Kofax Transformation Modules 5. Module 2 – Product Overview презентация

Module 2 – Product Overview

Training Module Overview What is KTM? Structured, semi-structured and unstructured documents Classification, separation and extraction Kofax product differentiation Licensing Program Group components Integration with Kofax Capture

What is KTM? KTM is a classification, separation and extraction “transformation” product for Kofax Capture (a suite of custom module add-ons) Although somewhat new to Kofax Capture, the product was introduced as Ascent Xtrata Pro 3.0. The product has now been rebranded as Kofax Transformation Modules, and this version is a 5.x release. Supports classification and extraction of structured, semi-structured and unstructured documents. Platform for delivering pre-configured, out-of-the-box solutions Offers learn-by-example extraction as well as numerous other methods to automatically extract data from documents Invoice classification by image and instructions (rules).

Structured or Unstructured? KTM – Includes processing modules, a configuration application and several tools that work within Kofax Capture providing advanced document classification, separation, and extraction for structured, semi-structured and unstructured documents. It is optimized for invoice processing.

Definitions Classification – Distinguishing between different Document Types and Form Types. Separation – Creating boundaries between individual documents in a batch. Documents may be single-page or multi-page. Extraction – The process of automatically lifting data from a document using rules or zones along with the output from a recognition engine (OCR, OMR, barcode, etc). This data usually is output to a database or document management application for later retrieval.

Some of KTM’s Features Include… KCNS compatible Enterprise Option (High Availability) compatible Processes image (.tif) files 2 variations Invoice Projects Standard Projects Knowledge Bases Generic and Specific Knowledge Bases Country-specific Based on “on-line learning” Optional password protection “Professional” add-on available Includes advanced page classification and trainable document separation using the special “Project Planner” configuration tool Other standard features Database lookups Regular expression support Dictionary files Table recognition Scripting WinWrap Basic (similar to VBA) Language-specific support in OCR (ABBYY Fine Reader, RecoStar, AEG, Kadmos)

KTM 4.0 – New Features Multiple instances of the KTM Server module Classification and Separation Extraction Document Review module Correction module: character-based correction Multiple instances of the KTM Validation module KTM Verification module Trainable Group Locator SQL Server support for statistics export Specific on-line learning for tables Page-level and zonal image cleanup Trainable Document Separation (Professional Version only)

KTM 4.5 – New Features Manual anchors for field registration Web Validation and Verification modules Arabic OCR engine (right  left) Upgraded ABBYY OCR engine Integrated A2iA engine for cursive text and check recognition Database (SQL and ODBC) lookup utility Metadata-driven application setup Vendor Locator Invoice Evaluator Country-specific settings and generic knowledge bases Purchase order line item matching

KTM 5.0 – New Features Document Routing Batch Restructuring Multi Processor Support Thin client enhancements New Thin Client Correction Enhanced Thin Client Validation folder support batch editing multiple steps Enhanced Document Review Module Script support in Verification Miscellaneous other features New simplified licensing Cursive Full-page Recognition

Kofax Capture alone and with KTM Compared

Licensing New simplified licensing New base licensing scheme based on numbers of fields extracted 5-Fields Extraction Base License Unlimited Field Extraction Base License Both base licenses include Layout and content classification Fixed- and free-form extraction Invoice header and amount extraction (GLs/IHL) Keying modules (inc web clients)

Licensing – Add-ons New simplified licensing Add-ons Table Extraction Professional (Project Planner) Additional OCR engines (Kadmos) Check Recognition Cursive Field Recognition Cursive Full-Page Recognition Arabic OCR Invoice Add-On Pack (Vendor Locator & Invoice Evaluator) Invoice Line Items Matching Medical Claims Add-on Pack

Licensing - Features New simplified licensing

Licensing – New “Mix & Match” New simplified licensing ‘Mix-and-match’ possible Mixture of base license volumes for a single system 900k total volume = 300k 5-field extraction + 600k unlimited field extraction Different volumes for add-ons possible 30k Table Extraction + 120k Arabic OCR

Program Group Components

KTM Service Configuration

Project Builder

KTM License Utility

Project Planner (Requires Professional License)

KTM Server

KTM Document Review

KTM Correction

KTM Validation

KTM Verification

KTM Knowledge Base Learning Server

Knowledge Base Administrator

Image Classifier

OCR Server

XDoc Browser

Statistics Viewer

Kofax Capture Batch Workflow

Kofax Capture Integration

Demonstration