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PartnerConnect Deutschland
                               Frankfurt, 31. Januar 2013



Kofax Transformation Modules –
Expertenforum & Neuigkeiten in KTM?
Stephan Mayer / Stefan Skrok
Presales EMEA
Agenda



 How to build a successful KTM project?



 New features in KTM




                                  2
Advanced Track & What’s new in KTM - Overview

 On Ramp                                        KTM for Forms
   KIC - PDF and Color Documents                  Kofax Capture Add On – Features


 Productivity Enhancements – Design Time        Technology Enhancements
   Benchmarking                                   Trainable Document Seperation
           Separation                             LimLoc Enhancements
           Classification
                                                   Kofax Search and Matching Server
           Extraction
                                                   Mix Print Detection
      Knowledge Base Conflict Management
                                                   Clustering Utility
      Project Merge Tool
      Project Builder –Test Documents
      New Xdoc Browser



 Productivity Enhancements – Users              This and That
   Localisation                                   Recostar 5
   Thin Client Enhancements                       Normalization
   Field and Table Drop Down Lists                Format Locator Enhancements
   Sticky Notes (Annotations)                     Locator Dialog - Testing
   Advanced Routing                               Script
   Docking and Zooming                            Rotation



                                            3
The Golden Rule of KTM




     Automation?
   (i.e. how much data is
  extracted automatically)



   User productivity?
 (i.e. how many docs can a
    user process per hour)

                         4
The Fallacy of OCR Accuracy

 What OCR accuracy do you have?

 What is the straight-through processing rate?

 How much can we automate?

 85% straight-through processing

    23 fields → 99.29% field accuracy

    6 chars/field → 99.89% character accuracy

    What is the cost of the other 15%?

 You will lose this deal against an OCR Provider because this
   deal is being fought over features and tech, and not business
   value




                                    5
User Productivity Example




                                       Große Supermarkt-
                                       kette in der Türkei




Pan European Wholesaler                invoices/person/day   Improvement
Before Kofax                                  800
After 3 months of Automation                  1200              50%
After 2 weeks of „user productivity“         >2000           66% (150%!)



                                        6
What are the goals of a KTM Project?

 Every KTM project can be reduced to the following goal

    Increase documents/person/hour.

       Decrease clicks/document.

       Can a user correct a problem faster than your complex
         solution?
 The goal is not

    Perfect OCR

    Perfect UI



 Be guided by simplicity, order, speed

 Do not chase accuracy, chase docs/person/hour.


                                   7
Anyone can do KTM


                Classify
                Separate
                 Folder
                 Extract
                Validate
                Learning
                    8
All you need is paper and highlighters



      Classify
      Separate
       Folder
       Extract
      Validate
                              9
Build a Benchmark

    Add the Fields you need

    Classify (F5)

    Validate (F8)

    Save Xdocs (      )
    Train Xdocs (F10)

    Train Project (       )
    Tools/ExtractionBenchmark
      /AllClasses
    Save Benchmark

    Open in Microsoft Excel




                                 10
Goals of every KTM Project


1. Human Productivity
2. Eliminate False Positives
   bad data leaving Kofax
3. Reduce False Negatives
   user pressing ENTER
4. Few True Negatives
   OCR Accuracy, Database problems &
   learning
                             11
Benchmark Before




                   12
Benchmark During




                   13
Benchmark After




                  14
How to improve extraction quality beyond just OCR?

 We probably have much of the
  information to be extracted in our
  dictionaries/databases already!




                                   15
Database Matching




%


                    Slide 16
Kofax Clustering Utility
New Utility for Clustering Unknown Documents

 What it does

 Requirements

 Step-by-step

 Importing into KTM




                            18
What does the Kofax Clustering Utility do?

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




                                  19
What does the Kofax Clustering Utility do?

 When configuring KTM content classification, the customer needs
  to provide samples for each class.
 What customers usually provide:




                                    20
What does the Kofax Clustering Utility do?

 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




                                    21
What does the Kofax Clustering Utility do?

 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
     customer’s monthly mailroom volume


 enhancing a KTM project

   Customer adds new classes to project and needs samples for
     classification




                                 22
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.




                                    23
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




                                       24
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




                                    25
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




                                      26
Step by Step – Kofax Clustering Utility

 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




                                  27
Step by Step – Kofax Clustering Utility

 2. Discovery




                              28
Step by Step – Kofax Clustering Utility

 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




                                   29
Step by Step – Kofax Clustering Utility

 3. Review

   Sort by categories (labels)

   Examine the categories for consistency

   Confirm some documents if you want to cluster again




                                  30
Step by Step – Kofax Clustering Utility

 3. Review




                              31
Step by Step – Kofax Clustering Utility

 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




                                     32
Importing into KTM

 In Project Builder, point New Project dialog Content Classifier
   settings to exported directory
 Select „Discovered documents“ sub directory




                                    33
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)




                                    34
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.



                             35
KTM for Forms
Kofax Transformation Modules vs Xtrata

 Kofax Transformation
   for fixed-form and free-form documents,
 Xtrata
   limited to fixed forms only.

 KTM key applications:
   Automatic Indexing for Archive.
   Workflow (Mailroom) Automation.
   Forms Processing.
   Accounts Payable Automation.
   Automatic Document Separation.
   Records management.

 Xtrata key applications
   forms processing only.



                                    37
Kofax Transformation Modules vs Xtrata

Advantages of using KTM for forms processing applications


 Ability to perform database matching to improve extraction rates -
   improves ROI.
 More powerful and flexible validation interface (with Xtrata you have to
   use the KC validation module) - improves productivity.
 More classification methods, i.e. layout and context vs layout only in
   Xtrata – improves classification accuracy (requires Full Base license)
 Scripting for more advanced applications - improves flexibility.




                                        38
KTM for Forms

 Basic Information

    http://www.kofax.com/downloads/datasheets/ds-kc10-license-
      update-en.pdf


 Features

    Layout-based classification

    Unlimited extraction fields

    Advanced Zone Locator

    Barcode Locator

    ABBYY FineReader OCR

    Document Review (thick client)

    Validation, Verification, Correction (thick and thin client)


                                         39
Not supported in KTM for Forms

 All locators not mentioned in the previous question

 Content based classification

 Any OCR besides Abbyy

 Trainable Document Separation




                                       40
KTM 5.5 – On Ramp
KTM 5.5 – On Ramp

             Kofax Capture
                 Scan
 Scan




                                                                             Business Processes
                                             Kofax




                                                          Export Connector
                                         Transformation
 Fax                                        Modules
                Kofax                     Native PDF
               Capture                      Support
 Email         Import
              Connector

 Folder



 Web
 service
                       Original Format



                               42
KTM 5.5 – PDF




                          Supports Advanced     Supports Color
                           Binarization for full
                          compatibility with all
                             KTM functions



                                                 Advanced Binarization
           Supports PDF                          settings at project level




                                  43
KTM 5.5 – PDF



                Extracts “perfect” original
                      PDF text layer.
                    No OCR required!



