Kofax INDICIUS 6.0 User Manual

Getting Started Guide (Classification and Separation) 10300776-000 Rev 1.0 INDICIUS 6.0for KOFAX Capture

x Getting Started Guide (Classification and Separation) INDICIUS Help The INDICIUS Help is written for those configuring a solution and for system a

Chapter 4 90 Getting Started Guide (Classification and Separation) Figure 4-31. Building the Page Text Classifier 3 Click Build. Once the page tex

Configuration Getting Started Guide (Classification and Separation) 91 4 Click Finish. Integrate Classifier As for the document classification solu

Chapter 4 92 Getting Started Guide (Classification and Separation) d Create a new subfolder called “Test Documents (Page Classification and Separati

Configuration Getting Started Guide (Classification and Separation) 93 Note Recognition Test Tool only displays the most confident page types. Page

Chapter 4 94 Getting Started Guide (Classification and Separation) Figure 4-33. Building the Advanced Document Separator 4 Click Build. When the s

Configuration Getting Started Guide (Classification and Separation) 95 Figure 4-34. Project Explorer Displaying the New Separator 5 Click Finish.

Chapter 4 96 Getting Started Guide (Classification and Separation) 1 Open Recognition Test Tool by clicking Start on the taskbar to display the menu

Configuration Getting Started Guide (Classification and Separation) 97  Text classification  Image classification  Templated classification (i

Chapter 4 98 Getting Started Guide (Classification and Separation) My Documents\Transformation Studio Projects\Tutorial\Configurations\Page Classific

Configuration Getting Started Guide (Classification and Separation) 99 6 Click Script Messages in the bottom left panel. If the first message is “R

Getting Started Guide (Classification and Separation) 1 Chapter 1 Overview Introduction This chapter introduces some of the concepts of data capture

Chapter 4 100 Getting Started Guide (Classification and Separation) Figure 4-35. Building the Page Image Classifier Note Some warning triangles ma

Configuration Getting Started Guide (Classification and Separation) 101 Figure 4-36. Project Explorer Displaying the New Classifier 4 Click Finis

Chapter 4 102 Getting Started Guide (Classification and Separation) 5 Select File | Exit to close Script Editor. Test Classification The configurati

Configuration Getting Started Guide (Classification and Separation) 103 Testing in Recognition Test Tool Testing has been done throughout the tutori

Chapter 4 104 Getting Started Guide (Classification and Separation)  The first, a “reference batch,” is created during export of the Test Documents

Configuration Getting Started Guide (Classification and Separation) 105 In the new window, navigate to the location of the offline batch you importe

Chapter 4 106 Getting Started Guide (Classification and Separation) My Documents\Transformation Studio Projects\Tutorial\Exported Document Sets\Test

Configuration Getting Started Guide (Classification and Separation) 107 a For the Per-Document Results, change the confidence threshold for each do

Chapter 4 108 Getting Started Guide (Classification and Separation) f Double-click the separation project file Separation.drp to open it in Document

Configuration Getting Started Guide (Classification and Separation) 109 Integrate the Configuration with Kofax Capture Once the configuration has be

Chapter 1 2 Error! No text of specified style in document. Classification Methods Classification can be done using one or more of the following metho

Chapter 4 110 Getting Started Guide (Classification and Separation)  Appraisal Report  Funding Transmittal  Header  Initial Escrow  Loan Ap

Configuration Getting Started Guide (Classification and Separation) 111 6 On the Document Review Project File panel, click Select... to display a f

Chapter 4 112 Getting Started Guide (Classification and Separation) Step 5: Assign Configuration to the Standard Instance of Recognition X To assign

Configuration Getting Started Guide (Classification and Separation) 113 We will not be configuring Completion in this tutorial, so we will assign th

Chapter 4 114 Getting Started Guide (Classification and Separation) 10 Click Open. 11 Copy the path in the “File name:” box to the clipboard. 12 O

Overview Getting Started Guide (Classification and Separation) 3  Page Classification and Separation (resulting in document classification) If ext

