1.0 Getting Started Guide

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1 KOFAX Transformation Modules Invoice Packs 1.0 Getting Started Guide Rev 1.0

2 2008 Kofax, Inc., Laguna Canyon Road, Irvine, California 92618, U.S.A. All rights reserved. Use is subject to license terms. Third-party software is copyrighted and licensed from Kofax s suppliers. THIS SOFTWARE CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF KOFAX, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF KOFAX, INC. Kofax, the Kofax logo, Kofax Transformation Modules, Xtrata Pro, Indicius, Ascent Capture, Kofax Capture, VirtualReScan, the VRS VirtualReScan logo, and VRS are trademarks or registered trademarks of Kofax, Inc. or its affiliates in the U.S. and other countries. U.S. Government Rights Commercial software. Government users are subject to the Kofax, Inc. standard license agreement and applicable provisions of the FAR and its supplements. You agree that you do not intend to and will not, directly or indirectly, export or transmit the Software or related documentation and technical data to any country to which such export or transmission is restricted by any applicable U.S. regulation or statute, without the prior written consent, if required, of the Bureau of Export Administration of the U.S. Department of Commerce, or such other governmental entity as may have jurisdiction over such export or transmission. You represent and warrant that you are not located in, under the control of, or a national or resident of any such country. DOCUMENTATION IS PROVIDED AS IS AND ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID. 2 Kofax Transformation Modules Invoice Pack Getting Started Guide

3 Contents How to Use This Guide... vi Introduction... vi Related Documentation... vi Kofax Transformation Modules... vi Installation Guide for Kofax Transformation Modules... vi User Guide for Kofax Transformation Modules... vii Help... vii Scripting Help... vii Kofax Transformation Modules Release Notes... vii Kofax Transformation Modules Invoice Pack... vii Kofax Transformation Modules Invoice Pack Configuration Guide... vii Kofax Transformation Modules Invoice Pack Release Notes... viii Training... viii Kofax Technical Support... viii Overview... 9 About Kofax Transformation Modules Invoice Pack... 9 Features of Kofax Transformation Modules Invoice Pack... 9 Classification... 9 Supplier Lookup Credit Note Detection Extraction Generic Knowledge Base Specific Knowledge Base Regular Expressions Format Locators Special Locators Validation Specific Knowledge Bases Kofax Transformation Modules Invoice Pack Getting Started Guide iii

4 Database Lookup Integration Localized Field Names Localized Error Messages Additional Features Financial Amounts Resolver Error handling Localized Logging Kofax E-Transactions interface Installation Overview System Requirements Kofax Capture Kofax Transformation Modules Installing the Invoice Pack Step 1 Install Kofax Capture Step 2 Install Kofax Transformation Modules Step 3 Install Kofax Transformation Modules Invoice Pack Additional Information Configuration Customer Settings Purchase Order Configuration Invoice Date Days Before Configuration Check Before Configuration Days After Configuration Check After Configuration Reference Date Configuration Allow Empty Field Configuration Database Settings Validate Supplier Match Configuration iv Kofax Transformation Modules Invoice Pack Getting Started Guide

5 Locale Field Configuration Supplier ID Field Configuration Invoice Regular Expression Field Configuration OCR Confidence Confidence Configuration Locale Settings Language Locale Configuration Default Classification Locale Kofax Capture Integration Index Kofax Transformation Modules Invoice Pack Getting Started Guide v

6 How to Use This Guide How to Use This Guide Introduction This guide introduces the Kofax Invoice Pack which provides a generic invoice processing capability for the Kofax Transformation Modules. The Invoice Pack enables high-performance extraction of invoice header information, with minimal change or configuration, and without requiring an in-depth knowledge of the Kofax Transformation Modules. This guide also covers how to install and configure your Invoice Pack. This guide assumes that you have a thorough understanding of Windows, as well as experience with Kofax Capture and Kofax Transformation Modules. Some knowledge of XML files and regular expressions is also expected. Related Documentation This section contains information about related documentation included with Kofax Transformation Modules and Invoice Pack. Kofax Transformation Modules The following documents are included within Kofax Transformation Modules. Installation Guide for Kofax Transformation Modules This installation guide is provided as a separate document in the Kofax Transformation Modules software package. The installation guide provides instructions for installing Kofax Transformation Modules. In addition, it contains information about implementing your installation, certified operating systems, and other system requirements. vi Kofax Transformation Modules Invoice Pack Getting Started Guide

