FormXtra Zone Profiles Settings window - General tab

Depending on the Field Type or Language selected, various dynamic settings are available.

See Language support for FormXtra zone field types for information about which of the following fields are available in the various languages.

The following are all of the possible settings that are available on this tab:

Field Type

Select a field type from the following values.

Value

Description

Languages

Writing Style

Field Type Specific Settings

Alphanumeric (Default: Selected)

Select this value when the text in a zone contains a combination of alpha and numeric characters. This zone supports the combination of characters from the alpha and numeric field types.

All languages

All writing styles

User dictionaries, Template, and Special Characters

Alpha

Select this value when the text in a zone includes letters in upper, lower, or mixed case.

All languages

All writing styles

User dictionaries, Template, and Special Characters

Numeric

Select this value when the text in a zone includes a number from 0 to 9.

This field type value is available for all languages.

All languages

All writing styles

User dictionaries, Template, and Special Characters

Age.

Select this value when the text in a zone is an age. This can be either a numerical value such as 37 or an alpha-numeric value such as "12 years old."

The following abbreviations are supported:

  • Day, Days, Dys

  • Mo, Month, Months, Mos, Mths, Mth, Month Old, Months Old, Mos Old, Mths Old

  • Week, Weeks, Wk, Wks

  • Year, Years, Years Old, Yr, Yrs, Yrs Old

English only

Handprint and Boxed Handprint only

User dictionaries

Amount

Select this value when the text in a zone is an amount value that may also contain several special characters, such as a space, comma ,, dash -, period ., and the dollar sign $. The currency character is not included in the extracted value.

If amounts in other currencies are not successfully recognized, try using the Numeric field type.

English only

Handprint and Boxed Handprint only

User dictionaries

Credit Card Number

Select this value when the text in a zone is a credit card number. This field type does not support other similar cards such as debit cards, prepaid cards, cash cards, etc.

Any other data associated with a credit card, such as the name or expiration date require their own zone for extraction.

All languages

All writing styles

User dictionaries

Date

Select this value when the text in a zone is a date.

All languages

All writing styles

User dictionaries, Date Format, and Valid Dates

First Name

Select this value when the text in a zone is a first name. This can also include a middle initial.

All languages

All writing styles

User dictionaries

Middle Name

Select this value when the text in a zone is a middle name or initial.

All languages

All writing styles

User dictionaries

Last Name

Select this value when the text in a zone is a last name.

All languages

All writing styles

User dictionaries

Full Name

Select this value when the text in a zone is a name, middle initial, and last name in a single field. Select this value when it is difficult to reliably separate the different name components with individual zones.

All languages

All writing styles

User dictionaries and Name Format

Phone Number

Select this value when the text in a zone is telephone number.

All languages

All writing styles

User dictionaries and Phone Format

Social Security Number

Select this value when the text in a zone is a Social Security Number. This supports the numbers 0 to 9 as well as a space, period (.), dash (-), and a slash (/).

All languages except Russian

All writing styles

User dictionaries, Use Checksum, and Country

Length

Select this value when the text in a zone is a length measurement expressed in feet, inches, or both, using the apostrophe (') and quotation marks (") characters.

For example, 3 2, 3-2, 3'2", 3' 2", 3'2", and 3' - 2" are all recognized as 3 feet and 2 inches and returned in the same format that as the extracted value.

English only

Handprint and Boxed Handprint only

User dictionaries

The value selected for this field enables or disables other setting values.

Language

Select a language from the list to ensure the best recognition results for that language. (Default: English)

The available languages include English, German, French, Russian, Portuguese (Brazilian), and Spanish (Latin American).

The languages depend on what is selected in the Field Type setting. A language is greyed out if not available for the selected field type. See Language support for FormXtra zone field types for information on what field types are supported for the various languages.

Writing Style

Select the expected hand writing style in the corresponding zone. This can improve recognition results if a field uses one style only. Choose one of the following values.

Value

Description

Cursive

Select this value if a zone is for continuous writing or cursive handprint such as a signature.

Handprint (Default: Selected)

Select this value if the zone is for hand printed text, such as block text.

Boxed Handprint

Select this value if the zone is drawn around a set of boxes where hand printed block text is enclosed.

Recognition Mode

Select the recognition mode from the following values.

Value

Description

Accurate

Choose this value if you want to prioritize the recognition accuracy over the speed of recognition. If you choose this value, the recognition process takes longer.

Fast

Choose this value to prioritize speed of recognition over the recognition accuracy. If you choose this value, the recognition process takes less time, but the overall recognition accuracy may decrease.

Default (Default: Selected)

Choose this value to execute the best recognition result between speed and accuracy at the time of recognition.