                                              Image layer
                                               is ignored!




                     Page 44
Productivity Enhancements – Design Time
KTM 5.5 – Benchmarking
 Separation Benchmarking
 Classification Benchmarking
 Extraction Benchmarking




                                46
KTM 5.5 – Separation Benchmarking

 Separation Benchmark Document Separation Test




                                  47
KTM 5.5 – Separation Benchmarking
                             Golden Files – Extraction Benchmarking
 Separation Benchmark   Separation Benchmark




     Golden Batch



                                   48
KTM 5.5 – Separation Benchmarking
 Separation Benchmark
   How can a Golden Batch be created?
      Kofax Capture (before Export Connector)
      KTM Project Builder




                                     49
KTM 5.5 – Separation Benchmarking
 Separation Benchmark




                          50
KTM 5.5 – Separation Benchmarking
 Separation Benchmark – Quality?

             Correct Documents               
             Rejected Documents              
             Incorrect Documents                      False Postive
               Incorrectly classified        But confidently

               Additional splits             Document Review...?

               Missed splits                 The worst of all three categories




                                        51
KTM 5.5 – Classification Benchmarking
 Classification Benchmark




                             52
KTM 5.5 – Classification Benchmarking
 Classification Benchmark




                             53
KTM 5.5 – Classification Benchmarking
 Classification Benchmark




                             54
KTM 5.5 – Classification Benchmarking
 Classification Benchmark




                             55
KTM 5.5 – Classification Benchmarking
 Classification Benchmark




                             56
KTM 5.5 – Extraction Benchmarking
 Extraction Benchmark




     Slide 57
                            57
KTM 5.5- Extraction Benchmarking
 Extraction Benchmark



                EV = Extracted Value     GFV = Golden File Value (perfect file)

                              EV = GFV          Super

                              EV = GFV          Work

                              EV ≠ GFV          Work

                              EV ≠ GFV          False positives




                                                                  Project quality
                                                                  Project design


     Slide 58
                                           58
KTM 5.5 – Extraction Benchmarking
 Extraction Benchmark - Comparison




                                 59
KTM 5.5 – Extraction Benchmarking
 Extraction Benchmark - Enhancements
   Selection List



   Sorting
      By Column Content
      By Status


   Open in Document Viewer


   Re-arrange columns

                                60
Productivity Enhancements -
Conflict Management
KTM 5.5 – Conflict Management
 Resolve conflicts...




                          62
KTM 5.5 – Conflict Management
 Resolve Conflicts Dialogue




                               63
KTM 5.5 – Conflict Management
 Toolbar

   Navigate between conflicts
   Synchronize Zoom
   Show All Fields




                                 Page 64
KTM 5.5 – Conflict Management

 A Conflict Document
   Delete document
   Delete field
   File name
   Page navigation
   Conflicting field
   Field area on document




                             Page 65
KTM 5.5 – Conflict Management
 Progress / Summary




                          66
KTM 5.5 – Conflict Management
 Delete field




                          67
KTM 5.5 – Conflict Management
 Resolve conflict – Select the correct value with the mouse




                                   68
KTM 5.5 – Conflict Management
 Resolve Conflicts




                          69
Productivity Enhancements
Project Merge Tool
KTM 5.5 – Project Merge Tool
 Multiple Users – One Project




                                 71
KTM 5.5 – Project Merge Tool
 Project Master




                           72
KTM 5.5 – Project Merge Tool
 Copy the Project Master for each aditional user




                                   73
KTM 5.5 – Project Merge Tool
 Project Master




                           74
KTM 5.5 – Project Merge Tool
 Copy 1




                           75
KTM 5.5 – Project Merge Tool
 Copy 2




                           76
KTM 5.5 – Project Merge Tool
 Merge Copy 1




                           77
KTM 5.5 – Project Merge Tool
 Source and Destination projects




                                    78
KTM 5.5 – Project Merge Tool
 Select Classes




                           79
KTM 5.5 – Project Merge Tool
 Summary




                           80
KTM 5.5 – Project Merge Tool
 Save changes to destination project (Project Master)




                                   81
KTM 5.5 – Project Merge Tool
 Merge Copy 2




                           82
KTM 5.5 – Project Merge Tool
 Source and Destination projects




                                    83
KTM 5.5 – Project Merge Tool
 Select Classes




                           84
KTM 5.5 – Project Merge Tool
 Summary




                           85
KTM 5.5 – Project Merge Tool
 Save changes to destination project (Project Master)




                                   86
KTM 5.5 – Project Merge Tool
 Project Master after merging




                                 87
KTM 5.5 – Project Merge Tool
 Elements that can be merged...




         Classes

         Validation Forms

         Fields
         Locators

         Validation Rules

         Script

         Localization




                                   88
KTM 5.5 – Project Merge Tool




                           89
KTM 5.5 – Project Merge Tool
 Elements




                           90
KTM 5.5 – Project Merge Tool




                           91
KTM 5.5 – Project Merge Tool




                           92
KTM 5.5 – Project Merge Tool




                           93
KTM 5.5 – Project Merge Tool




                           94
KTM 5.5 – Project Merge Tool




                           95
KTM 5.5 – Project Merge Tool




                           96
KTM 5.5 – Project Merge Tool
 Summary




                           97
KTM 5.5 – Project Merge Tool
 Save changes




                           98
KTM 5.5 – Project Merge Tool
 The merged project




                           99
Productivity Enhancements
xDoc Browser
KTM 5.5 – xDoc Browser
 Design Time Enhancement

   Shows more xDoc Structure

      Representation
        • Boxes (used for Mixed Print recognition)
      Annotations (Sticky Notes)

      XValues

   Helps the user to learn the KTM COM object

   Useful assistance for scripting




                                        101
KTM 5.5 – Project Builder – Test Documents
 Additional Project Builder Enhancements

   Open xDoc in Xdoc Browser from Project Builder




                                 102
KTM 5.5 – Project Builder – Test Documents
 Additional Project Builder Enhancements

   Show selected document(s) in Windows Explorer




                                 103
KTM 5.5 – Project Builder – Test Documents
 Additional Project Builder Enhancements

   Choose Details...




