Classification Validation

If the Accelerated Classification Engine is enabled, the user will be allowed to configure new Classification Form Definitions and Zone Profiles from within the Classification module when viewing Classification validation results. Click the ACE button to open the ACE dialog.

NOTE: In order to use feature the user must have the correct permissions as shown below.

Users will also be able to Edit existing Form Definitions. If the ACE button is clicked for a Document that is already assigned a Form ID, the user will be prompted to either edit the Form Definition that is assigned to that Document or to create a New Form Definition. When editing an existing Form Definition, the Zone Definition Profile tab will be disabled, only the Form Definition settings can be modified.

All documents/pages will appear within the interface, and users can identify the exceptions by the yellow alert triangles in the first column. NOTE: Users can adjust the interface to just show the documents with alerts by checking the Show only documents with Classification Alerts check box at the bottom of the dialog box. The following are the other columns within the interface:

Once a new Classification Form Definition has been configured for a Document that failed to be classified, the status icon will switch to a green checkmark indicating it has already been resolved. If users would like to re-run Classification on any other Documents that failed to be classified, click the Save Classification Corrections button. This will reprocess those unclassified Documents using any new Forms that were defined. If there are still unclassified Documents, the Classification Validation dialog will reopen so that additional Forms can be defined.

Toolbar

 - Saves any changes you made to forms in this window.

 - The User Settings allows the user to choose the Sort Order and Filter Mode.

    • Sort Order - Users can sort the forms by:
      • Defined Order
      • Ascending
      • Descending
    • Filter Mode - Users can filter the form results by:
      • Starts with
      • Contains

 - This lets the user change the cursor back to a pointer.

 - Users can select an area to zoom in on with this tool.

 - Zooms in on a form.

 - Zooms out on a form.

 - Rotate a form to the left.

 - Rotate a form to the right.

Classification Results

Document

This is a sequential document ID that is assigned to each document processed.

Classification Form ID

For properly classified forms, this column will be populated with the Form ID. This will be missing from pages with Classification Alerts. Note that this dropdown will have all the configured Form IDs so users can easily reassign a Form ID to a page or document. This will also change the Record Type column to the linked Record Type.

Copy Form ID Button

This allows users to assign the Form ID of the previously classified document to the current document.

Record Type

This will display the linked Record Type associated with the Form ID.

Pages

This will show the number of pages for each document.

Reject

This column can be used to reject one or all of the documents in the Validation interface.

Once users have worked through all the documents, they can click the Save button to save the changes and move on in the workflow. Users will be prompted to run Batch Corrections before they can proceed.

Note: Users can also just cancel out of the Validation interface and proceed to the next workflow step. If users have a QA step following Classification in the workflow, this can also be utilized to adjust the documents and make corrections. Capture Profiles with Record Types enabled will have a Record Type column that is a drop down for all configured Record Types within QA. This can be used to reassign incorrectly classified documents.

Combine with Previous Document

This allows the user to combine documents together.

Split the Document at the currently selected page

This allows the user to split that document at any page. The user can switch pages by adjusting this number  found on the bottom right of the validation window.

There is an option to split a document into single pages as shown in the screenshot below. Now when you click on the split document button a pop-up window appears with the options available.

Accelerated Classification Configuration

The Accelerated Classification Configuration dialog allows users to define both a new Classification Form Definition and an accompanying Zone Definition Profile. It supports 2 different editing modes: Standard and Advanced. These modes can be customized in the Configuration settings to define which settings show up in each mode. By default, the Standard mode displays the basic Classification and Zone Definition settings that are predominately used. Advanced mode will display all the options that are available when defining Classification Forms and Zone Definition Profiles from within the Configuration module. Also, when opening the ACE dialog, the current document will be automatically loaded into the Viewer.

The Verified Classification Match button allows the user to verify that the loaded document matches the classification form settings being edited.

Classification Form Definition

The process of setting up a Classification Form Definition is basically the same as setting one up in the Configuration module. The 2 main differences are:

  1. The Viewer allows users to click on words to build Rules, Last Page Rules and Line Item column headers for Table Extraction.
  2. In order to resize a Zone for a rule, users must toggle off Point and Click Item Creation using the button above the Classification Viewer.

Zone Definition Profile

Configuring a Zone Definition Profile to correspond with the new Classification Form Definition is optional. If the new Form does not require a Zone Definition Profile, simply select Use existing Zone Definition Profile / No Profile Required.

If users are defining a Zone Definition Profile, they can either start with an empty profile or copy an existing profile to use as a starting point. To copy an existing profile, click the Copy Existing Profile to select which profile to make a copy of. After selecting the profile, the zones for that profile will be loaded. They can then be adjusted to suit the needs of the current Form. If users always want to start with a default Zone Definition Profile, one can be configured on the ACE settings.

Whether users are copying an existing profile or starting from a blank profile, the setup of a Zone Definition Profile works the same as when setting up a profile in Configuration. The 2 main differences are:

  1. The Zone Name is displayed as a drop down list containing the names of all the Zones that are being used to populate Document Index Fields on the Capture Profile. This allows the user to easily create new zones and ensure they are named correctly to match up with the naming currently being used on the Capture Profile.
  2. If either the Classification Form ID or Record Type is selected as the Trigger for this Zone Definition Profile, it will automatically be configured to use the Form ID or Record Type defined on the Classification Form Definition.

Validating Form Definitions

If the option to mark imported forms as Non-Validated was selected, users can enable form Validation using ACE on the Classification Settings dialog. If this option is enabled, Forms that match a Non-Validated form during Classification will be marked as an Exception and displayed on the Classification Validation dialog with an icon indicating that it is not validated (blue question mark icon or gear icon depending on version):


To validate the Form, the user simply needs to open the ACE dialog and click Save. This allows them to check the Form Definition for accuracy, make any changes they need to, add a corresponding Zone Definition Profile, etc.

When clicking on the ACE button, they will be prompted to either validate the existing form that is assigned to that Document or create a new form:

After clicking Validate and saving the changes on the ACE dialog, the status of that Document (and any that are classified as that same Form type) will be updated in the list of Documents to Validated (green check mark icon).

Once done validating all the Forms, click Save on the Classification Validation dialog to allow the Classification process to finish on those Forms and any other that were modified.

Now that the Forms have been validated, the next time those types of Forms are sent through Classification, they will be classified and will not raise an Exception.