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Example: Configure CEO extraction profile

As an example, use the procedure in this topic to configure your capture profile to extract the CEO details.

Now that you have all of the capture profiles and organizations in place, it is time to configure the individual fields to extract data. In this example, you are extracting the name of the CEO from a document. Typically, the name of a CEO is a first and last name. This means that a string between five and 50 characters should work.

Also, there are two possible labels. The labels are usually CEO or Geschäftsführer (CEO in German).

For this example, it assumes that you have created the example organizations and capture profiles. If this is not the case, the organization and capture profile numbers may differ from your solution.

Procedure

  1. Using the menu, navigate to the Settings > Invoice Processing > Global Settings > Custom Extraction Profiles > Extraction Profiles.
  2. Select an Extraction Profile and select Copy.
    The Extraction Profile - New window is displayed.
  3. Enter a name for the new profile and then select Save.
  4. Navigate to the Settings > Invoice Processing > Global Settings > Custom Extraction Profiles > Analysis Profiles.
  5. Select an Analysis Profile and select Copy.
    The Analysis Profile - New window is displayed.
  6. Select Simple from the Compare Type list.
  7. Enter @[5-50] into the Format field.
    This simple expression finds a string that is between five and 50 characters long. This should account for most names.
  8. Enter .,; into the Ignore Characters field.
    This means that these characters are ignored and not included in the extracted value.
  9. Select Save.
  10. Navigate to the Settings > Invoice Processing > Global Settings > Custom Extraction Profiles > Evaluation Profiles.
  11. Select an Evaluation Profile and select Copy.
    The Evaluation Profile - New window is displayed.
  12. Set the Evaluation Profile ID to 0.
    This should be the default value if you have no other Evaluation Profiles.
  13. Enter CEO into the Context field.
  14. Enter .,; into the Ignore Characters field.
  15. Leave the Strong field cleared.
  16. Select Save.

    The CEO Evaluation Profile is added to the table.

  17. Select your newly created Evaluation Profile and select Copy.
    The copied profile data is entered into the Insert row.
  18. Set the Evaluation Profile ID to New.
  19. Enter Geschäftsführer into the Context field.
  20. Enter .,; into the Ignore Characters field.
  21. Leave the Strong field cleared.
  22. Select Save.

    The Geschäftsführer Evaluation Profile is added to the table.

  23. Navigate to Settings > Invoice Processing > Capture Profiles > Field Settings.
    Ensure that you select the correct Profile. In this example, it should be Profile 1, as configured previously.

    A table of fields and their settings are displayed.

  24. Scroll down the list of fields until you find Custom 1, and select Active.
  25. Scroll all the way to the right, and select 1 for the Extraction Profile ID.
  26. Select Save.
    The Custom 1 field that extracts the CEO name is now configured for capture profile 1 and organizations 1 and 4.