                                 104
KTM 5.5 – xDoc Browser
 New look




                         105
KTM 5.5 – xDoc Browser




                         Refresh

                         Document List

                         Previous / Next Document

                         Previous / Next Page

                         Zooming

                         Highlighting On/Off

                         Annotations On/Off




                             106
KTM 5.5 – xDoc Browser
 Refresh




                         107
KTM 5.5 – xDoc Browser
 Highlighting




                         108
KTM 5.5 – xDoc Browser
 Annotations




                         109
KTM 5.5 – xDoc Browser
 XValues




                         110
KTM 5.5 – xDoc Browser
 XValues
  1.    AC_BATCH_NAME - Batch Name (read-only)
  2.    AC_BATCH_CLASS_NAME - Batch Class Name (read-only)
  3.    AC_BATCH_PRIORITY - Priority (read/write)
  4.    AC_BATCH_DIRECTORY - ImageDirectory (read-only)
  5.    AC_BATCH_EXTERNAL_BATCHID - ExternalBatchID (read-only)
  6.    AC_BATCH_GUID - BatchGUID (read-only)
  7.    AC_BATCH_CREATIONDATETIME - BatchCreationDateTime (read-only)
  8.    AC_BATCH_CREATIONSITENAME - CreationSiteName (read-only)
  9.    AC_BATCH_CREATIONUSERID - CreationUserID (read-only)
  10.   AC_BATCH_OPERATORUSERID - OperatorUserID (user ID of last batch history entry) (read-only)
  11.   AC_BATCH_USERID - UserID (read-only)
  12.   AC_BATCH_USERNAME - UserName (read-only)
  13.   AC_BATCH_WINDOWSUSERNAME - WindowsUserName (read-only)
  14.   AC_FIELD - Kofax Capture document fields (read only)
  15.   AC_TABLE - Kofax Capture table fields (read only)
  16.   AC_FORMTYPE - Kofax Capture form type (read only)
  17.   AC_CSS - Kofax Capture Custom Storage String at document level
  18.   AC_CSS_PAGE<n> - Kofax Capture Custom Storage String at page level
  19.   AC_REJECTED_DOCUMENT - Indicates if the document has been rejected in Kofax Capture
  20.   AC_REJECTED_DOCUMENT_NOTE - The rejection note
  21.   AC_REJECTED_PAGE<n> - Rejected page
  22.   AC_REJECTED_PAGE_NOTE<n> - Rejected page note




                                                    111
KTM 5.5 – xDoc Browser
 Copy Text to Clipboard




        pXDoc.Locators.ItemByName("LineItems").Alternatives(0).Table


                                           112
Productivity Enhancements
Localisation
KTM 5.5 – Localisation
 KTM Languages




   English




   German



                         114
KTM 5.5 – Localisation
 Additional KTM Languages
#   Language Pack                       Language ID
1   Brazilian                           pt-BR
2   Chinese                             zh-CN
3   Czech                               cs
4   French                              fr
5   Italian                             it
6   Japanese                            ja
7   Polish                              pl
8   Russian                             ru
9   Spanish                             es
10 Swedish                              sv-SE




                             Page 115
KTM 5.5 – Localisation
 Additional KTM Languages
   Graphic User Interface
      Project Builder and runtime modules


    Component based messages
       KTM Server



    Documentation
     (runtime modules and Userguide.pdf)
         1.   Document Review
         2.   Correction
         3.   Validation
         4.   Verification




                                           116
KTM 5.5 – Localisation
 Project Settings - Localization




                                    117
KTM 5.5 – Localisation
 Project Settings - Localization




                                    118
KTM 5.5 – Localisation
 .Net concept




   Primary language     English                    en

                         English (United Kingdom)   en-UK
   Secondary language
                         English (United Stated)    en-US


                                   119
KTM 5.5 – Localisation
 Fall back principle




                         120
KTM 5.5 – Localisation
 Fall back principle

                            Localise




                     Primary – Secondary                      Yes
                     language translation?


                                  No


                                                              Yes
                        Primary language
                           translation?



                                  No

                Use default value for display name         Use translation value for display name




                                                     End




                                                     121
KTM 5.5 – Localisation
 KTM GUI, Server and Active Language




                               122
KTM 5.5 – Localisation
 KTM GUI Language, Server and Active Language




         The Project.ActiveLanguage overrides the Region and Language settings




                                          123
KTM 5.5 – Localisation
   Summary
   KTM Graphic User Interface language
   KTM Server language
   Project language (Project.ActiveLanguage)


                                  -
                                  -
                                  -
                                   124
KTM 5.5 – Localisation
 What can be localised?


           KTM Element      Yes/No                  Note
       Fields                 
       Table Columns          
       Formatting Methods              Component messages used
       Validation Methods              Regular Expression only
                                        Component messages used
       Validation Form                 Tab captions
                                        Field label
                                        Simple label
                                        Button captions
                                        DB button captions
                                        Group captions
                                        Script Resources



                                  125
KTM 5.5 – Localisation
 Fields




                         126
KTM 5.5 – Localisation
 Tables




                          127
KTM 5.5 – Localisation
 Project – Script Resources




                               128
KTM 5.5 – Localisation
 Project – Script Resources




                Project.Resources.GetString("Error_Example")




                                     129
KTM 5.5 – Localisation
 KTM project folder structure
 Default language in *.fpr file



 Additional languages




                                         Document Review
                                         Localised languages




                                         Default language



                                   130
KTM 5.5 – Localisation
 Localisation.xml




       External editor
       Language ID
       Example: Field
        • Default value
        • Localised translation

                                  131
KTM 5.5 – Localisation
 XML Update




                         Page 132
KTM 5.5 – Localisation
 Project design language




                            133
Productivity Enhancements Thin Client
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




                                 135
KTM TC 5.5 Improvements
 Support Validation Form Layouts



 Different font types and sizes

 Mini-viewers

 Custom buttons

 Location of fields

 Anchoring

 Layout localization




                                   136
KTM TC 5.5 Improvements
 Support Annotations



 Display annotations created by KTM modules

 Create new annotations inside Thin Client

 Edit annotations

 Delete annotations

 Move annotations

 Hide/Display annotations




                                  137
KTM TC 5.5 Improvements
 Additional Batch Editing Operations


 Delete pages
 Move, merge, delete documents
 Move, merge, delete, split, create folders




