The document discusses cognitive data capture using Elis, an AI platform for automating invoice processing. Elis can automate up to 95% of data entry tasks using AI rather than manual work. It allows importing documents, AI processing to extract data, human review if needed, and exporting the captured data. Elis supports customization through extensions and has user management, queue, workspace and schema configuration options that can be managed through its API or command line interface.

1. Tomas Gogar (CEO), Petr Baudis (CTO)
February 12, 2019

2. “ Automating invoice processing can be needlessly complicated:
initial setup of templates takes a long time and never actually
ends, complex software deployment, difficult upgrades, and
almost impossible process tracking.

3. Data capture overview (Tomas Gogar)
Data capture landscape
What is cognitive data capture?
Elis overview
Elis technical details (Petr Baudis)
Integration interfaces
Elis configuration
Custom integration
Examples
Wrap up
Q & A (You)

4. Fully manual
process
Rule-based
data capture
Cognitive
data capture
0%
automation
30% - 50%
automation
Up to 95%
automation
Automation handled by
experts
Automation handled by
Artificial Intelligence
~ 150,000
keystrokes per data-entry FTE
~ 60,000
keystrokes per data-entry FTE
~ 4,500
keystrokes per data-entry FTE

5. ➔ Pretrained
➔ Self-improving
➔ Easy to use
➔ Easy to deploy
➔ Easy to customize

6. 1.
Receive
documents
2.
AI
processes
3.
Human
reviews
(if required)
4.
Export data
(Self-improving feedback)

9. ELIS
Extension A Extension B ... Extension Z
Artificial Intelligence
Engine
Extension
Environment
Reporting
Engine
Validation
User Interface
Integration
&
Configuration
Customization

10. Queues
Documents are flowing in
queues, transitioning
through a variety of
states. A queue has a
fixed structure of the
captured data (“schema”)
and allows bulk export of
data.
Workspaces
Queues may be grouped
into workspaces.
Workspaces are designed
to correspond to different
capture processes.
Users
Multiple user accounts
and roles are supported.
Users may have
queue-level permissions.
Elis is partitioned to isolated organizations, and each contains:

12. Elis AI engine
extracts data
based on the
defined scheme
Annotation
(= extracted data)
waits for review
Annotation is
being reviewed,
either by a
human in Elis UI
or by custom
extension
Annotation is
exported, i.e.
ready to be
moved to the
target system
1.
Importing
2.
To Review
3.
Reviewing
4.
Exported

13. Elis is an open platform with multiple ways to ingest
documents and export captured data
Manual integration
Input: Email inbox
gateway (or manual
upload)
Output: Queue export
(CSV or XML)
Programmatic
integration (API)
Input: API bulk upload
interface
Output: Queue export API
(JSON, XML, CSV) or
annotation tree retrieval
Robotic integration
(RPA)
Ready-made input and
output activities based on
our API
(UIPath: private beta, on
individual request)

14. Don’t have an account? Contact our sales team!
(Self-service web sign up coming within the next month.)
New organizations start with:
● a default schema for the captured data
● a single queue and workspace
● a single (admin) user
But each of these points may be reconfigured:
● API interface
● elisctl command-line tool
● web interface (in the future)

15. ● Homepage: https://github.com/rossumai/elisctl
● Windows: https://github.com/rossumai/elisctl/releases
● Mac and Linux: sudo pip3 install elisctl
Interactive mode: just run elisctl
Command trees by topic (workspace, queue, schema, user)
Not all features are supported yet - use API for the rest
(we have an overhauled documentation, many examples)
$ elisctl
elis> configure
API URL [https://api.elis.rossum.ai]:
Username: demo-default@elis.rossum.ai
Password: …

