Best practices for pattern extraction in text analytics
Apache Ruta (Rule-based Text Annotation) is a rule-based language that you can use to detect keywords and phrases that follow certain patterns to populate a case, route an assignment, and so on. Example patterns can include:
- Lists of possible words, such as product or country names
- Patterns that you can detect through regular expressions, for example, flight numbers, phone numbers, or email addresses
- Patterns that you can recognize across multiple tokens, for example, hotel or street names
Learn about rule-based text extraction in Pega Platformthrough the following topics:
Introduction to Ruta
The Ruta language classifies entities based on rules that are combinations of annotation patterns, optional quantifiers, conditions for matching, and actions to perform. Consider the following example:
In this example:
W
is an annotation of typenormal word
REGEXP("\bdogs?\b|\bwhales?\b|\bsparrows?\b")
is a condition that is fulfilled when a normal word matches the regular expression.->
separates conditions from actions.MARK(EntityType)
is the action that is taken when a piece of text fulfills the condition. In this case, the entity model marks an entity of typeAnimal
.
For more information about the Ruta language, including a full list of annotation types, quantifiers, and examples, see the Apache Documentation.
Ruta requirements and considerations for Pega applications
Consider the following points when creating Ruta-based entity types in Pega Platform:
- To store annotation results, mark them in the Ruta script. You can use the
VarA
,VarB
,VarC
,VarD
, andVarE
variables to store intermediate annotation results. Pega Platform stores the final annotation results in theEntityType
annotation, the name of which is equal to the Entity type name property - Always clear the declared variables, such as
VarA
, at the end of your script, so that they do not interfere with the execution of the next script. - Pega Platform does not support
WORDLIST
andWORDTABLE
annotations. Starting from Pega Platform 8.3, you can define wordlists as keywords and refer to them in the Ruta script. - Starting from Pega Platform 8.3, you can reference other
entity types through the Ruta script by using the following command:
EntityType{FEATURE("entityType", "<EntityTypeNameInLowerCase>")}
. For an example of a use case, see Improve the management of text extraction models through entity types.Reference entity types in lowercase, irrespective of the case in which you defined them. - In Pega Platform, Ruta script can detect only a single entity type.
For more information, see Creating entity models.
Examples of Ruta scripts
To create custom Ruta-based entity types, you can use any of the provided default templates. The following list also provides a number of simple but efficient Ruta scripts that you can use to recognize basic entity types in your application.
- To detect only words, for example, telephone,
enter:
W {-> MARK(EntityType)};
- To detect letters or words that are followed by numbers, for example,
SK123,
enter:
W NUM {-> MARK(EntityType,1,2)};
- To detect numbers that are surrounded by letters of words, for example,
IFSC000ABC, enter:
Digits 1 and 3 specify the number of annotations to mark as
W NUM W {-> MARK(EntityType,1,3)};
EntityType
(from annotation 1 to annotation 3). - To detect a string of specific length, for example, six digits, enter:
or
NUM{REGEXP(“……”) -> MARK(EntityType)};
NUM{REGEXP(“.{6}”) -> MARK(EntityType)};
- To detect case-insensitive strings, for example, USA or India, enter:
In the example above,
W{REGEXP(“(?i)(usa | india)”) -> MARK(EntityType)};
(?i)
indicates that the script ignores the case. - To detect a specific word or phrase that is followed by a space and then a
number, for example, INTL 1001, enter:
Document{-> RETAINTYPE(SPACE)};
In the example above, the Ruta script does not detect INTL1001 because the string does not contain a space. By default, Ruta ignores spaces, unless you specify otherwise (for example, through theW{ REGEXP(“INTL”)} SPACE NUM {-> MARK(EntityType,1,3)}
RETAINTYPE(SPACE)
command). - To detect alphanumeric patterns through token annotation, for example, A1B23C,
enter:
To fulfill all conditions within the token annotation, use the AND condition.
Token{ AND(CONTAINS(NUM),CONTAINS(W)) -> MARK(EntityType)};
- To detect patterns through a regular expression, for example, two-digit
hexadecimal numbers, enter:
((W|NUM) (NUM|W)*){REGEXP("[a-fA-F0-9]{2}") -> MARK(EntityType)};
- To declare a temporary variable, for example,
VarA
that represents the name of the month, enter:DECLARE VarA; //Month name
- To clear a declared variable, for example,
VarA
, enter:VarA{->UNMARK(VarA)}
For an example use case, seeDetecting transaction details with Ruta
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