2.90:Separation Review

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Separation uses various techniques to group pages into classified documents.

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

About Separation and Separation Review

Grooper uses various approaches and 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.

Use Cases

Separation

Training Scope

Normal - This is the classic version of capturing training features for a document type.
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 pages between the first and last page to magically be combined with the first and last page. This requires minimal effort for big returns.
FirstOnly - If someone has used Document Titles extraction for a Positive Extractor to make Separation easy in the past, consider this property an upgrade to that approach.

  • Taking the approach of only using Document Titles breaks down when an image has poor quality in it and causes the document titles’ extractor to miss the title.
  • This allows the continued use of using Document Titles to be used as features combined with any other features on a page being trained so that if the document title is missed, the separation engine can immediately and automagically rely on features contained in the training for the document type.

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 any page that is not page 1 of the document type, or the last page.
  • Use on document type that are always 2-page document types. 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.

Positive Extractor
A Rule-Based Classification will occur and fallback on Features-Based Classification.

Pagination
It says this document can have any number of pages.

Prioritize EPI
This respects EPI if it is present, otherwise rely on EPI training from Features training.

Secondary Page Extractor
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.

The Content Model has an EPI Extractor configured. not shown here

Allow Training
No lexical features (as set on the Content Model) are considered for classification or separation.

Positive Extractor
Separation will only occur when the Positive Extractor has a result. Rule-Based Classification only.

Pagination
Automatically appends a specified number of pages using training.

Repeating Last Page
In considering Structured Pagination, and this property set to True, repeating last pages will be appended.

Separation will separate using page-for-page trained samples only.
Copies of the last page, such as signed pages from multiple parties, may exist and will be appended.

Allow Training
Lexical features (as set on the Content Model) are considered for classification and separation.

Positive Extractor
A Rule-Based Classification will occur and fallback on Features-Based Classification.

Negative Extractor
A result from this extractor will exclude this Document Type as a classification option.

Pagination
This document can have any number of pages.

Training Scope
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.

The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. not shown here

Allow Training
Lexical features (as set on the Content Model) are considered for classification and separation.

Positive Extractor
A Rule-Based Classification will occur and fallback on Features-Based Classification.

Negative Extractor
A result from this extractor will exclude this Document Type as a classification option.

Pagination
This document can have any number of pages.

Prioritize EPI
Respect EPI if it is present, otherwise rely on EPI training from Features training.

Secondary Page Extractor
- 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.

The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. not shown here

Allow Training
Lexical features (as set on the Content Model) are considered for classification and separation.

Positive Extractor
A Rule-Based Classification will occur and fallback on Features-Based Classification.

Pagination
This document can have any number of pages.

Secondary Page Extractor
- 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.

The Content Model has an EPI Extractor configured and creates a hybrid of Rule-Based and Feature-Based Classification. not shown here

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.

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 Recievable
  • Accounts Payable
  • Tax Documents
  • HR Documents
  • Healthcare

How To

Separation

Configuring Separation relies on understanding the different Separation Provider types and how to configure them.

Change in Value Separation

Please refer to this article on Change in Value Separation for information on this specific provider.

Control Sheet Separation

Please refer to this article on Control Sheet Separation for information on this specific provider.

EPI Separation

Please refer to this article on EPI Separation for information on this specific provider.

ESP Auto Separation

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

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.

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.

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 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.
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.

Property Details

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

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

Separation

Separation in Grooper 2.9 adds three new properties to Document Types.

  1. Training Scope
  2. Repeating Last Page
  3. 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 2.8 Grooper 2.9
Grooper 2.8 Grooper 2.9
Grooper 2.8 Grooper 2.9
Grooper 2.8 Grooper 2.9

Separation Review

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

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.

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.

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