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Extraction Using Queries for Intelligent Form Reader
Enable Amazon Textract Queries to extract information using natural language queries.
Required Editions
| Available in: Lightning Experience |
| Available in: Financial Services Cloud, Health Cloud, and Public Sector Solutions |
| Intelligent Form Reader is available for an additional cost with the Intelligent Form Reader add-on license. |
| User Permissions Needed | |
|---|---|
| To create document types: | Customize Application |
Note The Maximum Pages and Confidence Score Threshold fields in the global content
extraction settings are available only in Health Cloud.
- From Setup, in the Quick Find box, enter Intelligent Form Reader, and then select Intelligent Form Reader.
- In the Global Content Extraction Settings section, click Edit Settings.
-
Enter the maximum number of consecutive pages from the first page of a document that you
want to send for content extraction at a time.
The default value for Maximum Pages is 5. If a user selects pages that are already scanned, the pages aren’t counted against the limit.
- Enable Amazon Textract Queries to extract information using natural language queries, with a limit of 200 characters.
- Select the Document Type tab.
- Click New Document Type.
- Enter a name, select the Form Type, and add a description for the document type.
-
In the Queries section, add a new entry containing an alias that serves as a descriptive
label displayed in the template and a natural language query that defines the information you
want to extract from documents.
Each document type supports up to 15 unique queries.
-
Save your changes.
The Edit Global Content Extraction Settings page opens.
-
Click Save.
Tip- For extracting information from a document, the defined queries for that document type and other enabled Textract APIs (such as Forms and Analyze ID) will be used.
- When you create a template by using a document type with associated queries, those queries will be executed during data extraction and display their corresponding aliases as document fields.
- Queries that fail to identify any values within the document will not be displayed as fields in your template.
- After successful query execution, bounding boxes will highlight the extracted values within the document, rather than the associated query labels.
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