PDF Reconcile methods to correct retrieved data
The Reconcile method form in the PDFConnector displays a user interface that allows you to confirm that your automation has retrieved the correct data elements for that Document Type, such as text and optical marks, while also providing a way to edit them, if necessary. This interface displays your PDF file side by side with text boxes for each defined data element. For example, if your application uses an image scanned from a PDF using Pega OCR, the reconcile method easily allows you to validate your values.
Note: Ensure that the produced Document Type matches your expected PDF document type, and that the presented data values for that Document Type are listed.
Reconcile method usage
Before using the Reconcile method, you must understand the importance of adding a LookupTable to your project. The LookupTable will receive the reconciled values, or output of the Reconcile method, for use in your automation. Use the OutputValues column in downstream automations for processing instead of the actual values from the Document Type. Use the IsModified column to determine the frequency of data errors, and the Value column to understand issues with invalid data. Configure the LookupTable as described in the following table:
| Column | Description |
|
Key |
The Key column contains the name of the value and should be set to true |
|
Value |
The Value column contains the original value retrieved from the PDF file. |
|
OutputValue |
The OutputValue contains the validated value from the Reconcile method, and IsModified is set to True if the OutputValue column is different from the Value column. |
|
IsModified |
The IsModified column is the only column of type System.Boolean. |
You can retain the user’s zoom preference for the source PDF file in the Reconcile screen between calls to the Reconcile method by adding a Double variable to your project in the global container.
In this example, the Reconcile method calls for a button click to display the Reconcile interface. The previous zoom value, if available, is passed to the Reconcile method so that the document is displayed at a legible size. Once the user saves their data, the reconciled data replaces the Lookup Table and saves any new zoom value. The automation continues running from the ReplaceTable method. The Reconcile method returns True if the user clicks on the interface, and False if the user clicks .
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