16. rir_field_names: https://rossum.ai/developers/api/field_types/

17. elis> queue list
id name workspace inbox schema users
---- ----------- ----------- --------------------------------- -------- -----
8390 EU invoices 7727 demo-default@elis.rossum.ai 33232 11047
elis> schema get -O schema.json 33232
elis>
…
[
{
"category": "section",
"label": "Basic information",
"id": "invoice_info_section",
"children": [
{
"label": "Invoice number",
"id": "invoice_id",
"category": "datapoint",
…
elis> queue change --schema-content-file schema.json 8390 ✔
elis>

18. elis> workspace create 'Orders' ✔
elis> workspace list
id name queues
---- -------- ------
7727 Invoices 8390
7743 Orders
elis> queue create 'US invoices' -w 7727 -s schema.json --locale en_US
8477, no email-prefix specified
elis> queue create 'EU orders' -w 7743 -s schema.json
--email-prefix orders-eu --bounce-email admin@example.com
8478, orders-eu-ecakws@elis.rossum.ai
elis> queue create 'US orders' -w 7743 -s schema.json --locale en_US
8479, no email-prefix specified
elis> queue list
id name workspace inbox schema users
---- ----------- ----------- ------------------------------- -------- ------------
8390 EU invoices 7727 demo-default@elis.rossum.ai 33232 11047
8477 US invoices 7727 34211
8478 EU orders 7743 orders-eu-ecakws@elis.rossum.ai 34212
8479 US orders 7743 34213

19. elisctl user create
elis> user --help
Usage: user [OPTIONS] COMMAND [ARGS]...
Commands:
create Create user. change Change a user.
list List all users. delete Delete a user.
elis> user list
id username groups queues
----- --------------------------- -------- --------
11047 demo-default@elis.rossum.ai admin 8390
elis> user create --help
Usage: user create [OPTIONS] USERNAME
Create user with USERNAME and add him to QUEUES specified by ids.
Options:
-p, --password TEXT Generated, if not specified.
-q, --queue-id INTEGER Queue IDs, which the user will be associated
with.
-g, --group [annotator|admin|viewer]
Permission group. [default: annotator]
-l, --locale [en|cs] UI locale [default: en]
-h, --help Show this message and exit.

20. elisctl user create
elis> user create -q 8390 -q 8477 ap-clerk-1@example.com
11160, 5KrdPWVEJx
elis> user create -q 8478 -q 8479 po-clerk-1@example.com
11161, R7AFB4PJGE
elis> user list
id username groups queues
----- --------------------------- --------- ----------
11047 demo-default@elis.rossum.ai admin 8390
11160 ap-clerk-1@example.com annotator 8390, 8477
11161 po-clerk-1@example.com annotator 8478, 8479
elis> queue list
id name workspace inbox schema users
---- ----------- ----------- ------------------------------- -------- ---------------
8390 EU invoices 7727 demo-default@elis.rossum.ai 33232 11047, 11160
8477 US invoices 7727 34211 11160
8478 EU orders 7743 orders-eu-ecakws@elis.rossum.ai 34212 11161
8479 US orders 7743 34213 11161

21. Elis allows custom extensions (external microservices)
- Continuous import and export
- Business rules for automation
- Push interface available (connector webhooks)
Push notifications are sent:
- for each exported document
- for each user action during the verification
https://github.com/rossumai/elis-connector-example-js
https://github.com/rossumai/elis-connector-example-python

22. Extension can freely modify the annotation tree (captured field
values) and show messages to the user during verification -
this is an extremely powerful customization mechanism.
Simple possibilities: Verify number formats, amount sums,
vendor VAT registry check

24. Data capture overview
Data capture landscape
What is Cognitive automation
Elis overview
Elis technical details
Integration interfaces
Elis configuration
Custom Integration
Examples

25. - We welcome feedback
- Get support at support@rossum.ai
- Get news at elis-api-announcements
- Want to get started with Elis? get in touch at
webinars@rossum.ai
- These slides will be available in your inbox
Coming next:
- Technical webinar on Elis-based solutions using RPA
- Automatic table extraction with new “magic grid” interface
- Self-service signup
- Self-service web configuration

27. Feedback and additional questions:
webinars@rossum.ai