2.90:Separation Review: Difference between revisions

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'''Separation''' uses various techniques to group pages into classified documents.
[[File:separation_and_review_14.png|right|1000px|This is an example of the '''Separation Review''' '''Attended Client''' interface.]]
[[File:separation_and_review_14.png|right|1000px|This is an example of the '''Separation Review''' '''Attended Client''' interface.]]


==About Separation and Separation Review==
<blocquote style="font-size:14pt">
'''Grooper''' uses various approaches and '''[https://en.wikipedia.org/wiki/Algorithm algorithms]''' to determine the classification of a page or folder. The various settings on a '''[[Content Model]]''' and '''[[Document Type]]''' really add to the complexities for separating pages into documents. ESP Auto Separation ''removes'' but does not ''eliminate'' a lot of the manual work to separate and classify documents. Separation Review is a new review module designed to make the manual work quick and easy.
'''Separation Review''' is an attended activity client allowing human review of document separation during the '''Separate''' activity ''before'' loose pages are placed in document folders.  separation points (or binding points)uses various techniques to group pages into classified documents.
</blockquote>


==Use Cases==
===Separation===
====Training Scope====


Adjusting the '''Training Scope''' provides benefits to the accuracy and performance of '''ESP Auto Separation''' by focusing what is important when it comes time to separate and classify ''Unstructured'' paginated documents. For example, the ''Normal'' mode will create a single '''Form Type''' and divide trained examples into "First", "Middle" and "Last" pages.  From individual document to individual document, often the most meaningful features composing them are found on the first and last pages, and there can be more variance on the pages in between.  This is different from the previous approach, which created individual '''Form Types''' for each trained example, each with their own "Page X of X" '''Page Type''' objects.  This unifies all trained examples into a single '''Form Type''', making the training and classification of these documents ultimately simpler and more efficient.  The ''FirstLast'' mode assumes meaningful features for classification are ''only'' found on the first and last pages, with the middle pages containing no information needed to make a separation or classification decision.  With this mode enabled, ''only'' trained examples of the first and last page and their associated features will be saved. This can improve processing time by removing all the features in the middle pages for consideration.  The ''FirstOnly'' mode narrows this scope even further by only storing features from the first page of trained documents.
==About==
'''Grooper''' uses various approaches to separate loose pages into document folders.  Different '''[[Separation Provider]]s''' establish the separation points (or binding points) for '''Batch Folder''' creation differently. '''Separation Review''' was designed specifically with the ''[[ESP Auto Separation]]'' '''''Separation Provider''''' in mind, which performs page level classification on a '''Batch''' of loose pages (and other methods) to both separate ''and'' classify the '''Batch'''.  ''ESP Auto Separation'' ''removes'' but does not ''eliminate'' a lot of the manual work to separate and classify documents. '''Separation Review''' is a new review module designed to make the manual work quick and easy.


''Writer's Note:  While these properties are available on Structured, Fixed, and Extended Pagination types, these Training Scopes are almost entirely pertinent to the Unstructured Pagination type.  If you use these Training Scopes on anything besides an Unstructured Document Type, you may see they always are trained according to the "Normal" scope.''
==Use Cases==
 