                                    138
KTM TC 5.5 Improvements
 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




                                    139
KTM TC 5.5 Improvements
 Advanced Login Capabilities


 Domain login for linked users
 Single sign-on support for Active Directory users




                                   140
KTM TC 5.5 Improvements
 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




                                    141
KTM TC 5.5 Improvements

 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




                                      142
Productivity Enhancements -
Advanced Routing
KTM 5.5 – Advanced Routing

 Batch routing was new in KTM 5.0 with KC 9.0
 Kofax Catpture Service Packs allow more functionality:
   KTM 5.0
       Batch Routing (routing of documents) is available in KC 9
       Batch Routing (routing of folders) is available with KC 9 SP1
   KTM 5.5
       Assigning a new batch class to the child batches. KC 9 SP2 required




                                       144
KTM 5.5 – Advanced Routing
 Setting an XValue assigns a new batch class to a child batch:
      KTM_DOCUMENTROUTING_NEWBATCHCLASS_<PlaceHolder>




                                   Page 145
Technology Enhancements -
TDS / Project Planner
KTM 5.5 – TDS Enhancements
 KTM AFC – Documents                         • AFC or SVM




 KTM 5.5 AFC - Pages                         • TDS Separation
                                                Algorythm unchanged
                  1st                         • Re-use training sets
                                                  SVM        AFC
                        Middle

                                 Last



                                              • Re-build model

                                        147
KTM 5.5 – TDS Enhancements
 SVM vs AFC                    Training Set

                      100,000    30,000        100 doc.
                       pages      docs          types




   SVM




   AFC




   Similar accuracey, but the AFC produces fewer missed splits

   AFC allows for more frequent benchmarking
    Page 148
                                      148
Technology Enhancements –
Line Item Matching
KTM 5.5 – Line Item Matching Locator

 Use cases for new features:

  1.   Multi PO discovery
  2.   Online Learning
  3.   Release Matching information to ERP
  4.   Getting more data




                                 150
KTM 5.5 – Line Item Matching Locator
• Multi PO discovery


                                        

                                        
                            151
KTM 5.5 – Line Item Matching Locator
     KTM 5.0

KTM Server                  Validation clerk   KTM KB
                                               Learning Server

               Marked for
               Learning                                Learned




     KTM 5.5

KTM Server                  Validation clerk   KTM KB
                                               Learning Server

               Marked for   Marked for
               Learning     Learning                   Learned




Slide 152
                                         152
KTM 5.5 – Line Item Matching Locator
 Match Remarks
   Information about Under-/Over delivery, Ambiguous matches,
     etc. are now stored in new global column for Match Remarks




                                 153
KTM 5.5 – Line Item Matching Locator
   Additional columns
     Table Locator can be used to find additional columns on the
        invoice (e.g. Supplier Article code)




 LIM Loc as input to Table Locator

Table Header pack for column
detection




                                      154
KTM 5.5 – Line Item Matching Locator
 Additional columns

   Additional Database columns (e.g. Cost Center ID) can be copied to
     the XDoc Table




                                  155
Technology Enhancements
Kofax Search and Matching Server
(KSMS)
KTM 5.5 – Search and Matching Server




Business Value                         New in KTM 5.5
Faster client startup time – Instant   Client Server instead of local copy
feedback                               (No Loading Delay – No Local Memory
                                       Usage)
Access large enterprise DBs            Unlimited DB Size due to 64 bit support
                                       (50 Mio Records Tested)
Fast response time                     Multithreaded design with full support of
                                       multi core architecture
Industry standard connectivity         MS SQL, Oracle, ODBC and CSV
Low Maintenance                        Automatic DB Update Scheduler in
                                       background




                                       157
Technical Background
KTM Validation / KTM Server                   KSMS




                              Administrator


                                    158
Technical Background

 Instant access, no loading time
 Automatic update
 Direct access to databases
 Made for 64 bit systems and big databases
 Load balancing available
   Multiple KSMS Server
 Security
   Active Directory support
   Secure communication
 Administration through
  KTM remote or KTM local
  client possible
 Separate installer




                                 159
Kofax Search and Matching Server
 Enterprise Customer DB
                  KSMS Search Speed - 1 million records
                                    40,00


                                    35,00


                                    30,00
       Search Operations / second




                                    25,00


                                    20,00                                                                      Server (8 cores + HT)
                                                                                                               Server (24 Cores - no HT)

                                    15,00


                                    10,00


                                     5,00


                                     0,00
                                            0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24




                                                                               160
Technology Enhancements –
Mixed Print Detection
KTM 5.5 – Mixed Print Detection

 Use cases
  1. Mixture of OCR and ICR
  2. Signatures
  3. Read only with OCR or ICR
  4. Classification




                                 162
KTM 5.5 – Mixed Print Detection
 Recognition Profile - MixedPrint




                                           OCR recognition profile – full page only

                                           ICR recognition profile – full page or zonal


                                                   Mixed OCR and ICR
                                                   OCR or ICR

                                                   Threshold for ICR




                                     163
KTM 5.5 – Mixed Print Detection
 XDoc – Representation - Boxes




     • LongTag = 1 – ICR
     • LongTag = 2 – Signature
     • Boxes are not created for OCR




                                       164
KTM 5.5 – Mixed Print Detection
 XDoc – XValues




• PercentageHP_PageN: X%
Can be used for classification




                                 165
KTM 5.5 – Mixed Print Detection
 Example Project




                            166
This and That
KTM 5.5 – This and That

 Drop Down Boxes in Tables Cells
   Drop Down Boxes Description | Value
 RecoStar 5
 Normalization
 Format Locator Enhancements
 Locator Dialogue & Testing
 Sticky Notes (Annotations)
 Docking and Zooming
 Rotation
 Script




                               168
KTM 5.5 – This and That: Dropdown Boxes in Table Cells
 Validation Form Designer
 Validation Form
 Same script events as for normal combo boxes




                                169
KTM 5.5 – This and That: Recostar 5
 Country and Language




                            170
KTM 5.5 – This and That: Recostar 5
 Dictionaries




                            171
KTM 5.5 – This and That: Recostar 5
 Zonal




                            172
KTM 5.5 – This and That: Normalization
 Batch and Document structures
   Memory or on disk?




                                  173
KTM 5.5 – This and That: Format Locator Enhancements
 Use and Sorting




                           174
KTM 5.5 – This and That: Locator Dialogue & Testing




                                   
                              175
KTM 5.5 – This and That: Sticky Notes (Annotations)




                            176
KTM 5.5 – This and That: Sticky Notes (Annotations)
 Script events
   Application_AnnotationCreated
   Application_AnnotationSaved