Field Type Specific Settings

The following settings are dependent on the value selected for the Field Type setting.

Value

Description

Availability

User dictionaries

Enable this setting to add one to four dictionaries that contains words that are likely to appear in a zone. Dictionaries can significantly improve recognition.

Dictionary files must be a text file in ASCII format that contains a list of keywords. Each keyword must be listed on a new line with no spaces or other white space.

Dictionary files are mandatory for all languages other than English.

Available for all Field Type values.

Template

This setting enables you to define the format of a specific field using a string of characters and symbols that represent part or a full string.

Depending on the selected field type a template can include the following characters to represent a string:

  • # matches any numeral.

  • @ matches an alphabetic character. This character is not supported for Numeric fields.

  • $ matches special symbols.

  • * matches any symbol.

For example, an insurance application number always consists of three alphabetic characters followed by four numbers. To match this pattern, use @@@#### for a template.

Available when Field Type is set to Alphanumeric, Alpha, or Numeric.

Special Characters

This is a comma-separated list where you specify additional characters that are expected in a zone.

For example, to extract an email address, set the Field Type to Alphanumeric and then include the @ symbol as a special character. There is no need to add dashes or periods as special character as these are recognized as part of the Alphanumeric field type.

Similarly, to extract a time such as 14:37, set the Field Type to Numeric and then include the colon : symbol as a special character.

Available when Field Type is set to Alphanumeric, Alpha, or Numeric.

Date Format

Specific date formats are not available for some languages. If a date format is not available for the selected language, the format is not available for selection.

Select the expected date format from the following list of possible formats:

  • MMDDYYYY (Default: Selected) - This value recognizes dates using numerical representations for month, then day, then year. For example, 11/30/2020 or 11-30-21 .

  • MMMMDDYYYY - This value recognizes a non-numerical month, then the numerical value for day and year. For example, November 30, 2020, or NOV 30 20.

  • DDMMYYYY - This value recognizes dates using numerical representations for day, then month, then year. For example, 30/11/2020 or 30-11-20.

  • DDMMMMYYYY - This value recognizes a numerical value for the day, followed by a non-numerical month value, then a numerical year. For example, 30th November, 2020, or 30NOV20.

  • YYYY - The year only.

  • MM - The month only.

  • DD - The day only.

  • MMYYYY - The month and year only.

  • MMDD - The month and day only.

  • YYYYMMDD - The universal date format.

  • Generic US - This value includes four formats that are typically used in the US. These include MM/DD/YYYY, MMMM/DD/YYYY,, DD/MMMM/YYYY, and YYYY/MM/DD. Select this value when one of these supported formats is expected, but the specific format is unknown or inconsistent.

  • Generic European.

    This value includes four formats that are typically used in Europe. These include DD/MM/YYYY, MMMM/DD/YYYY, DD/MMMM/YYYY, and YYYY/MM/DD. Select this value when one of these supported formats is expected, but the specific format is unknown or inconsistent.

  • Unspecified (US, European) - This value indicates that the format can be any of the formats supported in the Generic US and Generic European formats. Select this value when the specific format is unknown.

Available when Field Type is set to Date.

Valid Dates

When the Field Type is set to Date it is possible to specify a minimum and maximum range to help validate the extracted dates.

Start Date

Click on the calendar to select a minimum date. The extracted date must be later than the selected minimum date.

End Date

Click on the calendar to select a maximum date. The extracted date must be earlier than the selected minimum date.

Available when Field Type is set to Date.

Name Format

Select a format from the list that indicates how the name is displayed in the zone. Choose from:

  • First Last

  • Last, First

Available when Field Type is set to Full Name.

Phone Format

Select the expected phone number from the following formats:

  • [###-]###-#### (Default: Selected)

  • ###-###-####

  • ###-####

  • ###

The list of available phone formats is restricted to American-style phone numbers. If you want to recognize phone numbers from other countries, use the Numeric value for the Field Type setting.

Available when Field Type is set to Phone Number.

Use Checksum

Select this setting to help improve the recognition results if a Social Security Number is misread. (Default: Cleared)

The Language must be set to English when the country is set to USA. For all other countries, set the language to French.

Available when Field Type is set to Social Security Number.

Country

Select the relevant country from the list. (Default: USA)

Available when Field Type is set to Social Security Number.

Multiline Mode

Select this setting if there is a possibility that the corresponding Field Type spans more than one line. (Default: Cleared)

For example, a multiline address.

Available for all Field Type values.

The following buttons are available at the bottom of this window:

Button

Description

OK

Closes the window and saves your changes.

Cancel

Closes the window without saving your changes.

Help icon  Help

Displays the help for the open window.

Related topics: