IDOL and KeyView OEM 25.2.1
25.2 OEM Release Notes

# Named Entity Recognition

## 25.2.0

### New Features

Enhancements to Eduction Grammars

- Contextual telephone numbers have been extended to match `contact number(s)`, and variants, as a landmark in all languages.

- The number of false positives has been reduced for Japanese and Chinese names by reducing the score for short (two character) CJK names.

- The PCI numbers grammar PAN entities now accept periods (.), forward slashes (/) and underscores (_) as delimiters when matching numbers.

- PII address matching has been improved for New Zealand by adding more known place names for this country.

- PII national ID grammar now supports matching for New Zealand social welfare numbers.

- The address entities for Turkey have been updated to include building names that end with the following suffixes Site, Köşk, Rezidans, Konut, Bina, Kampusu, Hanlar, and Binalar. The Apartment_building name also now includes Apartmanı as a synonym for Turkish words for Apartment.

- The names and medical terms grammars have been improved to reduce false positives.

- Name matching has been improved by adding more common titles for various countries, for example Mademoiselle, and Signora.

### Resolved Issues

- Some incorrect matches for entities in the `us_regulation_references` grammar have been removed.

- The `datetime.lua` script packaged with the general Named Entity Recognition grammars in the 25.1 release returned an error when processing match results.

- Eduction could incorrectly detect a token boundary (word break) at certain multibyte UTF-8 characters, for example, "ṣ".

## 25.1.0

### New Features

- You can now define a set of default parameters to add as Lua post-processing parameters when you do not provide parameters programatically. To add these parameters, you set the `PostProcessingDefaultParameters` parameter in the `[Eduction]` section to the name of a configuration section that contains the default values. For more information, refer to the Eduction User and Programming Guide.

- You can now configure an Eduction pre-filter to match one or more entities from an EJR grammar file, by setting the `ResourceFile` parameter to an EJR grammar file, and the `Entities` parameter to a list of entities. For example, you might want to use landmark entities to find potential match windows.

- The Lua postprocessing scripts for various grammar packages (PCI, PHI, PII, and GOV) have been updated to use the `finalizematch` function to process an Eduction match, rather than `processmatch`. The updated function signature is now:

      function finalizematch(edkmatch, params)

  When Eduction calls the post-processing script, it passes any user parameters that you set programatically into the `params` argument, as well as any parameters that it reads from the `PostProcessingDefaultParameters` configuration in the session configuration file.

- The log output that edktool prints now includes details of the `versionkey.dat` file used (if any), to help diagnose licensing problems.

Enhancements to Eduction Grammars

- The PII grammar package has been expanded to include the following entities for Thailand, in addition to National ID, passport number, TIN, and SWIFT code:

  - Bank account/routing numbers

  - Driving license

  - Health ID (Thailand use the national UIN [unique identification number] in the health sector as UHI [Unique health identifier])

  - Email addresses

  - Names

  - Nationality

  - Telephone numbers

  The PCI grammar package also now includes entities for Thai names.

- Landmark grammar files are now available in EJR format to provide landmark entities for grammars that do not have an EJR grammar (`address_landmark.ejr`, `name_landmark.ejr`, `telephone_landmark.ejr`). This option allows you to use these EJR landmark entities for pre-filtering.

### Resolved Issues

- The environment variables to customize post-processing behavior in the PCI, PHI, and PII grammar packages all used the prefix `IDOL_PII`. To avoid confusion, these control variables now use a generic PXI prefix for each package.

  NOTE: The old variables are still available, so that this change will not break your existing post-processing scripts.

- The Eduction SDK .NET sample applications did not find a `versionkey.dat` file in the default location.

- If the `CellEntityN` parameter contained a list of entity names, an unrecognized entity could be silently ignored, and prevent subsequent entities in the list being used for matching. An unrecognized entity name is now reported as a configuration error.

- If the `HeaderEntityN` parameter included a wildcard pattern that matched no known entity names, it could be silently ignored. These patterns are now reported as a configuration error.

## 24.4.0

### New Features

- The compiler used to build EDK binaries on Microsoft Windows platforms has been updated to the latest version. This delivers a performance improvement in some use cases.

Enhancements to Eduction Grammars

- The Canadian National ID grammar now matches Canadian Permanent Resident Card Number, Indian Status Number and Unique Client Identifier Number (UCI).

- The PII CJKVT telephone number grammar now supports Singapore telephone numbers.

- The PII telephone grammar now matches Turkish phone numbers that do not have a leading trunk code or international code (previously a Turkish number required a 0 or 90). The grammar has also been improved to match numbers that begin with mobile code 516, as well as 501, 505-507, 530-549, 551-555, 559, and 561.

- The stoplists for names have been extended to reduce the rate of false positives.

- The PII telephone grammar now matches additional area codes to allow for 050,070,080 and 090 as area codes. These new area codes cover non-geographic numbers such as mobile telephony and IP telephony services.

### Resolved Issues

- Running the edktool tool unify command and specifying a single-character combined-entity name failed to complete successfully. For example:

      edktool unify -l licensekey.dat -g grammar.ecr -e a=grammar/entity1,grammar/entity2 -o combined.ecr

- Compiled grammars that used non-ASCII characters in the grammar or entity name could fail to load, reporting a checksum error.

- The configuration diagnostic information that edktool printed to the console did not log `RedactionType=Entity` correctly.

## 24.3.0

### New Features

- The Eduction SDK package now includes a Python SDK wrapper.

- The Eduction SDK package is now available for Windows 11 on ARM64.

- For PII, PHI, and PCI, a post-processing script `table_boost.lua` is now included in the script directory. You can use this script when you configure Eduction to perform extraction from table data, and it increases the score of matches found in a table body that have an associated header landmark.

  The config directory also contains a sample configuration file (for example `pii_table.cfg`) to illustrate how to set up table-mode matching and configure post-processing with this script.

- The edktool command-line utility can now accept a license key directly as a command argument, in addition to being able to read its license from a file. The `-l` parameter now accepts either a path to a file containing the license, or verbatim license key data.

  NOTE: When you supply a key directly, edktool does not read a separate version key from disk, so you must append the version key data to the main license key in the command argument, with a semicolon `;` separator.

Enhancements to Eduction Grammars

- Matching for postcodes has been improved:

  - In the pii/postcode, gdpr/postcode and pii/address/postcode entities, scores for unused US zip codes have been lowered so that they are much less likely to match.

  - Matches for the pii/postcode/nocontext/cc entity no longer receive a score boost from postprocessing (previously their scores were set to 0.5 if they were initially <0.5).

- Grammars that match URLs have been improved to reduce false positives. Candidate URL matches are now given a lower score when they do not have a scheme (http:// or https://) and the domain name is in mixed case.

  This improvment affects the internet.ecr standard grammar addrs_host and addr_host_path entities, and the PHI and PII internet grammars url/nocontext entities.

- The PCI numbers PAN entities now accepts 13 digit Visa numbers and 12/13 digit Maestro numbers with a score of 0.5.

- The standard grammar number_cc (credit cards) and the PCI numbers grammar PAN entities have been expanded to cover additional Maestro and American Express BINs.

- The Singapore passport number entity has been updated to cover newly-introduced number formats.

Enhancements to Eduction Server

- Eduction Server access security has been improved to restrict the files that it can access when you use the `EduceFromFile` and `RedactFromFile` parameters. These actions now cannot access local and hidden UNC directories by default. It can access only non-special UNC paths.

  You can configure access to directories by using the `EductionLocalDirectoriesCSVs` and `EductionAllowedSpecialUNCPathsCSVs` parameters. You can also set `RestrictToAllowedDirectories` to only allow Eduction Server to access the configured directories.

### Resolved Issues

- Entities with a pattern that contained a repeating period specifier (`.`, meaning match any character) could produce matches longer than the configured `MaxMatchLength`.

- The Turkish national ID entity incorrectly matched values that started with the digit zero.

- In some environments, some normalized times produced by the `datetime_advanced` grammar combined with the `datetime.lua` postprocessing script were advanced by an hour.

- An entity that referenced another public entity (by using Eduction `(?A^...)` syntax) could incorrectly fail to return matches if `EntityMatchLimit` was set for the referenced entity. For example, the pii/name/.. entity for a country could miss matches if `EntityMatchLimit` was set for the pii/name/surname/nocontext/.. entity for that country.

- Under certain circumstances, the Eduction process could try to read outside a supplied text buffer. Memory safety has been improved for mixed table and free text Eduction.

- When run under code verification tools such as Address Sanitizer, loading certain license keys could indicate an out-of-bounds memory read operation.

- When a pre-filter with `WindowCharsAfterMatch` was configured, a final call with an empty string to add input text could result in matches near the end of the buffer being skipped.

### Notes

- The `Locale` setting for tokenizers has been deprecated. OpenText recommends that you use Eduction default tokenization for all inputs. This change affects the `Locale` configuration parameter, the C API `EdkSetLocale` function, the Java API `TextExtractionEngine setLocale` method, and the Eduction Server `Locale` action parameter.

## 24.2.0

### New Features

- Eduction now returns a more helpful error or message when the license key is truncated, which might happen if, for example, you set a license key as an environment variable.

- You can now configure Eduction to allow post-processing Lua scripts to have access to the text surrounding an Eduction match. This option might allow you to use additional context to judge the correctness of a match, or to augment a match with custom components when they satisfy certain criteria.

  You configure this option by using the new `ContextCharsBeforeMatch` and `ContextCharsAfterMatch` parameters. These parameters specify a number of Unicode/UTF-8 characters. For performance reasons, Eduction does not attempt to break at a token or word boundary.

  You can use this context in post-processing by using the new `getMatchContext` Lua method:

      local before, matched, after = edkmatch:getMatchContext()

  This method returns a triplet of strings, including the matched text.

Enhancements to Eduction Grammars

- Address street normalization is now more consistent across countries. For example, `Rotstr.` now normalizes to `ROTSTRASSE` for German addresses.

