Kofax Getting Started with Ascent Xtrata Pro Instrukcja Użytkownika

Getting Started with Ascent Xtrata Pro Version 3.010300602-000 Revision A

Contents x Ascent Xtrata Pro User's Guide Properties...

Classification Ascent Xtrata Pro User's Guide 81 Figure 3-16. Image Clustering Properties Image source Select the directory with the image fi

Chapter 3 82 Ascent Xtrata Pro User's Guide Selection list. With a value of 2 or higher, some images will not be displayed if they are not put i

Classification Ascent Xtrata Pro User's Guide 83 Figure 3-18. Clustering Results Displayed in Selection List 6 If desired, you can now add t

Chapter 3 84 Ascent Xtrata Pro User's Guide Adaptive Feature Classifier Concept The Adaptive Feature Classifier (AFC) is a content-based classif

Classification Ascent Xtrata Pro User's Guide 85 Note If you are adding samples from the Test Folder or Selection list, you can select the des

Chapter 3 86 Ascent Xtrata Pro User's Guide Note You must retrain the project before any changes to the training set will affect the Adaptive Fe

Classification Ascent Xtrata Pro User's Guide 87 Figure 3-19. Adaptive Feature Classifier Properties Dialog Box Text Filtering Use digits Thi

Chapter 3 88 Ascent Xtrata Pro User's Guide Max. feature length Specifies the maximum number of characters that should be used for a feature. Sh

Classification Ascent Xtrata Pro User's Guide 89 Thresholds, Precision, and Recall The overall quality of the classification process can be exp

Chapter 3 90 Ascent Xtrata Pro User's Guide Figure 3-20. Relationship Between Precision and Recall - Scheme The yellow area depicts the set of

Contents Ascent Xtrata Pro User's Guide xi User Interface Elements...

Classification Ascent Xtrata Pro User's Guide 91 Auto Optimization The Auto Optimization tool can be used to optimize the parameters for the

Chapter 3 92 Ascent Xtrata Pro User's Guide 3 Click Start to start the optimization process. During optimization, each parameter is modified an

Classification Ascent Xtrata Pro User's Guide 93 Result Matrix To provide a complete and detailed analysis of classification quality, Project B

Chapter 3 94 Ascent Xtrata Pro User's Guide Figure 3-23. Result Matrix for Classification Note If there is more than one classifier defined fo

Classification Ascent Xtrata Pro User's Guide 95 Statistics for each class are displayed when Statistics is selected from the toolbar. It is al

Chapter 3 96 Ascent Xtrata Pro User's Guide Figure 3-24. Open folder with reference set Dialog Box 2 Select the root folder of your reference

Classification Ascent Xtrata Pro User's Guide 97 using Boolean operations. Negative instructions can be used to inhibit classification into a c

Chapter 3 98 Ascent Xtrata Pro User's Guide 3 Click Add instructions from the Classification Design panel toolbar. The Instruction Properties d

Classification Ascent Xtrata Pro User's Guide 99 you to drag-and-drop the phrase from the Document Viewer into the Classification Design panel

Chapter 3 100 Ascent Xtrata Pro User's Guide Figure 3-27. Instruction Classifier – AND and NOT Relationship Instructions can be deleted from a

Contents xii Ascent Xtrata Pro User's Guide Validation Methods Properties Dialog Boxes...365 Vie

Classification Ascent Xtrata Pro User's Guide 101 X To import instructions into a class 1 Make sure the appropriate class is selected in the h

Chapter 3 102 Ascent Xtrata Pro User's Guide Testing Content Classification Content classification can be tested and analyzed using the function

Classification Ascent Xtrata Pro User's Guide 103 Figure 3-28. Classify Lines – Classification Results Managing Views Any classifier instance

Chapter 3 104 Ascent Xtrata Pro User's Guide Because the view for the Instruction Classifier has no additional properties, there is no need to c

Classification Ascent Xtrata Pro User's Guide 105 Figure 3-30. Add Classification View Dialog Box View name: Enter the name of the new classi

Chapter 3 106 Ascent Xtrata Pro User's Guide Management of training set • Copy files to view's training set path: This is the default mod

Ascent Xtrata Pro User's Guide 107 Chapter 4 Extraction Introduction One of the main purposes of Ascent Xtrata Pro is to extract data from docum

Chapter 4 108 Ascent Xtrata Pro User's Guide Managing Fields A set of fields is associated with a class in Ascent Xtrata Pro. Their purpose is t

Extraction Ascent Xtrata Pro User's Guide 109 X To add a table field 1 Select Show Extraction Design from the Mode toolbar. 2 Select a class

Chapter 4 110 Ascent Xtrata Pro User's Guide Note Field names must be unique for a class. If you enter a name that already exists, a message di

Contents Ascent Xtrata Pro User's Guide xiii Batch Class Considerations...

Extraction Ascent Xtrata Pro User's Guide 111 The field’s valid state is set to True, when the minimum confidence value is reached and the dist

Chapter 4 112 Ascent Xtrata Pro User's Guide Note When you overwrite an inherited locator locally in a subclass, you must make sure that the lo

Extraction Ascent Xtrata Pro User's Guide 113 • Both the above properties are available for the Script Formatter. If the Boolean value of the

Chapter 4 114 Ascent Xtrata Pro User's Guide Figure 4-5. New Field Formatter Dialog Box 5 Enter a name in the Name field and select the forma

Extraction Ascent Xtrata Pro User's Guide 115 Figure 4-6. Script Formatter Properties Dialog Box 7 The script formatter can be used for the

Chapter 4 116 Ascent Xtrata Pro User's Guide Figure 4-7. Script Formatter –Script Code Dialog Box 11 In the script, you can also reuse existi

Extraction Ascent Xtrata Pro User's Guide 117 3 For simple fields, choose the desired formatter from the drop-down list in the Formatting area

Chapter 4 118 Ascent Xtrata Pro User's Guide Figure 4-9. Assigning a Formatter to a Table Column 4 Click Close to save the settings and close

Extraction Ascent Xtrata Pro User's Guide 119 • Amount Group Locator • Invoice Group Locator • Order Group Locator Each group locator has it

Chapter 4 120 Ascent Xtrata Pro User's Guide extracts from these the correct values for typical invoice header data like invoice number, order d

Contents xiv Ascent Xtrata Pro User's Guide Validate a Document...

Extraction Ascent Xtrata Pro User's Guide 121 Note To use the results of one locator in a subsequent locator, the processing order must reflec

Chapter 4 122 Ascent Xtrata Pro User's Guide • Right-click the row for a locator and select Delete Locator from the context menu. • Select the

Extraction Ascent Xtrata Pro User's Guide 123 X To import a new locator 1 Right-click a locator and select Import New Locator from the context

Chapter 4 124 Ascent Xtrata Pro User's Guide Figure 4-11. Locator Methods The standard locator and evaluator methods are available from the li

Extraction Ascent Xtrata Pro User's Guide 125 Some locators, such as the Database Locator, provide more than one data item. For every field of

Chapter 4 126 Ascent Xtrata Pro User's Guide have a slightly lower confidence (for example, 92%), because the format matches only “11/08/20” of

Extraction Ascent Xtrata Pro User's Guide 127 Figure 4-14. Format Locator Properties Dialog Box – Regions Tab 5 Click Add to add a region to

Chapter 4 128 Ascent Xtrata Pro User's Guide Figure 4-15. Manually Drawing a Region in the Document Viewer 6 Specify whether the locator is f

Extraction Ascent Xtrata Pro User's Guide 129 X To locate an item only on the first page 1 Open the Properties dialog box for the locator. 2

Chapter 4 130 Ascent Xtrata Pro User's Guide Figure 4-16. Format Locator Test Dialog Box The results on the Test Results tab are sorted by con

Ascent Xtrata Pro User's Guide xv How to Use This Guide Introduction This guide contains information about using Ascent Xtrata Pro. It is provi

Extraction Ascent Xtrata Pro User's Guide 131 Field Group Locators The following sections describe how to set up a field group locators. There

Chapter 4 132 Ascent Xtrata Pro User's Guide • NetAmount4 / TaxAmount4 / TaxRate4: These three fields form a group. The corresponding fields ar

Extraction Ascent Xtrata Pro User's Guide 133 You can define different training folders to group documents within the training set, for example

Chapter 4 134 Ascent Xtrata Pro User's Guide 6 Add data to the fields by clicking the corresponding results in the document. You should train a

Extraction Ascent Xtrata Pro User's Guide 135 7 Select File | Validate Document from the main menu or click Validate Document in the toolbar t

Chapter 4 136 Ascent Xtrata Pro User's Guide for the purposes of testing. However, if an Ascent Xtrata Pro production license is present a passw

Extraction Ascent Xtrata Pro User's Guide 137 6 Insert the serial number of the hardware key and the activation code. 7 Click OK to activate

Chapter 4 138 Ascent Xtrata Pro User's Guide OCR Substitution For amounts it happens quite often that OCR confuses characters and reads an ‘O’

Extraction Ascent Xtrata Pro User's Guide 139 Figure 4-19. Sax Basic Script Editor Dialog Box Field formatting procedures must be defined at t

Chapter 4 140 Ascent Xtrata Pro User's Guide To implement a Script Locator, field extraction, or field validation methods that are executed for

xvi Ascent Xtrata Pro User's Guide • Chapter 7 – Setting Up a Batch Class in Ascent Capture explains how to add Ascent Xtrata Pro components t

Extraction Ascent Xtrata Pro User's Guide 141 Properties The following sections describe how to set up the Address Evaluator. X To add and con

Chapter 4 142 Ascent Xtrata Pro User's Guide Note Each database field must be mapped with some locator and at least one zip and one city field

Extraction Ascent Xtrata Pro User's Guide 143 a Select a sample document from the test folder or the training set and display it in the Zone V

Chapter 4 144 Ascent Xtrata Pro User's Guide b. If desired, rename a subfield by clicking the Name column. c. If desired, change the Result s

Extraction Ascent Xtrata Pro User's Guide 145 2 In the General area, adjust the properties of the zone as necessary. This area shows the coord

Chapter 4 146 Ascent Xtrata Pro User's Guide displayed in the text box. Note that it may take a few moments for the results to appear the first

Extraction Ascent Xtrata Pro User's Guide 147 • -Zoom in, zoom out, fit to viewer, fit to width • - Select document set • - Help Barcode Loc

Chapter 4 148 Ascent Xtrata Pro User's Guide Classification Locator The following sections describe the concept of the Classification Locator an

Extraction Ascent Xtrata Pro User's Guide 149 items in an order. The class name will be the name of a product group (for example, furniture, pa

Chapter 4 150 Ascent Xtrata Pro User's Guide X To create a language Classification Locator 1 For an existing project, select any class in the p

