Advanced: Add global information to sections

The following example shows using the Copy To Field method to add a policy number, which is listed once in the document and which is globally applicable, to every extracted claim.

Config

{
  "fields": [
    {
      /* capture raw policy # to copy into 
      each claim using copy_to_section */
      "id": "_raw_policy_number",
      "type": "number",
      "anchor": "policy number",
      "method": {
        "id": "label",
        "position": "right"
      }
    },
    {
      /* get monthly claims totals 
      with match all (simpler alternative to sections) */
      "id": "monthly_total_unprocessed_claims",
      "match": "all",
      "anchor": {
        "match": {
          "type": "includes",
          "text": "unprocessed claims:",
          "isCaseSensitive": true
        },
        "end": {
          "text": "total claims",
          "type": "startsWith"
        }
      },
      "method": {
        "id": "row",
        "position": "right",
        "includeAnchor": true
      }
    }
  ],
  /* get first 2 claims sections in doc.  
     each claim starts with "claim number" and ends with 
     "unprocessed claims" */
  "sections": [
    {
      "id": "unprocessed_sept_oct_claims_sections",
      "range": {
        "anchor": {
          "start": {
            "text": "September",
            "type": "startsWith",
            "isCaseSensitive": true
          },
          "match": {
            "type": "includes",
            "text": "claim number"
          },
          "end": {
            "type": "startsWith",
            "text": "November",
            "isCaseSensitive": true
          }
        },
        "stop": {
          "type": "includes",
          "text": "unprocessed claims:",
          "isCaseSensitive": true
        }
      },
      /* return each claim as object containing claim # 
      and phone # fields */
      "fields": [
        {
          "id": "claim_number",
          "type": "number",
          "anchor": {
            "match": {
              "type": "startsWith",
              "text": "Claim number:",
              "isCaseSensitive": true
            }
          },
          "method": {
            "id": "label",
            "position": "right"
          }
        },
        {
          "id": "phone_number",
          "type": "phoneNumber",
          "anchor": {
            "match": {
              "type": "includes",
              "text": "Phone number",
              "isCaseSensitive": true
            }
          },
          "method": {
            "id": "row",
            "position": "right"
          }
        }
      ],
      /* copy policy number from outside sections
         into each claim */
      "computed_fields": [
        {
          "id": "policy_number",
          "method": {
            "id": "copy_to_section",
            "source_id": "_raw_policy_number"
          }
        }
      ]
    }
  ]
}

Example document

The following image shows the example PDF used with this example config:

Click to enlarge

Example PDF	Download link

Output

{
  "_raw_policy_number": {
    "source": "5501234567",
    "value": 5501234567,
    "type": "number"
  },
  "monthly_total_unprocessed_claims": [
    {
      "type": "string",
      "value": "Sept unprocessed claims: 2"
    },
    {
      "type": "string",
      "value": "Oct unprocessed claims: 1"
    },
    {
      "type": "string",
      "value": "Nov unprocessed claims: 2"
    }
  ],
  "unprocessed_sept_oct_claims_sections": [
    {
      "claim_number": {
        "source": "1223456789",
        "value": 1223456789,
        "type": "number"
      },
      "phone_number": {
        "type": "phoneNumber",
        "source": "512 409 8765",
        "value": "+15124098765"
      },
      "policy_number": {
        "source": "5501234567",
        "value": 5501234567,
        "type": "number"
      }
    },
    {
      "claim_number": {
        "source": "9876543211",
        "value": 9876543211,
        "type": "number"
      },
      "phone_number": null,
      "policy_number": {
        "source": "5501234567",
        "value": 5501234567,
        "type": "number"
      }
    },
    {
      "claim_number": {
        "source": "6785439210",
        "value": 6785439210,
        "type": "number"
      },
      "phone_number": {
        "type": "phoneNumber",
        "source": "505 238 8765",
        "value": "+15052388765"
      },
      "policy_number": {
        "source": "5501234567",
        "value": 5501234567,
        "type": "number"
      }
    }
  ]
}