- Place name normalization now includes accents and diacritics from a known place name in the normalized text, even if the original input lacked accents. For example, a match for the French address "Rue Emile Delavallee, 28160 Yevres" normalizes to "RUE EMILE DELAVALLEE, 28160 YÈVRES".

  NOTE: This normalization is performed by the grammar, not in post-processing, so it is not affected by the `IDOL_PII_ADDRESS_NORMALIZE` environment variable.

- The standard grammar numbers_cc (credit cards), and the PCI numbers grammar PAN entities have been expanded to include:

  - additional Diners Club BINs as well as 16-19 digit Diners Club numbers.

  - additional JCB BINs as well as 17-19 digit JCB numbers.

  - additional Discover BINs as well as 17-19 digit Discover numbers.

  - additional China UnionPay BINs.

  - 19 digit Visa numbers.

  - GPN BIN's, including 16, 18 and 19 digit numbers.

  - Napas BINs, including 16 and 19 digit numbers. No checksum validation is used in this matching.

- The PII health grammar now includes Portuguese SNS numbers.

- The PII health grammar has been improved to exclude false positives where Eduction matched long uppercase words as Maltese EHIC (health) ID numbers.

- The PSI standard grammar has been improved to add an entropy check for LinkedIn and Flickr secret entities. This behavior now matches the behavior for the AWS secret entity.

- The PII banking grammar IBAN context entities now support hyphens and periods as separators between separate components of the IBAN. Previously only whitespaces were supported as delimiters.

- The PII names grammar has been improved to reduce some false positives.

- The PII names grammar for Brazil has been improved to add new surname prefixes and post titles.

Enhancements to Eduction SDK

- When you create an Eduction session, you can now supply a configuration file fragment to specify configuration parameters that you can override for an individual session, such as `MinScore`.

  - C API: use the `EdkSessionCreateWithConfigBuffer` function to supply a configuration fragment.

  - Java and .NET APIs: `createSession` and `GetSession` now accept an optional string-type parameter that contains the configuration file fragment.

  The configuration fragment must contain an `[Eduction]` section. You can use any combination of the following configuration parameters:

  - `MinScore`

  - `PostProcessThreshold`

  - `MatchTimeout`

  - `RequestTimeout`

  - `MaxMatchesPerDoc`

  - `EntityMatchLimitN`

  - `PrefilterMaxReturnedBytes`

  - `HeaderEntityMatchLimitN` (when either table mode or mixed-mode is configured)

  - `CellEntityMatchLimitN` (when either table mode or mixed-mode is configured)

  Eduction accepts only these parameters. If there are unrecognized parameters, the call to create the session fails.

- New functions have been added to the Eduction SDK to allow you to check the validity of your license:

  - C API: `EdkGetLicenseInfo`

  - Java API: `getLicenseInfo` in the `TextExtractionFactory<T>` and `EDKFactory` classes.

  - .NET API: `GetLicenseInfo` in the `EDKFactory` class.

  These functions return a JSON object that contains information about your license. The JSON object follows a schema, which is available in the download package.

### Resolved Issues

- When adding Eduction session input in chunks by making repeated calls to `EdkAddInputText`, a match was sometimes skipped if the final input chunk was added before all matches from previously-added data had been consumed.

- When using `EdkSetInputStream`, matches close to the end of the input buffer were sometimes missed if the stream length was an exact multiple of 1024 bytes.

- When streaming input to an Eduction session, and using a pre-filter, under certain circumstances the Unicode character offset (offset length) values for individual matches were set incorrectly.

- When streaming input to an Eduction session, if a multi-byte Unicode character was split across multiple stream reads, the Unicode character offsets (offset length) values for subsequent matches were sometimes incorrect.

- The 2201-2720 series of Mastercard credit card numbers were not correctly matched.

- Certain formatting of Maestro UK and Verve credit card numbers were not correctly matched.

- Checksum validation was not used for postprocessing of China UnionPay credit card numbers. If a number matches a China UnionPay pattern but does not pass checksum validation, then it is now assigned a lower score.

- Reusing an Eduction session sometimes returned matches from a previous session state, or returned an unexpected error.

- For Australian TIN numbers, mixed delimiters were incorrectly allowed for a single number.

- For US zip code matching, Eduction allowed optional number suffixes of length three. It now allows four only.

- In exceptional cases, a CPR national ID number and TIN for Denmark and Greenland is issued that does not satisfy the published checksum algorithm. Validation has been relaxed to match these numbers.

## 24.1.0

### New Features

- You can now enforce whole word matching for an Eduction dictionary prefilter task by setting the new `PrefilterMatchWholeWord` parameter to True. By default, Eduction can match dictionary entries as substrings of words.

Enhancements to Eduction Grammars

- The PII telephone grammar now supports Russian (ru) and Ukrainian (ua) telephone numbers.

- The PII nationality grammar now supports Russian (ru) and Ukrainian (ua) nationalities.

- The PII driving license grammar now supports Ukrainian (ua) driving licenses.

- In the names grammars, precision has been improved for Croatian names by preventing "Basic" (unaccented) from matching as a surname (Bašić still matches).