How to Use This Guide Ascent Xtrata Pro User's Guide xvii Scripting Online Help Information about scripting is available from the Help menu of

Extraction Ascent Xtrata Pro User's Guide 151 Figure 4-23. Extraction Results for a Classification Locator Note The sample language classifi

Chapter 4 152 Ascent Xtrata Pro User's Guide Concept An evaluator that compares fields that are extracted with a zone locator to values in a dat

Extraction Ascent Xtrata Pro User's Guide 153 be reached. Depending on the validation threshold settings the extraction field status is set to

Chapter 4 154 Ascent Xtrata Pro User's Guide Figure 4-24. Project Settings Dialog Box – Database Tab Alternatively, you can open this dialog

Extraction Ascent Xtrata Pro User's Guide 155 Figure 4-25. Fuzzy Database Options Dialog Box 4 The Fuzzy Database Options dialog box allows y

Chapter 4 156 Ascent Xtrata Pro User's Guide Note If the content of the import files changes then you need to re-import the file that the chang

Extraction Ascent Xtrata Pro User's Guide 157 7 Click the Database Settings button to display the Project Settings – Databases tab. 8 Click

Chapter 4 158 Ascent Xtrata Pro User's Guide Figure 4-27. Define Grouping for the Fields ‘ZipCode’ and ‘City’ 18 Go back to the Extraction De

Extraction Ascent Xtrata Pro User's Guide 159 Figure 4-29. Test Results for a Database Locator 21 If no results are displayed, either the th

Chapter 4 160 Ascent Xtrata Pro User's Guide • Select appropriate fields: In the project’s database settings, select only the fields that are p

xviii Ascent Xtrata Pro User's Guide • Scanner engine (board) type • Special/custom configuration or integration information

Extraction Ascent Xtrata Pro User's Guide 161 For a detailed description of the locator’s properties, see Project Builder User Interface – For

Chapter 4 162 Ascent Xtrata Pro User's Guide (e1|e2) Choice (abc|ABC) abc, ABC aBC, AbC You can add test values to see whether the inserted fo

Extraction Ascent Xtrata Pro User's Guide 163 Formats can be disabled using the check box in the first column of the list of formats. This opti

Chapter 4 164 Ascent Xtrata Pro User's Guide Figure 4-31. Reusing a Format Locator Note To reuse a locator, the original locator must be defi

Extraction Ascent Xtrata Pro User's Guide 165 advance which date formats to expect, just add them all. The locator will decide which dates on t

Chapter 4 166 Ascent Xtrata Pro User's Guide You can add keywords from the viewer by clicking the words on the document or add them by typing th

Extraction Ascent Xtrata Pro User's Guide 167 In the above example, an eight-digit invoice number (Rechnungsnummer) was specified using a simpl

Chapter 4 168 Ascent Xtrata Pro User's Guide words are included in a date expression (as in “November 12, 2004”), the format is more difficult t

Extraction Ascent Xtrata Pro User's Guide 169 Figure 4-36. Project Settings – Dictionary Tab Dialog Box The list contains all dictionaries th

Chapter 4 170 Ascent Xtrata Pro User's Guide that includes the name of the month, just provide a dictionary with the following entries: January

How to Use This Guide Ascent Xtrata Pro User's Guide xix

Extraction Ascent Xtrata Pro User's Guide 171 Figure 4-37. Use a Dictionary in a Format X To use a dictionary in a format 1 Open the Proper

Chapter 4 172 Ascent Xtrata Pro User's Guide Figure 4-38. Insert a Dictionary into a Format 3 Edit and complete the regular expression by ent

Extraction Ascent Xtrata Pro User's Guide 173 If used for keywords, the dictionary will behave as if you had manually entered a long list of ke

Chapter 4 174 Ascent Xtrata Pro User's Guide Figure 4-39. Using a Dictionary of German City Names to Locate a Zip Code When a dictionary is us

Extraction Ascent Xtrata Pro User's Guide 175 • Invoice Number • Invoice Date • Order Number • Order Date • as well as amount data: • Inv

Chapter 4 176 Ascent Xtrata Pro User's Guide It is important that you do not restrict the locators themselves with keywords or regions. Just def

Extraction Ascent Xtrata Pro User's Guide 177 For example, if the Invoice Field Group Locator returns a result for the invoice number that meet

Chapter 4 178 Ascent Xtrata Pro User's Guide of old or different invoices. If this may be the case in your project, you should enable this optio

Extraction Ascent Xtrata Pro User's Guide 179 Taxes Figure 4-46. Taxes Tab The Invoice Header Locator supports amount groups for up to four t

Chapter 4 180 Ascent Xtrata Pro User's Guide Currencies Figure 4-47. Settings Tab – Currencies panel Here you can define all valid abbreviatio

iiCopyright Copyright © 2002-2006 LCI GmbH. All right reserved. Printed in USA. Portions, Copyright 2006 Kofax Image Products, Inc. All Rights Reserv

Ascent Xtrata Pro User's Guide 1 Chapter 1 Overview Introduction This chapter introduces the components installed with Ascent Xtrata Pro, as wel

Extraction Ascent Xtrata Pro User's Guide 181 Highlighting Figure 4-48. Settings Tab – Highlighting panel For testing purposes, you can chang

Chapter 4 182 Ascent Xtrata Pro User's Guide Figure 4-49. Keywords for invoice numbers Keywords can be single words or entire phrases. Both ar

Extraction Ascent Xtrata Pro User's Guide 183 OCR Voting Evaluator The following sections describe the concept of the OCR Voting Evaluator and

Chapter 4 184 Ascent Xtrata Pro User's Guide 6 Select the zones that should be used for voting. The dialog displays a list with three columns.

Extraction Ascent Xtrata Pro User's Guide 185 results may differ from engine to engine. Therefore the thresholds can be set individually per lo

Chapter 4 186 Ascent Xtrata Pro User's Guide Figure 4-51. Relation Evaluator Properties - Settings Tab 5 On the Settings tab, specify which

Extraction Ascent Xtrata Pro User's Guide 187 • Combine original confidence with distance: The original confidence is multiplied by value indi

Chapter 4 188 Ascent Xtrata Pro User's Guide Use the Regions tab to enable processing for all pages or to restrict it to the first, middle or la

Extraction Ascent Xtrata Pro User's Guide 189 Remember that the sequence of the selected locators is very important, as the results of the sing

Chapter 4 190 Ascent Xtrata Pro User's Guide Table Locator The following sections describe the concept of the Table Locator and show how to add

Chapter 1 2 Ascent Xtrata Pro User's Guide • Ascent Xtrata Pro Server processes batches in the Ascent Capture workflow by performing document c

Extraction Ascent Xtrata Pro User's Guide 191 Other columns can be manually added to the pool of globally available columns. The 12 predefined

Chapter 4 192 Ascent Xtrata Pro User's Guide Figure 4-54. Adding new names fpr a global column Table models are defined in the Project Setting

Extraction Ascent Xtrata Pro User's Guide 193 Figure 4-55. Adding Table Models in the Projects Settings Dialog Box 2 Click Add New Table Mod

Chapter 4 194 Ascent Xtrata Pro User's Guide Figure 4-56. Defining Table Models 5 Add columns to your model using the Assign button 6 Remove

Extraction Ascent Xtrata Pro User's Guide 195 • Which keywords are used in a certain language for a certain column. Another purpose is to defi

Chapter 4 196 Ascent Xtrata Pro User's Guide Figure 4-58. Defining language packages Training Header Lines for a Language Package For details

Extraction Ascent Xtrata Pro User's Guide 197 Figure 4-59. A classifier finds the header lines Once you have defined the header row of the fi

Chapter 4 198 Ascent Xtrata Pro User's Guide those languages, to guarantee that the same type of table is found for different languages. For eac

Extraction Ascent Xtrata Pro User's Guide 199 3 You can either select words from the header line in the snippet (a menu appears where you can

Chapter 4 200 Ascent Xtrata Pro User's Guide Figure 4-62. Export a language package 4 Select a location to save the language package. The fil

Overview Ascent Xtrata Pro User's Guide 3 Figure 1-1. Typical Capture Workflow with Ascent Xtrata Pro Server and Validation First, documents

Extraction Ascent Xtrata Pro User's Guide 201 Bundled Language Packages There are several language packages already installed on the system. T

Chapter 4 202 Ascent Xtrata Pro User's Guide X To select a table model 1 Select Show Extraction Design from the Mode toolbar. 2 Click Add Loca

Extraction Ascent Xtrata Pro User's Guide 203 The following types of columns can be automatically found and identified by this method: Position

Chapter 4 204 Ascent Xtrata Pro User's Guide Manual With this method, all data that is structured as a table can be extracted. This method shoul

Extraction Ascent Xtrata Pro User's Guide 205 Click “Use current” from the Table Locator Properties dialog box to insert the selected document

Chapter 4 206 Ascent Xtrata Pro User's Guide Manual Mode The manual mode is activated by selecting the Manual radio button in the Selection dete

Extraction Ascent Xtrata Pro User's Guide 207 Figure 4-67. Defining Optional Rows Defining Cells Cells can be defined by simply selecting a

Chapter 4 208 Ascent Xtrata Pro User's Guide Figure 4-68. Defining Cells What you are doing by drawing the cells in the line item is creating

Extraction Ascent Xtrata Pro User's Guide 209 Figure 4-69. Using anchors to enhance the template Order Numbers In combined invoices (single i

Chapter 4 210 Ascent Xtrata Pro User's Guide Only results from that locator with a confidence higher than the threshold will be used. Furthermor

Chapter 1 4 Ascent Xtrata Pro User's Guide A project created with Project Builder is stored in its own project folder. The folder includes the p

Extraction Ascent Xtrata Pro User's Guide 211 Testing the locator then shows following results: Figure 4-72. Extraction Result for ‘InvoiceNo

Chapter 4 212 Ascent Xtrata Pro User's Guide box. Modify the settings as desired. You can also select a different OCR profile or insert a new on

Extraction Ascent Xtrata Pro User's Guide 213 3 Open the Properties dialog box to insert additional sample documents. a Select a sample docum

Chapter 4 214 Ascent Xtrata Pro User's Guide

Ascent Xtrata Pro User's Guide 215 Chapter 5 Set Up Validation Introduction Ascent Xtrata Pro Validation provides enhanced validation funct

Chapter 5 216 Ascent Xtrata Pro User's Guide Step 1 Set Up Classification and Extraction Classification and extraction methods are configured a

Set Up Validation Ascent Xtrata Pro User's Guide 217 Figure 5-1. Workflow Including Ascent Xtrata Pro Validation The above figure shows the ge

Chapter 5 218 Ascent Xtrata Pro User's Guide Field Properties You can use the Validation Thresholds area in the field properties dialog box to d

