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Parsing data

Updated on March 4, 2022

Text parsing is done by the FreeFormatTextParse activity, which first calls the normalization logic and then calls the parsing logic for the following properties:

  • Transaction Reference Number
  • Work ID
  • Incoming TRN
  • Transaction Date
  • Value Date
  • Amount and Currency
  • Work Type

Each activity attempts to extract some type of data from the text and may return either a value or a blank. The following figure shows the FormatTextParseTranDate activity, which retrieves a transaction date from text.

The following figure shows an infer rule to get a transaction date.

Thistable describes the fields.

Short DescriptionRequired. Short description ofthe rule. The default is the instance name.
Infer Tab
Look forRequired. A pattern or string followed by the name of a Transform Collection record or a specific string.
Specify “Near”Qualifier

Optional. Narrow the search by selecting how and where you want

Smart Investigate for Payments to look, such as to find the defined pattern within a number of characters of a particular string.

Near Select “the string” or “a pattern from” and a string or pattern.
Include the characters beforeEnter the number of characters before the string or pattern to begin the search in.
Include the characters after

Enter the number of characters after the string or pattern to end the

search in.

Place parse Information Into a Page Named:Optional. Identify where you want the search results to be placed.
Validate Using When:

Optional. Evaluate the results returned from the locate search step

against a When condition. The following “Set Value” step only occurs if the When condition evaluates to True.

Place Extracted Value In:

Required. Specify the property into which the output value should be


Also Set the FollowingOptional. Set other properties values (for example, a status).
Pages & Classes Tab
Page NameOptional. Identify each page referenced in a step of this activity. For activity parameters of type Page, enter the parameter name here (with no PARAM prefix or period) and the class of the page in the Page Class field.
Page ClassOptional. Select the class of that page.

Leave blank unless this page is accessed indirectly.

Select Promptif the name in the Page Name column is an indirect page name (starting with the prompt prefix) and the system is to verify at run time that the associated page indicated in an activity Call or Branch step exists and has a class that matches the Class value in this row.

History TabRequired. Description of the rule and its usage.
Pega Smart Investigate for Payments Implementation Guide

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