› Project Builder user interface › Recognition profile windows › FormXtra Zone Profiles Settings window › FormXtra Zone Profiles Settings window - General tab

FormXtra Zone Profiles Settings window - General tab

Depending on the Field Type or Language selected, various dynamic settings are available. The following describes all of the possible settings that are available on this tab:

Field Type

Select a field type from the following values.

  • Alphanumeric.

    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.This is the default value for this setting.

    This field type is available for English, French, and Russian.

    The Field Type Specific Settings that are displayed for this field type include User dictionaries, Template, and Special Characters.

  • Alpha.

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

    This field type is available for English, French, Russian, Portuguese (Brazilian), and Spanish (Latin American).

    The Field Type Specific Settings that are displayed for this field type include 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.

    The Field Type Specific Settings that are displayed for this field type include 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."

    This field type is available for the English language only.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only.

    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

  • 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.

    This field type is available for the English language only.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only. This means that you can improve recognition results for this type of field by including a user dictionary that contains a list of expected values.

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

  • 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.

    This field type value is available for all languages.

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

  • Date.

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

    This field type value is available for all languages.

    The Field Type Specific Settings that are displayed for this field type include User dictionaries, Date Format, and Valid Dates. These additional settings enable you to select the expected date format and specify a start and end date.

  • First Name.

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

    This field type is available for English and Russian.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only so you can improve the recognition results with a dictionary of common first names.

  • 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.

    This field type is available for English and Russian.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting so you can improve the recognition results with a dictionary of common full names. In addition, the Name Format is also available to further refine your extraction results.

  • Last Name.

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

    This field type is available for English and Russian.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only so you can improve the recognition results with a dictionary of common last names.

  • Middle Name.

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

    This field type is available for English and Russian.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only so you can improve the recognition results with a dictionary of common middle names.

  • Phone Number.

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

    This field type is available for English only.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only so you can improve the recognition results with a dictionary of expected phone numbers. In addition, the Phone Format setting is available to specify the format of the expected phone number.

  • 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 (/).

    This field type is available for English and French.

    The Field Type Specific Settings that are displayed for this field type include the 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.

    This field type is available for the English language only.

    The Field Type Specific Settings that are displayed for this field type include the User dictionaries setting only so you can improve the recognition results with a dictionary of common length types or abbreviations.

    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.

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. The value for this setting is set to English by default.

The language values available for selection depend on what is selected in the Field Type setting. A language is greyed out if not available for the selected field type. Hover over a disabled language to see what field types are available for that language.

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

  • Cursive.

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

  • Handprint.

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

  • 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.

  • 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.

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

    This is the default value for this setting.

Field Type Specific Settings

The following settings are dependent on the select Field Type.

User dictionaries

This setting is available for some, but not all values of the Field Type and Language settings.

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.

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.

This setting is available for Alphanumeric, Alpha, or Numeric field types only.

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

  • # matches any numeral.

  • @ matches an alphabetic character when the field type is set to Alpha or Alphanumeric. 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.

Special Characters

This is a comma-separated list and is available when the Field Type is set to Alphanumeric, Alpha, or Numeric, and for some, but not all Language values.

Specify additional characters that are expected in a zone for one of the supported Field Type values.

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.

Date Format

This setting is available only when the Field Type is set to Date. 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.

    This value recognizes dates using numerical representations for month, then day, then year. For example, 11/30/2020 or 11-30-21 . This is the default value for this setting.

  • 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.

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.

Name Format

This setting is available only when the Field Type is set to Full Name.

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

  • First Last

  • Last, First

Phone Format

This setting is available only when the Field Type is set to Phone Number.Select the expected phone number from the following formats:

  • [###-]###-#### This is the default value for this setting.

  • ###-###-####

  • ###-####

  • ###

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.

Use Checksum

This setting is available only when the Field Type is set to Social Security Number. Select this setting to help improve the recognition results if a Social Security Number is misread.

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

This setting is cleared by default.

Country

This setting is available only when the Field Type is set to Social Security Number. Select the relevant country from the list. The value for this setting is set to USA by default.