- In the names grammars, matching of multi-character initials (for example "Hans Chr. Schmidt" and "Alekos St. Papadopoulos") has been further improved to reduce false positives.

- The PII and PCI name CJKVT grammar now supports foreign names in katakana in the new `name/foreign/jp` entity. For example, エミー・ネーター (Emmy Noether) and フランクリン・D・ルーズベルト (Franklin D. Roosevelt).

  There are also the following additional new entities for foreign names in katakana:

  - `name/given_name/context/cjkvt/foreign/jp` (for example 名称ジャン・バティスト (Name Jean Baptiste))

  - `name/given_name/nocontext/cjkvt/foreign/jp` (for example アレクサンドラ (Alexandra))

  - `name/given_name/nocontext/cjkvt_spaced/foreign/jp` (for example ア ン ト ニ オ (Antonio))

  - `name/surname/context/cjkvt/foreign/jp` (for example 姓: シン (Surname: Singh))

  - `name/surname/nocontext/cjkvt/foreign/jp` (for example アッ＝サカフィー (al-Saqafi))

  - `name/surname/nocontext/cjkvt_spaced/foreign/jp` (for example ア ッ ツ ォ ー リ (Azzoli))

  - `name/title_surname/cjkvt/foreign/jp` (for example ドルフマイスター君 (Dorfmeister-kun))

- A new dictionary prefilter `cjkvt_foreign_lastnames_prefilter.dpf` has been added. This prefilter attempts to find matches in windows in which there are foreign Katakana surnames.

- The medical terms prefilter dictionary file has been improved to make it smaller and more accurate.

- Recall has been improved for the PII and PCI `name/jp` entity, by adding new native Hiragana and Katakana forename data, as well as Hiragana surname data.

- Many grammars now have metadata JSON files to assist with deciding which entities you need to select when you configure Eduction. For example, you might use the metadata files to create a UI that allows your end users to select entities by which languages it covers or which region it falls into.

  Metadata files are available for all PII, PCI, PHI,and GOV grammars, as well as sentiment analysis grammars and Protected Security Information (PSI) grammars, which are available in the general Eduction grammar set. A `metadata_schema.json` file is also provided with the JSON schema for these metadata files.

- Recall has been improved for the PII and PHI banking grammar `routing_number` nocontext entities by applying a variable penalty that decreases the longer the routing number is.

- Matching in the PII passport grammars has been improved by tightening the restrictions on the non-numeric components of Australian and Slovenian passport numbers and allowing Slovakian passports with seven numeric digits.

- Recall has been improved for the PII telephone grammar. Improvements include updated area codes and number lengths for particular countries, as well as greater delimiter variations.

### Resolved Issues

- US healthplan IDs could match input that only contained letters, so it sometimes returned 14 letter capitalized words. Post-processing now penalizes these strings to a score of 0.2.

- The nocontext entities for streetlocation in Japanese and Chinese sometimes returned matches that contained only numbers. Post-processing now penalizes these matches so that they are filtered out with the standard post-processing threshold.

- An entity match for a pattern that had `score=0` sometimes returned matches if the input also matched another pattern in the entity with non-zero score.

- Compilation of entities that include long lists of headwords became slower in EDK 12.11 and later.

- On the MacOS_x86-64 platform, creating an eduction engine in a program thread, from an in-memory configuration buffer, could cause the program to terminate with an error report when the thread exited.

## 23.4.0

### New Features

- The performance of entity match limit has been improved.

- Session creation has been improved, so that it takes about the same amount of time to create or reuse a session, improving overall processing time.

- Compilation times have been improved for grammars that mostly consist of headwords and synonyms.

- The edktool command-line tool `unify` action now accepts a `-c <compile_config>` argument. This option is a path to a JSON file that contains entity definitions. You can combine this option with the `-e` parameter, but you must not include duplicate entity definitions. The compilation configuration has the following syntax:

      {
         "combined":[
            {"name":"combined-name",
               "entities":["source-name1","source-name2"]},
            ...
         ]
      }

Enhancements to Eduction Grammars

- The PCI numbers grammar (`pci_numbers.ecr`) now accepts fullwidth digits, hyphens and spaces when matching numbers. Full width is supported only in the value itself, not in the landmarks.

- The PII National ID grammar (`national_id_cjkvt.ecr`) now supports national IDs for Macau.

- The PII National ID grammar (`national_id_cjkvt.ecr`) now supports older formats of the Taiwan National ID, which are still valid until 2031. This older format is also available for the TIN grammar. The older format score slightly lower than the more recent format.

- The PII National ID grammar (`national_id.ecr`) now supports national IDs for Greenland, and additional formats for Croatia (Croatia Unique Master Citizen Number) and Russia (SNILS (Individual insurance account number)).

- The PII National ID grammar (`national_id.ecr`) now supports the Spanish social security number (SSN/Número de la Seguridad Social).

- The PII Passport grammar (`passport.ecr`) now supports passports for the Philippines.

- The PII Driving License grammar (`driving.ecr`) now supports driving licenses for India.

- The address grammars have been improved to allow a pound sign (#) before the house or apartment number.

