This scenario describes how to continue developing a Classification or Document skill that is referenced by a Process skill. It fits when you want to:Documentation Index
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- Accumulate documents processed by Manual Review Operators and use them to train a skill. Because Vantage can accumulate documents processed by a Classification or Document skill, you can invoke the skill from a Process skill that includes a Manual Review activity. Documents processed by Manual Review Operators are added to the skill’s document set and can then be used for automatic training or kept for manual review by the skill designer. For more information, see Online learning.
- Switch between different Classification and Document skills (rather than between skill versions).
Select a document accumulation strategy for Online learning
Pick a strategy based on your objectives and development stage. You’ll need to decide:- Whether to enable or disable automatic skill training when new documents are acquired (Online learning mode, set in the Classification or Document skill).
- Whether to collect all documents or only documents with issues — for example, rule errors or uncertain fields (Review Documents mode, set in the Manual Review activity of the Process skill).
| Development phase | Online learning mode | Review Documents mode |
|---|---|---|
| Early skill development | Collect only | All (default) |
| Automatic fine-tuning of a skill with normal performance | Collect and learn (default) | With rule errors, with uncertain fields, or of unknown type |
| Late development | Collect only | With rule errors, with uncertain fields, or of unknown type |
Early skill development
Early skill development
Grow the document set by collecting every document the skill processes, not just ones with uncertain fields or rule errors. Multiple users can review in parallel to add many labeled documents quickly. You may still need to adjust the skill before training, so keep automatic training disabled.
Automatic fine-tuning of a skill with normal performance
Automatic fine-tuning of a skill with normal performance
Collect documents that had issues and were corrected during manual review, and let automatic training run. New models are tested before replacing the old model and are discarded if they underperform, so automatic training won’t reduce skill accuracy.
Late development
Late development
For a well-adjusted skill with an extensive document set, collect only documents that had issues. Since the skill already performs well, avoid retraining it automatically — review the collected documents manually instead.
Set up document accumulation
To set up a skill according to the selected strategy:Set the Online learning mode
In skill settings, confirm that the Online learning mode matches the selected strategy.
This property is only available in skill settings in Vantage.
Create and set up the Process skill
Create a Process skill that contains:
- A Classify or Extract activity referencing the skill you want to train. Enable Online learning when adding the skill to the activity if you want to accumulate its documents.
- A Manual Review activity whose Review Documents mode matches the selected strategy.
Configure input and output (optional)
If needed, configure an additional input source and/or destination for the result files. See Input activity and Output activity.
Publish the Process skill
Publish the Process skill. It receives a version number and becomes available for testing and production. Documents are processed by the referenced Classification or Document skill and accumulated according to the configured strategy. Users access the Process skill via API, connectors, or via a shared folder or email (if configured in the previous step).
Edit a skill after documents have been accumulated
To adjust a skill using the collected documents:Open the skill
Open the skill for which you collected documents. Vantage creates a new draft version. The Process skill continues to reference the published version, so editing the draft does not affect users.
From this point on, all collected documents are added to the document set of the published version, not the draft you just created.
Publish the new version
Publish the skill. Vantage creates a new published version with an incremented number.
The Process skill still references the previous version of the Classification or Document skill — the reference is not updated automatically.
Update the Process skill reference
Update the version referenced by the Process skill:
- Click the up arrow next to the Process skill version number in the Skill Catalog.
- In the dialog that opens, select the latest version of the referenced skill.
- Click Save.
- Publish the Process skill. The reference is updated, and users of the Process skill now get the new version of the referenced skill.
Roll back or switch strategies
Delete the latest Process skill version
If you aren’t satisfied with the new version’s performance, delete the latest Process skill version:Keep the Process skill changes but reference an older skill version
If the latest Process skill version has changes you want to keep, create a new Process skill version that references an older Classification or Document skill version:Select a referenced skill version
Select any available version of the referenced skill and click Save.
Any change to a skill becomes available to users only after you publish the skill.
Related topics
Skill design management
Choose a scenario for developing and managing skills already in production.
Online learning
Continuously improve a published skill by retraining on new production documents.
Set up a Process skill
Build a Process skill from a preset workflow or from scratch.
Input activity
Configure how documents enter a Process skill.
Output activity
Configure where processing results go.
Skill versions
How Vantage versions skills and how to view, edit, and delete versions.