Use Schema Customization in Therefore™ Smart Capture

A schema defines which data you wish Therefore™ Smart Capture to extract from documents. The schema specifies a list of fields for the automatic recognition, and defines the attributes of these fields. Schema are saved in json files that can be manually edited. Fields configured in json files are visible in both the Fields configuration UI, and the verification UI.

Customizing a schema in a given language

Go to the Therefore™ Smart Capture Settings. Click Download Schema.
The schema are saved in readable and editable .json files, allowing for customization to the user's needs. For more information, see further below for examples on types of customization.
To upload a customized schema, click 'Upload Schema'.
The changes are immediately effective. The customized schema will be displayed as 'Language (customized)'.

Note:

If a different schema is selected from the list that default schema will be activated, and all the customization will be lost.

Customizing labels

By editing labels in a schema file, users can change that same label in the Fields Configuration UI, as well as the Verification UI. In this example, the label 'Vendor tax number' will be changed to 'VAT number'.

Open the downloaded schema .json file.
Every field label will be identified in the file with the same label as presented in the UI.
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```
"label": "Vendor tax number"
```
Customize these fields by replacing the label.
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```
"label": "VAT number"
```
Save and upload the customized schema to apply the changes.

Changing the default currency in a schema

Open the downloaded schema .json file.
Find the fields related to currency. This can be done by searching for an existing default currency such as 'EUR' or 'GBP'.
Find the entry 'other'. This is the field Smart Capture will default to if none of the already specified currencies are found.
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```
"value": "other",
"label": "Other"
```
Change both the value and label to the desired currency.
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```
"value": "pln",
"label": "PLN"
```
Search for the field "default_value" and change this to the currency defined in the previous step.
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```
"default_value": "pln",
```
Save and upload the customized schema to apply the changes.

Adding a new field to a schema

It is possible to add custom fields to the Smart Capture UI.

Note:

Please note that only fields included in this list are pre-trained. A learning algorithm will start to pick up the information in the custom fields automatically when invoices with a known layout are processed. This learning based on the layout of processed invoices is tenant-specific.

Open the downloaded schema .json file.
Find the section the new field should be added to. It is also possible to add more sections and then fields to that section.

In this example, the following settings are used for the newly added field:

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"type": "enum"
 Define a set of named constants
 "rir_field_names": []
       Empty brackets mean that this field is not mapped to any output of the AI engine and is not extracted automatically. You may add the name of a pre-trained field here.
 "can_export": "true"
         Set this field to "true" to enable export, and "false" to disable export
 "hidden": "false
         Set this field to "true" to hide it from the user, or to "false" to make it visible to the user
 "can_export": "true"
         "True" means this field can be exported once the results are ready. Set it to false to disable export
 "category": "datapoint"
         This describes a new data field
 "id": "approver"
         Give your new field an ID
 "label": "Approver"
         Give your new field a label
 "constraints": {"required": false}
         Decide if this field is required or optional
 "options": []
          Here, you set the options for your new field. In our example, we want to add two possible reviewers, so we add both a value and a label for both reviewers, e.g., "value": "john" label: "John".

Once the field has been configured, save the schema file and upload it.