{"id":31830,"date":"2015-03-10T11:32:19","date_gmt":"2015-03-10T19:32:19","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/moduleplugin-configuration\/extraction-module\/fuzzy-db-extraction\/"},"modified":"2020-11-24T09:44:56","modified_gmt":"2020-11-24T16:44:56","slug":"fuzzy-db-extraction","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/moduleplugin-configuration\/extraction-module\/fuzzy-db-extraction\/","title":{"rendered":"Fuzzy DB Extraction"},"content":{"rendered":"

Available<\/b>: on-premises, cloud<\/p>\n

This page provides an overview of the FuzzyDB plugin and its configuration in Ephesoft Transact.<\/p>\n

<\/a>Prerequisites<\/h2>\n

FuzzyDB must be added to the Extraction module and set to ON<\/strong>.<\/p>\n

<\/a>Overview<\/h2>\n

The FuzzyDB plugin uses a fuzzy database lookup to link your internal database to Ephesoft Transact. This allows you to pair data extracted from Ephesoft Transact with data from your internal database.<\/p>\n

For example, refer to the following excerpt from a sample invoice.<\/p>\n


\nFigure 1. Sample Invoice<\/em><\/p>\n

From this invoice, Ephesoft Transact can extract the vendor name: \u201cOffice Depot\u201d. However from this document the system cannot determine your internal vendor number that you have assigned to this vendor. To match this internal information (vendor number) with the extracted information (invoice), the system can learn a database table for the list of vendors to perform automated lookups. It will then use fuzzy matching logic on the extracted information.<\/p>\n

Note<\/strong>: FuzzyDB can be used for extraction or validation.<\/p>\n

<\/a>Configuration<\/h2>\n

FuzzyDB must be set up in two places:<\/p>\n

    \n
  1. Connection Manager<\/a><\/li>\n
  2. Fuzzy DB Extraction Configuration<\/a><\/li>\n<\/ol>\n

    <\/a>Connection Manager<\/h3>\n

    Before configuring the FuzzyDB plugin, you must first connect your database to Ephesoft Transact.<\/p>\n

      \n
    1. Go to Administrator <\/strong>> System Configuration<\/strong>.<\/li>\n
    2. Open the Connection Manager<\/strong> and click Add<\/strong>.<\/li>\n<\/ol>\n


      \nFigure 2. Add Connection<\/em><\/p>\n

        \n
      1. Provide the required information.<\/li>\n<\/ol>\n


        \nFigure 3. Connection Details<\/em><\/p>\n

          \n
        1. Click Test Connection <\/strong>to ensure the connection is successful. Then click Save<\/strong>.<\/li>\n<\/ol>\n

          Note<\/strong>: The following connection (database) types are available:<\/p>\n