Set Up Validation Ascent Xtrata Pro User's Guide 219 Note Do not use formatters to correct OCR results at this state of processing (for exampl

Chapter 5 220 Ascent Xtrata Pro User's Guide • Multi Field Script Validation • Invoice Field Validation You can create new validation methods

Overview Ascent Xtrata Pro User's Guide 5 Figure 1-2. Classification Result Matrix for a News Group Project of Nine Classes Ascent Xtrata P

Set Up Validation Ascent Xtrata Pro User's Guide 221 Validation Rules Validation rules are used to assign validation methods to one or more fie

Chapter 5 222 Ascent Xtrata Pro User's Guide Figure 5-3. Single Field Validation Rule Dialog Box 5 Click Add and select a validation method fr

Set Up Validation Ascent Xtrata Pro User's Guide 223 X To define a new multi-field (table) validation rule 1 Select the class. Classification

Chapter 5 224 Ascent Xtrata Pro User's Guide 6 To create a multi-table field validation rule, activate the “Validation rule works on all rows o

Set Up Validation Ascent Xtrata Pro User's Guide 225 Sequence of Validation Rules First, all single-field validation rules are processed (inclu

Chapter 5 226 Ascent Xtrata Pro User's Guide View | Choose Details | Validation Form from the main toolbar to enable this column.) To add a vali

Set Up Validation Ascent Xtrata Pro User's Guide 227 description. By default, all document fields are inserted with a label, a viewer, and the

Chapter 5 228 Ascent Xtrata Pro User's Guide b Select the validation event from the drop-down list. c Select the fields or controls for which

Set Up Validation Ascent Xtrata Pro User's Guide 229 6 Select Window | Close to save the form. Force Field Valid Use CTRL+Enter force a fiel

Chapter 5 230 Ascent Xtrata Pro User's Guide Use this option to set a field’s status to ‘valid’, though the status returned from extraction is ‘

Chapter 1 6 Ascent Xtrata Pro User's Guide Ascent Xtrata Pro Knowledge Base Administration Once a project is set up, the Knowledge Base Administ

Set Up Validation Ascent Xtrata Pro User's Guide 231 The validation test does not provide the complete functionality found in the Ascent Xtrata

Chapter 5 232 Ascent Xtrata Pro User's Guide toolbar. Invalid fields are marked with a blue question mark ( ) and valid fields with a green chec

Set Up Validation Ascent Xtrata Pro User's Guide 233 Figure 5-12. Script Wizard for ButtonClicked Event d Click Show Script to open the Script

Chapter 5 234 Ascent Xtrata Pro User's Guide User Interface Elements Menu Bar The Validation Design Panel supports a standard, Windows-style men

Set Up Validation Ascent Xtrata Pro User's Guide 235 Font Settings. Click the button to change the font settings. Standard Layout. Applies

Chapter 5 236 Ascent Xtrata Pro User's Guide Form Elements The following validation form elements are available and can be added to a validatio

Set Up Validation Ascent Xtrata Pro User's Guide 237 they contain a field to be filled. To set the behavior, open the properties and set the gr

Chapter 5 238 Ascent Xtrata Pro User's Guide Figure 5-14. Properties Panel Fixed Click Auto Hide on the right top corner of the panel to activa

Set Up Validation Ascent Xtrata Pro User's Guide 239 • Field Properties • General Properties for the form

Chapter 5 240 Ascent Xtrata Pro User's Guide • Document Viewer Properties • Group Properties • InPlace Editor Properties

Overview Ascent Xtrata Pro User's Guide 7 The Server collects statistical data on all documents as they are processed and saves this informat

Set Up Validation Ascent Xtrata Pro User's Guide 241 • Label Properties • MiniViewer Properties • Table Properties

Chapter 5 242 Ascent Xtrata Pro User's Guide General Dialog Boxes The following dialog boxes are available in the validation design tool. Defin

Set Up Validation Ascent Xtrata Pro User's Guide 243 Click “Define field order” from the toolbar to show the Define Tab Sequence dialog box. A

Chapter 5 244 Ascent Xtrata Pro User's Guide Validation Sample The following sections describe how to set up a sample project. Step 1: Set up C

Set Up Validation Ascent Xtrata Pro User's Guide 245 Step 2: Define Validation The following checks were defined for the fields Figure 5-20. R

Chapter 5 246 Ascent Xtrata Pro User's Guide Figure 5-21. Required Field Validation Checks • ActualDateCheck: Checks if the date has a valid d

Set Up Validation Ascent Xtrata Pro User's Guide 247 Figure 5-22. Multi Field Script Validation You can test the validation method from withi

Chapter 5 248 Ascent Xtrata Pro User's Guide Figure 5-23. Validation Concept for the Project Figure 5-24. Validation Rules Panel Showing the

Set Up Validation Ascent Xtrata Pro User's Guide 249 Figure 5-25. Single Field Validation Rule Here is the sample of a multi-field validation

Chapter 5 250 Ascent Xtrata Pro User's Guide Validation Form After the validation methods and rules are created and assigned to the extraction f

Chapter 1 8 Ascent Xtrata Pro User's Guide Classification Classification is the process of determining the category (class) of a document by ide

Ascent Xtrata Pro User's Guide 251 Chapter 6 Project Builder User Interface Introduction This chapter provides details on the Ascent Xtrata Pro

Chapter 6 252 Ascent Xtrata Pro User's Guide Figure 6-1. Project Builder Main Screen The area below the main toolbar is mainly divided into thr

Project Builder User Interface Ascent Xtrata Pro User's Guide 253 3 Extraction Results – used to show the extraction result for a processed do

Chapter 6 254 Ascent Xtrata Pro User's Guide • Save Project as – displays the Save Project As dialog box so the project can be saved with a dif

Project Builder User Interface Ascent Xtrata Pro User's Guide 255 3 No. Learn Docs - displays the number of documents added to the training se

Chapter 6 256 Ascent Xtrata Pro User's Guide • Process Selected Document – classifies and extracts the currently selected document. • Validate

Project Builder User Interface Ascent Xtrata Pro User's Guide 257 Toolbars The toolbars provide shortcuts to many menu items and quick access t

Chapter 6 258 Ascent Xtrata Pro User's Guide Process Selected Document – classifies and extracts the currently selected document. Validate Doc

Project Builder User Interface Ascent Xtrata Pro User's Guide 259 panel on the upper right side of the interface. Table 6-3. File Lists Toolb

Chapter 6 260 Ascent Xtrata Pro User's Guide Project Panel This panel is consists of a table that shows the class hierarchy and details about th

Overview Ascent Xtrata Pro User's Guide 9 Instruction Classification Instruction classification uses explicit rules about a document to class

Project Builder User Interface Ascent Xtrata Pro User's Guide 261 Class icon shown when a class is just added to the class hierarchy. Class i

Chapter 6 262 Ascent Xtrata Pro User's Guide Project Panel for Invoice Projects This panel is consists of a navigation pane that allows quick ac

Project Builder User Interface Ascent Xtrata Pro User's Guide 263 Figure 6-4. Project Panel – Project Working Mode Base Class The panel is div

Chapter 6 264 Ascent Xtrata Pro User's Guide Navigation Pane Buttons at the bottom for Project, Base Class, and Templates are used to change wor

Project Builder User Interface Ascent Xtrata Pro User's Guide 265 Figure 6-6. Project Panel – Templates Working Mode Context Menu The followin

Chapter 6 266 Ascent Xtrata Pro User's Guide Note The full context menu does not appear until at least one template has been added. Classificat

Project Builder User Interface Ascent Xtrata Pro User's Guide 267 Classification Design Toolbar The following toolbar buttons are available for

Chapter 6 268 Ascent Xtrata Pro User's Guide Detailed classification results are shown in the Classification Results panel. If the document is o

Project Builder User Interface Ascent Xtrata Pro User's Guide 269 Competing Children. Classification icon used when the classification result

Chapter 6 270 Ascent Xtrata Pro User's Guide Table 6-7. Extraction Design Field Toolbar Toolbar Buttons Description Add Field – inserts a new

Chapter 1 10 Ascent Xtrata Pro User's Guide Evaluators In addition to the locators, various evaluators are available. Evaluators work on the res

Project Builder User Interface Ascent Xtrata Pro User's Guide 271 Export Locator – displays the Export locator dialog box so you can save the

Chapter 6 272 Ascent Xtrata Pro User's Guide To assign another locator method, click the Locator Method column and select the method from the li

Project Builder User Interface Ascent Xtrata Pro User's Guide 273 Validation Rules Panel The Validation Rules panel includes tools for assignin

Chapter 6 274 Ascent Xtrata Pro User's Guide fields. To change the default name, edit the Validation Rule column on the right. Delete Validatio

Project Builder User Interface Ascent Xtrata Pro User's Guide 275 Figure 6-9. Result Matrix Panel Toolbar The Result Matrix toolbar provides a

Chapter 6 276 Ascent Xtrata Pro User's Guide Calculate Training Set - calculates the Result Matrix for the current Training Set. Statistics -

Project Builder User Interface Ascent Xtrata Pro User's Guide 277 Figure 6-4. Test Folder Test Folder Toolbar The Test Folder toolbar provide

Chapter 6 278 Ascent Xtrata Pro User's Guide 3 Use for Extraction - displays the Edit Document dialog box where you train the group locator fiel

Project Builder User Interface Ascent Xtrata Pro User's Guide 279 Figure 6-5. Training Set Classification Training Set (Classification) Tool

Chapter 6 280 Ascent Xtrata Pro User's Guide Training Set (Extraction) Panel When Training Set (Extraction) is chosen from the File Lists toolba

iiiAn attempt has been made to state all allowable values where applicable throughout this document. Any values or parameters used beyond those state

Overview Ascent Xtrata Pro User's Guide 11 Script Integration A VBA-compatible script engine is built into Ascent Xtrata Pro. This engine can

Project Builder User Interface Ascent Xtrata Pro User's Guide 281 Exclude Folder From Training – use to specify that the currently selected fo

Chapter 6 282 Ascent Xtrata Pro User's Guide Figure 6-7. Selection Panel for Image Clustering If you select a bar from the result matrix’s bar

Project Builder User Interface Ascent Xtrata Pro User's Guide 283 Toolbar Buttons Description Add to Training Set of Selected Class 3 Use fo

Chapter 6 284 Ascent Xtrata Pro User's Guide Figure 6-9. New Samples Panel New Samples Toolbar The New Samples toolbar provides access to seve

Project Builder User Interface Ascent Xtrata Pro User's Guide 285 Filter New Samples – displays the Training Documents filter by dialog box wh

Chapter 6 286 Ascent Xtrata Pro User's Guide Delete Selected Document – removes the currently selected document from the sample set. Delete al

