› Introduction to Auto KV Learning plugins

Introduction to Auto KV Learning plugins

Prerequisites

  • Before using this plugin, you must set up and configure your batch class.

  • Configure your batch class with Fuzzy DB, which is used to find the vendor. This information is used to create extraction templates based on user input in Validation. These rules are vendor-specific.

  • For the best results, use the Auto KV plugins with other Transact extraction capabilities, such as one of the following:

    • Key Value Extraction

    • Invoice Accelerator Batch Class (paid add-on)

Use cases

Here are some use cases that work well with the Auto KV plugins:

  • Invoices - where you have a lookup table for vendors

  • Shipping documents - where you have a lookup table for shipping companies

  • Insurance statements - where you have a lookup table for insurance providers

  • Purchase orders - where you have a lookup table of your existing customers

Limitations

The Auto KV plugins do not currently support table extraction.