- For PII national ID, postprocessing scripts have been added to check the pattern for Honduras (hn), Cambodia (kh), Qatar (qa), and Vietnam (vn).

- The pci_numbers grammar now includes entiites for the following new security numbers:

  - Committee on Uniform Securities Identification Procedures (CUSIP), including entities for internal CUSIP numbers and private placement numbers.

    NOTE: These numbers were previously available in the `number_banking_us.ecr` standard grammar. They are now available only in the PCI grammar set.

  - Stock Exchange Daily Official List (SEDOL) numbers

  - Wertpapierkennnummer (WKN)

  - Financial Instrument Global Identifier (FIGI) numbers

  - International Securities Identification Number (ISIN)

- The names stop list has been nearly doubled in size to improve precision.

- Postprocessing for names now includes weak stoplist exceptions to penalize some uncommon names rather than discarding them. The penalty depends on the number of these components in a given match.

  If a stoplist word is a leading or trailing component in a particular match, Eduction initially discards the stoplist word. However, if discarding the component results in the match being discarded, Eduction penalizes the stop word instead.

  For example, the name Mike Board has a trailing stop word. Dropping the stop word Board would invalidate the name match, to postprocessing instead penalizes the stop word match. In this case, the score is still above the 0.5 threshold, so the match returns.

- The following entities have been improved to include additional options for delimiters (such as dashes, dots, and spaces) in numbers:

  - `pii/id/nocontext/at` and `pii/id/context/at` now supports spaces and dashes in appropriate places (for example 1788-011550 and 1788 01 15 50).

  - `pii/health/nhs_number/gb` now supports variations with dots or without spaces (for example 943.476.5919 and 9434765919).

  - `pii/tin/vatin/nocontext/au` and `pii/tin/vatin/context/au` now support dashes between parts of the ID (for example 123-456-782)

- The Name grammars have been improved to support multiple spaces (or a tab) in place of a single space. For example, the name `John Smith` now matches, even with two spaces.

- The PII TIN grammars (`tin.ecr`) now includes patterns for Greenland (gl), Malaysia (my), India (in), and Andorra (ad), and the CJKVT TIN grammar (`tin_cjkvt.ecr`) includes patterns for Singapore (sg) and Thailand (th).

- The PII national ID grammar `national_id_cjkvt.ecr` was updated to include a new format for Singapore NRIC that was introduced in 2022 (the first letter can now be an M).

- The PII banking grammar now supports account numbers, routing numbers, and CLABE numbers for Mexico (mx).

- The following PII grammars now include additional entities for Singapore:

  - Dates, with landmarks for dates and months, date of birth, and date of death for Tamil (tam) and Malay (may).

  - Driving licenses, with landmarks in Tamil and Malay.

  - Medical terms in Tamil (tam) and Malay (may).

  - Address and postcode.

  - Names.

- Eduction grammars that contain mostly synonym entries have been optimized.

- The PII medical terms grammars have been optimized for faster matching.

- The PII national ID grammar now includes the Rentenversicherungsnummer (pension number) for Germany.

- The PII Driving License grammar (`driving.ecr`) now supports driving licenses for Russia.

- The PII telephone grammar has new additional components to identify landmarks.

- The following environment variables have been added to allow you to configure post-processing for the PII telephone grammar:

  - `IDOL_PII_TELEPHONE_EXTRA_STOPWORDS_CHECKS`. Set this string to TRUE to activate additional stopwords checks in the Lua post-processing of telephone matches. In this case, Eduction rejects matches when the upper-case version of that match contains any of the stopwords in the `STOPWORDS` table of the `postprocessing_telephone` Lua script.

    Currently, only the word `COUNT` is a stopword.

  - `IDOL_PII_TELEPHONE_EXTRA_MATCH_QUALITY_CHECKS`. Set this string to TRUE to activate additional match quality checks in the Lua post-processing of telephone matches. For contextual matches, Eduction rejects a match when the landmark is considered weak and one other quality check fails.

    Currently the landmark `T` without a period following it is considered a weak landmark.

    Additional quality check failures include:

    - a matched telephone number with 5 or fewer digits.

    - two or more types of separators (non-digit characters) present in the matched telephone number.

### Resolved Issues

- In table mode, when processing tabular input where columns were separated with tabs or commas, Eduction sometimes encountered a memory error, if the input data had a table with a differing number of columns in each row (for example, the header row has fewer rows than a body row). This error did not occur when using KeyView to insert the delimiters.

## 23.3.0

### New Features

- When you compile and save a grammar file, EDK now removes any data associated with inaccessible entities before it writes the grammar to disk. Previously, data with the type `private` was included from ECR files that were included by the grammar definition, increasing the file size of the output grammar.

  You can now use edktool to create a reduced version of a grammar file, containing only selected entities. For example:

      edktool compile -l license.dat -i original.ecr -e entity1,entity2,... -o selected.ecr

  Previously, this command produced an ECR of the same size, where the unselected entities were made private. Now, edktool removes the definitions of unreferenced entities, resulting in a reduced-footprint ECR.