Project Builder User Interface Ascent Xtrata Pro User's Guide 287 Figure 6-10. Document Viewer Context Menu The following context menu items a

Chapter 6 288 Ascent Xtrata Pro User's Guide Document Viewer Toolbar The Document Viewer toolbar provides access to several major features of th

Project Builder User Interface Ascent Xtrata Pro User's Guide 289 Classify Current Document – classifies the current document. Extract Curren

Chapter 6 290 Ascent Xtrata Pro User's Guide Figure 6-11. Add Classification View Dialog Box View name Enter the name of the view. Classifier t

Chapter 1 12 Ascent Xtrata Pro User's Guide Optionally, custom validation forms can be designed for the Ascent Xtrata Pro Validation module. For

Project Builder User Interface Ascent Xtrata Pro User's Guide 291 Buttons OK Click this button to save your settings. Cancel Click this button

Chapter 6 292 Ascent Xtrata Pro User's Guide Figure 6-12. Advanced Zone Locator - Zone Settings Dialog Box Viewer The content of the currently

Project Builder User Interface Ascent Xtrata Pro User's Guide 293 • Rotation – By default 0° is selected. If you want to rotate the image in t

Chapter 6 294 Ascent Xtrata Pro User's Guide Test (Background Removal) Click this button to test the ability of the zone locator to remove backg

Project Builder User Interface Ascent Xtrata Pro User's Guide 295 Figure 6-13. Application Language Dialog Box Please select the desired appli

Chapter 6 296 Ascent Xtrata Pro User's Guide Figure 6-14. Class Based Precision and Recall Dialog Box Menus The File menu: • Save statistics –

Project Builder User Interface Ascent Xtrata Pro User's Guide 297 Figure 6-15. Classification Results Dialog Box Buttons Close Click this but

Chapter 6 298 Ascent Xtrata Pro User's Guide Figure 6-16. Class Properties Dialog Box General Valid classification result This option is select

Project Builder User Interface Ascent Xtrata Pro User's Guide 299 Otherwise, the class name will be excluded from the list and the operator wil

Chapter 6 300 Ascent Xtrata Pro User's Guide documents. For further details about document separation class settings see Classification - Class

Overview Ascent Xtrata Pro User's Guide 13 • Additional fees and tolls These fields are read by a pre-trained system that can already recogn

Project Builder User Interface Ascent Xtrata Pro User's Guide 301 Select <none> to always add the middle page to the current document. F

Chapter 6 302 Ascent Xtrata Pro User's Guide Figure 6-17. Create New Class and Table Locator Dialog Box New Class Name Enter the name for the n

Project Builder User Interface Ascent Xtrata Pro User's Guide 303 locator, select New and enter a name. This new locator will adopt the setting

Chapter 6 304 Ascent Xtrata Pro User's Guide Figure 6-18. Dictionary Options Dialog Box Referenced import file Enter the file name and path to

Project Builder User Interface Ascent Xtrata Pro User's Guide 305 Note The delimiters must correspond to the delimiters that are defined for O

Chapter 6 306 Ascent Xtrata Pro User's Guide OK Click this button to save your settings. Cancel Click this button to close the dialog box and di

Project Builder User Interface Ascent Xtrata Pro User's Guide 307 Amount Formatting Dialog Box Use the Amount Formatter dialog box to configure

Chapter 6 308 Ascent Xtrata Pro User's Guide No. of decimal places Select a number from the list that defines how many decimal places are used.

Project Builder User Interface Ascent Xtrata Pro User's Guide 309 Figure 6-20. Date Formatting Dialog Box Date Detection Select settings that

Chapter 6 310 Ascent Xtrata Pro User's Guide Select date formats that are found on the document. For example, select an American date format (MM

Chapter 1 14 Ascent Xtrata Pro User's Guide information is stored in the knowledge base, and the training document contents are not available an

Project Builder User Interface Ascent Xtrata Pro User's Guide 311 Figure 6-21. Percentage Formatting Dialog Box Decimal symbol Set the decimal

Chapter 6 312 Ascent Xtrata Pro User's Guide Help Click this button to view the online Help topic for this dialog box. Script Formatting Propert

Project Builder User Interface Ascent Xtrata Pro User's Guide 313 Select one of the field data types from the drop list to generate sample scri

Chapter 6 314 Ascent Xtrata Pro User's Guide Figure 6-23. Field Properties Dialog Box Fixed Value To define a fixed result for a field, enable

Project Builder User Interface Ascent Xtrata Pro User's Guide 315 Figure 6-24. Field Mapping for Field with Fixed Value If you set a field’s l

Chapter 6 316 Ascent Xtrata Pro User's Guide Two thresholds can be set for the validation confidence: Minimum confidence to make field valid A l

Project Builder User Interface Ascent Xtrata Pro User's Guide 317 OK Click this button to save your settings. Cancel Click this button to clos

Chapter 6 318 Ascent Xtrata Pro User's Guide Choose a table model for this table field from the list. Column Settings (Formatting and Validatio

Project Builder User Interface Ascent Xtrata Pro User's Guide 319 Buttons Close Click this button to save your settings and close the dialog b

Chapter 6 320 Ascent Xtrata Pro User's Guide Figure 6-26. Filter Options Dialog Box Select any of the filters on the left to use that filter. T

Overview Ascent Xtrata Pro User's Guide 15 Ascent Xtrata Pro is designed to read semi-structured invoices. Therefore every project has a set

Project Builder User Interface Ascent Xtrata Pro User's Guide 321 Trained Shows files that have not yet been used for training. Once the file h

Chapter 6 322 Ascent Xtrata Pro User's Guide OK Click this button to save your settings. Cancel Click this button to close the dialog box and di

Project Builder User Interface Ascent Xtrata Pro User's Guide 323 Figure 6-27. Fuzzy Database Options Dialog Box Referenced import file (text

Chapter 6 324 Ascent Xtrata Pro User's Guide Figure 6-28. Imported Database Count Message Import Options The import options frame contains vari

Project Builder User Interface Ascent Xtrata Pro User's Guide 325 Characters to ignore This is a filter that strips unwanted characters from th

Chapter 6 326 Ascent Xtrata Pro User's Guide Field present on document / Not present on document Select “Field present on document” from the co

Project Builder User Interface Ascent Xtrata Pro User's Guide 327 OK Click this button to save your settings. Cancel Click this button to close

Chapter 6 328 Ascent Xtrata Pro User's Guide Buttons The following buttons are provided. Add Name Click this button to add a new name for the cu

Project Builder User Interface Ascent Xtrata Pro User's Guide 329 Relevance Set the relevance value for the instruction. If an instruction cons

Chapter 6 330 Ascent Xtrata Pro User's Guide Help Click this button to view the online Help topic for this dialog box. New Field Formatter Dialo

Chapter 1 16 Ascent Xtrata Pro User's Guide

Project Builder User Interface Ascent Xtrata Pro User's Guide 331 Buttons OK Click this button to save your settings, and display the Propertie

Chapter 6 332 Ascent Xtrata Pro User's Guide Enter a name for the validation method. It is recommended that you use a name that includes informa

Project Builder User Interface Ascent Xtrata Pro User's Guide 333 Add Enter a new substitution pair into the two edit boxes. Enter the characte

Chapter 6 334 Ascent Xtrata Pro User's Guide OK Click this button to save your settings. Cancel Click this button to close the dialog box and d

Project Builder User Interface Ascent Xtrata Pro User's Guide 335 Use read protection when you want to limit the viewing of a project file to p

Chapter 6 336 Ascent Xtrata Pro User's Guide Project Settings Dialog Box – General Tab The General tab is used to make the following settings.

Project Builder User Interface Ascent Xtrata Pro User's Guide 337 Color images cannot be processed. Select either “converted to b/w automatical

Chapter 6 338 Ascent Xtrata Pro User's Guide Figure 6-35. Project Settings – Classification Tab Classification Settings Default classification

Project Builder User Interface Ascent Xtrata Pro User's Guide 339 Content Classifier Classify only first page The classification loop will pro

Chapter 6 340 Ascent Xtrata Pro User's Guide Min. Confidence The minimum confidence is the smallest value required for automatic evaluation to a

Ascent Xtrata Pro User's Guide 17 Chapter 2 Project Builder Introduction Project Builder lets you set up, store, and test projects for Ascent Xt

Project Builder User Interface Ascent Xtrata Pro User's Guide 341 The available views are listed by name. Double–clicking an entry displays a p

Chapter 6 342 Ascent Xtrata Pro User's Guide Figure 6-37. Project Settings – Profiles Tab List of Profiles The list of profiles shows all the p

Project Builder User Interface Ascent Xtrata Pro User's Guide 343 Page Profile Click this button to insert a new page profile. The Profile Sett

Chapter 6 344 Ascent Xtrata Pro User's Guide OCR Substitution Click this button to open the OCR Substitution dialog box. These settings are inde

Project Builder User Interface Ascent Xtrata Pro User's Guide 345 Add Click this button to insert a new database. When prompted, enter a name f

Chapter 6 346 Ascent Xtrata Pro User's Guide Figure 6-39. Project Settings – Dictionaries Tab List of Dictionaries The dictionaries are listed

Project Builder User Interface Ascent Xtrata Pro User's Guide 347 Rename Click this button to change the name of the currently selected diction

Chapter 6 348 Ascent Xtrata Pro User's Guide Column Pool The global columns are listed by name along with the languages for which they are defin

Project Builder User Interface Ascent Xtrata Pro User's Guide 349 Add New Language Package Click this button to insert a new language package.

Chapter 6 350 Ascent Xtrata Pro User's Guide List of Formatters The formatters are listed by name. Double click a formatter to open the properti

Chapter 2 18 Ascent Xtrata Pro User's Guide License Activation The Ascent Xtrata Pro setup will install the Project Builder with a demo license.