''Normal'' - This is the classic version of capturing training features for a document type.
* This mode differs slightly for ''Unstructured'' '''''Pagination'''''.  Instead of trained middle pages (ie Page 2 of 4 and Page 3 of 4) created as individual '''PageType''' objects of their multipage '''Form Type''' parents, they are created as "Middle" '''Page Type''' objects of a single '''Form Type'''.  Furthermore last pages (ie 4 of 4 or 7 of 7) are combined into a single "Last" '''Page Type''' object.
* This cleans up the Node Tree by creating a single unstructured '''Form Type''' for documents of various page lengths, instead of many.  This will speed up runtime classification and can potentially yield more accurate results.
''FirstLast'' - This is handy for training only the first and last page of a document type. It lowers the features training requirements, improves speed, and allows middle pages between the first and last page to be combined with the first and last.
* Note:  This approach assumes the middle pages will ''not'' be classified as confident first pages of a Document Type.  For '''ESP Auto Separation'''.  When a page is classified as the first page of a document, it a high priority indicator as the start of a new document.
''FirstOnly'' - If someone has used "Document Titles" extraction with a Positive Extractor for separation in the past, consider this property an upgrade to that approach.
* A common approach to document classification is to write a positive rule extractor locating the document's title on the first page of the document.  However, this approach can break down when an image is poor quality, causing the Document Type's title extractor to miss the title.
* The ''FirstOnly'' mode can allow the continued capture of features in titles combined with other trained features on the page.  That way, if the title is missed, the separation engine can fall back on other features from trained first pages of the Document Type.
* This approach is highly similar to the ''Extended'' '''''Pagination''''' in concept, where the first page is used as the separation point and all pages after are included in the document folder until another confident first page is found.  This approach differs in that ''only'' the first page is trained, eliminating the weighting data from the secondary pages.  This can improve runtime classification speed greatly.