7 How to Use This Guide User Guide for Kofax Transformation Modules This user guide gives an overview of Kofax Transformation Modules. It contains information about the modules and how to use them as well as detailed information about the technology provided by Kofax Transformation Modules. Help Kofax Transformation Modules Help is available from the application components as follows: From any of the Kofax Transformation Modules components, click Help from the toolbar or select Help Contents (or Index) from the menu bar. From any application window, click Help to display context sensitive Help information for the window. Scripting Help Information about scripting is available from the Help menu of any Project Builder interface that allows you to write or access scripts. Select Help and then the desired help component. Kofax Transformation Modules Release Notes Late-breaking product information is available from the release notes. You should read the release notes carefully, as they contain information that may not be included in other Kofax Transformation Modules documentation. Kofax Transformation Modules Invoice Pack The following documents are included within Kofax Transformation Modules Invoice Pack. Kofax Transformation Modules Invoice Pack Configuration Guide This guide gives an in-depth view into the functionality offered in the Invoice Pack. This is intended for people who wish to make significant changes or additions to the standard functionality, and is suitable for advanced users only. The guide includes in-depth information on the locators, scripting and external DLLs used to enhance Kofax Transformation Modules invoice processing, as well as giving information on how to modify or add functionality. Kofax Transformation Modules Invoice Pack Getting Started Guide vii

8 How to Use This Guide Kofax Transformation Modules Invoice Pack Release Notes This document gives information on changes since the last release (where applicable) and known issues. Training Kofax offers both classroom and computer-based training that will help you make the most of your Kofax Transformation Modules solution. Visit the Kofax website at for complete details about the available training options and schedules. Kofax Technical Support For additional technical information about Kofax products, visit the Kofax Web site at and select an appropriate option from the Support menu. The Kofax Support pages provide product-specific information, such as current revision levels, the latest drivers and software patches, online documentation, and user manuals, updates to product release notes (if any), technical tips, and an extensive searchable knowledge base. The Kofax Web site also contains information that describes support options for Kofax products. Please review the site for details about the available support options. If you need to contact Kofax Technical Support, please have the following information available: Kofax Capture software version Kofax Transformation Modules software version Kofax Transformation Modules Invoice Pack version Operating system and service pack version Network and client configuration Copies of your error log files Scanner make and model Scanner engine (board) type Special/custom configuration or integration information viii Kofax Transformation Modules Invoice Pack Getting Started Guide

9 Chapter 1 Overview About Kofax Transformation Modules Invoice Pack Invoice Packs are a Kofax Transformation Modules project which has been optimized for invoice header capture, along with some additional components to implement advanced logic. It has been designed to be extensible and easy to set up and customizable for individual countries while providing common functionality which is required for invoice processing in any country. The Invoice Pack consists of multiple locale-specific distributions. Each solution consists of a Kofax Transformation Modules project file along with locale-specific keywords and taxation rules. Additional logic outside of the Kofax Transformation Modules environment keeps project scripting as easy to follow as possible. They also come with a selection of sample images and a supplier database, making them ideal for demonstration projects as well as being useable as a simple out of the box solution for single country installations. Features of Kofax Transformation Modules Invoice Pack This section contains the features within the Kofax Transformation Modules Invoice Pack. Classification In the Invoice Pack, invoices are classified based on the default classification locale. The default classification locale is set during the configuration stage. The locale is used to bind the document type to a Kofax Transformation Kofax Transformation Modules Invoice Pack Getting Started Guide 9

10 Chapter 1 Modules project class, which allows it to run country-specific invoice rules, such as special tax rates. Supplier Lookup During classification, there is some additional processing that performs a lookup against the supplier database in an attempt to find information about the supplier on the invoice. This information can be used to retrieve supplier specific regular expressions (see Extraction section below), as well as to confirm locale. Credit Note Detection During classification, the solution checks for common keywords that indicate whether the document being processed is a credit note. If a credit note keyword is found the document is flagged as such so that a validation operator can perform any additional processing. Extraction Multiple steps are taken during extraction to find the correct value for a given field. The behavior for most fields follows the following patterns. Generic Knowledge Base The first locators that run to find header information are the generic knowledge bases. These knowledge bases are trained on a wide selection of invoices for a given locale, in order to give the solution the best possible chance of getting the required information. Specific Knowledge Base Specific knowledge bases allow the system to learn over time and constantly improve recognition rates. If a document has been marked for online learning during validation, the system stores information on where to find keywords for invoices of a certain type. Regular Expressions Many of the fields use regular expressions to find all possible results for a given field. In the case of date and amount fields, the results of these regular expressions are used purely as feeders into other locators. 10 Kofax Transformation Modules Invoice Pack Getting Started Guide

