Classification Viewer (UI Element)

This article is about the current version of Grooper. Note that some content may still need to be updated.

2025

About

The Classification Viewer in Grooper is a specialized interface designed to help users review and manage the results of automated document classification within a Batch. Its primary purpose is to ensure that each Document in a Batch is correctly identified and assigned the appropriate Document Type, supporting quality assurance and exception handling in document processing workflows.

Accessing the Classification Viewer

To open the Classification Viewer:

1. Navigate to the Batches page in Grooper.
2. Locate and select a Batch that contains a Classification Viewer activity as part of its Batch Process.
3. Double-click the Batch to launch the Review interface.

Navigating the Classification Viewer interface:

• The interface displays a list of Documents within the Batch, along with their current classification status.
• Panels such as the Document Types panel and the main Document list help you view and manage classification results.
• Tabs or views may be available for switching between different perspectives, such as Folder View, Thumbnail View, or Data View.

Reviewing Classification

To review classification results for each Document:

1. Select a Document in the Batch list.
2. The interface will display the assigned Document Type and the confidence score for the classification.
   • Review the classification details, which may include:
     • The confidence score indicating how certain Grooper is about the classification.
     • Additional details or evidence used to determine the Document Type.

The Confidence Score

The "Confidence Score" is, as the name states, a percentage score Grooper gives a Document that tells how confident it is that a Document is a certain Document Type. For example, let's say you have an invoice in your Batch from a company named Fairdeal. You, as a human, are 100% sure that that is a Fairdeal invoice just by looking at it. But how confident is Grooper? That's where's the confidence score comes in. To examine a Confidence Score on a Document:

1. Click on a Document in the list to highlight it.
2. Look for the Document Type field and the confidence score, typically shown next to the Document name or in a details panel.

Additional Notes on the Confidence Score:

• A Confidence Score of at least 60% is needed to classify a Document.
• When the difference of two scores is less than 2%, Grooper will leave the Document unclassified as a fail-safe.

Correcting Errors

Assigning a Document Type to an Unclassified Document

If a Document was not classified, you can manually assign a Document Type using several methods:

Method 1: Right-Click and Assign

1. Right-click the unclassified Document in the Document list.
2. Select "Assign Document Type" from the context menu.
3. In the "Assign Document Type" window, click "☰" at the end of the Content Type property to access the dropdown menu.
4. Select the correct Document Type.
5. Click Execute to apply.

Method 2: Using the Document Types Panel (Double-Click)

1. Select the Document you wish to classify.
2. In the Document Types panel, locate the desired Document Type.
3. Double-click the Document Type to assign it to the selected Document.

Method 3: Using the Document Type Search Box

1. Select the Document you wish to classify.
2. Press the Tab key on your keyboard to move focus to the Document Type Search Box within the Document Types panel.
3. Type the name of the Document Type you wish to assign.
4. Press Enter to assign the selected Document Type to the Document.

Reclassifying a Misclassified Document

If a Document was assigned the wrong Document Type, you can reclassify it by doing the following:

1. Select the misclassified Document in the Document list.
2. Use any of the methods above (right-click, double-click in the Document Types panel, or the search box) to assign the correct Document Type.
3. Confirm the new assignment. The Document will update to reflect the new classification.

Completing the Review Process

To mark the review as complete:

1. Ensure all required Completion Criteria are met. These criteria may include confirming all Documents are classified and any required corrections are made.
2. Grooper will automatically prompt the user to complete the Review task; click "OK" to complete.
   • If this prompt does not appear, or has been cancelled, then click the "Complete Review" button — .
     • If completion any criteria is unmet, this button will be greyed out, and thus unclickable.