Project Builder User Interface Ascent Xtrata Pro User's Guide 351 Figure 6-42. Project Settings – Validation Tab List of Validation Methods The

Chapter 6 352 Ascent Xtrata Pro User's Guide Rename Click this button to change the name of the currently selected validation method. Propertie

Project Builder User Interface Ascent Xtrata Pro User's Guide 353 List of Knowledge Bases The knowledge bases are listed by name and type. The

Chapter 6 354 Ascent Xtrata Pro User's Guide New Password Enter the new password in the password text field and re-enter it in the text field be

Project Builder User Interface Ascent Xtrata Pro User's Guide 355 Figure 6-45. Page OCR Properties Dialog Box Language Select the languages th

Chapter 6 356 Ascent Xtrata Pro User's Guide Select the types of printed characters expected in the document. If you select Handprint, the Writi

Project Builder User Interface Ascent Xtrata Pro User's Guide 357 Figure 6-46. Page OCR Properties Dialog Box Zone Recognizers Select the reco

Chapter 6 358 Ascent Xtrata Pro User's Guide Select the types of text that may be found in the document. If you select Handprint, the Writing st

Project Builder User Interface Ascent Xtrata Pro User's Guide 359 Layout Options Select the appropriate layout options. 3 Read page as single

Chapter 6 360 Ascent Xtrata Pro User's Guide Figure 6-47. Zone OMR Properties Dialog Box Zone Recognizers Select the OMR recognition engine fro

Project Builder Ascent Xtrata Pro User's Guide 19 Activating a License To activate a license, the user has to activate either a time/volume res

Project Builder User Interface Ascent Xtrata Pro User's Guide 361 Manual Mode In the manual mode you can define the amount of blackness used t

Chapter 6 362 Ascent Xtrata Pro User's Guide Figure 6-48. Script Code Dialog Box The editor contains a menu bar and a toolbar. The Object list

Project Builder User Interface Ascent Xtrata Pro User's Guide 363 Before you start entering code you have to select the right sheet. To impleme

Chapter 6 364 Ascent Xtrata Pro User's Guide Figure 6-49. Table Model Properties Dialog Available Columns This panel shows a list of all availab

Project Builder User Interface Ascent Xtrata Pro User's Guide 365 Un Assign Click this button to remove the currently selected column from the

Chapter 6 366 Ascent Xtrata Pro User's Guide Use this validation method to provide predefined validation methods for invoice fields, for example

Project Builder User Interface Ascent Xtrata Pro User's Guide 367 Check for maximum length Select this option to specify the maximum number of

Chapter 6 368 Ascent Xtrata Pro User's Guide Date Validation Properties Dialog Box Use this dialog box to define validation methods for date fie

Project Builder User Interface Ascent Xtrata Pro User's Guide 369 Testing Enter a sample date and click Validate to check the validation settin

Chapter 6 370 Ascent Xtrata Pro User's Guide Regular Expression Validation Properties Dialog Box Use this dialog box to define validation method

Chapter 2 20 Ascent Xtrata Pro User's Guide Figure 2-1. License Activation The Activate License dialog box has two panels, Current License tha

Project Builder User Interface Ascent Xtrata Pro User's Guide 371 Format You can define one or more formats, or choose one from a list of prede

Chapter 6 372 Ascent Xtrata Pro User's Guide Add Click this button to select a predefined format. Modify Select a format from the list of avail

Project Builder User Interface Ascent Xtrata Pro User's Guide 373 Single Field Script Validation Dialog Box Use this dialog box to define singl

Chapter 6 374 Ascent Xtrata Pro User's Guide Close Click this button to close the dialog box. Show Script Click this button to open the Script C

Project Builder User Interface Ascent Xtrata Pro User's Guide 375 By default this area contains a multi field script sample that you can modify

Chapter 6 376 Ascent Xtrata Pro User's Guide Invoice Validation Dialog Box Use this dialog box to define invoice validation methods. An invoice

Project Builder User Interface Ascent Xtrata Pro User's Guide 377 By default the standard amount formatter requires a decimal point, (for examp

Chapter 6 378 Ascent Xtrata Pro User's Guide regional boundary). Frequently, the tax rates are not printed on the invoice, and therefore must be

Project Builder User Interface Ascent Xtrata Pro User's Guide 379 Figure 6-56. Invoice Validation Properties – Advanced Tab Dialog Box General

Chapter 6 380 Ascent Xtrata Pro User's Guide NetAmount3 + NetAmount4 – Postage - Packaging + Discount NetAmount0 No = Total (if no tax amount ar

iv

Project Builder Ascent Xtrata Pro User's Guide 21 The following buttons are provided: • Read Hardware Key – Reads the hardware key information

Project Builder User Interface Ascent Xtrata Pro User's Guide 381 Tax Validation This area shows the predefined calculations used for the tax v

Chapter 6 382 Ascent Xtrata Pro User's Guide OK Click this button to save your settings. Cancel Click this button to close the dialog box and di

Project Builder User Interface Ascent Xtrata Pro User's Guide 383 Min. word length All words that are shorter than this value are ignored durin

Chapter 6 384 Ascent Xtrata Pro User's Guide Note You must retrain the project before any changes in these settings will affect the Content Cla

Project Builder User Interface Ascent Xtrata Pro User's Guide 385 Forms If this option is selected, the classifier uses the entire region of th

Chapter 6 386 Ascent Xtrata Pro User's Guide confidence. The probability of getting misclassified documents would then be much smaller, resultin

Project Builder User Interface Ascent Xtrata Pro User's Guide 387 Cancel Click this button to close the dialog box and discard any changes you

Chapter 6 388 Ascent Xtrata Pro User's Guide Figure 6-61. Zone Settings Dialog Box Viewer The content of the currently selected zone is displa

Project Builder User Interface Ascent Xtrata Pro User's Guide 389 • Rotation – By default 0° is selected. If you want to rotate the image in t

Chapter 6 390 Ascent Xtrata Pro User's Guide Test (Background Removal) Click this button to test the ability of the zone locator to remove backg

Chapter 2 22 Ascent Xtrata Pro User's Guide Layout Classifier The Layout Classifier analyzes the graphical representation of the document image

Project Builder User Interface Ascent Xtrata Pro User's Guide 391 Figure 6-62. OMR Zone Settings Dialog Box Viewer The content of the currentl

Chapter 6 392 Ascent Xtrata Pro User's Guide General • To change the position or size of the zone, change Left, Top, Width or Height using the

Project Builder User Interface Ascent Xtrata Pro User's Guide 393 Close Click this button to save your settings and close the dialog box. Help

Chapter 6 394 Ascent Xtrata Pro User's Guide Figure 6-63. Zone OCR Profile Settings Dialog Box Languages Select the type of content (numeric or

Project Builder User Interface Ascent Xtrata Pro User's Guide 395 Case recognition mode Select Auto Case for automatic recognition of the case,

Chapter 6 396 Ascent Xtrata Pro User's Guide The following buttons are available for each properties dialog box: Close Click this button to save

Project Builder User Interface Ascent Xtrata Pro User's Guide 397 Enter a value to the Result field to define the result value for an unmarked

Chapter 6 398 Ascent Xtrata Pro User's Guide Figure 6-2. Create Knowledge Base Selected Training Folders Displays the training folders that

Project Builder User Interface Ascent Xtrata Pro User's Guide 399 Select this option if you want to protect your knowledge base with a password

Chapter 6 400 Ascent Xtrata Pro User's Guide Figure 6-65. Select Knowledge Base Dialog Box Look in Select the folder that contains the knowledg

Project Builder Ascent Xtrata Pro User's Guide 23 For invoice projects, there are special field group locators for predefined invoice fields, w

Project Builder User Interface Ascent Xtrata Pro User's Guide 401 Cancel Click this button to close the dialog box and discard any changes you

Chapter 6 402 Ascent Xtrata Pro User's Guide Serial Number of License Hardware Key Enter the serial number for the hardware key. Knowledge Base

Project Builder User Interface Ascent Xtrata Pro User's Guide 403 Figure 6-67. Edit Document Dialog Box for a Training Set Document Menu The

Chapter 6 404 Ascent Xtrata Pro User's Guide • Add to training folder – adds the document to the training folder. • Close – closes the dialog

Project Builder User Interface Ascent Xtrata Pro User's Guide 405 Toolbar The toolbar provides shortcuts to many menu items and quick access to

Chapter 6 406 Ascent Xtrata Pro User's Guide Rotate Clockwise – rotates the image of the document 90 degrees clockwise. Rotate Counter clockwi

Project Builder User Interface Ascent Xtrata Pro User's Guide 407 Figure 6-71. Import Knowledge Base Dialog Box Available knowledge bases Dis

Chapter 6 408 Ascent Xtrata Pro User's Guide • Type – indicates the type of knowledge base. • Owner – indicates the own of the data base. Sele

Project Builder User Interface Ascent Xtrata Pro User's Guide 409 Figure 6-72. Insert Knowledge Base Activation Code Dialog Box Info Display

Chapter 6 410 Ascent Xtrata Pro User's Guide Cancel Click this button to close the dialog box and discard any changes you made. Help Click this

Chapter 2 24 Ascent Xtrata Pro User's Guide Creating a new Project There are two ways to create a new project: • Create a project from a direct

Project Builder User Interface Ascent Xtrata Pro User's Guide 411 Close Click this button to exit the dialog box. Help Click this button to vie

Chapter 6 412 Ascent Xtrata Pro User's Guide • Amount Group Locator • Barcode Locator • Classification Locator • Database Evaluator • Data

Project Builder User Interface Ascent Xtrata Pro User's Guide 413 Click Left button to move the provided buttons from the lower left side to t

Chapter 6 414 Ascent Xtrata Pro User's Guide Figure 6-75. Address Evaluator Properties – General Tab Import file Shows the location of the text

Project Builder User Interface Ascent Xtrata Pro User's Guide 415 specific as possible, and in any case longer than the replace text. A typical

Chapter 6 416 Ascent Xtrata Pro User's Guide Figure 6-76. Address Evaluator Properties – Mapping Tab Mapping Database fields to locator results

Project Builder User Interface Ascent Xtrata Pro User's Guide 417 This area shows the first 20 lines of the referenced database. Each database

Chapter 6 418 Ascent Xtrata Pro User's Guide • Test Results Buttons The following buttons are available on all tabs: Close Click this button t

Project Builder User Interface Ascent Xtrata Pro User's Guide 419 Insert Sample Click this button to add a document as sample file. The first s

Chapter 6 420 Ascent Xtrata Pro User's Guide Registration Select the type of registration to be use for a zone. Select either Automatic to use

Project Builder Ascent Xtrata Pro User's Guide 25 Figure 2-3. New Project Dialog Box – Project Folder Tab 3 If the root folder exists alread

Project Builder User Interface Ascent Xtrata Pro User's Guide 421 Figure 6-80. Advanced Zone Locator’s - SubFields Tab Subfield Definition The

Chapter 6 422 Ascent Xtrata Pro User's Guide click this button. The mapping on this tab is intended to be used for zones that were added manuall

Project Builder User Interface Ascent Xtrata Pro User's Guide 423 Zone Viewer Dialog Box The Advanced Zone Locator provides a viewer to displa

Chapter 6 424 Ascent Xtrata Pro User's Guide Zoom out. Best Fit – used to automatically size the document so that it fits entirely within the

Project Builder User Interface Ascent Xtrata Pro User's Guide 425 Barcode Locator Properties Dialog Box The Bar Code Locator Properties dialog

Chapter 6 426 Ascent Xtrata Pro User's Guide Figure 6-83. Bar Code Locator Properties – Bar Code tab Type Auto Detect is selected by default. I

