The Marker Zone is the most basic Zone type, where the Template basis document validation by looking in a designated location on the page for a match to a particular word or phrase. If your Validate Node needs to process only structured forms, one or more Marker Zones may be all you need for a simple Template. The Marker Zone and Positional Zone are the Structured Data Extraction Zones types that are core to any GlobalCapture installation.  Note OCR options might be unavailable for bundled versions of GlobalCapture, but licensing may always be added to any installation type.

You can use Marker Zones to detect any shifts in the image position and automatically registers the Template to the proper location. You can also use Marker Zones to classify a document’s layout. By using an exact string match of characters, you can introduces a high level of accuracy, which allows you to draw tighter Zones for text-heavy documents. Some things to keep in mind about the Marker Zone search string:

  • The search string is not case sensitive.

  • It is a good idea for a Marker to be unique in the region of the page it is searching.

  • You can specify part of a word, one word, or more than word. Use part of a word for “contains” matching. For example, specify “appl” to return both “application” and “applied.”

  • You can specify more than one search string to perform an OR-based search in multiple values in the Zone. The results will be the first search string in the list which is found on the document, unless multiple occurrences of a search string or no occurrence of a search string are found. In either case, the Marker Zone will move on to the next search string in the list to look for a unique match. If no matches were found among the search strings, the “Marker not found” message will appear. Adjust your Search String entries to achieve successful results.


Choosing Between Marker and Pattern Match Zones

When choosing between a Marker Zone and a Pattern Match Zone, consider these factors:

  • Case – Pattern Match Zones are case sensitive (but can be controlled with (?i) at the beginning to ignore case). Marker Zones are not case sensitive.
  • RegEx Search Strings – Pattern Match Zones support the use of Regular Expressions to define search strings. Marker Zones do not.
  • Licensing - Pattern Match Zones require an Unstructured Data Extraction license.

Configure Zone

  1. In the Properties Pane, enter a name for the new Zone.

  2. From the Type drop-down list, select Marker (the default Zone).

  3. To select the text used to register the image position, enter the part of a word, word, or phrase in the Search String text box. Press Enter again to add more search strings.

  4. To designate an area of the page to search for a match, click the Locator () icon, and then use your mouse to drag a box over the area to be searched to create the Search Region.

  5. Optionally, additional Zone properties can be configured.

  6. Click the Apply () icon. The Zone will be added to the Zones Pane and the matching text will be indicated by a salmon-colored box on the document image around the extracted search string.

    The Template Designer with a Marker Zone.

Additional Zone Properties

Parent Zone Property

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Field Zone Properties

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General Zone Properties

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Position Zone Properties

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Limits Zone Properties

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Barcode Zone Property

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Plan and Test Marker Zones

Choose and Test Marker Text Carefully. When selecting text for your Marker, choose text which is most likely to return accurate OCR results. For example, while the Marker text is not case sensitive, the text you select should be clear and without attributes. If possible, try to avoid characters that can be suspect during OCR, such as L/1, O/0, B/8, S/5, Z/2, and so on.

Use Distinct Markers. It is a good idea to give all your Templates distinct Marker Zones. Use more than one if your Workflow as Templates that are similar but need to classify documents differently.

Use Required Zones for classification. If you are using a Zone in Templates which will be used to selected the correct template for a document, be sure that at least one Zone is configured as “Required.” If all required Zones are not found on a document, then that Template will not be a match for classifying that document. The first template found that matches, or the first template found with no required zones, will be the active template.

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