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Question

quickfields w-9

asked on January 28, 2022 Show version history

Hello,

I am trying to create a Quickfields process classification that will help me capture text in the 1. Name box for the W-9s Form.  

I have been able to capture the text when the forms are the original form size because I made my OmniPage Zone OCR to fit in the name area.  The issue I am having is that when someone sends a W-9 that is a different size that it makes my Zone pull up the "1. Name (as shown on your income...." text.  I tried creating a Pattern Matching rule that looks for everything after "blank." but I keep getting "1 . .".

Here is the pattern I am using: \bblank.\s+(.*)$

Thank you for your help.

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Replies

replied on January 28, 2022

1) For shifted forms, you can try using a Form Alignment process to adjust the form on the image to be in a consistent normalized location
2) For resolution/scaling issues, you can try using "Percentage" units for the zone position rather than pixels
3) If you choose to use pattern matching, your pattern needs to search for line breaks (and search for things that are NOT line breaks).
E.g., this pattern might work: 1\s*Name[^\r\n]*\r\n\s*([^\r\n]+)
(it's looking for "1 Name", with variations of whitespace, followed by any number of non-line-break characters, followed by a line break (\r\n), followed by whitespace, and then finally capturing all non-line-break-characters on the second line)
A common practice is to use an oversized zone OCR zone to capture just *some* of the text (instead of matching the whole page), then using pattern matching to filter it down further. 
4) If you're using zone OCR and you want to capture multiple lines (e.g., your zone is large like suggested in #3), set the advanced option "Single line" to false (it defaults to true)

5) If it's a fillable PDF form, you may be able to extract the value directly using the Retrieve PDF Form Content process

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