AI Doc Extraction skills

Certified Associate Developer

Hello Everyone , 

so i was having query regarding Doc Extraction skill's , anyone is having idea that how we can achieve Checkbox field extraction without having Reconcile DOC task ? 

because of this issue i have to look for AWS services for the same , it would be so useful if checkbox and table field we can extract automatic from Appian itself without having reconcile task! 

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  • Please post if you are successful with tables or checkboxes in the reconcile as while labeling appian does not allow

    Example Gender Male , Female are checkboxes and marital status etc on STANDARD Govt forms also.

    how to handle , even in reconcile i saw it does not see what is in checkbox and not caputures the X mark also even i kept the rectangle around the whole 

    x Male

    I kept the rectangle including x , I hoped it will extract value as 'x Male' so i can do post processing , but gets only Male

    I did 2 variables EMP_Gender_Male , EMP_Gender_Female and labelled/tagged the whole area of each field. 

    the X mark does not get extracted

  • 0
    Certified Associate Developer
    in reply to Rayudu Addagarla

    you can also achieve this having boolean function if male is selected then it will receive (true) male if  not then female (false) then you can mapped that data in Gender field using script task

  • 0
    Appian Employee
    in reply to rajthakor

    Hi  , I'm glad to hear you were able to extract these fields!  for more details on how checkbox extraction works, please keep in mind the following:

    1. In order to extract a checkbox in a document to a field in your AI Skill, the AI Skill field must be of type "Checkbox". You will not be able to extract checkboxes in the document to fields of type "Text" in your AI Skill.
    2. You should have one AI Skill checkbox field for every checkbox you extract from your document

    Also, the Reconcile task is needed to allow an end user to establish initial mappings between document checkbox fields and the fields in your AI Skill, but once you have reconciled a few docs you should no longer need it. Instead, the checkboxes will be automatically extracted and included in the output of the Extract from Document smart service. These mappings will also be deployed alongside the AI Skill object from one environment to the next. This docs page has more information about how Document Extraction works.

    Please let me know if this information resolves the extraction challenges you're facing, or if you have additional questions!

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  • 0
    Appian Employee
    in reply to rajthakor

    Hi  , I'm glad to hear you were able to extract these fields!  for more details on how checkbox extraction works, please keep in mind the following:

    1. In order to extract a checkbox in a document to a field in your AI Skill, the AI Skill field must be of type "Checkbox". You will not be able to extract checkboxes in the document to fields of type "Text" in your AI Skill.
    2. You should have one AI Skill checkbox field for every checkbox you extract from your document

    Also, the Reconcile task is needed to allow an end user to establish initial mappings between document checkbox fields and the fields in your AI Skill, but once you have reconciled a few docs you should no longer need it. Instead, the checkboxes will be automatically extracted and included in the output of the Extract from Document smart service. These mappings will also be deployed alongside the AI Skill object from one environment to the next. This docs page has more information about how Document Extraction works.

    Please let me know if this information resolves the extraction challenges you're facing, or if you have additional questions!

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