OCR Engine Configuration

The OCR Engine Configuration feature in TruCap+ allows users to customize and set up multiple OCR engines according to their specific requirements. This documentation provides a step-by-step guide on how to leverage this feature effectively to enhance document processing capabilities.

Configuring Multiple OCR Engines

With this feature, users gain the flexibility to configure multiple OCR engines available in TruCap+. These OCR engines play a crucial role in converting scanned documents into machine-readable text, enabling efficient data extraction. By customizing OCR engine settings, users can optimize document processing accuracy and performance.

Selecting an OCR Engine for Document Processing

TruCap+ offers the ability to choose any one of the configured OCR engines for processing documents. Users can select the most suitable OCR engine based on factors such as document type, language, or format. This ensures that the application utilizes the best-suited OCR engine for each specific document, resulting in improved accuracy and data extraction efficiency.

Access Permissions for OCR Engine Configuration

The OCR Engine Configuration feature has specific access permissions:

Adding OCR Engine (Admin Level Users Only): Only users with admin level access can add new OCR engines to the system. This ensures that the addition of OCR engines is managed by authorized personnel, maintaining control and consistency in the application's configuration.

Setting OCR Parameters (Users with Required Permissions): Users with the necessary permissions can configure OCR parameters for each OCR engine. This access control ensures that only authorized users can modify OCR settings, preventing unauthorized changes that may affect document processing outcomes.

Note

  • The type of activity permitted depends on your role and the permissions granted to your role. See Managing roles for more information.

  • To access the admin user interface, type "\admin" after the base url. Enter the admin related credentials to access the admin user interface.

 

Accessing OCR Engine Configuration

For Admin users

Admin users can access the OCR Engine Configuration page by following these steps:

  1. In the main menu, under Setup Application, click OCR Engine Configuration. The OCR Engine Configuration page opens.

    Column header descriptions

    COLUMN NAME

    DESCRIPTION

    Customer Name

    Displays the customer name.

    OCR Engine Type

    Displays the OCR engine name.

    Status

    Displays the active/inactive status of the OCR engine.

     

  2. Select the required customer name from the Select Customer Name drop-down list at the top-right corner of the page. The records of the customer name and OCR engine type are displayed as shown in the image below.

 

Note:

The process of adding a new OCR engine is exclusively available to system administrators.

To add an OCR engine, follow these steps:

  1. Access the admin interface. In the top-right corner, use the drop-down to select the desired customer name. An Add button is enabled, click Add. The Add OCR Engine window opens.

  1. Fill-in the details based on the following field descriptions.

    FIELD

    DESCRIPTION

    Customer Name*

    Select the customer name for whom you want to add OCR engine from the drop-down list.

    OCR Engine Name*

    Select the required OCR engine name from the drop-down list.

    Status

    Enable or disable the toggle button to activate or deactivate the OCR engine selected for the customer.

    * Mandatory fields

  1. Click Save to save the details.

 

For Admin and Application Users

Both admin and non-admin users with appropriate permissions can access the OCR engine configuration page.

To access the OCR Engine Configuration page, follow these steps:

  1. In the main menu, under Application Setup, click OCR Engine Configuration. The OCR Engine Configuration page opens.

Column header descriptions

COLUMN NAME

DESCRIPTION

Customer Name

Displays the customer name.

OCR Engine Type

Displays the OCR engine name.

Status

Displays the active/inactive status of the OCR engine.

Action

Links to set the OCR parameters.

 

Setting OCR parameters

There are different OCR parameters for every engine listed in the following table. Users need to specify the required parameters and save the settings for the engine.

Note:

If an OCR engine that runs through an online service such as Google Vision, ABBYY OCR, Microsoft Vision, AWS Textract, and Parascript is unavailable for processing. In that case, it is notified to the user as a notification message in the format Document ID ######: OCR Service XXXXXXX is not available for processing. For Example: Document ID 123456: OCR Service AWS Textract is not available for processing

Click on the Set OCR Parameters link under the Action column on the OCR Engine Configuration page corresponding to the OCR engine to specify the required parameters.

Below is the list of available OCR engines in TruCap+ with its parameters.