Chapter 1 4 Error! No text of specified style in document. Low Volume, Single Station Environment In lower volume environments it is possible to run

Getting Started Guide (Classification and Separation) 5 Chapter 2 Installing INDICIUS Introduction This chapter provides instructions for installing

Chapter 2 6 Error! No text of specified style in document. Installing INDICIUS for the First Time Standard Installation X To install INDICIUS 1 Pla

Getting Started Guide (Classification and Separation) 7 Chapter 3 Processing Introduction This chapter will introduce you to the INDICIUS modules as

Chapter 3 8 Getting Started Guide (Classification and Separation) Setting Up the Classification and Separation Instance of Recognition The following

Processing Getting Started Guide (Classification and Separation) 9 2 Right click on “Recognition” shortcut and drag it onto the desktop (copying, n

© 2006-2008 Kofax, Inc., 16245 Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Portions, copyright 1997-2006 Kofax Developme

Chapter 3 10 Getting Started Guide (Classification and Separation) Installing the Example Batch Classes Installation X To install the example batch

Processing Getting Started Guide (Classification and Separation) 11 The Publish window will display. 11 Press and hold Ctrl and click to select the

Chapter 3 12 Getting Started Guide (Classification and Separation)  Mortgage Apps  Mortgage Apps with Separation 9 Click Publish. The progress o

Processing Getting Started Guide (Classification and Separation) 13 Viewing the Modules X To view the modules included in the example batch classes

Chapter 3 14 Getting Started Guide (Classification and Separation) Document Classification In the document classification example, INDICIUS Recogniti

Processing Getting Started Guide (Classification and Separation) 15 Figure 3-1. Create Batch Window 4 Enter a name for the new batch in the “Name

Chapter 3 16 Getting Started Guide (Classification and Separation) <Installation Path>\examples\Mortgage Applications\Images\Document Images 4

Processing Getting Started Guide (Classification and Separation) 17 Figure 3-2. The Batch Loaded in Document Review 3 Select Document Classificat

Chapter 3 18 Getting Started Guide (Classification and Separation) Figure 3-3. Transition from Document Classification view to Review 4 Click OK o

Processing Getting Started Guide (Classification and Separation) 19 Figure 3-4. The Batch in Review In Review, you can see all the documents in th

Getting Started Guide (Classification and Separation) iii Contents How to Use This Guide ...

Chapter 3 20 Getting Started Guide (Classification and Separation) Figure 3-5. The Two Documents with Thumbnail Images 7 Compare the two documents

Processing Getting Started Guide (Classification and Separation) 21 Figure 3-6. Deleting a Document 9 Select Delete and click Yes. As there are n

Chapter 3 22 Getting Started Guide (Classification and Separation) Recognition will automatically begin processing the batch. Information messages wi

Processing Getting Started Guide (Classification and Separation) 23 3 Press F12 to move to the next document. Again, no data has been extracted for

Chapter 3 24 Getting Started Guide (Classification and Separation) 7 Click Exit Completion. Release the Documents Kofax Capture Release runs after t

Processing Getting Started Guide (Classification and Separation) 25 2 Make sure the “Mortgage Apps” batch class is selected. 3 Enter a name for th

Chapter 3 26 Getting Started Guide (Classification and Separation) Note Rather than selecting a single batch in Recognition, the module would normal

Processing Getting Started Guide (Classification and Separation) 27 All Programs | INDICIUS | Recognition. 2 Select Session | Select Batch. 3 Sele

Chapter 3 28 Getting Started Guide (Classification and Separation) X To review the data 1 Open Kofax Capture Release by clicking Start on the taskba

Processing Getting Started Guide (Classification and Separation) 29 Page Classification and Separation In the page classification and separation sol

iv Getting Started Guide (Classification and Separation) Standard Installation ...

