Kofax INDICIUS 6.0 Manuel d'utilisateur

Getting Started Guide (Free-Form) 10300775-000 Rev 1.0 INDICIUS 6.0for KOFAX Capture

4 Getting Started Guide (Free-Form) INDICIUS Help The INDICIUS Help is written for those configuring a solution and for system administrators, and a

Chapter 6 94 Getting Started Guide (Free-Form) Setting Autoskip Functionality Completion can be configured to automatically present the user with the

Configuring Completion Getting Started Guide (Free-Form) 95 Viewing the Completion Script The script used for validation and data transformation can

Chapter 6 96 Getting Started Guide (Free-Form) The Publish window will display. 11 Click Publish. The progress of the publishing operation will be l

Getting Started Guide (Free-Form) 97 Chapter 7 Configuring Scripted Export Overview Script Editor is used to generate script files (.ifv) for Scripte

Chapter 7 98 Getting Started Guide (Free-Form) Figure 7-36. Script Editor 2 Select File | Open File… from the main menu. An Open Script File windo

Configuring Scripted Export Getting Started Guide (Free-Form) 99 X To view the script used by Completion 1 Open Script Editor by clicking Start on

Getting Started Guide (Free-Form) 5 Chapter 1 Overview Introduction This chapter introduces some of the concepts of data capture and key points of IN

Chapter 1 6 Getting Started Guide (Free-Form) Table 1-1. INDICIUS Modules Module Function Recognition Automatically classifies and extracts data fro

Overview Getting Started Guide (Free-Form) 7 Table 1-3. INDICIUS Tools Tool Function BatchCompare A utility for detailed evaluation of classificati

Chapter 1 8 Getting Started Guide (Free-Form) Low Volume, Single Station Environment In lower volume environments it is possible to run batches throu

Overview Getting Started Guide (Free-Form) 9 the presence of one or more dates and monetary amounts. The document classification can be used, for ex

Chapter 1 10 Getting Started Guide (Free-Form)

Getting Started Guide (Free-Form) 11 Chapter 2 Installing INDICIUS Introduction This chapter provides instructions for installing INDICIUS using the

Chapter 2 12 Getting Started Guide (Free-Form) Installing INDICIUS for the First Time Standard Installation X To install INDICIUS 1 Place the INDIC

Getting Started Guide (Free-Form) 13 Chapter 3 Processing Tutorial The Solicitors’ Letters Example The INDICIUS installation includes an example conf

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Chapter 3 14 Getting Started Guide (Free-Form) Figure 3-1. An Example Solicitor’s Letter 1 Date of letter 2 Account number 3 Date mortgage is to

Processing Tutorial Getting Started Guide (Free-Form) 15 Installing the Example Batch Class Installation X To install the example batch class 1 St

Chapter 3 16 Getting Started Guide (Free-Form) Troubleshooting In a client-server installation of Kofax Capture, an error may be generated when the b

Processing Tutorial Getting Started Guide (Free-Form) 17 Viewing the Modules X To view the modules included in the example batch class 1 On the Ba

Chapter 3 18 Getting Started Guide (Free-Form) Running the Solicitors Letters Example The example can be tested on a batch of example images. The typ

Processing Tutorial Getting Started Guide (Free-Form) 19 Figure 3-2. Create Batch Window 4 Enter a name for the new batch in the “Name:” box, for

Chapter 3 20 Getting Started Guide (Free-Form) 5 Select Batch | Close and click Yes to the message box. In Batch Manager, the Queue column indicates

Processing Tutorial Getting Started Guide (Free-Form) 21 X To complete the data 1 Click Process Batch on the toolbar in Batch Manager. 2 Wait for

Chapter 3 22 Getting Started Guide (Free-Form) Figure 3-4. Completion Window Displaying a Rejected Field 5 Press Enter to accept this rejected val

Processing Tutorial Getting Started Guide (Free-Form) 23 Note The focus area changes depending on where the data has been found. The “Transfer Date

Getting Started Guide (Free-Form) iii Contents How to Use This Guide ...

Chapter 3 24 Getting Started Guide (Free-Form) X To export the batch, click Process Batch on the toolbar in Batch Manager. Scripted Export will aut

Processing Tutorial Getting Started Guide (Free-Form) 25 6 Click Open to import the images and establish document boundaries. 7 Select Batch | Clo

Chapter 3 26 Getting Started Guide (Free-Form) X To export the batch 1 Open Scripted Export by clicking Start on the taskbar to display the menu, an

Getting Started Guide (Free-Form) 27 Chapter 4 Configuration Concepts Processing Configuration and Document Configuration The behavior of INDICIUS wh

Chapter 4 28 Getting Started Guide (Free-Form) Configuration Files The following table specifies the configuration files used by each INDICIUS module

Configuration Concepts Getting Started Guide (Free-Form) 29 Table 4-4. Configuration Files (Free-Form Extraction, Single Document Type) Module Conf

Chapter 4 30 Getting Started Guide (Free-Form) 4 Click OK. 5 Repeat the previous steps for Completion and Scripted Export to view the configuration

Configuration Concepts Getting Started Guide (Free-Form) 31 Some Important Terminology This section details specific terminology used by INDICIUS.