- Improvements have been made to the Eduction Table mixed mode:

  - You can now use the `addTableCell` and `endTableRow` API calls in mixed mode in the same way as for normal table mode.

  - Setting the `finalRow` argument to true for the `addTableCell` and `endTableRow` API calls now sets Eduction up to process another table, rather than resetting the session. This change allows you to feed in multiple tables and get the matches afterward. Eduction now also keeps track of the table numbering, where previously the session reset meant that it treated every table as the first table.

- Speed improvements have been made within Eduction sessions, relating to match identification and Lua post-processing of identified matches.

- Creating a session from an Eduction engine is now more efficient.

Enhancements to Eduction Grammars

- In the PHI package, the profession agentboolean IDX has been replaced with the new `profession.ecr` grammar.

- Scoring has been improved so that matches of certain patterns of Swedish no-context valid national IDs now have a score above the 0.4 threshold.

- Contextual entities now allow an arbitrary number of spaces or tabs before a colon that separates the landmark from the nocontext entity. For example, the PII telephone context grammar (for GB) now matches the text `Mobile :07928 875 419`.

- The PII medical terms grammar has new entities to match ICD10 medical condition codes and ICD10 procedure codes.

- The PII medical terms grammar has been updated to add Turkish, Ukrainian (cyrillic) and Russian (cyrillic) languages.

- A new PII internet grammar has been added, with entities to match email addresses for many countries.

- The driving license grammar has new formats for Australian driving licenses. The grammar still supports older formats, with a 10% matching penalty, so that older formats without context now score at 0.36 (below the typical 0.4 minimum threshold).

- Post-processing for names has been improved:

  - Eduction now rejects certain matches where a title such as Prince, King, or Queen occurs in a title_surname entity match, to reduce spurious matches of names that were partially stoplisted.

    For example, the name Prince Edward Island (a place in Canada) initially matches as Title+Forename+Surname. Island is removed because it is in the stoplist, and then Edward is promoted to surname, which produced a match of just `EDWARD`. Eduction now rejects this match.

  - Eduction now rejects matches that have at least one INITIAL component and do not have a multi character SURNAME component. This change prevents acronyms and abbreviations such as A.I matching (where I is a Korean surname).

  - Eduction now removes stoplisted components, such as when a stoplisted word is hyphenated with another word. For example, Saint is stoplisted, so Eduction now also removes Dié in Saint-Dié Christian Pierret, resulting in a match for Christian Pierret. This change includes cases where the stoplisted word appears after the hyphen, for example Dié-Saint.

  - Eduction no longer includes ampersands (&) as part of the original matched text. For example, Extraterrestrial Life, John Wiley & Sons previously produced the match John Wiley &. It now matches John Wiley.

  - Eduction now checks stop names again after removing any leading or trailing stopwords. For example, the text "Rio Grande River" no longer matches. "Rio Grande" is a stop name and "River" is in the stoplist, so previously Eduction dropped "River" and returned "Rio Grande" as a match. Now, after dropping "River", Eduction checks the remaining text, "Rio Grande", against the stopnames and drops it, so it no longer returns a match.

- The National ID grammar for Belgium now accepts a dot before the final two digits, in addition to what was previously accepted. For example, 85.07.30-033.28 now matches.

- The telephone grammar has been updated with new area codes for Canada (236, 365, 367, 368, 431, 437, 474, 548, 584, 639, 672, 782, 825, 873).

- In the PII address grammar for Brazil, the neighborhood component has been added to full address matching as an optional component, which can come before the city.

- Precision has been improved by penalizing stoplist exception components in some cases, depending on the number of such components.

- The PII banking grammar now supports greater variations of number groupings and delimiters for US bank account numbers.

### Resolved Issues

- The function `EdkSessionSetEntityMatchLimit()`, in the C API, could incorrectly return an error when the Eduction engine had been configured to match entities by calling `EdkLoadResourceFile()` and `EdkAddTargetEntity()`.
- The method `session.setEntityMatchLimit()`, in the Java API, could incorrectly throw an exception when the Eduction engine had been configured to match entities by calling `engine.loadResourceFile()` and `engine.addTargetEntity()`.

- Telephone numbers in the PII and PHI entity packages sometimes failed to match examples that included extra spacing around the area code (for example, "(310) 840-7089"). This format can occur, for example, when the area code and local subscriber number are extracted from distinct fields in a PDF form.

- Post-processing for PII, PHI, and PCI names entities could fail on certain names listed in reverse format (for example "Smith, John Washington (2023)").

- An Eduction engine configured with both `Entity` and `HeaderEntity`/`CellEntity` (mixed mode) failed to return results for a structured table API call (for example `EdkAddTableCell`).

- The PHI validation scripts Lua table had an incorrect key for DEA entities, which caused a Lua error at runtime.

- The combined banking grammars were missing entities for non-country-specific landmarks (IBAN and SWIFT).

- When a file had a byte order mark (BOM) at the start of the file, Eduction did not make any matches at the start of the file (first word). The BOM is now treated as punctuation to allow these matches.

