What’s New In Transact 4.5?


Review Validate | Support of Currencies in Table Validation Rules

 

In previous versions of Transact, if the user applied currency configuration settings during table extraction, the table validation rules would fail. Since currency fields contained not only the numbers but also currency symbols, the system assumed it to be a string and highlighted them as not properly validated.

In addition to symbols, fractional separators also vary across different currencies. For example, the US dollar uses a “.” And the Euro uses a “,” (e.g. 34.00 vs 34,00). Previously, the system used to take only a “.” as the fractional separator, which caused the rules involving currencies with another decimal mark to fail.

Let’s take, for example, a table validation rule which was defined as:

Quantity x Unit Price = Amount, where

Quantity = 2,00

Unit Price = EUR 1.000,00

Total Price = EUR 2.000,00.

Here, the integer part is separated from the fractional part by a “,”. Previously, this was not picked up by the system, which resulted in table validation rule failure.

In Ephesoft Transact v4.5.0.0, table validation rules support currency formats. Now, the values in the currency fields are validated successfully according to the currency type selected.

 

Let’s consider the same example where the validation rule is defined as:

Quantity x Unit Price = Amount, where

Quantity = 2,00

Unit Price = EUR 1.000,00

Total Price = EUR 2.000,00.

Now, we can configure the currency as EUR – European Euro. As a result, the data will be validated, even though the amount will contain values like “EUR 1.000,00” which is not a number but a string. Fractional separators will also be picked up by the system according to the currency selected.

 

To configure currency settings:

  1. Open or create a Batch Class.
  2. Create a new Document Type.
  3. Navigate to the Tables screen in the left panel and click on the Add button to add a new table.
  4. On the Tables screen, select the currency from the Currency dropdown list.

C:\Users\Ephesoft\AppData\Local\Microsoft\Windows\INetCache\Content.Word\1.png

Note: the system supports only currencies shown in the dropdown list.

  1. Navigate to Table Columns and click on the Add button to add the table columns.
  2. On the Table Columns screen, select Currency from the Additional Configurations dropdown list.

C:\Users\Ephesoft\AppData\Local\Microsoft\Windows\INetCache\Content.Word\2.png

  1. Configure a Table Extraction Rule:
  • Enter a name for the Extraction Rule and select Table Extraction API in the Extraction Rule tab.
  • Collapse the Extraction Rule tab to get a better view of the Column Configuration tab.
  • From the Table Column dropdown in the Column Configuration tab, select a pre-defined column.
  • On the left-hand side, drag-and-drop the Start Pattern and End Pattern overlay to define the beginning and end of the table. Both patterns must be unique, i.e. they must not appear anywhere else in the document. If required, you can also use Pattern Left and Pattern Right overlays to indicate areas to the left and right of the Column header.
  • Specify Column Header and Column Data by using their corresponding overlays. If the table does not have column headers, you can specify only Column Data and use table extraction based on regex or column coordinates (Table Extraction API –> Regex Extraction/Column Coordinates).
  • Select existing regex or create a new regex for each value by clicking on each overlay and using the Suggest Regex dialog box.
  • Click on the Validate Regex button to validate the defined regex patterns.
  1. Create Table Validation Rules using required values and operators from the dropdown lists. In this case, Rule1 is: Quantity x Unit Price = Total. The Rule field will be populated automatically based on the choice of values and operators.

C:\Users\Ephesoft\AppData\Local\Microsoft\Windows\INetCache\Content.Word\3.png

  1. Navigate to the Upload Batch screen, upload files and start a batch by selecting the Batch Class and clicking on the Start Batch button.

Note: Make sure that the Table Extraction plugin in the Extraction module is ON.

  1. Open the batch once it reaches the Validation stage. Fields with currency data are successfully validated.

C:\Users\Ephesoft\AppData\Local\Microsoft\Windows\INetCache\Content.Word\4.png

 

You can also check the results of table extraction and table validation rules on the Test Extraction screen.

C:\Users\Ephesoft\AppData\Local\Microsoft\Windows\INetCache\Content.Word\test extr.png