Project Builder User Interface Ascent Xtrata Pro User's Guide 427 Regions are defined manually by drawing rectangles on the document or by rest

Chapter 6 428 Ascent Xtrata Pro User's Guide Middle pages: If selected, the locator algorithm operates on all pages between the first and last

Project Builder User Interface Ascent Xtrata Pro User's Guide 429 Left The Left coordinate of the region in mm or as a percentage. The value ca

Chapter 6 430 Ascent Xtrata Pro User's Guide Figure 6-86. Bar Code Locator – Test Results Tab Detected Alternatives This area shows the test re

Chapter 2 26 Ascent Xtrata Pro User's Guide Figure 2-4. New Project Dialog Box – Content Classification Tab 5 If you want to use an existing

Project Builder User Interface Ascent Xtrata Pro User's Guide 431 Help Click this button to view the online Help topic for this dialog box. Cla

Chapter 6 432 Ascent Xtrata Pro User's Guide Line by Line Each text line will be classified individually and returned as an alternative if the

Project Builder User Interface Ascent Xtrata Pro User's Guide 433 Instead of drawing a region you can click “Add” to create a new region with d

Chapter 6 434 Ascent Xtrata Pro User's Guide Note The defined regions also control the number of pages to be processed by OCR in Ascent Xtrata

Project Builder User Interface Ascent Xtrata Pro User's Guide 435 Width The Width of the region in mm or as a percentage. The value can be chan

Chapter 6 436 Ascent Xtrata Pro User's Guide Figure 6-90. Classification Locator – Test Results Tab Detected Alternatives This area shows the t

Project Builder User Interface Ascent Xtrata Pro User's Guide 437 Database Evaluator Dialog Box – General Tab Use the General tab to select the

Chapter 6 438 Ascent Xtrata Pro User's Guide Database Evaluator Dialog Box – Test Results Tab Use the Test Results tab to evaluate your settings

Project Builder User Interface Ascent Xtrata Pro User's Guide 439 Close Click this button to save your settings and close the dialog box. Test

Chapter 6 440 Ascent Xtrata Pro User's Guide Database settings Click this button to open the Project Settings Database tab to manage databases i

Project Builder Ascent Xtrata Pro User's Guide 27 7 If you want to use an existing set of files for layout classification, select “Import exis

Project Builder User Interface Ascent Xtrata Pro User's Guide 441 Group Index The group index can be used to indicate that field values should

Chapter 6 442 Ascent Xtrata Pro User's Guide Database Locator Properties Dialog Box – Regions Tab Use the Regions tab to manage the pages and re

Project Builder User Interface Ascent Xtrata Pro User's Guide 443 First page: If selected, the locator algorithm operates only on the first pa

Chapter 6 444 Ascent Xtrata Pro User's Guide Page A region can be restricted to a page or a set of pages. Click in the “Page” column and select

Project Builder User Interface Ascent Xtrata Pro User's Guide 445 Database Locator Properties Dialog Box – Test Results Tab Use the Test Result

Chapter 6 446 Ascent Xtrata Pro User's Guide The following buttons are available on all tabs: Close Click this button to save your settings and

Project Builder User Interface Ascent Xtrata Pro User's Guide 447 Figure 6-98. Format Locator - Formats Tab Use results from locator If you se

Chapter 6 448 Ascent Xtrata Pro User's Guide Format You can create one or more formats or choose them from a list of predefined formats. To use

Project Builder User Interface Ascent Xtrata Pro User's Guide 449 If “Whole word” is checked, a date with the 4-digit year gets a smaller confi

Chapter 6 450 Ascent Xtrata Pro User's Guide expression, the parts that conform are displayed in the list. In the figure below, “1234” is the fi

Chapter 2 28 Ascent Xtrata Pro User's Guide 8 Set up validation. For more information, see Setting Up Validation on page 48. 9 Save the proje

Project Builder User Interface Ascent Xtrata Pro User's Guide 451 Figure 6-102. Format Locator – Evaluation Settings Tab Keywords Keyword You

Chapter 6 452 Ascent Xtrata Pro User's Guide Negative values can be assigned to use keywords as stop words (for example, “delivery date” could b

Project Builder User Interface Ascent Xtrata Pro User's Guide 453 Add Click this button to add a keyword to the list of defined keywords after

Chapter 6 454 Ascent Xtrata Pro User's Guide Figure 6-104. Format Locator Properties – Regions Tab Enable locator for Locators can be restricte

Project Builder User Interface Ascent Xtrata Pro User's Guide 455 Last page: If selected, the locator algorithm operates on the last page. If

Chapter 6 456 Ascent Xtrata Pro User's Guide Top The Top coordinate of the region in mm or as a percentage. The value can be changed manually in

Project Builder User Interface Ascent Xtrata Pro User's Guide 457 Figure 6-106. Format Locator Properties – Test Tab Detected Alternatives Thi

Chapter 6 458 Ascent Xtrata Pro User's Guide Close Click this button to save your settings and close the dialog box. Test Click this button to t

Project Builder User Interface Ascent Xtrata Pro User's Guide 459 Figure 6-107. Invoice Header Locator Properties – General Settings Panel For

Chapter 6 460 Ascent Xtrata Pro User's Guide Figure 6-108. Invoice Header Locator Properties – Format Locators Panel Invoice number locator Sel

Project Builder Ascent Xtrata Pro User's Guide 29 Figure 2-6. Save Project As Dialog Box To change the name of the project file select the Na

Project Builder User Interface Ascent Xtrata Pro User's Guide 461 Figure 6-109. Invoice Header Locator Properties – Taxes Panel Percent field

Chapter 6 462 Ascent Xtrata Pro User's Guide Currencies Use the Currencies panel to enter all valid abbreviations that are used for currencies e

Project Builder User Interface Ascent Xtrata Pro User's Guide 463 Highlighting Use the Highlighting panel to set the highlighting colors. Fig

Chapter 6 464 Ascent Xtrata Pro User's Guide Figure 6-112. Invoice Header Locator Properties – Invoice Number Keywords Tab You can enter keywor

Project Builder User Interface Ascent Xtrata Pro User's Guide 465 Weight A keyword can be assigned a weight between -100% and 100%. Choose a va

Chapter 6 466 Ascent Xtrata Pro User's Guide Figure 6-113. Invoice Header Locator Properties – Invoice Date Keywords Tab You can enter keywords

Project Builder User Interface Ascent Xtrata Pro User's Guide 467 Weight A keyword can be assigned a weight between -100% and 100%. Choose a va

Chapter 6 468 Ascent Xtrata Pro User's Guide Figure 6-114. Invoice Header Locator Properties – Order Number Keywords Tab You can enter keywords

Project Builder User Interface Ascent Xtrata Pro User's Guide 469 Weight A keyword can be assigned a weight between -100% and 100%. Choose a va

Chapter 6 470 Ascent Xtrata Pro User's Guide Figure 6-115. Invoice Header Locator Properties – Order Date Keywords Tab You can enter keywords f

Chapter 2 30 Ascent Xtrata Pro User's Guide password, the project will open in full edit mode once you provide the read protection password. Fi

Project Builder User Interface Ascent Xtrata Pro User's Guide 471 Weight A keyword can be assigned a weight between -100% and 100%. Choose a va

Chapter 6 472 Ascent Xtrata Pro User's Guide Figure 6-116. Invoice Header Locator Properties - Test Result Tab Detected Alternatives This ar

Project Builder User Interface Ascent Xtrata Pro User's Guide 473 Help Click this button to view the online Help topic for this dialog box. OCR

Chapter 6 474 Ascent Xtrata Pro User's Guide Input Locator 1 Select a subfield of the first locator that is to be used for comparison. Click on

Project Builder User Interface Ascent Xtrata Pro User's Guide 475 Figure 6-118. OCR Voting Evaluator – Test Results Tab OCR Test Results This

Chapter 6 476 Ascent Xtrata Pro User's Guide Input Locator 1 This shows the OCR result by character of the first locator. Rest the mouse pointer

Project Builder User Interface Ascent Xtrata Pro User's Guide 477 Figure 6-119. Relation Evaluator – Settings Tab Locators Specify two locator

Chapter 6 478 Ascent Xtrata Pro User's Guide Select this option if you want the confidence level to be adjusted as a function of the distance be

Project Builder User Interface Ascent Xtrata Pro User's Guide 479 Figure 6-120. Relation Evaluator – Test Tab Detected Alternatives This area

Chapter 6 480 Ascent Xtrata Pro User's Guide Close Click this button to save your settings and close the dialog box. Show Script Click this butt

Ascent Xtrata Pro User's Guide v Contents How to Use This Guide...

Project Builder Ascent Xtrata Pro User's Guide 31 mode Set Correct Not set N/A Opens if full edit mode Set Wrong Not set N/A Does not o

Project Builder User Interface Ascent Xtrata Pro User's Guide 481 Simple field: Select this option to define a simple field as the locator res

Chapter 6 482 Ascent Xtrata Pro User's Guide Figure 6-122. Script Locator Properties – Regions Tab Enable locator for Locators can be restricte

Project Builder User Interface Ascent Xtrata Pro User's Guide 483 Note The settings also control the number of pages to be processed by OCR in

Chapter 6 484 Ascent Xtrata Pro User's Guide Standard Evaluator Properties Dialog Box The Standard Evaluator Properties dialog box has the fol

Project Builder User Interface Ascent Xtrata Pro User's Guide 485 Locators This area shows all the available and selected locators. Available L

Chapter 6 486 Ascent Xtrata Pro User's Guide Figure 6-125. Standard Evaluator – Test Tab Detected Alternatives This area shows the test results

Project Builder User Interface Ascent Xtrata Pro User's Guide 487 Test Click this button to test the settings. The results are shown on the Tes

Chapter 6 488 Ascent Xtrata Pro User's Guide Table models Click this button to open the Project Settings dialog box Tables tab where you can def

Project Builder User Interface Ascent Xtrata Pro User's Guide 489 Select language package Select one or more language packages from among the l

Chapter 6 490 Ascent Xtrata Pro User's Guide Figure 6-127. Table Locator Properties – Master Item Tab Line Settings Optional Lines Sometime a r

Chapter 2 32 Ascent Xtrata Pro User's Guide Profiles Use this tab to define the OCR or OMR Bar code profiles, to import or export profiles, and

Project Builder User Interface Ascent Xtrata Pro User's Guide 491 To use this feature properly, you should use the line item in the table that

Chapter 6 492 Ascent Xtrata Pro User's Guide If you select a cell, its settings will be shown here. Model column Shows which column this cell is

Project Builder User Interface Ascent Xtrata Pro User's Guide 493 Table Locator Properties Dialog Box – Test Results Tab Use the Test Results t

