Trainable invoice header fields
The following header fields are trainable and are supported by extraction online learning.
When Kofax AP Agility is first installed, the out-of-the-box extraction of the trainable fields is not perfect. However, because these fields are trainable, the extraction of these fields can improve over time. This happens automatically whenever a Validation activity user makes changes to one of the trainable fields. That document with the modified fields is added to the extraction training set so that the next time a document from that vendor is processed, the extraction results improve. Subsequent training documents are collected until extraction for that vendor is consistent and successful.
For example, an invoice for a new Vendor is processed, but it has the InvoiceDate and InvoiceNumber in the top-left corner. All other documents that are successfully processed have these fields in the upper-right corner. During extraction, both InvoiceDate and InvoiceNumber are successfully extracted, but their location means that their confidence is low. As a result, this document is routed to the Validation activity so that a user can review these fields. After the Validation activity user has confirmed these fields, that document is copied to the extraction training set. The next time a document is processed for that vendor, it is extracted with more confidence. This is because training documents are used during extraction to improve results.
For more information about Online Learning and how to maintain and train documents, refer to "Extraction Online Learning" in the Transformation Designer Help.
If you are using Kofax TotalAgility 7.5.0 or a later version, consider using the Limited to Online Learning access mode for Transformation Designer. This restricts a user to activities required for online learning management only. All other configuration settings are disabled. For more information on this access mode, refer to the TotalAgility Designer Help.