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ACORD OCR Destination Step
ACORD OCR Destination Step

The OCR step is used to perform OCR on a trained ACORD document.

Praise Magidi avatar
Written by Praise Magidi
Updated over a year ago

OCR stands for "Optical Character Recognition”. OCR software is used to convert a document or an image into accessible, machine-readable text data. The OCR Analyze step is used to do this within Synatic by providing readily available models that can be analyzed and converted.

NB: To train a document or for any enquiries, please send an email to support@synatic.com

Illustrated in the below image is a flow where the Byte Group step is used to convert the document from bytes to base64 string. An ACORD OCR destination step is used to convert a provided Acord document. The Buffer is used to store the data.

The image below shows the Byte Group step configuration. The Input Mode is set to Byte and the Output Mode is set as a Base64 string. The To Field is called "data" in this example.

Adding an ACORD OCR step

To add an ACORD OCR step in a flow, follow the below instructions:

1. Click on the highlighted icon as shown in the below image.

2. The below page will appear. Select or search for ACORD OCR as shown in the image below. Click on the ACORD OCR destination step to add the step.

Configuring an OCR step

Illustrated in the below image is the configuration that is available in the ACORD OCR step.

From Field – Retrieve the value from a field on the record.

Is Base64 checkbox – Specify if the retrieved value from a field on the record is Base64 encoded.

Double Parse checkbox – Parse the page a second time using the individual page model.

Using an ACORD OCR step

The image below shows the trained Acord document.

To use an OCR step, follow the instructions below:

1. Click on the play icon on the Calculator step after the ACORD OCR destination step as highlighted in the image below:

2. A Test pop up page will appear. Click the highlighted area in the image below to upload a file.

3. Click the Test button as shown in the image below.

The image below shows the output from the ACORD OCR destination step.

In addition, there is a confidence field which confirms that the value is accurate. It is a value ranging from zero to 1 and represents a percentage. In this case, the confidence is at 1 meaning the percentage is 100%.

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