AIForged Classification

The AIForged Classification Service is a proprietary Classification service designed to automatically categorize documents and files based on their contents. The AIForged Classification Service allows easy training of a flexible and scalable classification process that can granularly distinguish among many different User Defined Categories.

Possible use cases

• Distinguish between different types of bank statements.
• Distinguish between different types of Identification documents.
• Distinguish between different types of invoices.

Service Setup

1. Open the Project Detail View of the project you would like to add the service to.
2. Click on the Add Service button in the command bar.
   

3. Select AIForged Classification Service from the available Service Types.\

   

4. A new Service Configuration Wizard will open:
   (When navigating the Wizard, please make sure to use the Next Step button in the command bar to save any changes made).

• Step 1 - Allows configuration of various service settings, including the name and description. The default settings are sufficient for most use cases.
• Step 2 - Allows adding User Defined Categories to train the service on.
• Step 3 - Training *
  1. Click Upload Training Documents in the command bar
  2. Select the User Defined Category you want to upload documents to.
     Demo training files are available here.
  3. Upload files for each User Defined Category you wish to train the service on.
  4. Once you have uploaded all your documents, click the Train Service button in the command bar to train your service.
  5. Click Process on the dialog window that appears. Leave all settings as default.
  6. A progress dialog will appear displaying the progress of the training.
     Training times can vary depending on the number of files that have been uploaded for training.
  7. The progress dialog should automatically close once the training has completed.
• Step 4 - The Definition Document should be created after the Service has been trained successfully.
• Click on the Complete button in the command bar to validate your service configuration and close the wizard.
  

Add and Process Documents

1. In your Classification Service Card click on the Inbox button.
   
2. Drag and drop files over the Inbox grid or click on the Upload button in the command bar.
   The demo test files are available here.
3. When prompted to select a category, select the No Selection option in the bottom right of the dialog window.
4. To process single documents, click on the document’s Process action button.
5. To process multiple documents, select the documents you want to process and click on Process Documents in the command bar.

When testing a newly trained service it is recommended to only process a couple of documents at a time and to review the process results.
Should the results not appear satisfactory, then additional documents may need to be trained.

View Processed Documents

1. In your Classification Service Card click on the Outbox button.
2. Classification results will appear as new documents / files in the outbox with the Category column indicating the final document classification.