Convert Data

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2025

switch_access_2 Convert Data is an Activity that converts a document (folder Batch Folder) to another description Document Type using Data Actions to copy and convert Data Elements from the source Document Type to those in the target Document Type. Convert Data is a specialized Activity for use cases requiring a great deal of data transformation before export.

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.