16.45-17.45 KTM Advanced Technical Track

Kofax Transformation Modules Advanced Track & Whats new in KTM
Technical Track
Bo Jin Sr. Solution Architect
Fatih Karaoglu Sr. Solution Architect
Agenda
Clustering Utility Benchmarking Separation Classification Extraction
Productivity Enhancements Design Time Technology Enhancements
Project Merge Tool

Localisation Thin Client Enhancements
Productivity Enhancements Users
Q&A
Clustering Utility
Technology Enhancements
New Utility for Clustering Unknown Documents

What it does Requirements
Step-by-step
Importing into KTM
What does the Kofax Clustering Utility do?

When configuring KTM content classification, the customer needs
to provide samples for each class.

What KTM requires:

When configuring KTM content classification, the customer needs
to provide samples for each class.

What customers usually provide:

presorting a document set into clusters of similar documents User labels some of these clusters
Utility learns from labeling and pre-sorts again

Several iterations of labeling and pre-sorting Export of sorted documents as learn-set for KTM content
classification

new KTM project Customer uses Utility to provide KPSG or partner with sorted
documents
KPSG or partner uses Utility to sort documents from customer Understanding what are the biggest subsets of documents in a
customers monthly mailroom volume
enhancing a KTM project Customer adds new classes to project and needs samples for
classification
Requirements
Kofax Clustering Utility works with XDocuments XDocuments must be created with KTM OCR Server tool
KTM (5.5 SP2) must be installed to use Clustering Utility.
Requirements
Using the KTM OCR Server reduces the KTM base volume count Eval licenses supported
Hardware requirements same as for KC/KTM

Files to be clustered should be local for performance Need write access to file location
10
Step by Step KTM OCR Server

Configuring the KTM OCR Server: Select path to unsorted images
Enable Save XDoc files and
Save text files

Under OCR Settings, select
proper language
Leave rest at default
Running the KTM OCR Server: Simply press the Start button
11
Step by Step Kofax Clustering Utility

1. Import Point Import directory to same directory of unsorted documents
For each document, an .xdc file and a .txt file must exist
Select Start Discovery. Takes a while, ~0.5 sec per document Converts XDocs into internal format Identifies initial clusters
12

2. Discovery Label initial 3 clusters
You see the most representative document of each cluster

Provide a name for each cluster, will be used as class name in
KTM
13

2. Discovery
14

2. Discovery You can stop discovery when 80-90% of the documents are
discovered or continue until all documents are discovered

At 80-90% the most common document types are often known,
remaining documents are likely in very small clusters

Click Review to continue to next step
15

3. Review Sort by categories (labels)
Examine the categories for consistency

Confirm some documents if you want to cluster again
16

3. Review
17

4. Export Select any directory for export
Sub directories will be created for each category/label

.txt files (and tif/xdoc for reference) will be exported, since only .txt
files are used to train KTM content classification later
18
Importing into KTM

In Project Builder, point New Project dialog Content Classifier
settings to exported directory

Select Discovered documents sub directory
19
Importing into KTM

A class is created in Project Builder for each category Training documents are imported
Select Train in Project Builder main menu

Verify in Classification Benchmark (Result Matrix)
20
Importing into KTM
Setting this up manually and finding/organizing the proper training documents takes hours or days. With the Kofax Clustering Utility, this example took 20 minutes.
21
Benchmarking
Productivity Enhancements Design Time
KTM 5.5 Benchmarking

Separation Benchmarking Classification Benchmarking Extraction Benchmarking
23
KTM 5.5 Separation Benchmarking

Separation Benchmark Document Separation Test
24

Golden Files Extraction Benchmarking
Separation Benchmark
Golden Batch
25

Separation Benchmark How can a Golden Batch be created? Kofax Capture (before Export Connector) KTM Project Builder
26

27

Separation Benchmark Quality?
Correct Documents Rejected Documents Incorrect Documents
Incorrectly classified Additional splits Missed splits
False Postive
But confidently Document Review...? The worst of all three categories
28
KTM 5.5 Classification Benchmarking

Classification Benchmark
29

30

31

32

33
KTM 5.5 Extraction Benchmarking

Extraction Benchmark
Slide 34 34
KTM 5.5- Extraction Benchmarking

Extraction Benchmark
EV = Extracted Value EV = GFV EV = GFV EV GFV EV GFV
GFV = Golden File Value (perfect file) Super Work Work False positives
Project quality Project design
Slide 35 35
KTM 5.5 Extraction Benchmarking

Extraction Benchmark - Comparison
36
KTM 5.5 Extraction Benchmarking Extraction Benchmark - Enhancements Selection List
Sorting
By Column Content By Status
Open in Document Viewer Re-arrange columns
37
Project Merge Tool

Productivity Enhancements Design Time
KTM 5.5 Project Merge Tool

Multiple Users One Project
39

Project Master
40

Copy the Project Master for each aditional user
41

Project Master
42

Copy 1
43

Copy 2
44

Merge Copy 1
45

Source and Destination projects
46

Select Classes
47

Summary
48

Save changes to destination project (Project Master)
49

Merge Copy 2
50

Source and Destination projects
51

Select Classes
52

Summary
53

Save changes to destination project (Project Master)
54

Project Master after merging
55

Elements that can be merged...
Classes Validation Forms Fields Locators Validation Rules Script Localization
56
57

Elements
58
59
60
61
62
63
64

Summary
65

Save changes
66

The merged project
67
Localisation
KTM 5.5 Localisation

KTM Languages
English
German
69

Additional KTM Languages # 1 2 3 4 5 6 7 8 9 Language Pack Brazilian Chinese Czech French Italian Japanese Polish Russian Spanish Language ID pt-BR zh-CN cs fr it ja pl ru es sv-SE
10 Swedish
70

