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how to read uploaded document in OIA screen

Rakesh JangidApr 29 2024

Hi Team,

Can we access the document that will be uploaded to the OIA interview screen for reading?

Thanks,

Rakesh

This post has been answered by Richard Napier on Apr 29 2024
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Richard Napier

Hello Rakesh

The following setting allows an uploaded file attachment to be opened by the user - for example to confirm they have uploaded the right document:

See https://documentation.custhelp.com/euf/assets/devdocs/unversioned/IntelligentAdvisor/en/Content/Guides/Use_Intelligent_Advisor/Use_Policy_Modeling/Screens/Allow_uploaded_attachment_to_be_opened.htm

If your question was about something else, please revert.

Regards

Richard

Rakesh Jangid

Hi Richard,

Thank you for quick response. we need to read the data which is inside the document with the help of OIA.

Thanks,

Rakesh

Richard Napier

Hi Rakesh

OIA is a decision automation platform. OIA, in and of itself, is not going to help you reach that objective.

Various options are open to you, based on the following:

  1. What kind of files are being uploaded? If they are text and you want to know what is the content, then various services like summarising or categorisation would be accessible to you via fetch() or similar. If they are PDF files then various methods exist that would work as JavaScript extensions or Node.js code.
  2. What for? OIA is for automating a decision with natural language rules. What are the rules you intend to apply and for what purpose?

There are plenty more things to say but my first reaction is that the context is not clear, nor the role of OIA.

Please can you provide more details.

Thanks

Rakesh Jangid

Hi Richard,

On the OIA interview screen, I have to upload an excel file containing employee code and their name, and from these two, I have to read the employee codes and display them on next screen.

Thanks,

Rakesh

Richard Napier
Answer

Hi Rakesh

I see. I've had to deliver that sort of requirement before. The JavaScript Extension API will be able to cope with that, most probably.

  1. Use a custom Upload extension to retrieve the file.
  2. Use SheetJS or a similar library to parse the file and extract the data.
  3. Use the relevant Control or Interview extension to save the information in your attributes.

You may wish to look at an example. I am unable to post links to my own website, but go to intelligent hyphen advisor dot com and search for “importing Excel” you will find an article. This is the basic flow that is discussed:

Hope that helps

Richard

Marked as Answer by Rakesh Jangid · May 2 2024
Rakesh Jangid

Hi Richard,

Thank you so much for your guidance.

Thanks,

Rakesh

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Added on Apr 29 2024
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