Claims loss run example

The following example shows extracting repeated fields from a section group containing a list of claims:

It captures Sept and Oct claims by specifying sections that start with "claim number" and section group range that starts with "September" and ends with "November".
From each section, it excludes intervening text that isn't part of a section but that does repeat (monthly_number_unprocessed_claims) using a Stop parameter. Instead, it captures this information outside of sections with "match:all".

Config

{
  "fields": [
    {
      "id": "total_unprocessed_claims",
      "type": "number",
      "anchor": "total unprocessed claims",
      "method": {
        "id": "row"
      }
    },
    {
      /* 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
      }
    }
  ],
  /* define section group containing subset of document's claims */
  "sections": [
    {
      "id": "unprocessed_sept_oct_claims_sections",
      "range": {
        "anchor": {
          /* start looking for claims after "September" */
          "start": {
            "text": "September",
            "type": "startsWith",
            "isCaseSensitive": true
          },
          /* each claim section starts with "claim number" */
          "match": {
            "type": "includes",
            "text": "claim number"
          },
          /* stop looking for claims before "November".
             Excludes November claims from output */
          "end": {
            "type": "startsWith",
            "text": "November",
            "isCaseSensitive": true
          }
        },
        /* each claim ends below "date of claim". 
           Optional, prevents last section in group 
           from extending to end of document */
        "stop": {
          "type": "includes",
          "text": "Date of claim",
          "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"
          }
        },
        /* to illustrate section range, output all text in this section */
        {
          "id": "_everything_in_this_section",
          "method": {
            "id": "documentRange",
            "includeAnchor": true
          },
          "anchor": {
            "match": {
              "type": "first"
            }
          }
        }
      ]
    }
  ]
}

Example document

The following image shows the data extracted by this config for the following example PDF:

Click to enlarge

Example PDF	Download link

Output

{
  "total_unprocessed_claims": {
    "source": "5",
    "value": 5,
    "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"
      },
      "_everything_in_this_section": {
        "type": "string",
        "value": "Claim number: 1223456789 Claimant last name: Diaz Date of claim 09/15/2021 Phone number 512 409 8765"
      }
    },
    {
      "claim_number": {
        "source": "9876543211",
        "value": 9876543211,
        "type": "number"
      },
      "phone_number": null,
      "_everything_in_this_section": {
        "type": "string",
        "value": "Claim number: 9876543211 Claimant last name: Badawi Date of claim 09/08/2021 Phone number"
      }
    },
    {
      "claim_number": {
        "source": "6785439210",
        "value": 6785439210,
        "type": "number"
      },
      "phone_number": {
        "type": "phoneNumber",
        "source": "505 238 8765",
        "value": "+15052388765"
      },
      "_everything_in_this_section": {
        "type": "string",
        "value": "Claim number: 6785439210 Claimant last name: Levy Date of claim 10/03/2021 Phone number 505 238 8765"
      }
    }
  ]
}