Additional KTM Languages Graphic User Interface Project Builder and runtime modules
Component based messages KTM Server
Documentation
(runtime modules and Userguide.pdf)
1. 2. 3. 4.
Document Review Correction Validation Verification
71

Project Settings - Localization
72

Project Settings - Localization
73

.Net concept
Primary language
English English (United Kingdom) English (United Stated)
en en-UK en-US
Secondary language
74

Fall back principle
75

Fall back principle
Localise
Primary Secondary language translation?
Yes
No
Primary language translation?
Yes
No Use default value for display name Use translation value for display name
End
76

KTM GUI, Server and Active Language
77

KTM GUI Language, Server and Active Language
The Project.ActiveLanguage overrides the Region and Language settings
78

Summary KTM Graphic User Interface language KTM Server language Project language (Project.ActiveLanguage)
79

What can be localised?
KTM Element Fields Table Columns Formatting Methods Validation Methods

Validation Form
Yes/No
Note
Component messages used Regular Expression only Component messages used

Tab captions Field label Simple label Button captions DB button captions Group captions Script Resources
80

Fields
81

Tables
82

Project Script Resources
83

Project Script Resources
Project.Resources.GetString("Error_Example")
84

KTM project folder structure Default language in *.fpr file
Additional languages
Document Review Localised languages
Default language
85

Localisation.xml
External editor Language ID Example: Field Default value Localised translation

86

XML Update
87

Project design language
88
Thin Client Enhancements

KTM TC 5.5 Improvements

New and Improved Functionality Inside KTM TC 5.5
Validation Form Layouts
Annotations
Additional Batch Editing Operations User Settings Advanced Login Capabilities Combo-boxes With Descriptions Combo-boxes Inside Tables Other Small Things
90

Support Validation Form Layouts
Different font types and sizes
Mini-viewers
Custom buttons Location of fields Anchoring Layout localization
91

Support Annotations
Display annotations created by KTM modules
Create new annotations inside Thin Client

Edit annotations Delete annotations Move annotations Hide/Display annotations
92

Additional Batch Editing Operations Delete pages Move, merge, delete documents Move, merge, delete, split, create folders
93

Preserve User Settings
User name at login screen Batch Open dialog box: size, columns, sorting settings Panels: size, expanded states Zoom settings: fit width, fit height, custom zoom Annotation settings: hide/display annotations
94

Advanced Login Capabilities Domain login for linked users Single sign-on support for Active Directory users
95

Combo-boxes Inside Tables, Items With Descriptions
Display descriptions, values or both Support empty strings consistently for all combo-boxes Paging control for over 100 items Type-ahead filtering capabilities New script events to initialize scripted combo-boxes
96

Other Small Things
Batch loading performance improvements (project caching) PDF support Reject/Unreject documents support scripting on the server Allow to install Thin Client Server on top of previous version Propagate user changes in config files to a new version
97
Q&A
For further information, please contact: Bo Jin Sr. Solution Architect Phone: +41 41 799 82 30 Email: Bo.Jin@Kofax.com Fatih Karaoglu Sr. Solution Architect Phone: +41 41 799 82 36 Email: Fatih.Karaoglu@Kofax.com

16.45-17.45 KTM Advanced Technical Track

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Kofax Transformation Modules Advanced Track & Whats new in KTM

Bo Jin Sr. Solution Architect

Fatih Karaoglu Sr. Solution Architect

Project Merge Tool

New Utility for Clustering Unknown Documents

What does the Kofax Clustering Utility do?

to provide samples for each class.

What does the Kofax Clustering Utility do?

to provide samples for each class.

What does the Kofax Clustering Utility do?

Utility learns from labeling and pre-sorts again

What does the Kofax Clustering Utility do?

customers monthly mailroom volume

KTM (5.5 SP2) must be installed to use Clustering Utility.

Hardware requirements same as for KC/KTM

Step by Step KTM OCR Server

Enable Save XDoc files and

Save text files

Step by Step Kofax Clustering Utility

Step by Step Kofax Clustering Utility

You see the most representative document of each cluster

Step by Step Kofax Clustering Utility

Step by Step Kofax Clustering Utility

discovered or continue until all documents are discovered

remaining documents are likely in very small clusters

Step by Step Kofax Clustering Utility

Examine the categories for consistency

Step by Step Kofax Clustering Utility

Step by Step Kofax Clustering Utility

Sub directories will be created for each category/label

files are used to train KTM content classification later

Importing into KTM

settings to exported directory

Importing into KTM

Select Train in Project Builder main menu

Importing into KTM

KTM 5.5 Benchmarking

KTM 5.5 Separation Benchmarking

KTM 5.5 Separation Benchmarking

KTM 5.5 Separation Benchmarking

KTM 5.5 Separation Benchmarking

KTM 5.5 Separation Benchmarking

But confidently Document Review...? The worst of all three categories

KTM 5.5 Classification Benchmarking

KTM 5.5 Classification Benchmarking

KTM 5.5 Classification Benchmarking

KTM 5.5 Classification Benchmarking

KTM 5.5 Classification Benchmarking

KTM 5.5 Extraction Benchmarking

KTM 5.5- Extraction Benchmarking

EV = Extracted Value EV = GFV EV = GFV EV GFV EV GFV

Project quality Project design

KTM 5.5 Extraction Benchmarking

KTM 5.5 Extraction Benchmarking Extraction Benchmark - Enhancements Selection List

Open in Document Viewer Re-arrange columns

Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool

KTM 5.5 Project Merge Tool