TruCap+
  • 23 May 2024
  • 3 Minutes to read
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TruCap+

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Article summary

Overview

Module Details

Introduced in Version8.15
Core or Github ModuleGitHub
Step Location Integration > TruCap+
Prerequisites

Datamatics' TruCap+ is a web-based Intelligent Document Processing (IDP) application that offers AI/ML enabled template-free approach to enable hassle-free processing and data capture from various structured and semi-structured documents.

The TruCap+ Module exposes various Flow Steps that enable Designer users to integrate seamlessly with the TruCap+ Web application. These steps let users carry out multiple actions, such as configuring TruCap+ authentication, uploading documents, retrieving document details, accessing document monitoring information, and retrieving ontology details.


Configuration

This section will demonstrate how to configure the TruCap+ module in Decisions.

  1. Navigate to the System > Settings > TruCap+ Settings.
  2. Enter the Base URL for the TruCap+ web application under the Base URL field, e.g. https://[BasePortalURL]/api/v2. Click on Save.


TruCap+ Authentication Workflows

Installing the module not only exposes multiple Flow Steps but also adds pre-built Flows in the Workflow Catalog where users can perform actions such as Login, Logout, and Check the Login Status. Admin users can modify these Flows located at System > Designers > Catalog > TruCap+.


  1. Login: It allows users to log in to the TruCap+ application. It exposes three fields for a user to fill in:

    UsernameUsername of the TruCap+ application
    PasswordPassword of the TruCap+ application 
    URL Override (Optional)URL to override the Base URL configured in Settings. This can be used if you want to log in to multiple instances of the TruCap+ application.
    On submitting the details, the user will get authenticated with the TruCap+ application. On successful authentication, the application will return the Security Identifier (SID) and Token, which can be saved for later reference. A window with the returned error message will be shown if the authentication fails.
  2. Logout: It allows users to logout from the TruCap+ application using the Authentication response from the Login. It exposes three fields for a user to fill in:

    SIDSecurity Identifier received from the application.
    TokenToken received from the application.
    URL Override (Optional)URL to override the Base URL configured in Settings. This can be used if you want to log out from multiple instances of the TruCap+ application.
  3. Check Login Status: Using the SID and Token of a user, this will verify the user's login status in the TruCap+ Application and provide a corresponding message indicating whether the user is logged in or not.

TruCap+ Steps

The table below provides a list of all the steps within the TruCap+ module. Each step will be linked to its dedicated Step Library article.

Step NameDescription
Is Logged InThis is a Rule Step that determines if the user is logged in or not.
LoginAllows to Login in the application
LogoutAllows to Log out of the application
Get Document Data By Client Transaction NumberRetrieves all document data based on the Client Transaction Number
Get Document Data By Document IDRetrieves all document data based on the document ID
Get Document Data By LabelRetrieves all document data based on the document label
Get Document Data By Reference Number
Retrieves all document data based on the document reference number
Get Document Status By Client Transaction Number
Retrieves the current status of the document based on the Client Transaction Number
Get Document Status By Document IdRetrieves the current status of the document based on document ID
Get Document Status By Label
Retrieves the current status of the document based on the document label
Get Document Status By Reference NumberRetrieves the current status of the document based on the reference number
Upload DocumentAllows to upload the document to the TruCap+ application
Get Document Monitor List By Details
Retrieves the list of documents based on its details from the document monitor
Get Document Monitor List By Document Header Id
Retrieves the list of documents based on its Document Header Id from the document monitor
Get Document Monitor List By Document NameRetrieves the list of documents based on its Document Name from the document monitor
Get Document Monitor List By Parent Id
Retrieves the list of documents based on its Parent ID from the document monitor
Get Ontology DetailsRetrieves the fields and tables defined in the ontologies
Get Ontology ListRetrieves the list of current ontologies available in TruCap+

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