====Repeating Last Page====
* Contracts that contain signature pages being copied and distributed to involved parties and then signed and returned to be stored with the Contract document should use this feature.
* Any document type that may or will have a duplicate last page.
====Secondary Page Extractor====
* False-positive classification frequently happens on pages besides the first page of a document.  In other words, middle pages and last pages, or ''secondary pages''.
* This property allows you to use an extractor to configure rules when to attach a secondary page to a particular '''Document Type''' whose first page has already been identified during '''ESP Auto Separation'''.
* Use on multi-page '''Document Types''' using ''Unstructured'' '''''Pagination'''''.  You can configure a '''''Secondary Page Extractor''''' on any '''To take advantage of this, configure a Positive Extractor in the Classification section and configure the Secondary Page Extractor to identify the second page. Cheating’s allowed in Grooper.
====Examples====
Separation will vary wildly between document types. Here are some real-world configurations using the new separation options. Some Classification Features are configured in the images. It’s common for Classification and Separation to be configured simultaneously. The explanations for each image consider classification and separation for runtime operations.
<tabs style="margin:20px">
<tab name="Example Number One" style="margin:25px">
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_09.png]] || style="padding: 10px" |
'''Positive Extractor'''<br/>
A Rule-Based Classification will occur and fallback on Features-Based Classification.<br/><br/>
'''Pagination'''<br/>
It says this document can have any number of pages.<br/><br/>
'''Prioritize EPI'''<br/>
This respects EPI if it is present, otherwise rely on EPI training from Features training.<br/><br/>
'''Secondary Page Extractor'''<br/>
It determines if the page isn’t the first or last page of the document. If this extractor has a result, Separation appends this page to the page above it and understands the next page will be another secondary page, last page, or the start of a new document.<br/><br/>
The Content Model has an EPI Extractor configured. ''not shown here''
|}
</tab>
<tab name="Example Number Two" style="margin:25px">
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_10.png]] || style="padding: 10px" |
'''Allow Training'''<br/>
No lexical features (as set on the Content Model) are considered for classification or separation.<br/><br/>
'''Positive Extractor'''<br/>
Separation will only occur when the Positive Extractor has a result. Rule-Based Classification only.<br/><br/>
'''Pagination'''<br/>
Automatically appends a specified number of pages using training.<br/><br/>
'''Repeating Last Page'''<br/>
In considering Structured Pagination, and this property set to True, repeating last pages will be appended.<br/><br/>
Separation will separate using page-for-page trained samples only.<br/>
Copies of the last page, such as signed pages from multiple parties, may exist and will be appended.<br/>
|}
</tab>
<tab name="Example Number Three" style="margin:25px">
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_11.png]] || style="padding: 10px" |
'''Allow Training'''<br/>
Lexical features (as set on the Content Model) are considered for classification and separation.<br/><br/>
'''Positive Extractor'''<br/>
A Rule-Based Classification will occur and fallback on Features-Based Classification.<br/><br/>
'''Negative Extractor'''<br/>
A result from this extractor will exclude this Document Type as a classification option.<br/><br/>
'''Pagination'''<br/>
This document can have any number of pages.<br/><br/>
'''Training Scope'''<br/>
The features on page 1 will be the only features saved in training. If Rules-Based Classification fails, only the first page’s features of a trained sample are used. When separation occurs and detects page 1 of this document type, all proceeding pages will be appended until another recognized document type is identified.<br/><br/>
The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. ''not shown here''<br/>
|}
</tab>
<tab name="Example Number Four" style="margin:25px">
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_12.png]] || style="padding: 10px" |
'''Allow Training'''<br/>
Lexical features (as set on the Content Model) are considered for classification and separation.<br/><br/>
'''Positive Extractor'''<br/>
A Rule-Based Classification will occur and fallback on Features-Based Classification.<br/><br/>
'''Negative Extractor'''<br/>
A result from this extractor will exclude this Document Type as a classification option.<br/><br/>
'''Pagination'''<br/>
This document can have any number of pages.<br/><br/>
'''Prioritize EPI'''<br/>
Respect EPI if it is present, otherwise rely on EPI training from Features training.<br/><br/>
'''Secondary Page Extractor'''<br/>
- It determines if the page isn’t the first or last page of the document. If this extractor has a result, Separation appends this page to the page above it and understands the next page will be another secondary page, last page, or the start of a new document.<br/><br/>
The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. ''not shown here''<br/>
|}
</tab>
<tab name="Example Number Five" style="margin:25px">
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_13.png]] || style="padding: 10px" |
'''Allow Training'''<br/>
Lexical features (as set on the Content Model) are considered for classification and separation.<br/><br/>
'''Positive Extractor'''<br/>
A Rule-Based Classification will occur and fallback on Features-Based Classification.<br/><br/>
'''Pagination'''<br/>
This document can have any number of pages.<br/><br/>
'''Secondary Page Extractor'''<br/>
- It determines if the page isn’t the first or last page of the document. If this extractor has a result, Separation appends this page to the page above it and understands the next page will be another secondary page, last page, or the start of a new document.<br/><br/>
The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. ''not shown here''<br/>
|}
</tab>
</tabs>
===Use Cases===
Use the '''Separation Review''' activity (in a '''Batch Process''') any time a user will need to validate '''Separation''' and '''Classification''' is 100% accurate. The type of documents being processed (complexity, OCR result variances, etc.) can determine whether a user will need '''Separation Review'''.
Use the '''Separation Review''' activity (in a '''Batch Process''') any time a user will need to validate '''Separation''' and '''Classification''' is 100% accurate. The type of documents being processed (complexity, OCR result variances, etc.) can determine whether a user will need '''Separation Review'''.
<br/><br/>
<br/><br/>
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<br/>
<br/>
Documents that may optionally need '''Separation Review''' will depend on the priority of desired accuracy. These documents are considered structured document types because the pages contain predictable locations of repeated fields, tables, and sections used in both simple and complex classification techniques.
Documents that may optionally need '''Separation Review''' will depend on the priority of desired accuracy. These documents are considered structured document types because the pages contain predictable locations of repeated fields, tables, and sections used in both simple and complex classification techniques.
*Accounts Recievable
*Accounts Receivable
*Accounts Payable
*Accounts Payable
*Tax Documents
*Tax Documents
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==How To==
==How To==
===Separation===
Configuring '''Separation''' relies on understanding the different '''[[Separation Provider]]''' types and how to configure them.


====Change in Value Separation====
{|cellpadding="10" cellspacing="5"
Please refer to this article on '''[[Change in Value Separation]]''' for information on this specific provider.
|-style="background-color:#f89420; color:white"
|style="font-size:14pt"|'''&#9888;'''||'''Separation Review''' will always take place ''after'' a '''Separate''' activity is performed in a '''Batch Process'''.


