PDF Extract to Excel (leejc)

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I need assistance, please! Currently, I have a 20-pages compiled PDF file. The PDF consists of clients’ account termination forms. Every page is a unique client. I need to extract 1) Account Number (purely 6 or 7 digits) that appear after the text “Account No.” and 2) Customer Identification Number (A text with the standard format - e.g. S12367648D). Please assist me on the step-by-step process.

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Hi @leejuechen10

Read PDF text then split by page using NewPage marker or fixed structure then use Matches to extract \d{6,7} after Account No. and S\d{7}[A-Z] for ID then loop pages store data in DataTable then write to Excel.

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Hi @prashant1603765. Thanks for the reply! Currently, the PDF is unstructured format (scanned PDF). I am using “Read PDF with OCR” activity with “OmniPage OCR” engine. Can you tell me the names of the “Split” activity and “Matches” activity?

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For extracting data, you can use the “Matches” activity to capture the patterns like \d{6,7} after “Account No.” and S\d{7}[A-Z] for the ID.

summarize:

  • Use “Read PDF Text” with OCR to get the text.
  • Split the text manually using the “Matches” activity or Assign activity.
  • Use “Matches” activity again to extract the required patterns (Account No. and ID).
  • Store the results in a DataTable and write to Excel.

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Thanks