                               177
KTM 5.5 – This and That: Docking and Zooming
 Allow user to change the view - True/False
 Docking




                                  178
KTM 5.5 – This and That: Docking and Zooming
 Allow user to change the view - True/False
 Docking
   The zoom value is stored seperately for [Left/Right] and [Top/Bottom]




                                       Top


                             Left     Fields    Right


                                     Bottom




                                        179
KTM 5.5 – This and That: Docking and Zooming
 Fit to Width




                           180
KTM 5.5 – This and That: Docking and Zooming




                           181
KTM 5.5 – This and That: Rotation
 Use case: User rights




                            182
KTM 5.5 – This and That: Rotation
 Project script: Document_XDocPageRotated




                               183
KTM 5.5 – This and That: Scripting
 Class Script
   ValidationForm_ButtonDialogClosed
   ValidationForm_AfterViewerLassoDrawn




                              184

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3.2 Kofax Partner Connect 2013 - Transformation Modules - Advanced Track and What Is New in KTM

  • 1. PartnerConnect Deutschland Frankfurt, 31. Januar 2013 Kofax Transformation Modules – Expertenforum & Neuigkeiten in KTM? Stephan Mayer / Stefan Skrok Presales EMEA
  • 2. Agenda  How to build a successful KTM project?  New features in KTM 2
  • 3. Advanced Track & What’s new in KTM - Overview  On Ramp  KTM for Forms  KIC - PDF and Color Documents  Kofax Capture Add On – Features  Productivity Enhancements – Design Time  Technology Enhancements  Benchmarking  Trainable Document Seperation  Separation  LimLoc Enhancements  Classification  Kofax Search and Matching Server  Extraction  Mix Print Detection  Knowledge Base Conflict Management  Clustering Utility  Project Merge Tool  Project Builder –Test Documents  New Xdoc Browser  Productivity Enhancements – Users  This and That  Localisation  Recostar 5  Thin Client Enhancements  Normalization  Field and Table Drop Down Lists  Format Locator Enhancements  Sticky Notes (Annotations)  Locator Dialog - Testing  Advanced Routing  Script  Docking and Zooming  Rotation 3
  • 4. The Golden Rule of KTM Automation? (i.e. how much data is extracted automatically) User productivity? (i.e. how many docs can a user process per hour) 4
  • 5. The Fallacy of OCR Accuracy  What OCR accuracy do you have?  What is the straight-through processing rate?  How much can we automate?  85% straight-through processing  23 fields → 99.29% field accuracy  6 chars/field → 99.89% character accuracy  What is the cost of the other 15%?  You will lose this deal against an OCR Provider because this deal is being fought over features and tech, and not business value 5
  • 6. User Productivity Example Große Supermarkt- kette in der Türkei Pan European Wholesaler invoices/person/day Improvement Before Kofax 800 After 3 months of Automation 1200 50% After 2 weeks of „user productivity“ >2000 66% (150%!) 6
  • 7. What are the goals of a KTM Project?  Every KTM project can be reduced to the following goal  Increase documents/person/hour.  Decrease clicks/document.  Can a user correct a problem faster than your complex solution?  The goal is not  Perfect OCR  Perfect UI  Be guided by simplicity, order, speed  Do not chase accuracy, chase docs/person/hour. 7
  • 8. Anyone can do KTM Classify Separate Folder Extract Validate Learning 8
  • 9. All you need is paper and highlighters Classify Separate Folder Extract Validate 9
  • 10. Build a Benchmark  Add the Fields you need  Classify (F5)  Validate (F8)  Save Xdocs ( )  Train Xdocs (F10)  Train Project ( )  Tools/ExtractionBenchmark /AllClasses  Save Benchmark  Open in Microsoft Excel 10
  • 11. Goals of every KTM Project 1. Human Productivity 2. Eliminate False Positives bad data leaving Kofax 3. Reduce False Negatives user pressing ENTER 4. Few True Negatives OCR Accuracy, Database problems & learning 11
  • 15. How to improve extraction quality beyond just OCR?  We probably have much of the information to be extracted in our dictionaries/databases already! 15
  • 18. New Utility for Clustering Unknown Documents  What it does  Requirements  Step-by-step  Importing into KTM 18
  • 19. What does the Kofax Clustering Utility do?  When configuring KTM content classification, the customer needs to provide samples for each class.  What KTM requires: 19
  • 20. What does the Kofax Clustering Utility do?  When configuring KTM content classification, the customer needs to provide samples for each class.  What customers usually provide: 20
  • 21. What does the Kofax Clustering Utility do?  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 21
  • 22. What does the Kofax Clustering Utility do?  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 customer’s monthly mailroom volume  enhancing a KTM project  Customer adds new classes to project and needs samples for classification 22
  • 23. 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. 23
  • 24. 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 24
  • 25. 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 25
  • 26. 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 26
  • 27. Step by Step – Kofax Clustering Utility  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 27
  • 28. Step by Step – Kofax Clustering Utility  2. Discovery 28
  • 29. Step by Step – Kofax Clustering Utility  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 29
  • 30. Step by Step – Kofax Clustering Utility  3. Review  Sort by categories (labels)  Examine the categories for consistency  Confirm some documents if you want to cluster again 30
  • 31. Step by Step – Kofax Clustering Utility  3. Review 31
  • 32. Step by Step – Kofax Clustering Utility  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 32
  • 33. Importing into KTM  In Project Builder, point New Project dialog Content Classifier settings to exported directory  Select „Discovered documents“ sub directory 33
