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3/4 ABBYY FlexiCapture 11 - Document Definition at #ABBYYSummit16

Date post: 08-Feb-2017
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What Is New ABBYY FlexiCapture 11
Transcript

What Is New

ABBYY FlexiCapture 11

DOCUMENT DEFINITIONProject setup

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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 Definition“Data” Properties

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FC 10 FC 11

R1-R2

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

R2

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

R1

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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