Chapter 3 30 Getting Started Guide (Classification and Separation) Figure 3-9. Create Batch Window 4 Enter a name for the new batch in the “Name:”

Processing Getting Started Guide (Classification and Separation) 31 4 Click Open to import the images. Kofax Capture Scan imports all the pages and

Chapter 3 32 Getting Started Guide (Classification and Separation) Figure 3-10. Problem in the Document Classification View You can see that the do

Processing Getting Started Guide (Classification and Separation) 33 X To extract the data, click Process Batch on the toolbar in Batch Manager. Reco

Chapter 3 34 Getting Started Guide (Classification and Separation) “Current Batch Progress” panel. When the text “Document 14 of 14” is displayed, Ko

Getting Started Guide (Classification and Separation) 35 Chapter 4 Configuration Overview Introduction To create an INDICIUS solution, you first need

Chapter 4 36 Getting Started Guide (Classification and Separation) Representative Documents It is important that the sample documents are scanned usi

Configuration Getting Started Guide (Classification and Separation) 37 The advanced document separator is created automatically from the document ty

Chapter 4 38 Getting Started Guide (Classification and Separation) Figure 4-11. Recognition Configuration Steps (Document Classification) Page Clas

Configuration Getting Started Guide (Classification and Separation) 39 Figure 4-12. Recognition Configuration Steps (Page Classification and Separ

Getting Started Guide (Classification and Separation) v Step 3: Initial Analysis ...

Chapter 4 40 Getting Started Guide (Classification and Separation) Page Classification and Separation Configuration Steps The page classification and

Configuration Getting Started Guide (Classification and Separation) 41 Step 5: Assign Configuration to the Standard Instance of Recognition Step 6:

Chapter 4 42 Getting Started Guide (Classification and Separation) Document Classification Tutorial Document Set Management Step 1: Create Project Wh

Configuration Getting Started Guide (Classification and Separation) 43 Figure 4-13. Transformation Studio after Create New Project 1 Project Expl

Chapter 4 44 Getting Started Guide (Classification and Separation) The import documents wizard is launched automatically when a new project is create

Configuration Getting Started Guide (Classification and Separation) 45 Figure 4-14. Folders to Select for Import c Select all the folders (there

Chapter 4 46 Getting Started Guide (Classification and Separation) Figure 4-15. Folders to be Imported e Click Next to display Step 2. 2 Specify

Configuration Getting Started Guide (Classification and Separation) 47 Note If you have not installed to the default location, the number may be di

Chapter 4 48 Getting Started Guide (Classification and Separation) a Select “Copy document files into project folder,” rather than referencing the i

Configuration Getting Started Guide (Classification and Separation) 49 Assigning Document Types In the example, the imported documents already have

vi Getting Started Guide (Classification and Separation)

Chapter 4 50 Getting Started Guide (Classification and Separation) Figure 4-18. Overview You can see how many document types you have and the distr

Configuration Getting Started Guide (Classification and Separation) 51 2 Review the Header documents to see whether you should get more examples. a

Chapter 4 52 Getting Started Guide (Classification and Separation)  Test Documents Documents to use when testing the configuration (not used for tr

Configuration Getting Started Guide (Classification and Separation) 53 deletions of pages or documents, reordering of pages within documents, or the

Chapter 4 54 Getting Started Guide (Classification and Separation) Figure 4-21. Project Explorer after Select Sample Documents Step 5: Read Page Co

Configuration Getting Started Guide (Classification and Separation) 55  You only need to read a small section of each page (which will speed up pr

Chapter 4 56 Getting Started Guide (Classification and Separation) Step 6.1: Analysis using the Overview tab The Overview tab was first used in Step

Configuration Getting Started Guide (Classification and Separation) 57  Cleaning up Extra Pages  Cleaning up Document Types Transformation Studi

Chapter 4 58 Getting Started Guide (Classification and Separation) 3 Cleanup the documents that are displayed by following the on screen instruction

Configuration Getting Started Guide (Classification and Separation) 59 Figure 4-22. Confirming Document Types Only documents that will significan

Getting Started Guide (Classification and Separation) vii How to Use This Guide Introduction This guide introduces INDICIUS and describes how it is

Chapter 4 60 Getting Started Guide (Classification and Separation) Table 4-3. Color Coding of Documents Color Confidence State Description Blue Con

Configuration Getting Started Guide (Classification and Separation) 61 Loan Application Some of the loan applications have lots of pages. To wrap th