Chapter 4 32 Getting Started Guide (Free-Form) Target A target is the data being searched for. Anchor An anchor is a heading/keyword near which one o

Getting Started Guide (Free-Form) 33 Chapter 5 Configuring Recognition Overview Recognition fields and free-form searches are configured using Define

iv Getting Started Guide (Free-Form) Data Extraction ...

Chapter 5 34 Getting Started Guide (Free-Form) Step 2: Search for Data During the second stage searches are run on the recognized text in order to ex

Configuring Recognition Getting Started Guide (Free-Form) 35 Important If any of these stages fails or are inaccurate, the stages thereafter may fa

Chapter 5 36 Getting Started Guide (Free-Form) Creating the Definition File Field reads can be captured by the full page engine, the standard engine

Configuring Recognition Getting Started Guide (Free-Form) 37 Creating the Recognition Script File The Recognition script file is configured using th

Chapter 5 38 Getting Started Guide (Free-Form) 7 Exceptions Properties Tab 8 Text Read Properties 9 Results Tab 10 Image Tab 11 Script View/Edit

Configuring Recognition Getting Started Guide (Free-Form) 39 Figure 5-8. New Search Window 2 Enter “Date” as the name of the search. This uniquel

Chapter 5 40 Getting Started Guide (Free-Form) Figure 5-9. Free-form Processing Window with the Date Search 1 List of searches 2 Test Current Sea

Configuring Recognition Getting Started Guide (Free-Form) 41 X To configure a target search for the date 1 Select the Target property on the Main p

Chapter 5 42 Getting Started Guide (Free-Form) Note that numeric dates must have one of /\- or . as a separator. Dates including alpha months can als

Configuring Recognition Getting Started Guide (Free-Form) 43 Figure 5-11. Free-form Processing Window with Results 1 Results shown on image 2 Se

Getting Started Guide (Free-Form) v Regular Expression ...

Chapter 5 44 Getting Started Guide (Free-Form) 3 Page that the match is found on 4 Position of match 5 Confident character for each character of t

Configuring Recognition Getting Started Guide (Free-Form) 45 As the exceptions “on” and “at” will always precede the date, the exception zones need

Chapter 5 46 Getting Started Guide (Free-Form) It will change to being white. Only zone 4 should be on (green) because the exception always precedes

Configuring Recognition Getting Started Guide (Free-Form) 47 X To test on other documents 1 Select Data | Create Recognition Output File. 2 To the

Chapter 5 48 Getting Started Guide (Free-Form) 3 Click OK to add the search. 4 On the Main panel, set the value of the Search Type property to “2 –

Configuring Recognition Getting Started Guide (Free-Form) 49 Figure 5-16. Anchor-Target Search Results 11 Save the script. Note Anchors can be e

Chapter 5 50 Getting Started Guide (Free-Form) The account number anchor is found twice but no target is found. This is because the target falls outs

Configuring Recognition Getting Started Guide (Free-Form) 51 3 Click OK to add the search. The Search Type will default to “1 – Target.” 4 Select

Chapter 5 52 Getting Started Guide (Free-Form) Figure 5-17. Anchor-Target Search Results for the Transfer Date 10 The transfer date is found, but

Configuring Recognition Getting Started Guide (Free-Form) 53 6 Repeat the above steps for the Recognition output files for the images Solicitor3.ti

vi Getting Started Guide (Free-Form) Assigning Scripted Validations ...

Chapter 5 54 Getting Started Guide (Free-Form) 10 Build up an expression by adding the following: Table 5-8. Entering a Regular Expression Element

Configuring Recognition Getting Started Guide (Free-Form) 55 Figure 5-18. Anchor-Target Search Results for Zip Code Two zip codes are found. The f

Chapter 5 56 Getting Started Guide (Free-Form) Formatting and Validating Matches Prior to matches being returned in the match collections, they can b

Configuring Recognition Getting Started Guide (Free-Form) 57 Though some areas within the script may need editing in order to implement custom valid

Chapter 5 58 Getting Started Guide (Free-Form) Function MatchValue_Format(sSearchName, sValue) Select Case sSearchName Case "Date"

Configuring Recognition Getting Started Guide (Free-Form) 59 5 Update the script as shown in Figure 5-21.