  • 34. 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) 34
  • 35. 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. 35
  • 37. Kofax Transformation Modules vs Xtrata  Kofax Transformation  for fixed-form and free-form documents,  Xtrata  limited to fixed forms only.  KTM key applications:  Automatic Indexing for Archive.  Workflow (Mailroom) Automation.  Forms Processing.  Accounts Payable Automation.  Automatic Document Separation.  Records management.  Xtrata key applications  forms processing only. 37
  • 38. Kofax Transformation Modules vs Xtrata Advantages of using KTM for forms processing applications  Ability to perform database matching to improve extraction rates - improves ROI.  More powerful and flexible validation interface (with Xtrata you have to use the KC validation module) - improves productivity.  More classification methods, i.e. layout and context vs layout only in Xtrata – improves classification accuracy (requires Full Base license)  Scripting for more advanced applications - improves flexibility. 38
  • 39. KTM for Forms  Basic Information  http://www.kofax.com/downloads/datasheets/ds-kc10-license- update-en.pdf  Features  Layout-based classification  Unlimited extraction fields  Advanced Zone Locator  Barcode Locator  ABBYY FineReader OCR  Document Review (thick client)  Validation, Verification, Correction (thick and thin client) 39
  • 40. Not supported in KTM for Forms  All locators not mentioned in the previous question  Content based classification  Any OCR besides Abbyy  Trainable Document Separation 40
  • 41. KTM 5.5 – On Ramp
  • 42. KTM 5.5 – On Ramp Kofax Capture Scan Scan Business Processes Kofax Export Connector Transformation Fax Modules Kofax Native PDF Capture Support Email Import Connector Folder Web service Original Format 42
  • 43. KTM 5.5 – PDF Supports Advanced Supports Color Binarization for full compatibility with all KTM functions Advanced Binarization Supports PDF settings at project level 43
  • 44. KTM 5.5 – PDF Extracts “perfect” original PDF text layer. No OCR required! Image layer is ignored! Page 44
  • 46. KTM 5.5 – Benchmarking  Separation Benchmarking  Classification Benchmarking  Extraction Benchmarking 46
  • 47. KTM 5.5 – Separation Benchmarking  Separation Benchmark Document Separation Test 47
  • 48. KTM 5.5 – Separation Benchmarking Golden Files – Extraction Benchmarking  Separation Benchmark Separation Benchmark Golden Batch 48
  • 49. KTM 5.5 – Separation Benchmarking  Separation Benchmark  How can a Golden Batch be created?  Kofax Capture (before Export Connector)  KTM Project Builder 49
  • 50. KTM 5.5 – Separation Benchmarking  Separation Benchmark 50
  • 51. KTM 5.5 – Separation Benchmarking  Separation Benchmark – Quality? Correct Documents  Rejected Documents  Incorrect Documents  False Postive Incorrectly classified But confidently Additional splits Document Review...? Missed splits The worst of all three categories 51
  • 52. KTM 5.5 – Classification Benchmarking  Classification Benchmark 52
  • 53. KTM 5.5 – Classification Benchmarking  Classification Benchmark 53
  • 54. KTM 5.5 – Classification Benchmarking  Classification Benchmark 54
  • 55. KTM 5.5 – Classification Benchmarking  Classification Benchmark 55
  • 56. KTM 5.5 – Classification Benchmarking  Classification Benchmark 56
  • 57. KTM 5.5 – Extraction Benchmarking  Extraction Benchmark Slide 57 57
  • 58. KTM 5.5- Extraction Benchmarking  Extraction Benchmark EV = Extracted Value GFV = Golden File Value (perfect file) EV = GFV Super EV = GFV Work EV ≠ GFV Work EV ≠ GFV False positives Project quality Project design Slide 58 58
  • 59. KTM 5.5 – Extraction Benchmarking  Extraction Benchmark - Comparison 59
  • 60. KTM 5.5 – Extraction Benchmarking  Extraction Benchmark - Enhancements  Selection List  Sorting  By Column Content  By Status  Open in Document Viewer  Re-arrange columns 60
  • 62. KTM 5.5 – Conflict Management  Resolve conflicts... 62
  • 63. KTM 5.5 – Conflict Management  Resolve Conflicts Dialogue 63
  • 64. KTM 5.5 – Conflict Management  Toolbar  Navigate between conflicts  Synchronize Zoom  Show All Fields Page 64
  • 65. KTM 5.5 – Conflict Management  A Conflict Document  Delete document  Delete field  File name  Page navigation  Conflicting field  Field area on document Page 65
  • 66. KTM 5.5 – Conflict Management  Progress / Summary 66
  • 67. KTM 5.5 – Conflict Management  Delete field 67
  • 68. KTM 5.5 – Conflict Management  Resolve conflict – Select the correct value with the mouse 68
  • 69. KTM 5.5 – Conflict Management  Resolve Conflicts 69
  • 71. KTM 5.5 – Project Merge Tool  Multiple Users – One Project 71
  • 72. KTM 5.5 – Project Merge Tool  Project Master 72
  • 73. KTM 5.5 – Project Merge Tool  Copy the Project Master for each aditional user 73
  • 74. KTM 5.5 – Project Merge Tool  Project Master 74
  • 75. KTM 5.5 – Project Merge Tool  Copy 1 75
  • 76. KTM 5.5 – Project Merge Tool  Copy 2 76
  • 77. KTM 5.5 – Project Merge Tool  Merge Copy 1 77
  • 78. KTM 5.5 – Project Merge Tool  Source and Destination projects 78
  • 79. KTM 5.5 – Project Merge Tool  Select Classes 79
  • 80. KTM 5.5 – Project Merge Tool  Summary 80
  • 81. KTM 5.5 – Project Merge Tool  Save changes to destination project (Project Master) 81
  • 82. KTM 5.5 – Project Merge Tool  Merge Copy 2 82
  • 83. KTM 5.5 – Project Merge Tool  Source and Destination projects 83
  • 84. KTM 5.5 – Project Merge Tool  Select Classes 84
  • 85. KTM 5.5 – Project Merge Tool  Summary 85
  • 86. KTM 5.5 – Project Merge Tool  Save changes to destination project (Project Master) 86
  • 87. KTM 5.5 – Project Merge Tool  Project Master after merging 87
  • 88. KTM 5.5 – Project Merge Tool  Elements that can be merged... Classes Validation Forms Fields Locators Validation Rules Script Localization 88
  • 89. KTM 5.5 – Project Merge Tool 89
  • 90. KTM 5.5 – Project Merge Tool  Elements 90
  • 91. KTM 5.5 – Project Merge Tool 91
  • 92. KTM 5.5 – Project Merge Tool 92
  • 93. KTM 5.5 – Project Merge Tool 93
  • 94. KTM 5.5 – Project Merge Tool 94
