Quick Capture solution in a Tungsten TotalAgility version earlier than 8.0.0, no additional extraction methods or field data are added based on the suggested fields for existing documents. Upload your documents again so that the AI engine runs and the suggested fields information is generated.
This topic assumes that you have already performed the steps to Enable field extraction.
You can add a suggested field for extraction by following these steps:
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If not already enabled, toggle on suggested fields by clicking
Show suggested fields.
Already trained fields are highlighted in green. Available pairs are highlighted in yellow and blue, with yellow for the key and blue for its corresponding value. Hovering ver a key will indicate its value, and vice versa. If the values are far apart, a line indicates the link when you hover.
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Click on a suggested field pair that you want to extract.
The field value is blue and its corresponding key is yellow.
The Add suggested field window is displayed for the selected field.
The Selected text field is populated with the value and the Name field is populated with the key from the selected field.
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If this is a new field, set the
New or existing setting to
New field.
If you have already added a field with the same content, consider adding a field based on an existing field.
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Set the following
Advanced settings as needed:
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Select the
Type from the list.
Depending on what value is selected here, different settings are displayed below.
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Optional. Select a
Formatter.
Edit the Default Date Formatter and the Default Amount Formatter in the system and adjust it to use the most common input format that is used in your country.
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Optional. Add
Keywords.
This is a semicolon separated list of possible field labels. This is necessary only if the label differs between documents of this type.
- If the field must always be present on a document, select Is mandatory. Otherwise, leave it clear.
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The following settings depend on the selected value for
Type. Follow the steps for the relevant value from the table below:
Type
Steps
Text
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Optional. Select and specify a value for Minimum character length.
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Optional. Select and specify a value for Maximum character length.
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Optional. Select Define allowed characters and enter a list of characters. This list is literal and no separation character is required.
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Optional. Select Define restricted characters and enter a list of characters that are not allowed. This list is literal and no separation character is required.
Date
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Choose a Reference date.
If you select Fixed date, select a date from the calendar.
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Optional. Select Period before reference date and specify a number of days to ensure that documents fit within a specific period.
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Optional. Select Period after reference date and specify a number of days to ensure that documents fit within a specific period.
Number
No additional steps are necessary for fields with this type.
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Select the
Type from the list.
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Click
Save.
The Add suggested field window closes and your field is added to the selected document type.
Training is performed for the selected document type automatically. If the training circle icon is orange, add this field to additional documents.
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Optional. Add additional fields for extraction.
Once the training circle is green you no longer need to add fields.