Document Transform Rules

What are Rules?

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.

The information given below is a sample representation of rules. All these rules can be customized based on specific business requirements and needs. For example, you can customize the colors of the sheet, naming conventions, transformed document types, names, and so on.

How do Rules Work?

This section describes a sample representation of rules for the layout and formatting of the Breakdown Excel workbook files obtained by Ushur. Some of the functions of the rules are listed below and will appear in the .txt file as shown below. However, all these can be customized to align with specific business requirements.

• Worksheet Layout

• Worksheet Rename

• Filed Layout Validation

• APIM Validation

• Exception Case

• Exception Handling

Worksheet Layout 

• The columns in the transformed worksheet will appear in the following order.

  • Identifier column(s)

  • First Name

  • Last Name

  • Contribution column(s)

• The transformed worksheet contains a Column Header row and at least one Data row.

• The Column Header row should appear on the first row of the transformed worksheet, starting in cell A1.

• The Data rows will appear in the second and subsequent rows of the transformed worksheet, with no blank rows between them.

Worksheet Naming Convention

The worksheets that are transformed in the breakdown workbook are first backed up to another worksheet with the same name but with the ~ symbol as a prefix. This is the original worksheet that is transformed.

The following scenarios describe a possible way of how the naming convention is implemented under the assumption that the workbook contains at least one populated worksheet. Empty worksheets are ignored. This can be customized based on specific business requirements and needs.

Single Sheet Workbook Sheet1	Transformed Sheet name: Sheet1 Original renamed to ~Sheet1
Single Sheet Workbook not named as Sheet1	Transformed Sheet name: Sheet1 Original Sheet renamed to ~<original-name>
Multiple Sheets Workbook	Transformed Sheets assigned the original names. Original Sheets renamed to ~<original-name>

Worksheet Error

The Data capture processes only the Sheet1 worksheet in the breakdown file.  Other worksheets are ignored. If the workbook does not contain a Sheet1 worksheet, Data Capture will display an error.

• Ideally, the transformed file will contain only one worksheet called Sheet1, which contains breakdown information. This is the output of scenarios 1 & 2 above.

• If the transformed file contains multiple worksheets, but no valid breakdown information is identified, no sheets will be renamed and the file is submitted for a manual review.  

• If errors such as mandatory fields or values are missing, a worksheet with the same name but with $ symbol as a prefix is created.

The sheet to capture all the errors related to mandatory fields

The Totals sheet is created with # symbol as the prefix along with sheet name.

Note

The Document Transform feature has the inherent capability to handle a variety of errors based on the business requirements and needs.

Field Layout and Validation

Ushur’s Document Transformation is versatile in its capabilities and function and is highly customizable to specific business requirements and situations. This feature has the capability to handle scenarios where large data can be transformed and extracted into useful data.

The transformed sheet will have mandatory and non-mandatory columns, which vary across the customers. Any errors or validation failures will be called out separately in the exception sheet or the transformed sheet.

For example, a customer file could have thousands of rows and this feature has the capability to extract from these two. Some examples are counting a total number of rows, calculating the sum total of any amount in the file, and so on.