Auto KV Extraction Plugin

Overview Certified for: Ephesoft Transact 2022.1.01 or above The Auto Extraction plugin automatically generates key-value rules to extract data from a document based on values previously selected by operators on exported documents. This plugin is used with the Auto Export plugin. Benefits of the Auto Extraction plugin include: Overriding the value populated by other extraction plugins…

Importing and Exporting Extraction and Classification Rules

Applies to: on-premises, cloud Introduction Applies to: Transact version 2022.1.01 or newer. (Windows/Linux) This article describes how to export and import extraction and classification rules. These steps are intended for Transact administrators. Overview Ephesoft Transact enables you to export or import the following rules to aid in reuse and quicker batch class design: Key-value…

When “Use All Barcode Tools” is set to OFF, Barcode Extraction Provides Inaccurate Results

Applies to: Transact 2020.1.04 and above. Issue While the Use All barcode Tools field is set to OFF, the first barcode method is shown in results instead of the selected ones from the Barcode Methods drop-down. Solution To temporarily see the results from your selected Barcode Method, test barcode extraction with the Use All barcode Tools field set to ON. Once you’ve reviewed the test…

Configuring Table Extraction

Applies to: Ephesoft Transact 4.1.0.0 and above. Rule Filter feature applies to version 2020.1.05 and later. This page describes how to configure a document type for table extraction. These steps are intended for Transact administrators. Prerequisites To configure table extraction, the following prerequisites must be in place: You will need a batch class with a document type configured.…

Semi-Automated Table Extraction

You can use the Table Extraction plugin to perform semi-automated table extraction with little upfront configuration. This is a one-time extraction, which is quicker to configure than automated table extraction, and easier than hand-keying data into the system. This approach works best for tables where all the data is contained in single columns. Data that spans columns may not be captured…

Identification Extraction Plugin

Available: on-premises, cloud Introduction Identification (ID) Extraction quickly extracts ID document type information from your batch classes without setting up extraction rules. The ID Extraction plugin is available as part of our QuickScreen solution. Please contact your sales representative for more details on how to purchase this. The following article is applicable for Ephesoft…

Table Extraction

This section contains the following articles that describe various aspects of configuring table extraction in Transact: Configuring Table Extraction Table Validation Rules Configuring Currency Settings for Tables Hidden Table Column Feature Semi-Automated Table Extraction Table Extraction for 2-Column Layout For help on enabling and configuring the Table Extraction plugin,…

Extraction Module

The Extraction module contains plugins that locate and extract defined data values from documents based on the OCR results produced in the Page Process module. Extraction can entail key-value extraction, table extraction, fixed-form extraction, text extraction, and more. The following plugins belong to the Extraction module: Advanced Barcode Extraction Plugin Barcode Extraction Plugin……

KB00022920: How do I retrieve the extraction result from Ephesoft?

Topic/Category:  Report/Custom Report Applies to: All Product Queries: Is there a method to retrieve the real-time extraction result from Ephesoft application? Solution:  it is achievable with 2 options as follows: Option 1 To use extraction script to copy the extraction value from <ID>_Extraction_<Batch Class ID>_batch_bak.xml zip           Copy all…

Viewing Test Extraction Results

Ephesoft Transact offers extraction methods called "Paragraph Extraction" and “Table Extraction”. They are used to extract paragraphs and tables according to the configured rules. Once the rules are defined, you have the following options to check the extraction results: For Paragraph Extraction: Test Paragraph Extraction option on the Paragraph Extraction Rule Configuration screen…

Machine Learning | Machine Learning Classification and Extraction Roles

What’s New In Transact 4.5? Machine Learning | Machine Learning Classification and Extraction Roles   In previous versions of Transact, the administrator managed permissions for machine learning classification and machine learning extraction using a single configuration on the Document Types screen. The required roles were selected from the column “Roles of Machine Learning” and were…

