ABBYY Vantage

Watch a video to discover the basics about how to get started with ABBYY Vantage, an AI based cognitive services data extraction platform.

Hello. Today I’d like to share with you ABBYY Vantage. The unique part of this platform is that it’s an easy and quick way to implement an OCR extraction process. Now, what you see in front of us is kind of our home screen. When we log in, this is where we go. On the left is our menu of our different options that we have. And on the middle is the content. Always the content about that specific menu item. And then on the right is an action screen, which always tells us what we can do in that context of that screen. Now, the document screen here is actually our sandbox. I’ll come back to this in a minute, but the sandbox is where we can upload documents and kind of see right now, right in front of us, the classification and extraction results.

One of the more important parts about ABBYY Vantage is understanding skills. We have three types of skills. We can teach the software about how to classify a document. Now, when we say classify, we mean, how do we determine the document type? One of the ways that we do that is by literally uploading samples of documents so that the software can see and start feeling what we call variants or classes of those documents. We have what are called document skills. So once the software knows a document type, we want to typically extract information on that document. And so that’s what a document skill does is we can upload samples in using machine learning, literally just lasso data and teach the software where information is found on documents that are either structured or completely unstructured.

And then lastly, we have a process skill. A process skill gives us the ability to bring everything together so we can allow the software to use classification skills and document skills, and literally map out a business process. In fact, I’ll show you one, just to give you an idea of what I mean. So here is a process skill. We have an input and we have certain actions or properties about that input. We have a classify step of the activity of the process. We have an extraction activity, we have some routing decisions, and then we have an output. And this is kind of bringing every one of those skills together to give us the ability to see our business process.

Here on the left, then going back to the menu is a manual review screen. So within this process, we can make certain conditions and decisions about when we send items for manual human in the loop review. And then of course we have an administration section here.

Let me go back however, to a couple of things that I didn’t share with you about skills. You have a skills catalog, which is where all of your skills live. You have a skills monitor, which tells you about the interaction of the skills. So you literally can see statistics about documents that are flowing through a specific skill. You can see throughput and you can see if items are lining up in a queue and you can see how long those skills are taking to run. And you can literally see event logs about every single transaction that takes place and this is typically helpful when we’re debugging and kind of seeing throughput expectations. So skills monitor is a more of an administrative review of how our skill is processing. Is it efficient and what do we need to do to make sure that that skill is rock solid? And then of course we have our skills designer. Remember I said there are three skills documents, classification, and process. Once again, the document skill is all about extraction. Teaching the software about extraction. Classification is teaching the software how to recognize different types of documents and then process skill is bringing it all together. So I just wanted to share this platform with you. This is a very unique opportunity for us to onboard a OCR extraction or classification process within minutes, and look forward to diving into this software with you. Thank you so much.

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Watch a video on how to create your first Classification Skill in ABBYY Vantage using the Classification Skill Designer.

Hello. Today I’d like to share with you how we create our first Vantage Classification Skill. So I’m logged into Vantage. The first thing I’ll do is go to our Skills Designer and create a Classification Skill. We will give it a proper name. And we will create it. One of the first important things to understand about a Classification Skill is that we have this concept called Classes. Classes are the different variants or types of this specific document that we have. And in this case, I have a direct deposit form. So what I’ll do is I’ll create a class. I have a form from a fake company called ACME, and then another company called Custom Kitchens.

Now I’ll just share with you an example of this direct deposit form. This is from the company ACME. So I want to tell the software, what ACME looks like. What the different styles of forms are. And then I have another one here for Custom Kitchens of Bayshore. And this is another form. Now the idea with classification is that we can teach the software through samples, how to recognize these different classes separately. So in this case, what I’m going to do is upload a few samples of each type. I’m just going to drag and drop them. And I’m going to move on to the next one. The software will asynchronously add those to that class. So in other words, I can work while the software is still learning and applying those different documents. In this case, I’m going to go ahead and upload these other samples to this other class.

So now that these are uploaded, you’ll notice that the train button on the far bottom, right, is now activated. I have the ability to train the software with those documents. Now that the training is completed, I can move on to our results tab and we can see statistics about the documents. So we can see the accuracy level. We can see the number of classes. We can see the documents that were used for those classes. We can even upload additional documents. So if I had another document that we want to upload, say this blank document, I would have the ability to go ahead and upload and use those documents.