====Control Sheet Separation====
If you want to take advantage of '''Separation Review''', you don't actually want the '''Separate''' step to place the pages into folders.  Rather, you want to review the '''Separation Provider's''' logic before creating '''Batch Folders''' in the '''Batch'''.
Please refer to this article on '''[[Control Sheet Separation]]''' for information on this specific provider.


====EPI Separation====
You ''must'' set the '''''Bind Only''''' property to ''True'' for the configured '''''Separation Provider'''''.
Please refer to this article on '''[[EPI Separation]]''' for information on this specific provider.


====ESP Auto Separation====
This can be done on the '''Separate''' activity itself or on the referenced '''Separation Profile'''.
Please refer to this article on '''[[ESP Auto Separation]]''' for information on this specific provider.
|}
 
====Event-Based Separation====
Please refer to this article on '''[[Event-Based Separation]]''' for information on this specific provider.
 
====Multi Separator====
Please refer to this article on '''[[Multi Separator]]''' for information on this specific provider.
 
====Pattern-Based Separation====
Please refer to this article on '''[[Pattern-Based Separation]]''' for information on this specific provider.


====Undo Separation====
===Configuring Separation Review===
Please refer to this article on '''[[Undo Separation]]''' for information on this specific provider.
 
===Separation Review===
====Configuring Separation Review====
'''Separation Review''' is a configuration of the '''Review''' activity of a '''Batch Process'''.<br/>
'''Separation Review''' is a configuration of the '''Review''' activity of a '''Batch Process'''.<br/>
<tabs style="margin:20px">
<tabs style="margin:20px">
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</tabs>
<p/>
<p/>
'''Attachment Rules''' – Configure how certain document types should be attached to a regular document type.<br/>
'''Respect Original Page Numbers''' – If a PDF or mult-page TIF file is used to create individual pages, Grooper will keep track of the page’s original number and use that value to prevent the last page of one document from being attached to the first page of the next document.<br/>
'''Bind Only''' – If this is set to true, all pages will remain individual pages when Separation Review begins. If it is set to false, then Separation will attempt to classification and separation of pages into classified folders before Separation Review begins. As of this writing, setting this property to False seems to make Separation Review easier to complete.<br/>
'''Goto First Invalid Item''' – Separation Review will auto-select the first item that couldn’t be assigned a document type because that item’s confidence didn’t meet or exceed the threshold for confident classification set on the Content Model.<br/>
'''Flag Messages''' – Optional property to predefined acceptable messages to assign to items in Separation Review.


====Interface Overview====
===Property Details===
'''''Attachment Rules''''' – Configure how certain document types should be attached to a regular document type.<br/>
'''''Respect Original Page Numbers''''' – If a PDF or mult-page TIF file is used to create individual pages, Grooper will keep track of the page’s original number and use that value to prevent the last page of one document from being attached to the first page of the next document.<br/>
'''''Bind Only''''' – If this is set to true, all pages will remain individual pages when Separation Review completes, which defeats the purpose of this module. As of this writing, setting this property to False seems to make Separation Review easier to complete.<br/>
'''''Goto First Invalid Item''''' – Separation Review will auto-select the first item that couldn’t be assigned a document type because that item’s confidence didn’t meet or exceed the threshold for confident classification set on the Content Model.<br/>
'''''Flag Messages''''' – Optional property to predefined acceptable messages to assign to items in Separation Review.
 
