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Mobile app additional configuration

Updated on April 22, 2022

You can further customize your mobile app by reusing or extending Pega Sales Automation rules and patterns to match the appearance of your Pega Mobile Client mobile app to your business branding.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
Before you begin: Review the available mobile app features by examining the sample data included with Pega Sales Automation. For more information, see Pega Sales Automation sample data.

Setting up optical character recognition (OCR) scanning

Use optical character recognition (OCR) to scan a business card and create a contact or a lead in Pega Sales Automation. Take a picture of a business card with your mobile device's camera, and then send it to the third-party OCR software vendor, for example, Abbyy FineReader or Google Vision, where it is parsed into a standard output, such as XML or JSON. The system then maps the result back to Pega Sales Automation to create a new contact or lead record.

Before you begin: Set up the Pega Sales Automation mobile app so that you can scan a business card to create a contact or a lead directly in the application. Also, you must create the user name and password of the OCR vendor. You can review the created framework setup for Abbyy FineReader as a configuration example by using the Pega Sales Automation SAPlus sample application.
  1. In Dev Studio, depending on the vendor you choose, either add the PegaCRM-Abbyy ruleset to the application stack, or add the ruleset of your chosen vendor.
    1. In the header of Dev Studio, click Your application nameDefinition.
    2. In the Built on applications section, add either the PegaCRM-Abbyy ruleset or any custom ruleset for OCR.

      For more information about creating and saving rulesets, see Creating a ruleset and ruleset version.

  2. In the PegaCRM-Int-BusinessCard- class, create a data model in your ruleset that matches the data model, class structure, and properties either from the Abbyy setup in the sample application or your custom vendor.
    If you use the Abbyy FineReader, use the PegaCRM-Int-BusinessCard-Abbyy class. For other vendors, use the PegaCRM-Int-BusinessCard-vendorname format. If the third-party software uses an XML object, create a data structure to hold the XML structure. If the third-party software uses a JSON object, create a data structure to hold the JSON object.
    For more information about creating data models, see Adding a field group to your data model.
  3. Configure and save the GetCardData and MapBusinessCardDetails extension point rules to collect data.
    1. Search for and open the GetCardData activity, which parses the business card data for the OCR vendor.
      Tip: In the sample application, the GetCardData activity calls the GetCardData Java API, which collects the file content, the vendor's user name and password. The sample application includes the sample application RAP with the PegaCRMAbbyy.zip file, which is a Java wrapper application that calls the Abbyy software.
    2. In the Step page fields, enter the necessary data, for example, the user name and password for your chosen vendor, and the class name for parsing data to the BusinessCardData page.
    3. Search for and open the MapBusinessCardDetails data transform to map the data from the OCR vendor to the contact or lead in Pega Sales Automation
      Tip: The system receives the XML structure after processing the file image. The MapBusinessCardDetails data transform then maps the data from the XML data model to the contact and lead data structure and makes it available in Pega Sales Automation.
    4. Configure the Target fields for BusinessCardMatchTo. rows to match the data model of your structure under the PegaCRM-Int-BusinessCard- class.
Result: After you set up the OCR integration, click Scan card on a contact or lead form in the app to use your mobile device's camera to take a picture of a business card. The app receives the business card image and sends it to a third-party OCR software vendor that parses the image into a standard output, such as XML or JSON. The result is then mapped back to Pega Sales Automation to create a new contact or lead record.

Tags

Pega Sales Automation 8.7

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