The system enables you to customize Output Schemas dictating more specifically how you want a file to flow through the system. To customize schemas, select Data Mapping from the left navigation menu panel and go to the Output Schemas tab.
Output Schemas must have at least one Available Field associated with it in order to be converted. Otherwise the system has no information as to how the file should be converted.
Note that Output Schemas that do not have an Available Field associated with it will be treated as Ignore by the system. This might be used strategically to tag files that are not currently needed but might be referenced in the future.
Customized Output Schemas
Customized output schemas are a very dynamic feature of the system. In addition to enabling customers to govern just how files flow through the system, customized schemas also allow a company to better address other unique needs.
Email Example:
If a file is ingested into the system containing email data, but the company prefers to defer processing of those emails, the issue can be addressed by defining a custom output schema for 'Email' without binding any output fields to it. This allows the system to recognize and categorize the emails while postponing further action until a later time.
As the file progresses through the workflow and reaches an 'Unidentified' status, it can be easily flagged for later processing by assigning it the 'Email' convert type. Since the 'Email' type has no output field associated with it, the system will not attempt to convert the file, allowing you to locate and address it at a more appropriate time.
Additionally, if the workflow proceeds without discrepancies, the system begins to learn and will automatically assign the 'Email' convert type to similar incoming files. Customized convert types can also be used purely for organizational purposesâcategorizing data without necessarily intending to convert it.
Adding Output Fields to a Schema
Click on the Output Fields tab.
Search for the schema by typing the name into the Filter Output Schemas text box.
Click on the schema name or go to Edit under the Actions menu to open the schema.
Select the Mappable Fields tab and a list of available fields are displayed. Highlight the field(s) you want to add to the output schema. To choose multiple fields at one time, use the âCtrlâ key on your keyboard.
Select the Add button. The field(s) will then move from the available Mappable Fields to a field in the output schema.
In addition, you can use the Field Name Filter to search for field names within selected output schema. Entering partial field names will display all matches containing those characters.
Additional Field Options
- Selecting the Required checkbox will prompt an Error in the build if the field is missing. See Create a New Convert from Scratch for more information on Errors.
- Selecting the Suggested checkbox will prompt a Warning in the build if the field is missing. See Create a New Output Schema for more information on Warnings.
- Selecting the Profile checkbox will allow the specific field data on the output Run Report.
- To have the output field included as part of Validation on the output Run Report, check the Validation checkbox. See View Report for more information on Validation.
- Checking the Key column enables you to identify the number of duplicates in a file. Check one or more keys; the system will then consider the key/keys as the duplicate identifier. Checking multiple keys combines the keys together as one duplicate identifier.
- From the Max Missing column you can change the output fieldsâ default for percent of Missing Values. See View Report for more information on Missing Values.
- Click the trash can icon to remove the selected field from being included as part of the Convert Typeâs output fields. Note that if the Output field has been used in a convert of the same convert type, a Warning message will display providing details about removing the field.
For example, by checking address and zip code the system would then identify the number of duplicate address/zip codes in the file. Note that this feature does not drop the duplicates, it provides a warning on the âRun Reportâ of the number of duplicates.