› Universal Document Automation › Configure Universal Document Automation › Add and configure the SRE Key-Value Extraction plugin

Add and configure the SRE Key-Value Extraction plugin

  1. In the Extraction module, add the SRE_KEY_VALUE_EXTRACTION plugin.

    For most uses, the plugin order is not important. If you want to use this plugin in combination with other extraction plugins, position it after the other extraction plugins.

  2. Click Deploy.
  3. Configure the SRE_KEY_VALUE_EXTRACTION plugin according to your workflow needs. Refer to the following table for more information on configuration properties.
  4. Click Apply.
  5. In the Extraction module, add the SRE_KEY_VALUE_EXTRACTION plugin.

    For most users, the plugin order is not important. If you want to use this plugin in combination with other extraction plugins, position it after the other extraction plugins.

  6. Click Deploy.
  7. Configure the SRE_KEY_VALUE_EXTRACTION plugin according to your workflow needs.

    Refer to the following table for more information on configuration properties.

    Configurable property Options Description

    Plugin is Enabled

    • Yes
    • No

    This property enables the plugin.

    List of Document Types to Process (blank for all)

    N/A

    This property specifies which document types the plugin will process. If a document type is not specified, the plugin will skip those documents. If left blank, the plugin will process all documents in the batch class.

    This option is only needed when you have multiple document types in a batch class and you don't want to use the Semantik AI Engine for some of them. Separate the document types with pipes (|) with no spaces. (Example: DocType1|DocType2|DocType3) Commas can be used as separators if document type names do not contain commas. (Example: DocType1,DocType2,Doc,Type3 can lead to unexpected results.)

    If a found field already exists

    • Update the existing value
    • Update if value is blank, else add an alternative value
    • Create a new field with a unique name (a digit will be added to the end of the name)
    • Do not use the duplicate value

    This property applies when you're using the SRE Key-Value Extraction plugin with another extraction plugin on the same document, or if the same key is found more than once on a document. This may result in overlap of the key-value pairs between the custom fields defined in the document type and what the Semantik AI Engine finds. The options define what the Semantik AI Engine will do if it finds a field that already exists.

    Category name of fields for Validation UI

    N/A

    This property will group all the fields that the Semantik AI Engine finds on a separate tab in the Validation UI. The input field defines the name of the tab. If left blank, fields will be added to the default Transact group (Group 1).

    Limit Extraction to Defined Index Fields

    • Yes
    • No

    If set to Yes, the data is extracted only for the index fields defined for the document type. If set to No (default), all data is extracted for any index field that is defined by document type and new index fields found by Semantik AI Engine.

    If set to Yes and no index fields have been defined for the document type, the limit rule is not applied and new index fields found by Semantik AI Engine are added.

  8. Click Apply.