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            Use Queries to Extract Information

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            3. Intelligent Document Reader

            Use Queries to Extract Information

            Enable Amazon Textract Queries to extract information by using natural language queries.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions. View product and edition availability.
            Intelligent Document Reader is available with the Intelligent Document Reader add-on license.
            User Permissions Needed
            To create document types: Customize Application
            Note
            Note The Maximum Pages and Confidence Score Threshold fields in the global content extraction settings are available only in Health Cloud.
            1. From Setup, in the Quick Find box, enter Intelligent Document Reader, and then select Intelligent Document Reader.
            2. In the Global Content Extraction Settings section, click Edit Settings.
            3. 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.
            4. Enable Amazon Textract Queries to extract information using natural language queries, with a limit of 200 characters.
            5. Select the Document Type tab.
            6. Click New Document Type.
            7. Enter a name, select the Form Type, and add a description for the document type.
            8. In the Queries section, add an entry containing an alias and a natural language query. The alias serves as a descriptive label displayed in the template, while the query defines the information you want to extract from documents.
              Each document type supports up to 15 unique queries.
            9. Save your changes.
              The Edit Global Content Extraction Settings page opens.
            10. Click Save.
              Tip
              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) are used.
              • When you create templates, make sure that all queries are unique because repeating queries causes failures during the extraction process.
              • When you create a template by using a document type with associated queries, those queries are run during data extraction and show their corresponding aliases as document fields.
              • Queries that fail to identify any values within the document aren't shown as fields in your template.
              • After a successful query execution, bounding boxes highlight the extracted values within the document, rather than the associated query labels.
             
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