Configure Line Item Column

Name: Name a column as needed. A name is automatically generated from the OCR of the original column header, but it can be changed as needed.

Optional: Select this box to specify that this column is optional and not required for classification matching.

Column can wrap over multiple lines: Select this box to specify that the column may wrap over multiple lines in a horizontal direction, that is, more columns than the originally detected column.

Header pattern: Upon initial creation, this feature generates the column header pattern automatically from the OCR recognition of the selected column header area upon initial creation. RegEx patterns defined by the system and user can then be applied to optimize the recognition results. These regular expressions and recognition options can be edited with the two buttons next to the field. This configuration is specific to the local capture profile.

Global header pattern: Upon initial creation, this feature generates the column header pattern automatically from the OCR recognition of the selected column header area. Then, globally-accessible RegEx patterns defined by the system and user can be applied to optimize the recognition results. These regular expressions and recognition options can be edited with the two buttons next to the field. This configuration and subsequent RegEx options are stored as a global profile, which can then be applied to other capture profiles as needed.

• Match Numeric Values: Specify that this column contains only numeric values, and only those values should be extracted via OCR.

• Match Text Values: Indicate that PSIcapture must recognize alphanumeric text syntax and extract all text-based data.

• Use a custom value pattern: Set up a specific value pattern to fine-tune OCR recognition and apply Regex and text filtering options to the pattern.

• Use global pattern: Similar to the custom value pattern, this feature uses a global value pattern to fine-tune OCR recognition and apply Regex and text filtering options to the pattern. These configuration options can be applied to other capture profiles as needed.

Character filter: Apply character filtering to the recognition of the characters in the column and row. These character filters are the standard filters found throughout the rest of PSIcapture.

Enable extended characters: Define a list of extended characters to recognize, including currency symbols, unique syntax, and so on.

Invalid character action: Select one of the following options:

• Do Not Correct: No character adjustments is applied.
• Remove: Remove the detected invalid characters.
• Auto Correct: Automatically correct any invalid characters with the specified replacements.
• Replace with marker: Replace the invalid characters with a marker for review at a later time.