===Interface Overview===
{| class="wikitable"
{| class="wikitable"
| colspan="2" style="padding: 10px" | [[File:Separation and review 14.png|center|1000px]]
| colspan="2" style="padding: 10px" | [[File:Separation and review 14.png|center|1000px]]
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|}
|}


====Appending and Prepending to Classified Groups of Documents====
===Appending and Prepending to Classified Groups of Documents===
<tabs style="margin:20px">
<tabs style="margin:20px">
<tab name="Step1" style="margin:25px">
<tab name="Step1" style="margin:25px">
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</tabs>
</tabs>


====Multi-selecting Pages and Classifying Them====
===Multi-selecting Pages and Classifying Them===
<tabs style="margin:20px">
<tabs style="margin:20px">
<tab name="Step1" style="margin:25px">
<tab name="Step1" style="margin:25px">
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</tabs>


====Select Span====
===Select Span===
{|class="wikitable"
{|class="wikitable"
| style="padding: 10px" | It is necessary at times to make a multi-selection to grab all the pages pertaining to a particular document. Using the mouse or keyboard to select a page, then shift or control select the remaining is possible, however unnecessary with the Select Span command. One need simply select a page of a document, and use the '''Select Span''' object command whose hotkey is Ctrl+S. || style="padding: 10px" | With the '''Select Span''' object command used, all the pages of the document are selected. From here one could Ctrl+UP or Ctrl+DOWN hotkeys to move the entire document up or down in the list of documents.
| style="padding: 10px" | It is necessary at times to make a multi-selection to grab all the pages pertaining to a particular document. Using the mouse or keyboard to select a page, then shift or control select the remaining is possible, however unnecessary with the Select Span command. One need simply select a page of a document, and use the '''Select Span''' object command whose hotkey is Ctrl+S. || style="padding: 10px" | With the '''Select Span''' object command used, all the pages of the document are selected. From here one could Ctrl+UP or Ctrl+DOWN hotkeys to move the entire document up or down in the list of documents.
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|}
|}


====Completing Separation Review====
===Completing Separation Review===
<tabs style="margin:20px">
<tabs style="margin:20px">
<tab name="Step1" style="margin:25px">
<tab name="Step1" style="margin:25px">
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</tabs>
</tabs>


==Property Details==
===Object Commands from the Context Menu===
===Separation===
====Training Scope====
This makes it possible to alter the separation training and logic if a Document Type has special attributes, pages, or layout that would normally confuse the ESP Separation logic.
* Normal
** This is the classic version of capturing training features for a document type.
* FirstLast
** Only trains the first and last page of a document type. See Use Cases for more information.
* FirstOnly
** Only trains the first page of a document type. See Use Cases for more information.
 
====Repeating Last Page====
Some Document Types require duplicate last pages. Normally, Separation would see a last page, complete the separation for a document, and leave duplicate last pages as loose pages. Enabling this property will reduce operator work in Separation Review by reducing the amount of page appending commands.
* This property is only available when a Document Type’s Pagination is set to Structured.
 
====Secondary Page Extractor====
Any result created by this extractor identifies the page is not the first or last page of a document.
* This property is only available when a Document Type’s Pagination is set to Unstructured.
===Separation Review===
====Object Commands from the Context Menu====
{| class="wikitable"
{| class="wikitable"
| style="padding: 10px" | [[File:separation_and_review_30.png]] || style="padding: 10px" |
| style="padding: 10px" | [[File:separation_and_review_30.png]] || style="padding: 10px" |
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==Version Differences==
==Version Differences==
===Separation===
Separation in Grooper 2.9 adds three new properties to Document Types.


# Training Scope
===Grooper 2.80 - Classification Review===
# Repeating Last Page
# Secondary Page Extractor


The Pagination property on a Document Type will determine if the new property will appear. See Property Details for more information.
Grooper 2.80 and previous versions relied on Classification Review with its various controls to separate loose pages, merge selected pages into documents, and correct misclassified folders or classify unclassified folders. This user interface required a moderate-to-large effort to complete classification and separation, especially when reverting one or more folders to loose pages in order to combine the same pages into separate documents and classifying each newly created document.


