Overview

Ephesoft allows extraction of fixed form documents that contain zonal Barcode, OCR, ICR and OMR fields. Ephesoft makes it easy to configure fixed forms by following below easy steps:

  • Create/Edit Batch class.
  • Create/Edit Document Type. Please note that fixed form processing naming convention does not allow spaces in the form (Document Type). Forms should not start with numeric values either.
  • Create/Edit Index fields. Please note that fixed form processing does not allow spaces in the field name. Fields should not start with numeric values.
  • Design a Recostar Project file, .RSP.
  • Copy the RSP file into the batch class folder, \\SharedFolders\{Batch Class}\recostar-extraction.
  • Assign RSP file to document type using Ephesoft Admin Module (Edit Document Type)

Recostar Design Studio

RecoStarDesignStudio.exe can be found in “{Ephesoft- Home}\native\RecostarPlugin\RecoStarDesignStudio” in default configuration. This tool allows the Ephesoft admin to define the zonal areas for OCR, ICR or OMR field extraction.

Steps of execution

Please follow following steps. Here, Tax return form called BOE is used. The same techniques can be applied to any fixed forms application.

Sample files covered here can be downloaded.

  • Batch Class
    1. Create or Edit an existing batch class. To know more about it, please follow the tutorials and classes on http://www.ephesoft.com/wiki or logon to http://www.youtube.com/user/EphesoftUniversity.
    2. Create a Document Type called BOE.
    3. Create index fields called
      1. Year: No extraction needs to be setup.
      2. Account Number: No extraction needs to be setup.
  • Recostar Project File definition
  • Launch RecoStarDesignStudio.exe

 

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  • Select New Project

 

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  • Select Single Form

 

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  • Give a name and select a project location. In this example BOE is used as a project name and project is saved at C:\Fixed Form Projects folder. User can save them to any location. Later, application will move these files to Batch class folder.

 

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  •  Add Project Name as BOE as shown.

 

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  •  Select few sample images so that zones can be drawn.

 

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  • Right click on the image area and select the desired images by using “Add Files”

 

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  • In this example, one image has been selected.

 

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  • Once the image is selected, click “Next”.

 

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  • In this step, select the country user is operating in. Multiple countries can be selected. Once user clicks on the USA which is default country, menu option (…) appears where user can select more countries.

 

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  • Project file can now be created with one form and one ICR field. Click Finish to proceed.

 

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  • Initial Project has been created.

 

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  • Rename the form to doc type called BEO. This has to match with the document type in Ephesoft Admin module.

 

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  • Rename index field to Year.

 

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  • Re-Arrange zone

 

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  • Field is now renamed to Year

 

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  • Zoom into the image

 

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  • After zooming in, arrange the zone so it covers only the value 2006

 

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  • Add “Remove Lines” options

 

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  • Remove Lines option is added

 

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  • Add new field called Account Number

 

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  • New field has been added

 

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  • Zoom into the new field

 

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  • Adjust field Location/Zone

 

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  • Set field properties i.e. Font should be Machine Type.

 

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  • Run selected images to see the results

 

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  •  Copy the RSP file into the batch class folder, <Ephesoft-Shared-Folder>\{Batch Class}\recostar-extraction. Please note that BOE.rsp file needs to be present inside the <Ephesoft-Shared-Folder>\{Batch Class}\recostar-extraction folder. There should not be another folder layer.
  • Map RSP file to Document Type. Logon to the Ephesoft Admin Module, Batch Class Management. Navigate to the Document Type BOE and select BEO.rsp file from the Fixed Form Project File drop down menu. If BEO RSP file can’t be seen, please check if an extra layer of folder is not copied in step 2 above.

 

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Update the snapshot

  • Save the batch class and execute batches of configured document through the Ephesoft server.

 

 

 

 

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