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.
- 1 About
- 2 Use Cases
- 3 How To
- 4 Version Differences
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 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
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
Configuring Separation Review
Separation Review is a configuration of the Review activity of a Batch Process.
1. First, create a Batch Process.
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.
|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 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
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.
Completing Separation Review
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
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.