11 Overview However, in the case of Invoice Number and Purchase Order Number, if an invoice has been matched to a supplier, it may be possible to retrieve a regular expression from the supplier database that has been written expressly for that supplier s invoices. If a customized regular expression can be found, any results that match this regular expression are passed through with a high confidence. If no customized expression is present, a generic regular expression is used, and results passed on for further logic as with other fields. Format Locators Once the results have been retrieved by the regular expression locators, keywords are used to pick out possibilities. These keywords have been generated based on an analysis of a large numbers of invoices for a given locale. The Invoice Pack projects can be extended further to include additional keywords as and when required. Special Locators For some fields, special locators exist that perform additional logic. In particular, the Invoice Header Locator enables high-performance extraction of subtotals, tax amounts and totals based on the relationship between these values. Where available, this functionality is used. The results of the various methods above are combined together using standard evaluators, based either on the highest confidence result, or in some cases, the first available result. This decision is based on the type of locator used some locators are more reliable than others. After extraction, the results are copied into the invoice fields. Additional logic then determines the OCR confidence of the best result. If the confidence is below a user defined percentage threshold (see configuration section of this document), the result is marked as invalid. Validation The Invoice Pack ships with a pre-defined validation form. This validation form includes standard rules to determine the validity of a result. Dates and amounts must be formatted correctly, required fields must contain values, and amount fields must add up correctly. Kofax Transformation Modules Invoice Pack Getting Started Guide 11

12 Chapter 1 The Kofax Transformation Modules Invoice Pack validation form has the following enhancements. Specific Knowledge Bases The Invoice Pack is pre-configured to use specific knowledge bases. This allows the Kofax Transformation Modules to learn where information can be found given a particular document layout. In order to use this functionality, the validation operator needs to click the Make available for online learning button on the toolbar when they have finished validating a document which was incorrectly extracted. Database Lookup Integration The validation form includes information on the supplier associated with the invoice. This information can be modified by the user with a look-up to the supplier database. The form has three buttons for this purpose. The Alternatives button lists all possible alternatives suppliers found during extraction. The Search button opens a search window to manually find a supplier. The No Match button uses the blank record within the supplier database to indicate that the supplier does not exist. The operator can also search by typing any look-up information in the supplier ID field before pressing the enter key or using the Search button. Localized Field Names For each Invoice Pack, field names on the validation form are localized. Localized Error Messages The validation error messages are localized, and the language used can be set to any of the supported languages during configuration. 12 Kofax Transformation Modules Invoice Pack Getting Started Guide

13 Overview Additional Features As well as enhancements to the basic Kofax Transformation Modules configuration, there are some additional features available to users of the Invoice Pack. Financial Amounts Resolver The UK Invoice Pack includes a new feature which allows the tax on invoices with early payment discounts to be extracted correctly. The default functionality cannot handle this case, because the tax amount appears to be less than the standard rate. Error handling All methods and functions in the Invoice Pack are covered by an external error handling routine which ensures all unrecoverable errors are logged in the Kofax Capture logging directory. Localized Logging Any errors are logged to the Kofax Capture logging directory, with the error messages fully localized. Kofax E-Transactions interface The Invoice Pack is ready to integrate with the Kofax E-Transactions product, which adds the capability to process electronic invoices. For more information on this product, see Kofax Transformation Modules Invoice Pack Getting Started Guide 13

