Welcome > Settings menu > Invoice Processing > Global Settings > Custom Extraction Profiles tabs > Evaluation Profiles

Evaluation Profiles

These settings are used to extract alternatives for the field labels as part of the Custom 1 to Custom 5 extraction fields. For more information on how to use custom extraction fields, refer to Predefined Custom Fields.

Each set of keywords and phrases is referred to as an evaluation profile.

It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.

The table has a composite key formed by the combination of the Evaluation Profile ID and the Index ID. This is because alternatives may be evaluated using multiple keywords and phrases.

Evaluation profiles are assigned to extraction profiles via the Evaluation Profile ID setting in the Settings > Invoice Processing > Global Settings > Custom Extraction Profiles > Extraction Profiles.

Important Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following column settings are available.

Evaluation Profile ID

The unique ID given to the evaluation profile by the system.

Index ID

The index ID given to each format string that is used to generate alternatives for the field.

The Index ID is unique per Evaluation Profile ID.

Context

A word or phrase that is used to help identify the correct alternative for the field result.

Ignore Characters

A list of characters that are allowed to appear in an alternative at any position. The system should be tolerant of these characters when generating alternatives.

For example, hyphens or periods. This list does not need to be comma-separated.

Strong

If selected, the specified keyword or phrase increases the chances of an alternative being found.

The following buttons are available at the bottom of the window.

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click this button to open the Evaluation Profile - Edit window.

Add

Adds an entry to the table.

Click this button to open the Evaluation Profile - New window.

Copy

Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.

Click to make a copy of the selected table entry and open the Evaluation Profile - New window.

Delete

Click to remove the selected entry from the table, but after confirmation only.