PDF Document Type configuration

In the following image, click the + icons to learn more about configuring a document type and thresholds on the Documents tab.

Identifiers act as match rules for your document type. Add identifiers that uniquely identify a document as the specific type you are configuring. Identifiers can be Text or Form fields. You can use both identifier types on a single document if the document has Form fields.

A text identifier matches text anywhere in a document, so adding more than one Text identifier may be required to make the document match unique. For example, suppose the document type is a Property Loss Notice document. In that case, the text Policy Number might be in multiple document types, so it is not a good choice as a document identifier. Instead, use the title of the document, Property Loss Notice. Document identifiers are static data, such as a label, rather than values that change from document to document.

Draw a rectangle around the identifier you are configuring. The system populates the fields. By default, the PdfConnector matches any text in the document that contains the text value that you highlighted. When you require more complex matching, you can set the matching strategy to one of the following options:

• Exact
• Closest
• RegEx
• StartsWith
• EndsWith
• Contains
• NotContains

Values are how you define the form fields, text values, optical marks, and tables from which you want to extract data to use in an automation.

To create a Text value, you first define the landmark text that is in a fixed position relative to the value field by drawing a box around it. Then, you define the field value by drawing a box around the value. Landmarks help find the value due to their proximity to one another. The system matches the landmark text, and then you configure the data value that is associated with this landmark to act as the text that is a predefined distance away from the landmark. In the following image, the field label is the landmark text, and the data value is the text to the right of the label.

As with text identifiers, the default matching strategy for a landmark value is Contains. Other options for matching text are Exact, Closest, RegEx, StartsWith, and EndsWith. By default, the PdfConnector matches the first occurrence of the text that it encounters to use as the landmark for the text value. In the Advanced Landmark Identification section, you adjust the occurrence value if your solution requires you to use a different instance of that text. For example, a customer completes an Emergency Contacts document and returns it for processing. The document has multiple fields for First Name, and each occurrence represents a different person to add as an emergency contact. You add multiple landmark values and adjust the occurrence to match for each landmark value to create individual data values you access in the automation.