Chapter 6 494 Ascent Xtrata Pro User's Guide Zone Locator Properties Dialog Box The Zone Locator Properties dialog box has the following tabs:

Project Builder User Interface Ascent Xtrata Pro User's Guide 495 Figure 6-130. Zone Locator’s - General Tab Buttons Insert Sample Click this

Chapter 6 496 Ascent Xtrata Pro User's Guide Figure 6-131. Advanced Zone Locator’s - Zones Tab Registration Select the type of registration to

Project Builder User Interface Ascent Xtrata Pro User's Guide 497 Delete Click this button to remove the currently selected zone. Rename Click

Chapter 6 498 Ascent Xtrata Pro User's Guide Add Click this button to add an additional subfield. Delete Click this button to remove the current

Project Builder User Interface Ascent Xtrata Pro User's Guide 499 Figure 6-133. Zone Locator Properties – OCR Profiles Tab List of Profiles Th

Chapter 6 500 Ascent Xtrata Pro User's Guide Export Click this button to export the currently selected profile to a file with the extension “.op

Project Builder Ascent Xtrata Pro User's Guide 33 Knowledge Base This tab is used to manage knowledge bases in order to create new knowledge ba

Project Builder User Interface Ascent Xtrata Pro User's Guide 501 Zone Viewer Dialog Box The Zone Locator provides a viewer to display documen

Chapter 6 502 Ascent Xtrata Pro User's Guide Selection Mode – used to select zones in the viewer window. If you double-click a zone, the prope

Project Builder User Interface Ascent Xtrata Pro User's Guide 503 • Order Group Locator Amount Group Locator Properties Dialog Box The Amount

Chapter 6 504 Ascent Xtrata Pro User's Guide Formatting Use this panel to select an amount formatter and a percentage formatter using predefined

Project Builder User Interface Ascent Xtrata Pro User's Guide 505 Figure 6-137. Amount Group Locator Properties – Document Type Tab Keywords Y

Chapter 6 506 Ascent Xtrata Pro User's Guide This area contains a list of all the defined keywords. A keyword can be edited by selecting it and

Project Builder User Interface Ascent Xtrata Pro User's Guide 507 Figure 6-138. Amount Group Locator Properties - Formatting Tab Validation Me

Chapter 6 508 Ascent Xtrata Pro User's Guide Figure 6-139. Amount Group Locator Properties - Advanced Tab Currencies Currency abbreviation Add

Project Builder User Interface Ascent Xtrata Pro User's Guide 509 one candidate. If this candidate reaches the evaluation threshold it is copie

Chapter 6 510 Ascent Xtrata Pro User's Guide Invoice Group Locator Properties Dialog Box – General Tab Use the General tab to set and configure

Chapter 2 34 Ascent Xtrata Pro User's Guide it must be corrected by the user to conform to the new settings for the current table locator. • Mi

Project Builder User Interface Ascent Xtrata Pro User's Guide 511 Invoice Group Locator Properties Dialog Box – Advanced Tab Use this property

Chapter 6 512 Ascent Xtrata Pro User's Guide Figure 6-143. Invoice Group Locator Properties – Test Results Tab Detected Alternatives The test r

Project Builder User Interface Ascent Xtrata Pro User's Guide 513 Figure 6-144. Order Group Locator Properties – General Tab Date detection Se

Chapter 6 514 Ascent Xtrata Pro User's Guide Figure 6-145. Order Group Locator Properties – Advanced Tab Search Confidence Set the threshold fo

Project Builder User Interface Ascent Xtrata Pro User's Guide 515 Figure 6-146. Order Group Locator Properties – Test Results Tab Detected Alt

Chapter 6 516 Ascent Xtrata Pro User's Guide

Ascent Xtrata Pro User’s Guide 517 Chapter 7 Setup a Batch Class in Ascent Capture Introduction Ascent Xtrata Pro is a tool for processing unstructur

Chapter 7 518 Ascent Xtrata Pro User’s Guide When the synchronized batch class is published, the classification and extraction project data is proces

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 519 using the Ascent Capture Custom Module Manager. See the Installation Guide

Chapter 7 520 Ascent Xtrata Pro User’s Guide Publishing Batch Classes Ascent Capture batch classes must be published before they can be used for crea

Project Builder Ascent Xtrata Pro User's Guide 35 Optimize Project To optimize a project, you can: • Test classification for a selected docum

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 521 Importing/Exporting Batch Classes Batch classes that include Ascent Xtrata

Chapter 7 522 Ascent Xtrata Pro User’s Guide Open Synchronization Tool You can open the Synchronization tool from the context menu of any batch clas

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 523 To exit the Synchronization Tool, click Cancel; click Yes to load the exist

Chapter 7 524 Ascent Xtrata Pro User’s Guide For testing on a local system, it may be useful to deactivate the option. This is especially true if you

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 525 Assigning Classes to Form Types The Synchronization tool’s first screen al

Chapter 7 526 Ascent Xtrata Pro User’s Guide relationship between Ascent Xtrata Pro classes and Ascent Capture document class/form type pairs. • Cre

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 527 • Document class selected: When a document class is selected in the list o

Chapter 7 528 Ascent Xtrata Pro User’s Guide Figure 7-4. Creating Document Classes and Form Types from a Class Tree If you click Yes, a separate an

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 529 If you click Yes, the currently selected form type is assigned to each clas

Chapter 7 530 Ascent Xtrata Pro User’s Guide Figure 7-8. Synchronization Tool – Edit Menu • Add Form Type: Adds a new form type to the selected d

Chapter 2 36 Ascent Xtrata Pro User's Guide • Add locators or change properties for locators for a class. For more information about adding and

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 531 • Rename: Allows renaming the Ascent Capture form type. Only items that ha

Chapter 7 532 Ascent Xtrata Pro User’s Guide Folder and Document classes that are already available from the Ascent Capture batch class or have been

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 533 Figure 7-11. Batch Tree Document Listing in Validation In the Validation

Chapter 7 534 Ascent Xtrata Pro User’s Guide Figure 7-12. Batch Tree Document Listing in Validation Creating Index Fields and Assigning Them to Ext

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 535 automatically assigns it. Multi-selection is not supported. The new field i

Chapter 7 536 Ascent Xtrata Pro User’s Guide Note that if an index field was already assigned to another extraction field, the assignment is changed

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 537 Figure 7-15. Start Synchronization Click Synchronize to start the synchr

Chapter 7 538 Ascent Xtrata Pro User’s Guide Figure 7-16. Running Synchronization When synchronization is finished, the Synchronization tool close

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 539 The procedure below describes how to add Ascent Xtrata Pro Validation to an

Chapter 7 540 Ascent Xtrata Pro User’s Guide Statistics” options during installation. If not, you have to run the setup again, to install the missing

Project Builder Ascent Xtrata Pro User's Guide 37 Figure 2-11. New Invoice Project Dialog Box – Project Folder Tab 3 From the Tax Model tab,

Setup a Batch Class in Ascent Capture Ascent Xtrata Pro User’s Guide 541 a. From the Administration module Definitions panel, select the Batch tab

Chapter 7 542 Ascent Xtrata Pro User’s Guide f. To configure online learning, select the New Samples tab and enter the path for the online learning

Ascent Xtrata Pro User's Guide 543 Chapter 8 Processing Batches Introduction Ascent Xtrata Pro Server is a custom module that can be added to th

Chapter 8 544 Ascent Xtrata Pro User's Guide High Availability Support The Ascent Xtrata Pro Server supports Ascent Capture’s high availability

Processing Batches Ascent Xtrata Pro User's Guide 545 dynamically binarized by Ascent Xtrata Pro Server. For multi-page documents, each color p

Chapter 8 546 Ascent Xtrata Pro User's Guide 5 Change the Startup type to “Automatic.” To disable the automatic startup of the service change t

Processing Batches Ascent Xtrata Pro User's Guide 547 X How to start performance monitoring 1 Select Start | Settings | Control panel | Admini

Chapter 8 548 Ascent Xtrata Pro User's Guide 5 Once you have selected the counters, click Add to include the selected counters on the performan

Processing Batches Ascent Xtrata Pro User's Guide 549 If run from the Start menu, Ascent Xtrata Pro Server immediately begins polling for batch

Chapter 8 550 Ascent Xtrata Pro User's Guide Interface Language The language of the graphical user interface depends on the language set in Proj

Chapter 2 38 Ascent Xtrata Pro User's Guide Default Settings By default a set of formatters and validation rules is added to an invoice project.

Processing Batches Ascent Xtrata Pro User's Guide 551 Log files are created in the Ascent Capture log folder. A new log file is created for eac

Chapter 8 552 Ascent Xtrata Pro User's Guide

Ascent Xtrata Pro User's Guide 553 Chapter 9 Ascent Xtrata Pro Validation Introduction Ascent Xtrata Pro Validation is another custom module th

Chapter 9 554 Ascent Xtrata Pro User's Guide Figure 9-1. Ascent Xtrata Pro Validation Module Interface User Interface Elements The Ascent Xtra

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 555 Menu Bar Ascent Xtrata Pro supports a standard, Windows-style menu bar from whi

Chapter 9 556 Ascent Xtrata Pro User's Guide • Re-classification – displays the classification result on the validation form, making it possibl

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 557 • Previous – navigates to the previous document in the batch. • Next – naviga

Chapter 9 558 Ascent Xtrata Pro User's Guide The Options menu: • Show Script – shows the script window if script debugging is enabled. • Selec

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 559 Use the Document toolbar to navigate the documents in the current batch. Additi

Chapter 9 560 Ascent Xtrata Pro User's Guide Validation Form Panel Validation forms for document classes are defined for a project in the Ascent

Project Builder Ascent Xtrata Pro User's Guide 39 Figure 2-14. Setup Invoice Project Dialog Box – Validation Tab Knowledge Base Select the

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 561 Add Row – adds an empty row at the end of the table. Insert Row - inserts an

Chapter 9 562 Ascent Xtrata Pro User's Guide Use this tab to define the behavior when you validate the last field of a document and when you fin

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 563 Figure 9-12. Save Current Document Message Prompt before closing batch By def

Chapter 9 564 Ascent Xtrata Pro User's Guide Figure 9-14. Settings Dialog Box – Colors Tab Miscellaneous Tab This tab includes options for edit

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 565 Editing By default, the word-click pointer is enabled. This pointer allows the

Chapter 9 566 Ascent Xtrata Pro User's Guide Figure 9-17. Select Folder Class Dialog Box Select a folder class from the list of available class

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 567 Select the desired language from the list. When you start Project Builder for t

Chapter 9 568 Ascent Xtrata Pro User's Guide InPlace Editor Panel Figure 9-18. Floating InPlace Editor Context Menu Right click the InPlace Edi

