Invoice Extraction and Learning in Kofax Transformation

RPI’s Senior Consultants, Brian Ayres and Derreck Mayer, provide an exploration of invoice extraction with Kofax Transformation (formerly Kofax KTM). See how Transformation extraction rates improve over time using Learning Server.

Brian Ayres:                      

Good morning everybody, thanks for joining our summer webinar series on KTM Learning Server. We’ll do a quick info about RPI. We’ve been working with Perceptive for about 16 years, our imaging practice has grown, we’re up to about 20 members now. The larger portion of our practice is actually a Lawson practice, we have about 70 consultants on the Lawson side. Our main offices are in Baltimore, Tampa, and Kansas City where I’m actually at today.

As far as the work we do at Perceptive, pretty much everything. We do eForms, iScript designs, workflow designs, redesigns, upgrades, which we’ve been doing a lot of recently, as I’m sure you’re aware if you use Perceptive. Health checks, security audits, migrations, we also work in the clinical and HL7 space. That’s a little bit about RPI.

A little bit about myself. My name is [Brian Ayres 00:01:08], I’m a senior Kofax consultant at RPI. I’ve been with RPI for about 11 years. The majority of that time I’ve been working with the Perceptive tools as well as Kofax. It’s kind of given me a unique view into the Kofax software, I’ve seen it grow over the years. One of their bragging points usually for their sales is how much money they put into their research and development and I can definitely verify that that’s true. We’ve seen the software grow a lot over the last couple years which has made this smart learning a very powerful tool.

Okay, so now we’ll jump into the good stuff here. Today we’re going to take a look inside the Black Box that is smart learning and data extraction. A lot of you have probably seen Kofax demos or have seen data capture demos. Some of you may already own the software and you do demos, or you see it work as an end-user. It just magically works. We want to show how to set up your projects to maximize the smart learning. We’ll actually get into some technical stuff to see within Project Builder what settings you want to have set up, what locators you want to use to accomplish this. We’ll take a look at that functionality.

Before we get into that, I want to talk a little bit just about the Kofax software, the different pieces of Kofax. There’s three main pieces I want to discuss. The Kofax Transformation Modules is the smart learning portion of it, so that’s where we’re going to spend a lot of our time today, but the Kofax Capture piece is basically the front end scanning where you do have a scanner hooked up and you scan in documents. Also if you’re going to be ingesting emails, things like that, that all happens in the capture portion of Kofax. Then the Transformation Modules is where all the smart learning happens, where you design your validation forms, you build in all your field validation, and formatters.

Those two pieces usually hand-in-hand. When we install a Kofax solution, typically our customers get installed Kofax Capture and Kofax Transformation Modules, which I’ll probably be calling KTM the rest of the way here, so if I say KTM, it’s Kofax Transformation Modules.

The Kofax Total Agility though, I did just want to mention this … It’s a newer platform for Kofax, so a lot of the newer installations are using Total Agility. It basically allows you to have some more workflow and business process capabilities with inside Kofax. It allows you to do mobile capture and a lot of advanced analytics around business processes. The newer installations are going to have Kofax Capture and Kofax Transformation Modules kind of built into Total Agility, so they’re modules within that application. Or Kofax Capture an