Extraction | Copy Table Extraction Rules

What’s New In Transact 4.5? Extraction | Copy Table Extraction Rules   In previous versions of Transact, the user could copy the table, however there was no provision for copying separate table extraction rules. So, every time the user needed a similar rule with only few minor changes, they had to create it all over again. In Ephesoft Transact v.4.5.0.0, you can now copy your table…

Extraction | Hidden Document Type Feature

What’s New In Transact 4.5? Extraction | Hidden Document Type Feature   Ephesoft Transact v.4.5.0.0 includes a new Hidden Document Type feature. It is useful for scenarios where more granular document types are needed to facilitate index field extraction from different layouts of the same type of document (for example, bank statement layouts from different banks), and workflow scripts…

Extraction | LIM Improvements

What’s New In Transact 4.5? Extraction | LIM Improvements   Line Item Matching (LIM) is the feature that allows application users to match and verify the processed Invoices with their corresponding Purchase Orders on the Validation Screen. For more information about the functionality, refer here. In Ephesoft Transact v.4.5.0.0, the LIM feature has been improved in several ways (all…

Table Extraction for 2-Column Layout

In previous versions of Transact, table extraction was allowed for tables with a single column layout. If the data was wrapped into multiple columns with repeating headers on the same page or extending from one page to another, table extraction failed to extract all data. In Ephesoft Transact v4.5.0.0, table extraction in a 2-column layout is supported. For this purpose, a checkbox called…

Regular Regex Extraction Plugin

Available: on-premises, cloud Overview This plugin extracts index field values based on the pattern defined for that field.  A semicolon-separated collection of one or more words followed by a regular expression can be defined for the pattern.  The system will search each page for the regular expression.  If a match is found, the system will look to the left of the match and see if all of the…

Form Data Extraction Using Nuance

This page describes how to install, activate, and configure Fixed Form Extraction using Nuance. To integrate with Nuance, you will need to use the Nuance Extraction plugin. These instructions are intended for Transact administrators. Overview The NUANCE_EXTRACTION_PLUGIN is part of the Extraction module. You can use the NUANCE_EXTRACTION_PLUGIN to extract: Text data Checkbox data OCR…

Accuracy | Machine Learning Extraction

What's New in Transact 4.1 Accuracy | Machine Learning Extraction User based training for automatic machine learning of extraction logic to assist in improving the learning of index fields. Documentation  

Field Extraction | Wrapped Data Extraction

What's New in Transact 4.1   Field Extraction | Wrapped Data Extraction Extraction rule to search for regex matches in index fields with values spanning multiple rows. Documentation

Paragraph Extraction

Get values trapped inside a paragraph. Define the paragraph boundary using a keyword(s). Use a pattern (regular expression) to search for desired data. Important: The Start pattern for the regular expression cannot exceed 31 characters in length. First, a paragraph is identified, and then from within that paragraph, a particular value matching with a given regex pattern is…

Table Extraction | Cross Section Extraction

Whats New in Transact 4.1 Table Extraction | Cross Section Extraction: Target two areas in a table that yield the intersecting extraction point. Documentation View the documentation for cross section extraction here.

Advanced Barcode Extraction Plugin

In this document, you will learn how to configure and perform advanced barcode extraction in Ephesoft Transact. Use Cases Advanced barcode extraction is useful when: You are extracting data from documents with multiple barcodes on a single page. You are extracting data from documents with both 1D and 2D barcodes. You are looking for an alternative to RecoStar Fixed Form barcode…

Advanced Fixed Form Extraction

The methodology of configuring pages via Fixed Form Extraction has been modified. In case of Recostar Extraction, user can now configure more than four pages for the respective RSP files and can also configure the page ranges. Existing functionality In the 4.0.5.0 version, user can configure pages for Fixed Form Extraction on the Document Type Grid while adding a new Document or editing an…

Test Extraction

Overview Test Extraction enables you to test the extraction results without running an entire batch. By running Test Extraction, you can evaluate the result for a particular input and verify which kind of extraction is best suited for the particular document type. Steps to Run Test Extraction To begin the Test Extraction, we need to upload an image from the batch class screen either by…