  • 95. KTM 5.5 – Project Merge Tool 95
  • 96. KTM 5.5 – Project Merge Tool 96
  • 97. KTM 5.5 – Project Merge Tool  Summary 97
  • 98. KTM 5.5 – Project Merge Tool  Save changes 98
  • 99. KTM 5.5 – Project Merge Tool  The merged project 99
  • 101. KTM 5.5 – xDoc Browser  Design Time Enhancement  Shows more xDoc Structure  Representation • Boxes (used for Mixed Print recognition)  Annotations (Sticky Notes)  XValues  Helps the user to learn the KTM COM object  Useful assistance for scripting 101
  • 102. KTM 5.5 – Project Builder – Test Documents  Additional Project Builder Enhancements  Open xDoc in Xdoc Browser from Project Builder 102
  • 103. KTM 5.5 – Project Builder – Test Documents  Additional Project Builder Enhancements  Show selected document(s) in Windows Explorer 103
  • 104. KTM 5.5 – Project Builder – Test Documents  Additional Project Builder Enhancements  Choose Details... 104
  • 105. KTM 5.5 – xDoc Browser  New look 105
  • 106. KTM 5.5 – xDoc Browser Refresh Document List Previous / Next Document Previous / Next Page Zooming Highlighting On/Off Annotations On/Off 106
  • 107. KTM 5.5 – xDoc Browser  Refresh 107
  • 108. KTM 5.5 – xDoc Browser  Highlighting 108
  • 109. KTM 5.5 – xDoc Browser  Annotations 109
  • 110. KTM 5.5 – xDoc Browser  XValues 110
  • 111. KTM 5.5 – xDoc Browser  XValues 1. AC_BATCH_NAME - Batch Name (read-only) 2. AC_BATCH_CLASS_NAME - Batch Class Name (read-only) 3. AC_BATCH_PRIORITY - Priority (read/write) 4. AC_BATCH_DIRECTORY - ImageDirectory (read-only) 5. AC_BATCH_EXTERNAL_BATCHID - ExternalBatchID (read-only) 6. AC_BATCH_GUID - BatchGUID (read-only) 7. AC_BATCH_CREATIONDATETIME - BatchCreationDateTime (read-only) 8. AC_BATCH_CREATIONSITENAME - CreationSiteName (read-only) 9. AC_BATCH_CREATIONUSERID - CreationUserID (read-only) 10. AC_BATCH_OPERATORUSERID - OperatorUserID (user ID of last batch history entry) (read-only) 11. AC_BATCH_USERID - UserID (read-only) 12. AC_BATCH_USERNAME - UserName (read-only) 13. AC_BATCH_WINDOWSUSERNAME - WindowsUserName (read-only) 14. AC_FIELD - Kofax Capture document fields (read only) 15. AC_TABLE - Kofax Capture table fields (read only) 16. AC_FORMTYPE - Kofax Capture form type (read only) 17. AC_CSS - Kofax Capture Custom Storage String at document level 18. AC_CSS_PAGE<n> - Kofax Capture Custom Storage String at page level 19. AC_REJECTED_DOCUMENT - Indicates if the document has been rejected in Kofax Capture 20. AC_REJECTED_DOCUMENT_NOTE - The rejection note 21. AC_REJECTED_PAGE<n> - Rejected page 22. AC_REJECTED_PAGE_NOTE<n> - Rejected page note 111
  • 112. KTM 5.5 – xDoc Browser  Copy Text to Clipboard pXDoc.Locators.ItemByName("LineItems").Alternatives(0).Table 112
  • 114. KTM 5.5 – Localisation  KTM Languages  English  German 114
  • 115. KTM 5.5 – Localisation  Additional KTM Languages # Language Pack Language ID 1 Brazilian pt-BR 2 Chinese zh-CN 3 Czech cs 4 French fr 5 Italian it 6 Japanese ja 7 Polish pl 8 Russian ru 9 Spanish es 10 Swedish sv-SE Page 115
  • 116. KTM 5.5 – Localisation  Additional KTM Languages  Graphic User Interface  Project Builder and runtime modules  Component based messages  KTM Server  Documentation (runtime modules and Userguide.pdf) 1. Document Review 2. Correction 3. Validation 4. Verification 116
  • 117. KTM 5.5 – Localisation  Project Settings - Localization 117
  • 118. KTM 5.5 – Localisation  Project Settings - Localization 118
  • 119. KTM 5.5 – Localisation  .Net concept  Primary language English en English (United Kingdom) en-UK  Secondary language English (United Stated) en-US 119
  • 120. KTM 5.5 – Localisation  Fall back principle 120
  • 121. KTM 5.5 – Localisation  Fall back principle Localise Primary – Secondary Yes language translation? No Yes Primary language translation? No Use default value for display name Use translation value for display name End 121
  • 122. KTM 5.5 – Localisation  KTM GUI, Server and Active Language 122
  • 123. KTM 5.5 – Localisation  KTM GUI Language, Server and Active Language The Project.ActiveLanguage overrides the Region and Language settings 123
  • 124. KTM 5.5 – Localisation  Summary  KTM Graphic User Interface language  KTM Server language  Project language (Project.ActiveLanguage) - - - 124
  • 125. KTM 5.5 – Localisation  What can be localised? KTM Element Yes/No Note Fields  Table Columns  Formatting Methods  Component messages used Validation Methods  Regular Expression only Component messages used Validation Form  Tab captions Field label Simple label Button captions DB button captions Group captions Script Resources 125
  • 126. KTM 5.5 – Localisation  Fields 126
  • 127. KTM 5.5 – Localisation  Tables 127
  • 128. KTM 5.5 – Localisation  Project – Script Resources 128
  • 129. KTM 5.5 – Localisation  Project – Script Resources Project.Resources.GetString("Error_Example") 129
  • 130. KTM 5.5 – Localisation  KTM project folder structure  Default language in *.fpr file  Additional languages Document Review Localised languages Default language 130
  • 131. KTM 5.5 – Localisation  Localisation.xml  External editor  Language ID  Example: Field • Default value • Localised translation 131
  • 132. KTM 5.5 – Localisation  XML Update Page 132
  • 133. KTM 5.5 – Localisation  Project design language 133
  • 135. 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 135
  • 136. KTM TC 5.5 Improvements  Support Validation Form Layouts  Different font types and sizes  Mini-viewers  Custom buttons  Location of fields  Anchoring  Layout localization 136
  • 137. KTM TC 5.5 Improvements  Support Annotations  Display annotations created by KTM modules  Create new annotations inside Thin Client  Edit annotations  Delete annotations  Move annotations  Hide/Display annotations 137
  • 138. KTM TC 5.5 Improvements  Additional Batch Editing Operations  Delete pages  Move, merge, delete documents  Move, merge, delete, split, create folders 138
  • 139. KTM TC 5.5 Improvements  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 139
  • 140. KTM TC 5.5 Improvements  Advanced Login Capabilities  Domain login for linked users  Single sign-on support for Active Directory users 140