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 569 If started manually, Ascent Xtrata Pro Validation can be set to ”Open next batc

Chapter 9 570 Ascent Xtrata Pro User's Guide Figure 9-20. Ascent Xtrata Pro Validation Showing First Invalid Document Validate a Document When

Chapter 2 40 Ascent Xtrata Pro User's Guide Upgrading an Invoice Project from an Earlier Version To upgrade an invoice project from an earlier v

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 571 To navigate within the fields, pages or documents select the corresponding item

Chapter 9 572 Ascent Xtrata Pro User's Guide Click Yes to close the valid batch and select another batch to open. Click No to open the batch. If

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 573 Figure 9-24. Graphical User Interface for Editing a Batch Page Operations The

Chapter 9 574 Ascent Xtrata Pro User's Guide Document Operations The following operations can be performed with documents: • Create Folder – a

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 575 Note You cannot multi-select when performing drag and drop operations. Table 9

Chapter 9 576 Ascent Xtrata Pro User's Guide Figure 9-25. Page Properties Dialog Box Show Field Contents in Batch Tree The contents of a field

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 577 Figure 9-26. Mark Document for Online Learning Dialog Box Document Send Back

Chapter 9 578 Ascent Xtrata Pro User's Guide Read-Only Fields Fields in the validation form may be set to read-only. This option is defined when

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 579 Figure 9-28. Assign Document Class to an unclassified document If you reassign

Chapter 9 580 Ascent Xtrata Pro User's Guide The InPlace Editor is automatically activated by clicking in it. If the Tab key is pressed, the InP

Contents vi Ascent Xtrata Pro User's Guide Validation ...

Project Builder Ascent Xtrata Pro User's Guide 41 5 Train all the fields on the document by selecting a field on the left and then selecting t

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 581 Table Indexing There are two different ways of table indexing manually. • Typi

Chapter 9 582 Ascent Xtrata Pro User's Guide Additionally the Security Boost user needs full permission for the "..\Ascent\Local\Logs"

Ascent Xtrata Pro Validation Ascent Xtrata Pro User's Guide 583 Word-click Pointer Insert selected extraction result from the document viewer t

Chapter 9 584 Ascent Xtrata Pro User's Guide

Ascent Xtrata Pro User's Guide 585 Chapter 10 Statistics Viewer Introduction Document classification and extraction is a process that is not d

Chapter 10 586 Ascent Xtrata Pro User's Guide • Recognition time • Original recognition value • Value changed via manual correction By compar

Statistics Viewer Ascent Xtrata Pro User's Guide 587 Figure 10-1. Ascent Xtrata Pro Statistics Viewer Elements The Ascent Xtrata Pro Statistic

Chapter 10 588 Ascent Xtrata Pro User's Guide Toolbars The toolbar provides shortcuts to menu items, and gives you quick access to all important

Statistics Viewer Ascent Xtrata Pro User's Guide 589 Figure 10-5. Report Pane Status Bar The status bar provides information about the curren

Chapter 10 590 Ascent Xtrata Pro User's Guide Daily Statistics The daily statistics report contains an overview of the recognition accuracy, the

Chapter 2 42 Ascent Xtrata Pro User's Guide 2 Click the Templates label on the navigation panel to switch to the template working mode. 3 From

Statistics Viewer Ascent Xtrata Pro User's Guide 591 • Incorrect (as percentage of Field Count) • Field Count For details concerning the sele

Chapter 10 592 Ascent Xtrata Pro User's Guide Historical Reports The following reports are available for the aggregated statistical data., Recog

Statistics Viewer Ascent Xtrata Pro User's Guide 593 Document Recognition Timing Per Day Displays the average recognition speed of the document

Chapter 10 594 Ascent Xtrata Pro User's Guide The report contains the following information: • Batch Class Name (grouped in report) • Date (gr

Statistics Viewer Ascent Xtrata Pro User's Guide 595 Additionally the time span can be reduced by setting a date range (to the nearest day). Th

Chapter 10 596 Ascent Xtrata Pro User's Guide Figure 10-8. Selection of time period Selection of Month and Year You can specify a date range (

Ascent Xtrata Pro User’s Guide 597 Index A ACIS Support 544 Activation Code 14 Adaptive Feature Classifier 53 optimization tool 91 overview 2

Index 598 Ascent Xtrata Pro User’s Guide properties 147 Batch class considerations External Server 58, 299 extraction field type 536 importing/exp

Index Ascent Xtrata Pro User’s Guide 599 Ascent Xtrata Pro Validation module 7 overview 1 Synchronization tool 522 Validation 553 Content classi

Index 600 Ascent Xtrata Pro User’s Guide Document Viewer drawing regions 127 quick tour 286 testing classification 102 validation form 230, 237 D

Project Builder Ascent Xtrata Pro User's Guide 43 Note You cannot train the “Credits” or “Currency” properties in the Amount Group locator. Fo

Index Ascent Xtrata Pro User’s Guide 601 Instruction Classifier 53 overview 22, 96 set up 45, 97 with Adaptive Feature Classifier 101 Instructio

Index 602 Ascent Xtrata Pro User’s Guide integration 10 XDoc file (xdc) 10 OCR Profiles 62 OCR Substitution 138 OCR Voting Evaluator overview 12

Index Ascent Xtrata Pro User’s Guide 603 Script Formatter DateValue property 112, 113 DoubleValue property 113 overview 112, 219 set up 114 Scri

Index 604 Ascent Xtrata Pro User’s Guide U User Interface 251 V Validate Project 28 Validation field formatters 218 field properties 218 forms 1

Chapter 2 44 Ascent Xtrata Pro User's Guide c. Select the desired documents and drag them to the class in the hierarchy in the Project panel.

Project Builder Ascent Xtrata Pro User's Guide 45 Tip If you are adding samples from the Test Folder, you can select the desired document and

Chapter 2 46 Ascent Xtrata Pro User's Guide Setting Up Extraction The following section describes the general steps for setting up extraction. F

Project Builder Ascent Xtrata Pro User's Guide 47 c Select the desired properties for the locator by right-clicking the locator and selecting

Chapter 2 48 Ascent Xtrata Pro User's Guide Testing Document Separation To test document separation, open a folder containing test documents and

Project Builder Ascent Xtrata Pro User's Guide 49 2 In the field properties dialog box, edit the options for the defined fields. Validation th

Chapter 2 50 Ascent Xtrata Pro User's Guide a. In the Project panel, right-click on a class and select Validation Form. The Validation design d

Contents Ascent Xtrata Pro User's Guide vii Concept of Classification...

Ascent Xtrata Pro User's Guide 51 Chapter 3 Classification Introduction Ascent Xtrata Pro automatically classifies documents based on format, co

Chapter 3 52 Ascent Xtrata Pro User's Guide A typical document may contain a brief letter (one or two pages) describing the reason for sending t

Classification Ascent Xtrata Pro User's Guide 53 Classification Engines and Learning by Example The classification algorithms in Ascent Xtrata

Chapter 3 54 Ascent Xtrata Pro User's Guide classification. The key to setting up a project with sample documents is to select the appropriate s

Classification Ascent Xtrata Pro User's Guide 55 X To insert a new child class 1 Right-click the desired parent class in the hierarchy to disp

Chapter 3 56 Ascent Xtrata Pro User's Guide Class icon shown when a class is just added to the class hierarchy. Class icon shown when a class

Classification Ascent Xtrata Pro User's Guide 57 Figure 3-3. Class Properties Dialog Box General The general options are used to specify that

Chapter 3 58 Ascent Xtrata Pro User's Guide Prohibiting the class from becoming the classification result might be useful for classes that are i

Classification Ascent Xtrata Pro User's Guide 59 For the purposes of subtree classification, you can set different confidence and distance valu

Chapter 3 60 Ascent Xtrata Pro User's Guide Batches may contain single page or multi page documents, or a combination of both, or loose pages. D

Contents viii Ascent Xtrata Pro User's Guide Locators ...

Classification Ascent Xtrata Pro User's Guide 61 classifying them and regardless if they would belong to another class and after the third page

Chapter 3 62 Ascent Xtrata Pro User's Guide OCR You can select different OCR profiles for each class. By default the default profile is selecte

Classification Ascent Xtrata Pro User's Guide 63 Figure 3-4. Project Settings Dialog Box – Classification Tab Classification Settings Default

Chapter 3 64 Ascent Xtrata Pro User's Guide Content Classifier Classify only first page When this option is enabled, only the first page of a do

Classification Ascent Xtrata Pro User's Guide 65 Hierarchical Evaluation and Other Classification Rules The evaluation of classification result

Chapter 3 66 Ascent Xtrata Pro User's Guide Extraction design and validation rules are available when the project item in the class tree is sele

Classification Ascent Xtrata Pro User's Guide 67 The figure above shows an example for this rule. Politik is the parent of Energiepolitik. Both

Chapter 3 68 Ascent Xtrata Pro User's Guide parent, becomes the classification result and is given the maximum confidence from among the childre

Classification Ascent Xtrata Pro User's Guide 69 Propagated Not-Flag This rule is similar to the Local Not-Flag but the flag setting propagates

Chapter 3 70 Ascent Xtrata Pro User's Guide Note If a classification rule has been applied to a document, a special icon is displayed next to it

Contents Ascent Xtrata Pro User's Guide ix Concept...

Classification Ascent Xtrata Pro User's Guide 71 The above example shows that Politik has the highest confidence, and as such, would normally b

Chapter 3 72 Ascent Xtrata Pro User's Guide Figure 3-10. Class Properties Dialog Box – Subtree Classification 3 Select “Enable subtree classi

Classification Ascent Xtrata Pro User's Guide 73 X To configure redirection 1 Right-click the class item in the hierarchy where you want to co

Chapter 3 74 Ascent Xtrata Pro User's Guide does not succeed or if the target system cannot deal with unclassified documents. Furthermore, uncla

Classification Ascent Xtrata Pro User's Guide 75 5 Click OK to save your settings and close the dialog box. The icon next to the class in the

Chapter 3 76 Ascent Xtrata Pro User's Guide To train the classifier, select Process | Train Project from the main menu bar, or click Train Proje

Classification Ascent Xtrata Pro User's Guide 77 5 If the message “Do you want to add image classification support to this project” displays,

Chapter 3 78 Ascent Xtrata Pro User's Guide 2 Select the document that you want to delete and click Delete Selected Document from the toolbar.

Classification Ascent Xtrata Pro User's Guide 79 Figure 3-15. Layout Classifier Properties Dialog Box – Advanced Settings Optimize Classifica

Chapter 3 80 Ascent Xtrata Pro User's Guide Training Max samples per class The Layout Classifier supports an unlimited number of samples per cla