The next step here is we have the ability to publish this Classification Skill. We can give it a name and description, some keywords so that we can find it as we search and even upload some demo documents. Once we’re done, we will hit publish. You can find that Classification Skill in your Skills Catalog under the Classification Skills section. So you can see here. Here’s the first one we just created together. And now you’ve created your very first Classification Skill within ABBYY Vantage. Congratulations!

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Watch a video to learn how to create a Document Skill with ABBYY Vantage’s Document Skill Designer.

Hello. Today I’m going to show you how we create our very first Document Skill within ABBYY Vantage. Now, when we’re logged into Vantage, what we want to do is go to our Skill Designer and we want to select “Document Skill”. We can give the skill a name and then we can proceed. The first thing we want to do is upload some samples of the documents that we want to teach the software, how to extract. So I will do that. I’m going to upload two different samples. In practice, you would want multiple samples and potentially multiple samples of even the same format, if that’s where you’re going. So we will upload for this demo, just two different samples, but in practice, we would have multiples. We will continue moving down our action screen.

So we’ve uploaded documents. Now we want to label and create some business rules. This is where we tell the software where the information is on the document that I want to extract. It’s actually very, very simple. You can see the types of fields that we can extract here. We can do tables. We can do barcodes. We can do checkboxes. We can group elements. And of course we can grab any text on the document. What I’m going to do is I’m not going to touch anything besides lassoing the field for the sample that I want to extract. When I click that, you’ll see a new field is populated here on the right. For the sakes of this demo, I’m just going to select a few different fields. And the software will add the fields here. I will go ahead and give them a proper name.

The other cool part about Vantage is we get the ability to group fields. So just for fun, I thought I’d show you how we can group, for example, the banking information. So what I’ll do is I’ll click the “Add Group” here. I can rename the group. And as you’ll see, I can click to create an item. And here, once again, we just lasso the fields. And so what we can do here is rename the fields.

The other thing that we can do at this point is obviously we have checkboxes on this form, which are going to be pretty key for the type of data that we want to extract on this document. And so what I can do is I can click the “Add Checkbox” or “Checkmark” field. The software will put this checkmark here, and now I need to teach it where it’s found. So I’m going to click it and I’m just going to tell the software it’s located here. And then I’m going to give it a proper name. And I will do the same thing for the savings account. Once again, we will name that properly.

One of the important things to do when you use a checkbox is to tell the software, which one is the properly checked value. So in today’s document here, I’m going to unselect checking just so the software is known by my clicking, which one is properly checked.

Now that I’ve defined the fields for one document, I can do it for the next document. And so what I’ll do, even though the document looks different, that’s okay. We’re going to teach the software by clicking here on the right where to find this information. And all we do is we click in the field and then we click the text on the document. Here we got our banking information field.

And then remember on the checkboxes, we just want to teach the software where they’re found. So we click and point. And then the only thing we want to do last on the checkbox is make sure the one that’s selected on the document is properly selected on the form. So since the checking is the one selected on the document, we’re going to keep that selected there.

Now that I’ve trained my two documents. And in reality, we would want more, but for today’s demo, we will move on to the next available action, which is training. I will click the training button and eventually what will happen is we’ll see some results here in the results tab. Now we can look at the results tab for these pair of documents. We have the fields listed the banking information listed. We can tell that the software can find which correct fields and which ones are not correct. In this case, they’re all correct. These are pretty basic forms; however, so we would expect that. And we can see specifically which documents were correct and if there were incorrect findings on the form, we would have an incorrect option here as well.

Just like we do with any other skill, the very last action that we have is to publish. Before I publish, I want to show you one more thing about every field that you have. If I go back to the editor, I just wanted to inform you that there is this little gear. This is our field options. The options that we have on a field are to make it a required field. And we also have advanced properties. And then we can of course create business rules. Today we’re not going to talk about business rules, but I will click the button just so you get an idea of what a business rule is. We can look up information. We can merge fields. We can compare fields. We can even script fields here, but what I really wanted to call your attention to is how do we zone in and teach a software about the type of data for that field? Because not all data is just text. We have different data types that are supported. We can also mark fields as required fields or key fields or dimension fields. And we can provide more context around that if you have questions. We can also set a maximum length and sometimes more importantly define the type of data that we want to extract off of the field using a regular expression. And there is a regular expression editor. So this is how we really zone in and make sure that we’re teaching the OCR about the type of data that we expect to find in that field.

Once again, the last thing we’ll do here is publish. I’m going to go ahead and publish our skill, and that will take us back to the skills catalog, which again is where we live to find all of our skills.

And I hope you’ve enjoyed this video, creating your very first Vantage Document Skill. Thank you.

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