- When using edktool, if an incorrect path to a licensefile was provided in the `-l` flag, edktool would return a misleading Error: License key is not valid for Eduction error. It now returns the same Error: Open file error as for an incorrect path to the `-i input.txt` or `-c config.cfg`.

- In the PII national ID grammars, the Lua checksum function for Saudi Arabian IDs could raise an error unexpectedly if the calculated value to perform check digit validation was not a two-digit number.

- In mixed table mode, setting the `final` flag to true on `addInputText` after passing a whole table in did not always correctly reset the session. In this case, the table number was not reset properly.

## 23.2.0

### New Features

- In table mode, Eduction now provides a zero-indexed table number for matches, to avoid ambiguity when extracting entities from an input stream that contains multiple tables.

  In the Eduction SDK, the following methods and attributes are available for obtaining the table number (which is -1 if the match was not sourced from a table):

  - C API: `EdkError EdkGetMatchTableNumber(EdkSessionHandle pSession, int * pnTableNumber)`

  - .NET API: `IExtractionMatchTablePosition.TableNumber`

  - Java API: `EdkMatch.getTableNumber()`

  When Eduction is in table mode, edktool and Eduction Server now output the match table number and Eduction Server now outputs the row and column details of a match, as was already the case for edktool.

- You can now configure both table and free text (non-table) entities at the same time. In this mixed mode, Eduction identifies tables and searches them for table entity matches, and it searches any blocks of free text for free text entity matches.

  In addition, when Eduction identifies a table but does not find a header match for a particular column, it searches the rows of that column for free text entity matches instead. In this way, Eduction can still search for entity matches even if it does not match the headers. Similarly, if you configure `MaxSearchHeaderRow` to search for tables beyond the first line of the input, Eduction can now search the initial rows that do not contain header matches for free text entity matches.

  You can use the new `TableEntityFieldN` parameter to avoid ambiguity in mixed mode. Use this parameter to configure a field for table entities where you have set `EntityFieldN` for the free text entities. For example:

      [Eduction]
      ResourceFiles=testfiles/simple_pii.xml
      # Free text entities
      Entity0=simple_pii/name
      EntityField0=FREE_TEXT_MATCH_NAME
      Entity1=simple_pii/weather
      EntityField1=FREE_TEXT_MATCH_WEATHER
      # Table entities
      HeaderEntity0=simple_pii/name_header
      CellEntity0=simple_pii/name
      TableEntityField0=TABLE_MATCH_NAME
      HeaderEntity1=simple_pii/number_header
      CellEntity1=simple_pii/number
      TableEntityField1=TABLE_MATCH_NUMBER

- Two new functions, `setMatchOffset` and `setMatchOffsetLength`, have been added to the Eduction match component in Lua to allow you to set the offset for a component in your post-processing scripts. The `setMatchOffset` function sets the offset for the component inside the matched text in bytes. The `setMatchOffsetLength` function sets the offset for the component inside the matched text in codepoints. Both functions take a single integer argument.

- You can now configure Eduction to select a higher scoring match over a longer or shorter match (depending on your `NonGreedyMatch` configuration) when you have set `AllowMultipleResults` to False or OnePerEntity.

  To use this option, set the new `PrioritiseScore` configuration parameter to True. The default value is False. When two entities have equal scores, Eduction uses the length as a tie breaker. You can also set this option in the C API by using the `EdkSetPrioritiseScore` function.

Enhancements to Eduction Grammars

- The Eduction standard grammar `psi_api_credentials.ecr` grammar (in the Eduction standard grammars) has been updated with additional entities for authorization headers and JSON Web Token (JWT).

- The PHI `dea.ecr` grammar has been updated with new entities for National Drug Codes (NDC) and NDC billing derivatives.

- The PHI `healthplan.ecr` grammar has been updated with new entities for National Provider Identifiers (NPI), Medicare Beneficiary Identifiers (MBI), Health Insurance Claim Number (HICN), and Healthcare Common Procedure Codes (HCPCS) level I and II.

- A new PII grammar, `voter_id.ecr` is available, which contains entities for matching voter IDs for the UK, India, and Mexico. This grammar is also available in EJR format, and a combined gramamr `combined_voter_id.ecr`.

- The PII national_id grammar now includes national ID entities for Cambodia (kh), Honduras (hn), Vietnam (vn), and Qatar (qa).

- The PII names grammar has the following improvements:

  - Handling of known surnames that begin with a prefix (for example, Mc) has been improved.

  - Handling of surname prefixes that have more than one part (for example van der) has been improved.

  - The ability to match speculative names for various countries has been improved, by expanding the permissible character set for those countries.

  - Stop list handling has been improved for known first names and surnames for various countries (for example Snow is acceptable as a surname for certain countries, despite it appearing in the stoplist).

  - Matching of multi-character initials (for example "Hans Chr. Schmidt" and "Alekos St. Papadopoulos") has been improved.

  - Matching of hyphenated forenames and surnames where either one of the hyphenated names is known and the other is known or unknown (for example "Jean-Léon Huens" and "Christiane Teschl-Hofmeister") has been improved.

