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Queries with AWS

The Queries with AWS Action Step enables you to extract specific data from a document by specifying queries in natural language so that the response contains the data you need, without having to apply further filtering on the JSON output to get the relevant values.

For example, if you are processing a credit card statement, you can specify queries such as:

  • "What is the customer name?"

  • "What is the credit card company name?"

  • "What is the account number?"

  • "What is the payment due date?"

Before You Begin

Before using this action step, ensure that the associated AWS service supports the language you plan to use.

For more information about supported languages, see Best Practices for Queries

Inbound Variables

  • Alias text

  • Query text

  • Directory Path

  • File Name

  • Password

  • Read text from page

  • Read text to page

  • AWS Credentials

    Or, if Use custom settings is selected in the wizard:

    • Client Id

    • Client Secret

    • Session Token

    • Use Session Token

    • Region Endpoint

  • Json Path

Outbound Variables

  • Raw Json

    The complete AWS response

  • Normalized Json

    The parsed result based on the normalized result and defined Json path

  • First answer

    A string containing the first result based on the specified query

  • All answers

    An array containing all results received as a response to the specified query

  • Answers count

    The number of matching answers to the specified query

Wizard

50%

  • Authentication Settings

    The AWS credentials to use for authentication

    • Pin credentials

      Enables you to reference an existing Credentials for AWS configuration

    • Use custom settings

      Enables you to specify an AWS Client ID, Client Secret, and Region Endpoint for this action step

    • Session Token

      The session token to use for authentication when Use session token to authenticate is selected

  • Response settings

    • JsonPath Expression

      The Json path to the property of the response object

  • File Settings

    • Directory path

      The path to the directory where the file is located

    • File name

      The name of the file to analyze. Supported file types: PDF, JPEG, and PNG

  • PDF Settings

    Appears only when the selected file is a PDF

    • PDF file is password protected

      When selected, uses the password specified in Password to open PDF file to open the file

    • Read entire file

      Instructs the service to read the entire file

    • Read page range

      Instructs the service to read the selected range of pages

      • From page

        Specifies from which page the service starts reading the file

      • To page

        Specifies until which page the service reads the file

      • Read to end of file

        Instructs the service to continue reading until the end of the file

  • Query Settings

    • Query text

      Specifies the query to extract the data from the document

      The maximum length for this field is 200 characters.

    • Alias text

      Specifies an alias for the query, for ease of location

      The maximum length allowed for this field is 200 characters.

    • The query results in…​ otherwise the action step results is…​

      Specifies the behavior of the Action Step based on the result

      The first dropdown menu enables you to select the expected result of the query: a single answer, one or more results, or multiple results. If this selection matches the query result, the Action Step finishes successfully. When the expected result does not match the actual result from the query, the Action Step results either in a warning or an error, depending on the value configured in the second dropdown menu.

  • Analyze Query

    Enables you to test the configured query and see the results in the Wizard

See Also