<tabs style="margin:20px">
===Grooper 2.9 - Separation Review===
<tab name="Structured Document Properties" style="margin:25px">
{| class="wikitable"
! style="padding: 5px" | Grooper 2.8
! Grooper 2.9
|-
| style="padding: 10px" | [[File:separation_and_review_01.png]] || style="padding: 10px" | [[File:separation_and_review_02.png]]
|}
</tab>
<tab name="Unstructured Document Properties" style="margin:25px">
{| class="wikitable"
! style="padding: 5px" | Grooper 2.8
! Grooper 2.9
|-
| style="padding: 10px" | [[File:separation_and_review_03.png]] || style="padding: 10px" | [[File:separation_and_review_04.png]]
|}
</tab>
<tab name="Fixed Document Properties" style="margin:25px">
{| class="wikitable"
! style="padding: 5px" | Grooper 2.8
! Grooper 2.9
|-
| style="padding: 10px" | [[File:separation_and_review_05.png]] || style="padding: 10px" | [[File:separation_and_review_06.png]]
|}
</tab>
<tab name="Extended Document Properties" style="margin:25px">
{| class="wikitable"
! style="padding: 5px" | Grooper 2.8
! Grooper 2.9
|-
| style="padding: 10px" | [[File:separation_and_review_07.png]] || style="padding: 10px" | [[File:separation_and_review_08.png]]
|}
</tab>
</tabs>


===Separation Review===
'''Separation Review''' is a new '''Attended Client''' in Grooper version 2.90.
====Grooper 2.8 Classification Review====
Grooper 2.8 and previous versions relied on Classification Review with its various controls to separate loose pages, merge selected pages into documents, and correct misclassified folders or classify unclassified folders. This user interface required a moderate-to-large effort to complete classification and separation, especially when reverting one or more folders to loose pages in order to combine the same pages into separate documents and classifying each newly created document.


====Grooper 2.9 Separation Review====
When using the ''ESP Auto Separation'' provider to separate and classify documents, the '''Separation Review''' module should replace '''Classification Review''', which will also still be available for legacy support or other use cases. Don’t be concerned about this being a new module. Slap the name “Classification Review 2.0” on Separation Review because Separation Review really is a true upgrade and efficiently redesigned approach of '''Classification Review'''. Consider it a godsend!
Starting with Grooper 2.9, Separation Review replaces '''[[Classification Review]]''', which will also still be available for legacy support or other use cases. Don’t be concerned about this being a new module. Slap the name “Classification Review 2.0” on Separation Review because Separation Review really is a true upgrade and efficiently redesigned approach of Classification Review. Consider it a godsend!


The design of Separation Review invites the heavy use of the keyboard and keyboard shortcuts to make quick work of any items needing corrective action. Many quality-of-life improvements now exist and are quickly realized if one has previous experience using Classification Review.
The design of '''Separation Review''' invites the heavy use of the keyboard and keyboard shortcuts to make quick work of any items needing corrective action. Many quality-of-life improvements now exist and are quickly realized if one has previous experience using '''Classification Review'''.


Even though this is Separation Review, some classification tasks take place in this module. In the How-To section, items in the list are color coded. The list shows current classification of the items. This doesn’t necessarily mean they are currently separated into documents. The actual separation occurs later. During use of Separation Review, using the various context menu commands will assist and ensure pages are classified correctly and ready for proper separation.
Even though this is a review client for separation, it is really designed to work in concert with ''ESP Auto Separation'' which also classifies the separated documents.  Therefore, some classification tasks take place in this module. In the [[#How To|How To]] section, items in the list are color coded. The list shows current classification of the items. This doesn’t necessarily mean they are currently separated into documents. The actual separation occurs later. During use of '''Separation Review''', using the various context menu commands will assist and ensure pages are classified correctly and ready for proper separation.

Revision as of 17:23, 30 October 2020

This is an example of the Separation Review Attended Client interface.
This is an example of the Separation Review Attended Client interface.

<blocquote style="font-size:14pt"> Separation Review is an attended activity client allowing human review of document separation during the Separate activity before loose pages are placed in document folders. separation points (or binding points)uses various techniques to group pages into classified documents.


