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The Ushur Document Transform functionality is designed to provide a solution that has a unified approach to data intake across all corporate business products. This helps both the customer and the back-office staff to achieve a consistent, customer-centric approach to analyzing and working with important and relevant data.
The rules help with creating a clear UI-based extracted sheet. Rules are specified and processed effectively to extract all possible combinations of information that are relevant to the business. The rules can be specified to tailor each business functionality. Ushur enables enterprises to create rules in two ways. For a specified rule set based on specific requirements, you can either contact the Ushur Customer Success Team or you can create the Rulesets in the Ushur Dashboard. You must have the relevant permissions on your user profile to create the Rulesets.
The Ruleset tab allows you to only define the rule conditions to process the document transformation. You must integrate this from within the Ushur using the Document Processor module.
Ruleset Tab
The Ruleset tab is displayed only if it is enabled in the Enterprise setting. If you are unable to view it, kindly contact your Customer Success Manager. You can modify an existing Ruleset and delete a rule set if it is not used anymore. Use the Edit and Delete icons.
To specify the rule conditions, from within the Application Context:
Click AI Studio to view the Create New Ruleset dialog box.
Specify the Ruleset Name and Ruleset Description.
Click Create Ruleset. This will now be displayed in the Ruleset tab grid. To specify the rules, select the ruleset from the grid to add the rules in the Edit Rule Set window.
Click Add Rule to view the Create Condition dialog box. Use this to specify all the rule conditions for a particular ruleset.
After specifying the conditions and actions, click Save Changes. The rule will now be displayed in the Edit Rule Set window. The grid will display the conditions and actions for a particular rule. You can create multiple conditions and their associated actions for a particular rule. Repeat step 4 until you have specified all the conditions for a particular rule.
You can associate multiple rules for a single ruleset. The rules will be executed sequentially based on the rule conditions.
Every rule has two essential parts that you must specify. Condition and Actions. Use the table below to view the description and how you can set them for a particular rule. The Conditions have cascading properties such as Column, Row, and No Condition. Based on this selection the associated conditions are displayed.
Condition | Description |
---|---|
Column | Name of the column in the file to be transformed. You can select from the drop-down list several operations. For example, Does No Match, Matches, etc. |
Row | Name of the row in the file to be transformed. |
Actions | Description |
---|---|
If True | The action is to be performed if the criteria in the Condition section are met. For example, Add a Column, Rename, etc. The action parameters will be modified according to the option you select from the list. |
If False | The action is to be performed if the criterion in the Condition is not met. |