Chapter 5 60 Getting Started Guide (Free-Form) Function MatchValue_Format(sSearchName, sValue) Dim lRet Select Case sSearchName Case "D

Configuring Recognition Getting Started Guide (Free-Form) 61 Function MatchValue_Format(sSearchName, sValue) Dim lRet Select Case sSearchName

Chapter 5 62 Getting Started Guide (Free-Form) Figure 5-23. Search Results 5 Repeat the previous steps for the “TransferDate” search. 6 Save the

Configuring Recognition Getting Started Guide (Free-Form) 63 Validating Matches Matches can be validated after being (optionally) formatted and prio

Getting Started Guide (Free-Form) 1 How to Use This Guide Introduction This guide introduces INDICIUS and describes how it is used to process free-f

Chapter 5 64 Getting Started Guide (Free-Form) Function MatchValue_Validate(sSearchName, sValue) Select Case sSearchName Case "Date"

Configuring Recognition Getting Started Guide (Free-Form) 65 Function MatchValue_Validate(sSearchName, sValue) Const RECIPIENT_ZIPCODE = "02

Chapter 5 66 Getting Started Guide (Free-Form) Figure 5-26. Validated Zip Code Search Results 2 Test the search on the Recognition output files fo

Configuring Recognition Getting Started Guide (Free-Form) 67 Integration with Recognition At this stage, all searches have been configured but the m

Chapter 5 68 Getting Started Guide (Free-Form) this window will display again. The functions requiring replacement can then be selected using the che

Configuring Recognition Getting Started Guide (Free-Form) 69 Function process_doc() 'Recognition Process Document Function 'This funct

Chapter 5 70 Getting Started Guide (Free-Form) Step 2: Run the Searches Each search (defined by a set of SearchOptions and referenced by name) is run

Configuring Recognition Getting Started Guide (Free-Form) 71 Function DoSearches() Dim lret '*** Search: Date *** lret = Textread.DoSearch

Chapter 5 72 Getting Started Guide (Free-Form) '*** Search: Date *** 'Get the number of matches. There are always the same number of a

Configuring Recognition Getting Started Guide (Free-Form) 73 X To test on multiple documents 1 Select the Image tab. 2 Select Test | Test Multiple

2 Getting Started Guide (Free-Form) Related Documentation The following documentation is included with INDICIUS. Each PDF guide can be opened by cli

Chapter 5 74 Getting Started Guide (Free-Form) is a cut-down version of the Recognition Test Tool, full help for which is included in the INDICIUS He

Configuring Recognition Getting Started Guide (Free-Form) 75 This produces the same results as you saw for the Definer test mode, but in a real life

Chapter 5 76 Getting Started Guide (Free-Form) 7 Click Open. 8 In the Recognition Script File list, click Clear to remove the existing entry. 9 Cl

Getting Started Guide (Free-Form) 77 Chapter 6 Configuring Completion Overview This tutorial shows how the Template Editor tool can be used to genera

Chapter 6 78 Getting Started Guide (Free-Form) Creating a Template The typical process to create a template (which you will work through later) is as

Configuring Completion Getting Started Guide (Free-Form) 79 8 Select File | Save Template As… to display a file window. 9 Save the template file a

Chapter 6 80 Getting Started Guide (Free-Form) X To load an example image 1 Select Image | Open Image. An Open Image window is displayed. 2 Select

Configuring Completion Getting Started Guide (Free-Form) 81 4 Select the new frame field. 5 Set the values of the following properties in the Prop

Chapter 6 82 Getting Started Guide (Free-Form) Important The following steps specify the properties for the fields and labels in the order they are

Configuring Completion Getting Started Guide (Free-Form) 83 Table 6-12. Create New Text Field – Account Number Property Value Left: 2450 Top: 1525

Getting Started Guide (Free-Form) 3 Getting Started (Fixed-Form) (.pdf) The Getting Started Guide (Fixed-Form) (.pdf) focuses on configuring a soluti

Chapter 6 84 Getting Started Guide (Free-Form) Table 6-14. Create New Text Field – Zip Code Property Value Top: 3520 Width: 930 Height: 360 4 Save

Configuring Completion Getting Started Guide (Free-Form) 85 Table 6-16. Additional New Label Field – Account Number Property Value Name: Account

Chapter 6 86 Getting Started Guide (Free-Form) Table 6-19. Create Additional Label for the Solicitor’s Address Property Value Name Solicitor’s Detai

Configuring Completion Getting Started Guide (Free-Form) 87 Completion also highlights the actual data field using a blue box. This is known as the

Chapter 6 88 Getting Started Guide (Free-Form) 9 Set the View and Focus Areas to be the whole page for the “ZipCode” field. 10 Save the template fi

Configuring Completion Getting Started Guide (Free-Form) 89 2 Make sure the field order matches the order shown in Figure 6-34. Adjust the field or

Chapter 6 90 Getting Started Guide (Free-Form) Entering [#] is a shorthand method for entering all numerics (0123456789). The other characters repres

Configuring Completion Getting Started Guide (Free-Form) 91 8 Double-click on the “Function” column and select the function “zipcode_validate”. The

Chapter 6 92 Getting Started Guide (Free-Form) Table 6-20. Script Hooks Script Hook Runs When… Validate A document is loaded into Completion and wh

Configuring Completion Getting Started Guide (Free-Form) 93 X To apply data transformation using scripts 1 On the Hooks tab, select the line for th