About

Grooper uses various approaches to separate loose pages into document folders. Different Separation Providers establish the separation points (or binding points) for Batch Folder creation differently. Separation Review was designed specifically with the ESP Auto Separation Separation Provider in mind, which performs page level classification on a Batch of loose pages (and other methods) to both separate and classify the Batch. ESP Auto Separation removes but does not eliminate a lot of the manual work to separate and classify documents. Separation Review is a new review module designed to make the manual work quick and easy.

Use Cases

Use the Separation Review activity (in a Batch Process) any time a user will need to validate Separation and Classification is 100% accurate. The type of documents being processed (complexity, OCR result variances, etc.) can determine whether a user will need Separation Review.

Following is a (by no means exhaustive) list of industries whose documents have shown to frequently require Separation Review. These documents are considered unstructured document types due to complex and extremely variable language present on the document pages.

  • Oil & Gas
  • Legal
  • Healthcare


Documents that may optionally need Separation Review will depend on the priority of desired accuracy. These documents are considered structured document types because the pages contain predictable locations of repeated fields, tables, and sections used in both simple and complex classification techniques.

  • Accounts Receivable
  • Accounts Payable
  • Tax Documents
  • HR Documents
  • Healthcare

How To

⚠ Separation Review will always take place after a Separate activity is performed in a Batch Process.

If you want to take advantage of Separation Review, you don't actually want the Separate step to place the pages into folders. Rather, you want to review the Separation Provider's logic before creating Batch Folders in the Batch.

You must set the Bind Only property to True for the configured Separation Provider.

This can be done on the Separate activity itself or on the referenced Separation Profile.

Configuring Separation Review

Separation Review is a configuration of the Review activity of a Batch Process.

1. First, create a Batch Process.
2. Add a Batch Process Step.
3. Set the Activity Type property to Review.

4. Click the Batch Views property then its ellipsis button.
5. In the Tab Page Setup Collection Editor window, click the Add button.

  • This will add an item to the list named <NO CONTROL TYPE>.

6. In the Batch View Type property drop-down, select Separation Viewer.

7. Click the Control Settings property then its ellipsis button.
8. In the Separation Viewer Settings window click the drop-down arrow next to the Separation Settings property to expose further properties.
9. Click the Scope property, then it's corresponding drop-down arrow, and from the drop-down node tree, select a Content Type.

Property Details

Attachment Rules – Configure how certain document types should be attached to a regular document type.
Respect Original Page Numbers – If a PDF or mult-page TIF file is used to create individual pages, Grooper will keep track of the page’s original number and use that value to prevent the last page of one document from being attached to the first page of the next document.
Bind Only – If this is set to true, all pages will remain individual pages when Separation Review completes, which defeats the purpose of this module. As of this writing, setting this property to False seems to make Separation Review easier to complete.
Goto First Invalid Item – Separation Review will auto-select the first item that couldn’t be assigned a document type because that item’s confidence didn’t meet or exceed the threshold for confident classification set on the Content Model.
Flag Messages – Optional property to predefined acceptable messages to assign to items in Separation Review.

Interface Overview

 The documents are highlighted with two alternating colors to easily distinguish how separation will occur without needing to check the name of the Document Type.

If an item has red text, this means the item has a classification flag. In this image, hovering over Page 9 would show a tooltip with the reason the item is flagged.

This image also shows pages because the Separate activity has the Bind Only property set to Truewhich will leave the pages as loose pages in the batch until choosing the Separate command at the end of the review process. If the Bind Only property is set to False, this image will show folders because the Separate activity proceeded to separate the pages into folders.

This is the Candidates list view showing a list of candidates and their respective confidences based on the current selection.

Appending and Prepending to Classified Groups of Documents

Right-clicking on Page 9 allows selection of the Prepend to Next object command. Ctrl+N is the shortcut key. Page 9 is now considered Page 1 of 4.
Right-clicking on Page 13 allows selection of Append to Previous object command. Ctrl+P is the shortcut key. Page 13 is now considered Page 5 of 5.

