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Extract data from check box or check box groups

  • Updated: 10/13/2021

    Extract data from check box or check box groups

    When you create a learning instance and set it for training IQ Bot displays the Designer where document groups are trained to extract data. This topic specifies the data extraction for single or group check boxes in the staging environment.

    A check box is a user interface object that allows you to make a binary choice - select or leave unselected. IQ Bot supports extracting data from check boxes or radio buttons with the following variations:
    • A tick mark
    • A cross mark
    • A dot mark
    When IQ Bot processes documents with a check box, it extracts either a Yes (check box selected) or No (check box not selected) value.

    You can also combine multiple check boxes into a single group, for example a payment methods group that contains check boxes for cash, credit card, and check. When IQ Bot processes documents with a check box group, it includes the group name in the extraction results.

    Recurring check boxes or groups

    By default, IQ Bot extracts check box values as a form field. However, if a check box or group appears on a recurring basis in the uploaded document, you must update the settings so that IQ Bot extracts the values as table fields. This enables IQ Bot to extract values from the subsequent occurrences. If you do not perform this update, IQ Bot will only extract the check box value the first time it appears.

    Procedure

    1. Click the field you want to map from the left panel.
    2. In the center panel, in the Data type drop-down field, select value as check box or checkbox group.
      • To extract data from single check box or check box groups, click the Field label field and then click the corresponding value in the document in the right pane.
      • Extract data from recurring check box or check box groups, click the Column name field and then click the corresponding value in the document in the right pane.
    3. To extract the check box value, draw an outline around the check box excluding the value.
      • For a single check box, use the Draw tool to draw over the check box or select the auto-mapped check box segment.
      • For a check box group, use the Draw tool to draw over the region covering all the check boxes in that group.
    4. Verify the extracted data either in the Field value field in the Designer or click See Extraction Results to see the extracted data.

      For recurring check boxes or check box groups: You can only view the extracted data by clicking See Extraction Results; the extracted data is not shown in the Designer.

      Note: Ensure that you define the field value for all check boxes that are marked Required. Otherwise an error message appears when you click See Extraction Results.
    5. Optional: To add an individual check box to a check box group, select the desired value from the Checkbox group drop-down menu.
    6. When you are done configuring the check boxes, click Save and close or Save and go to next group.
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