  • 141. KTM TC 5.5 Improvements  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 141
  • 142. KTM TC 5.5 Improvements  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 142
  • 144. KTM 5.5 – Advanced Routing  Batch routing was new in KTM 5.0 with KC 9.0  Kofax Catpture Service Packs allow more functionality:  KTM 5.0  Batch Routing (routing of documents) is available in KC 9  Batch Routing (routing of folders) is available with KC 9 SP1  KTM 5.5  Assigning a new batch class to the child batches. KC 9 SP2 required 144
  • 145. KTM 5.5 – Advanced Routing  Setting an XValue assigns a new batch class to a child batch: KTM_DOCUMENTROUTING_NEWBATCHCLASS_<PlaceHolder> Page 145
  • 146. Technology Enhancements - TDS / Project Planner
  • 147. KTM 5.5 – TDS Enhancements  KTM AFC – Documents • AFC or SVM  KTM 5.5 AFC - Pages • TDS Separation Algorythm unchanged 1st • Re-use training sets SVM AFC Middle Last • Re-build model 147
  • 148. KTM 5.5 – TDS Enhancements  SVM vs AFC Training Set 100,000 30,000 100 doc. pages docs types  SVM  AFC  Similar accuracey, but the AFC produces fewer missed splits  AFC allows for more frequent benchmarking Page 148 148
  • 150. KTM 5.5 – Line Item Matching Locator  Use cases for new features: 1. Multi PO discovery 2. Online Learning 3. Release Matching information to ERP 4. Getting more data 150
  • 151. KTM 5.5 – Line Item Matching Locator • Multi PO discovery   151
  • 152. KTM 5.5 – Line Item Matching Locator KTM 5.0 KTM Server Validation clerk KTM KB Learning Server Marked for Learning Learned KTM 5.5 KTM Server Validation clerk KTM KB Learning Server Marked for Marked for Learning Learning Learned Slide 152 152
  • 153. KTM 5.5 – Line Item Matching Locator  Match Remarks Information about Under-/Over delivery, Ambiguous matches, etc. are now stored in new global column for Match Remarks 153
  • 154. KTM 5.5 – Line Item Matching Locator  Additional columns Table Locator can be used to find additional columns on the invoice (e.g. Supplier Article code) LIM Loc as input to Table Locator Table Header pack for column detection 154
  • 155. KTM 5.5 – Line Item Matching Locator  Additional columns Additional Database columns (e.g. Cost Center ID) can be copied to the XDoc Table 155
  • 156. Technology Enhancements Kofax Search and Matching Server (KSMS)
  • 157. KTM 5.5 – Search and Matching Server Business Value New in KTM 5.5 Faster client startup time – Instant Client Server instead of local copy feedback (No Loading Delay – No Local Memory Usage) Access large enterprise DBs Unlimited DB Size due to 64 bit support (50 Mio Records Tested) Fast response time Multithreaded design with full support of multi core architecture Industry standard connectivity MS SQL, Oracle, ODBC and CSV Low Maintenance Automatic DB Update Scheduler in background 157
  • 158. Technical Background KTM Validation / KTM Server KSMS Administrator 158
  • 159. Technical Background  Instant access, no loading time  Automatic update  Direct access to databases  Made for 64 bit systems and big databases  Load balancing available  Multiple KSMS Server  Security  Active Directory support  Secure communication  Administration through KTM remote or KTM local client possible  Separate installer 159
  • 160. Kofax Search and Matching Server Enterprise Customer DB KSMS Search Speed - 1 million records 40,00 35,00 30,00 Search Operations / second 25,00 20,00 Server (8 cores + HT) Server (24 Cores - no HT) 15,00 10,00 5,00 0,00 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 160
  • 162. KTM 5.5 – Mixed Print Detection  Use cases 1. Mixture of OCR and ICR 2. Signatures 3. Read only with OCR or ICR 4. Classification 162
  • 163. KTM 5.5 – Mixed Print Detection  Recognition Profile - MixedPrint OCR recognition profile – full page only ICR recognition profile – full page or zonal Mixed OCR and ICR OCR or ICR Threshold for ICR 163
  • 164. KTM 5.5 – Mixed Print Detection  XDoc – Representation - Boxes • LongTag = 1 – ICR • LongTag = 2 – Signature • Boxes are not created for OCR 164
  • 165. KTM 5.5 – Mixed Print Detection  XDoc – XValues • PercentageHP_PageN: X% Can be used for classification 165
  • 166. KTM 5.5 – Mixed Print Detection  Example Project 166
  • 168. KTM 5.5 – This and That  Drop Down Boxes in Tables Cells  Drop Down Boxes Description | Value  RecoStar 5  Normalization  Format Locator Enhancements  Locator Dialogue & Testing  Sticky Notes (Annotations)  Docking and Zooming  Rotation  Script 168
  • 169. KTM 5.5 – This and That: Dropdown Boxes in Table Cells  Validation Form Designer  Validation Form  Same script events as for normal combo boxes 169
  • 170. KTM 5.5 – This and That: Recostar 5  Country and Language 170
  • 171. KTM 5.5 – This and That: Recostar 5  Dictionaries 171
  • 172. KTM 5.5 – This and That: Recostar 5  Zonal 172
  • 173. KTM 5.5 – This and That: Normalization  Batch and Document structures  Memory or on disk? 173
  • 174. KTM 5.5 – This and That: Format Locator Enhancements  Use and Sorting 174
  • 175. KTM 5.5 – This and That: Locator Dialogue & Testing   175
  • 176. KTM 5.5 – This and That: Sticky Notes (Annotations) 176
  • 177. KTM 5.5 – This and That: Sticky Notes (Annotations)  Script events  Application_AnnotationCreated  Application_AnnotationSaved 177
  • 178. KTM 5.5 – This and That: Docking and Zooming  Allow user to change the view - True/False  Docking 178
  • 179. KTM 5.5 – This and That: Docking and Zooming  Allow user to change the view - True/False  Docking  The zoom value is stored seperately for [Left/Right] and [Top/Bottom] Top Left Fields Right Bottom 179
  • 180. KTM 5.5 – This and That: Docking and Zooming  Fit to Width 180
  • 181. KTM 5.5 – This and That: Docking and Zooming 181
  • 182. KTM 5.5 – This and That: Rotation  Use case: User rights 182
  • 183. KTM 5.5 – This and That: Rotation  Project script: Document_XDocPageRotated 183
  • 184. KTM 5.5 – This and That: Scripting  Class Script  ValidationForm_ButtonDialogClosed  ValidationForm_AfterViewerLassoDrawn 184