  - Precision has been improved by reducing the score of non-CJKVT name matches that contain uppercase and a title case components (not including values that match as initials, titles, or surname prefixes), for example "AC Milan" or "ABBA Gold".

- The PII names grammar has been expanded to include Russian (ru) and Ukrainian (ua) names.

- The PII address grammar has been expanded to include Russian (ru) and Ukrainian (ua) addresses.

- The PII postcode grammar has been expanded to include Russian (ru) and Ukrainian (ua) post codes.

- Recall for US addresses (in the PHI and PII address grammars) has been improved, by adding direction and apartment data and by matching buildings as part of addresses, for example 'One Irvington Center' in the following address:

      One Irvington Center
      700 King Farm Boulevard
      Suite 125
      Rockville, MD 20850-5736
      USA

- The PCI grammars now include the `combined_name.ecr`, `combined_name_cjkvt.ecr` and `scripts/names_stoplist.lua`, to allow you to find names from any of the supported countries.

- In the GOV grammar `entity_identifiers.ecr`, matching of Legal Entity Identifier (LEI) numbers has been improved. There is no longer a restriction for the reserved numbers (fifth and sixth character) being 00, and there is no longer a penalty for having a prefix (first four characters) that is not in the predefined list (any four characters are allowed). With these changes, any 20 character code matches in the nocontext entities, but those with an incorrect checksum are discarded by postprocessing.

- In the GOV grammar `us_dod_markings.ecr`, the `classification_authority_block/downgrade`, `classification_authority_block/declassify`, and `classification_authority_block/reason` entities have been updated so that the normalized text is more consistent with other entities, removing the start. For example, where the text/normalized text was Downgrade To: UNCLASSIFIED on 20200319 it is now UNCLASSIFIED on 20200319.

- The PII and PHI `medical_terms.ecr` grammars have been updated to improve precision and recall.

Enhancements to Eduction Server

Eduction Server is an ACI server. For details of changes that affect all ACI servers, see ACI Server Framework.

### Resolved Issues

- The Malta EHIC format could also match valid codes for other countries, because it is very broad. The scoring of the `/context/mt` entity has been reduced for matches with a non-country-specific landmark (such as "EHIC").

- In the PII names CJKVT grammar, Eduction sometimes matched characters after a title as part of the title, resulting in incorrect name matches.

- When a component name was changed (for example SURNAME changed to FORENAME), Eduction did not respect all stoplist values and exceptions.

- Entities for Vietnam (vn) were available in the `banking.ecr` grammar, rather than `banking_cjkvt.ecr`.

- In the C SDK, calling the `EdkFillMatches` or `EdkFillMatchesTimed` functions could result in a memory leak. These functions were also called indirectly by the deprecated `EDKProcessableMatchesCollection` class in the Java Eduction SDK.

- The example EDK C code `eduction_from_config.c` could leak memory.

- If a synonym was used in a case-insensitive entity, Eduction could produce an incorrect headword when matching the alternative case.

- In the PII and PHI grammars, after post-processing, matched text was not returned correctly for names that contained a stoplisted component.

- In the PII and PHI grammars, stoplisted name components were removed from valid name components when Eduction updated the matched text, where the stoplist component was a substring of the valid component (for example And Andrew Adamsmatched as rew Adams).

- When the configured `ResourceFile` path was absolute but also contained relative elements (for example, `/my/path/to/../../grammar.xml`), then inclusions in that grammar failed because Eduction did not correctly resolve the parent path.

- Eduction could add erroneous extra characters to the output string when it matched a synonym that was longer than the headword.

- The Eduction SDK C API documentation package was incomplete.

- When a file contained multiple tables, if a potential header row inside a table delimiter contained a comma, Eduction treated the whole table as a comma-separated values (CSV) table, and could miss matches.

  NOTE: As part of this change, files with multiple tables can now use only TSV tables.

- During post-processing for names, if a component (such as a forename) was removed because of stoplist rules, Eduction did not adjust the offsetlength correctly. Eduction now gives the correct offsetlength for the remainder of the name.

### Notes

- Deprecated functions in the Eduction C SDK have been moved into `edk_deprecated.h`. If you still need to use these deprecated functions you must explicitly include this header.

## Deprecated Features

The following features are deprecated and might be removed in a future release.

Category | Deprecated Feature | Deprecated Since
--- | --- | ---
Eduction configuration | The `Locale` configuration parameter for language tokenization has been deprecated. Use the default Eduction tokenization instead. | 24.3.0
Eduction SDK | Locale settings for language tokenization have been deprecated. This change applies to: C API: `EdkSetLocale` function Java API: `TextExtractionEngine setLocale` method Use the default Eduction tokenization instead. | 24.3.0
Eduction Server | The `Locale` action parameter for the `EduceFromFile`, `EduceFromText`, `RedactFromFile`, and `RedactFromText` actions has been deprecated. Use the default Eduction tokenization instead. | 24.3.0

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Version 25.2.1 | Last updated April 2025

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Product: IDOL and KeyView OEM 25.2.1

Topic Title: Named Entity Recognition