Convert Data: Difference between revisions

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Created page with "{{stubs}} Convert Data is an Activity that converts a document ('''Batch Folder''') to another '''Document Type'''. It does this using "Data Actions". Convert Data takes the data collected in the document's source '''Data Model''' and uses a hierarchy of Data Actions to transform and merge that data to the target '''Data Model''' of the new '''Document Type'''. Convert Data is used for highly complex data normalization use cases, where data captured from d..."
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Revision as of 16:00, 25 April 2025

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Convert Data is an Activity that converts a document (Batch Folder) to another Document Type.

It does this using "Data Actions". Convert Data takes the data collected in the document's source Data Model and uses a hierarchy of Data Actions to transform and merge that data to the target Data Model of the new Document Type.

Convert Data is used for highly complex data normalization use cases, where data captured from documents requires significant transformation before documents and their data are exported.

The general strategy involves defining two Data Models: the "Extract Model" and the "Output Model"

  • The "Extract Model" is modeled after how data appears on the document itself.
  • The "Output Model" is modeled after how data should be formatted for export.
  • Convert Data takes the "Extract Model" and converts it to the "Output Model".

This strategy simplifies the process by eliminating the need to transform data as a part of extraction or export. Extraction design can be extraction design. Export design can be export design. And Convert Data can be designed to bridge the gap between them.