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Set up a Classification skill to train Vantage on your document types so each incoming file can be routed to the correct downstream process.
A Classification skill classifies each document separately. Every uploaded file should contain images for a single document only.

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Prerequisites

  • A Classification skill created and opened in the Skill Designer.
  • Permission to train and publish skills in your tenant.

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Setup process

1

Train the classifier

Upload and mark your documents, then train the classifier. See Train a classifier.
2

Analyze the results

Analyze the classification statistics and correct any errors that might be causing a decrease in classification accuracy.
3

Iterate if needed

Repeat steps 1 and 2 until accuracy meets your requirements.
4

Publish the skill

Publish the skill to the Skill Catalog.

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Set up a recognition language

When processing a document, Vantage selects a processing language from a list of specified languages. When setting up a new skill, four languages are selected by default: English, French, German, and Spanish. To modify the recognition language list, click the skill settings icon to the right of the skill name in the Skill Designer. Languages in the settings dialog are sorted alphabetically, with the selected languages displayed at the top. At least one language must be selected. If the language you need isn’t listed, see languages supported by Classification skills. The number of selected languages can affect document processing speed. If you know exactly which languages Vantage will encounter in your documents, restrict the list to just those. You can modify a skill’s recognition languages even after the skill has been trained. To apply your changes, upload the documents again and retrain the skill.

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Set up Online learning mode

Online learning collects documents into a training set and then continues to train the skill using those documents. Enable it for skills that are producing poor classification results. For details, see Enabling Online learning.
Online learning can slow down processing and requires a Manual Review step in the parent Process skill.
Two Online learning modes are available in Classification Skill Settings:
  • Collect and learn (default) — collects documents and retrains the skill automatically as they arrive.
  • Collect only — collects documents without retraining. Useful when you want to review additions to the training set before retraining.
To collect documents without training, click the skill settings icon to the right of the skill name in the Skill Designer and select Collect only in the settings dialog.
Classification Skill Settings dialog with Collect only selected

Languages supported by Classification skills

See the full list of recognition languages available for Classification skills.

Enable Online learning

Continuously improve a published Classification skill by retraining it on new production documents.