Chapter 4 62 Getting Started Guide (Classification and Separation) Figure 4-23. Cleaning Up Suspected Extra Pages a Look at the currently marked p

Configuration Getting Started Guide (Classification and Separation) 63 Each document type in the graph (except Unknown Documents) will be green as i

Chapter 4 64 Getting Started Guide (Classification and Separation) The document will now have the type “Initial Escrow” assigned. h Find the next In

Configuration Getting Started Guide (Classification and Separation) 65 a Double-click the Unused Documents set on the Project Explorer panel. The O

Chapter 4 66 Getting Started Guide (Classification and Separation) 9 Review the chart. There should now be at least 100 documents for each document

Configuration Getting Started Guide (Classification and Separation) 67 X To select documents for testing 1 Select Document Sets | Select Test Docum

Chapter 4 68 Getting Started Guide (Classification and Separation) Figure 4-26. Project Explorer after Selecting Test Documents Note If you look a

Configuration Getting Started Guide (Classification and Separation) 69  Extraction (assigned to the standard instance). A Recognition configuratio

viii Getting Started Guide (Classification and Separation) Related Documentation The following documentation is included with INDICIUS. Each PDF gui

Chapter 4 70 Getting Started Guide (Classification and Separation) Figure 4-28. Project Explorer showing Configuration Resources Step 2: Configure

Configuration Getting Started Guide (Classification and Separation) 71 2 Within the table, clear the “Include” check box for the Header document ty

Chapter 4 72 Getting Started Guide (Classification and Separation) X To test the configuration 1 Export the Test Documents set from Transformation S

Configuration Getting Started Guide (Classification and Separation) 73 h Select the batch file you exported from Transformation Studio: My Document

Chapter 4 74 Getting Started Guide (Classification and Separation) Export Documents for Use in Other Tools Templated and rules-based classification a

Configuration Getting Started Guide (Classification and Separation) 75 7 Select “Sample Header Documents” from the “Document Set” list. 8 Click Br

Chapter 4 76 Getting Started Guide (Classification and Separation) Figure 4-30. Barcode Field 7 On the Properties panel on the right, select the N

Configuration Getting Started Guide (Classification and Separation) 77 20 Check the field shows the message “Barcode found at ” and that the data m

Chapter 4 78 Getting Started Guide (Classification and Separation) Integrate Definition file As with the text classifier, the definition file is call

Configuration Getting Started Guide (Classification and Separation) 79 3 Click Run Test. 4 Once the test has finished, select the Header tab. 5 S

Getting Started Guide (Classification and Separation) ix Getting Started Guides These guides are written for people who need an introduction to INDIC

Chapter 4 80 Getting Started Guide (Classification and Separation) 5 Select File | Exit to close the Results Analysis window. 6 Select File | Exit

Configuration Getting Started Guide (Classification and Separation) 81  Redemption  Request for Tax Form  Tax Escrow  Truth In Lending Note

Chapter 4 82 Getting Started Guide (Classification and Separation) Step 1: Create Batch Class X To create a batch class 1 Start Kofax Capture Admin

Configuration Getting Started Guide (Classification and Separation) 83  Request for Tax Form  Tax Escrow  Truth In Lending  Unknown 5 Click

Chapter 4 84 Getting Started Guide (Classification and Separation) Step 4: Assign Configuration to Document Review X To assign the configuration for

Configuration Getting Started Guide (Classification and Separation) 85 7 Click OK. Step 6: Assign Configuration to Completion X To assign the conf

Chapter 4 86 Getting Started Guide (Classification and Separation) Kofax Capture comes with pre-installed release scripts, which control the method a

Configuration Getting Started Guide (Classification and Separation) 87 Step 9: Process Batch Create a new batch using Kofax Capture Batch Manager an

Chapter 4 88 Getting Started Guide (Classification and Separation) Page Classification and Separation Tutorial Summary In this section, you will modi

Configuration Getting Started Guide (Classification and Separation) 89 5 Click Add. The configuration will be added to the Configurations list on t