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OCR Text Recognition ​

Use OCR (Optical Character Recognition) technology to automatically recognize text in images or attachments and populate the corresponding fields.

Business scenarios ​

TypeBusiness scenario
Card recognition - ID cardAutomatically recognize and capture identity information for real-name authentication in finance, insurance, e-commerce, O2O, and live-streaming scenarios. This reduces user input effort and mitigates business risk
Card recognition - Bank cardRemote financial identity authentication for user verification in financial scenarios, improving user experience
Card recognition - Business licenseMerchant qualification review for onboarding in e-commerce, retail, and O2O industries. Enables automated review and capture of merchant information
Card recognition - Household registerIdentity information registration. Recognizes name, gender, birthplace, date of birth, and ID number for government service scenarios
Card recognition - PassportUsed for overseas travel bookings, hotel check-in registration, and other scenarios that require automated passport data entry
Financial documents - ReceiptsFinancial and tax reimbursement. Quickly processes various reimbursement vouchers through automated segmentation and structured recognition, reducing manual effort and improving accounting efficiency
Transportation - Vehicle registrationDriver identity authentication. Combines vehicle registration, driver's license, and ID card recognition to automatically capture driver and vehicle information
General typePaper document digitization. Improves efficiency in data entry, archiving, and retrieval

Configuration ​

  1. Identify the type of information to recognize, and purchase the corresponding resource package in the CRM.

Purchase OCR resource package

  1. Create the fields that will store the recognized information. For example, create fields to store the name and ID number from an ID card.

  2. After the resource package takes effect, create an image or attachment field on the object (or use an existing field), enable OCR, select the recognition type, and configure field mapping. The following example uses the ID card type:

Enable OCR

Configure field mapping

  1. After configuration, go to the record creation page for the object and upload an ID card image. The system automatically populates the name and ID number fields.

NOTE

The example above demonstrates OCR recognition for images. The process for attachment-based OCR recognition is similar.

Common issues ​

Supported formats ​

  • Image formats: PNG, JPG, JPEG, BMP, TIFF, PNM, WebP
  • Invoice recognition: Also supports PDF and OFD formats

Troubleshooting ​

The following five common situations may affect OCR recognition accuracy:

  1. The image is too small (less than 15 px) and cannot be recognized.
  2. The image quality is too poor, such as an overly dark image where text is unreadable.
  3. The text is obscured by watermarks, stamps, creases, or other obstructions.
  4. The image type does not match the supported types. For example, ID card recognition supports only second-generation national ID cards, not passports or bank cards.
  5. If an error code is returned, refer to the error code table below for troubleshooting.

Error code reference ​

Error codeError messageDescription
1Unknown errorUnknown error. Retry the request
2Service temporarily unavailableService is temporarily unavailable. Retry the request
3Unsupported openapi methodThe API does not exist. Check the request URL
4Open api request limit reachedCluster request limit exceeded. Retry the request
6No permission to access dataNo API call permission. Contact the product team
17Open api daily request limit reachedFree trial resources exhausted. Daily request limit exceeded
18Open api qps request limit reachedQPS limit exceeded. After enabling pay-as-you-go or purchasing a quota package, the concurrency limit is 10 QPS
19Open api total request limit reachedTotal request limit exceeded. Contact the product team
100Invalid parameterInvalid access_token parameter. Token retrieval failed
110Access token invalidInvalid access_token. The token is valid for 30 days and must be refreshed periodically
111Access token expiredExpired access_token. The token is valid for 30 days and must be refreshed periodically
216100invalid paramThe request contains invalid parameters
216101not enough paramRequired parameters are missing
216102service not supportThe requested service is not supported
216103param too longOne or more parameters in the request are too long
216110appid not existThe appid does not exist. Verify the information
216200empty imageThe image is empty
216201image format errorUnsupported image format. Supported formats: PNG, JPG, JPEG, BMP, TIFF, PNM, WebP
216202image size errorInvalid image size. The image must be smaller than 4 MB after Base64 encoding and no larger than 4096×4096 pixels
216306Upload file errorFile upload failed. Check the request parameters
216308Pdf_file_num exceedsThe pdf_file_num parameter exceeds the actual number of pages in the PDF file
216401Create task failedFailed to submit the request
216402Query task failedFailed to retrieve results
216603Check pdf page num failedFailed to retrieve the number of pages in the PDF file
216604Insufficient available quotaTotal request quota exceeded. Purchase or request additional quota
216630recognize errorRecognition error. Ensure the image contains the corresponding card or document
216631recognize bank card errorBank card recognition error. The card is not front-facing, incomplete, or blurry
216633recognize idcard errorID card recognition error. The document is not an ID card, or it is incomplete or blurry
216634detect errorDetection error. Retry the request
216600business verify failedEnterprise verification service request failed. Applies only to enterprise verification services
282000internal errorInternal server error. High-precision interfaces may time out due to excessive text. Split the text and retry
282003missing parametersRequest parameters are missing
282005batch processing errorOne or more errors occurred during batch task processing
282006batch task limit reachedBatch task count exceeds the limit. Reduce the count to 10 or fewer
282100image transcode errorImage compression and transcoding error
282102target detect errorNo recognition target detected in the image. The image is not a card/document, or it is incomplete or blurry
282103target recognize errorTarget recognition error. The image is not a card/document, or it is incomplete or blurry
282110urls not existThe URL parameter does not exist
282111url format illegalInvalid URL format
282112url download timeoutURL download timed out. The image is larger than 3 MB or hotlink protection is enabled
282113url response invalidThe URL returned an invalid parameter
282114url size errorThe URL exceeds 1024 bytes or is empty
282134officialWeb service exceptionVAT invoice verification interface timed out due to a tax bureau network issue. Retry the next day
282808request id not existThe request ID does not exist
282809result type errorIncorrect result type in the response
282810image recognize errorImage recognition error. Retry the request

TIP

If these errors persist, contact the product team for assistance.