Find and Replace Index Stage

The Find and Replace stage uses exact string matching to standardize or remove a set of specific passages, phrases, or words from a document field.

This stage is configured with one or more rules. Each rule specifies:

• One or more text strings to search for matching text (phrases or words)
• A single text string that is the replacement value

Important

When the replacement string is empty, the system deletes the matched text from the document field.

Configure the Find and Replace stage in one of the following ways:

• Fusion blob store setup
• Fusion UI or REST API setup

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Fusion blob store setup

Setting up the stage using Fusion’s blob store is referred to as Find - List - Replace.

The general procedure for each find/list/replace action is:

• Upload a file that contains a list of text passages to be standardized into the Fusion Blob Store.

• Each file:

  • Contains one line for each text passage
  • Has a .lst suffix

The required rule properties to standardize the text are the:

• Document field to scan

• Name of the .lst file uploaded to the blob store

  The .lst suffix must be included in the file name designated in the rule.

• Value of the replacement text

Important

Multiple .lst files can be uploaded and used to perform find/replace actions.

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Example

One example could be to remove the country information and replace it with the phrase: country not displayed for security purposes to make the data anonymous for reporting.

• The document field to scan is country.
• The name of the .lst file in this example is country.lst. An excerpt is:

Afghanistan
Afrique
Albania
Albanie
Alderney
Algeria
Algérie
Allemagne
America
Amérique
Amériques
American Samoa
Andorra
Andorre
Angleterre
Anglo-Normandes
Angola
Anguilla
Antigua and Barbuda
Antigua et Barbuda
Antilles
Antilles Néerlandaises
Arabie Saoudite
Argentina
Argentine
Arménie
Aruba

• The value of the replacement text is: country not displayed for security purposes.

If the text of the passages scanned includes any of the items in the country.lst file, it is replaced with the phrase: country not displayed for security purposes.

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Fusion UI or REST API setup

Setting up the stage using the Fusion UI or REST API is referred to as Find - Replace.

The Fusion UI access path is:

• Sign in to Fusion.

• Select the application.

• Select Indexing > Index Workbench.

• Select Add a Stage.

• Select Find and Replace in the Field Transformation section.

• Enter values in the fields as described in the Configuration section.

  The REST API uses the parameters specified below.

The required rule properties to standardize the text are the:

• Document field to scan
• List of find/replace pairs

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Configuration

When entering configuration values in the UI, use unescaped characters, such as \t for the tab character. When entering configuration values in the API, use escaped characters, such as \\t for the tab character.