Multi-selecting Pages and Classifying Them

The keyboard should be the only control needed to work through Separation Review. When one or more pages are selected, start typing the name of the Document Type. This will filter the Candidates list view. Typing “paid” in this example, reduces the candidate list to five Document Types because their names have the word “paid” in them.

When the desired Document Type is in the list, pressing the Tab button will cause the focus to change to the Candidates list view. Use the Up and Down buttons to highlight the correct document type.

Pressing Enter when the correct Document Type is selected will classify the pages to the highlighted (from the Candidate list view) document type.

Select Span

It is necessary at times to make a multi-selection to grab all the pages pertaining to a particular document. Using the mouse or keyboard to select a page, then shift or control select the remaining is possible, however unnecessary with the Select Span command. One need simply select a page of a document, and use the Select Span object command whose hotkey is Ctrl+S. With the Select Span object command used, all the pages of the document are selected. From here one could Ctrl+UP or Ctrl+DOWN hotkeys to move the entire document up or down in the list of documents.

Completing Separation Review

Above the list of pages is the Separate button. It will only be enabled when all pages have a classification assigned.

-Starting Separation Review-


-When all pages are classified-

When all pages are classified and the Separate button is clicked, the list will change and show all pages separated into classified documents. Notice the Folder icons and Folder names.

Clicking the button next to the separate button will undo the separation and revert folders back to pages.

-All pages are separated into folers.-


Clicking the (blue arched arrow) Undo button will undo all manual classification performed during Separation Review and revert the batch of pages to their previous state when Separation Review started. Note that deleted pages will not be recovered. Deleted pages are permanently unrecoverable.

Object Commands from the Context Menu

Append to Previous – Attaches selected item(s) to the preceding items above the selection.
Prepend to Next – Attaches selected item(s) to the proceeding items below the selection.
Delete – Deletes selected item(s).
Select Span – Shortcut command to highlight all items in the same color group.
Separate – Applies separation to items currently classified.
Unseparate – Removes separation to items currently in classified folders.
Move Up – Moves the selected item(s) up in the item order.
Move Down – Moves the selected items(s) down in the item order.
Flag Item – Assign a flag to an item for other workflow needs post-Separation Review.
Goto Next Loose Page – Auto-selects the next page not confidently assigned a document type.
Remove PDF Version – Removes an existing pdf file attached to the item.
Image – Provides a selection of image adjustment commands to apply to the current page.
Scan Once – Changes the current display image format.
Send To – Provides a selection of export commands to apply to the current page.
Properties – Displays metadata of a selected page.

Version Differences

Grooper 2.80 - Classification Review

Grooper 2.80 and previous versions relied on Classification Review with its various controls to separate loose pages, merge selected pages into documents, and correct misclassified folders or classify unclassified folders. This user interface required a moderate-to-large effort to complete classification and separation, especially when reverting one or more folders to loose pages in order to combine the same pages into separate documents and classifying each newly created document.

Grooper 2.9 - Separation Review

Separation Review is a new Attended Client in Grooper version 2.90.

When using the ESP Auto Separation provider to separate and classify documents, the Separation Review module should replace Classification Review, which will also still be available for legacy support or other use cases. Don’t be concerned about this being a new module. Slap the name “Classification Review 2.0” on Separation Review because Separation Review really is a true upgrade and efficiently redesigned approach of Classification Review. Consider it a godsend!

The design of Separation Review invites the heavy use of the keyboard and keyboard shortcuts to make quick work of any items needing corrective action. Many quality-of-life improvements now exist and are quickly realized if one has previous experience using Classification Review.

Even though this is a review client for separation, it is really designed to work in concert with ESP Auto Separation which also classifies the separated documents. Therefore, some classification tasks take place in this module. In the How To section, items in the list are color coded. The list shows current classification of the items. This doesn’t necessarily mean they are currently separated into documents. The actual separation occurs later. During use of Separation Review, using the various context menu commands will assist and ensure pages are classified correctly and ready for proper separation.

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