14 Chapter 2 Chapter 2 Installation Overview This section will cover the installation and configuration of Kofax Transformation Modules Invoice Pack. System Requirements The Invoice Pack works with Kofax Capture and Kofax Transformation Modules. The supported versions are listed below. Other system requirements are as for Kofax Capture and Kofax Transformation Modules themselves. Kofax Capture Kofax Capture 8.0 Kofax Capture 7.5 with Service Pack 6 or later Kofax Transformation Modules Kofax Transformation Modules 3.5 with Service Pack 1 Installing the Invoice Pack Installing a Kofax Transformation Modules Invoice Pack involves the following basic steps, which you should perform in the order listed. Step 1 Install Kofax Capture Refer to the Installation Guide for Kofax Capture for instructions. 14 Kofax Transformation Modules Invoice Pack Getting Started Guide

15 Installation Step 2 Install Kofax Transformation Modules Refer to the Installation Guide for Kofax Transformation Modules for instructions. In a Kofax Capture Network Server environment, Kofax Transformation - Project Builder must be installed on any remote sites. Step 3 Install Kofax Transformation Modules Invoice Pack You must install the Invoice Pack on each workstation that will be running either the Kofax Transformation Modules Server or Validation client. To install the Invoice Pack 1 Download the latest version of the Kofax Tranformation Modules Invoice Pack from the Kofax support website at 2 Copy the Invoice Pack installer to the workstation running Kofax Tranformation Modules. 3 At the workstation, shut down any applications (including the Control Panel, virus detection software, and toolbars) that might be running. 4 Double click on the installer file to start the installation. 5 The installer will check the workstation configuration. Click Next to proceed when prompted. 6 After reading the End-User License Agreement, click on the checkbox to accept the terms-and-conditions of the license. 7 Click Next to proceed. 8 You will be presented with the default installation path for the Invoice Pack. Click Browse to select an alternative install path. 9 Click Next to proceed with the installation. 10 A status bar will highlight the progress of the installation. Click Finish once the installation has been completed. 11 A dialog box will appear allowing you to view the Invoice Pack project within Kofax Transformation Modules Project Builder application. Click Yes or No to proceed. Kofax Transformation Modules Invoice Pack Getting Started Guide 15

16 Chapter 2 Additional Information All of the files are installed under the path given during the installation. Kofax Transformation Modules Invoice Pack installs the following files: A Kofax Transformation Modules project file Dictionary and Database files associated with the project file A config.xml file which contains settings for the Invoice Pack Resource files which contain locale-specific error messages LanguageDict xml files which contain language-specific keywords.net DLL files which provide additional logic for the solution 16 Kofax Transformation Modules Invoice Pack Getting Started Guide

17 Configuration Chapter 3 Configuration This section contains information on configuring the Kofax Transformation Modules Invoice Pack. All configuration settings are performed in the configuration file located in your installation directory under \Project\Knowledgebases\Config\config.xml. To edit this file, you must be familiar with XML and comfortable with regular expressions. Customer Settings This is intended to deal with scenarios where the end user is the customer, receiving invoices from suppliers. With this in mind, access is provided to certain information that will enable enhancement of extraction results. Purchase Order In situations where the purchase order number is being extracted from the document, extraction can be improved by prior knowledge of the format of the purchase order number. As this number is usually a reference number with a specific format, it is possible to create a regular expression which details the expected structure of the purchase order. Configuration The regular expression entered should describe the format of the Purchase Order/Customer Reference Number. All special characters must also be escaped. To configure a Purchase Order regular expression 1 Open the config.xml file using any text editor. Kofax Transformation Modules Invoice Pack Getting Started Guide 17

18 Chapter 3 2 Locate <CustomerSettings PONumberRegExp="" />. 3 Add a regular expression between the quotation marks. 4 Check and escape any special characters. 5 Save the file. 6 Test your expression and modify as necessary. Invoice Date The invoice date (also known as the Tax Point) is often difficult to capture, but with the right information can be accurately obtained. Several settings are available to the user to enhance this validation. Days Before For any invoice, the invoice date is usually before the current date. How many days before depends on the business processes of the company, but the smaller the number the better validation for this field becomes. By default, this value is set to 3650 days, to allow for demonstration scenarios. This means that an invoice date that has been extracted from the form must be within 10 years of the reference date in order to be valid. Configuration When setting this value, you should try to set a range as small as possible; any invoice with an invoice date outside the limit will be flagged to the validation operators. To configure Days Before 1 Open the config.xml file using any text editor. 2 Locate the element <InvoiceDate />. 3 Edit the element attribute DaysBefore="3650" 4 Enter a numeric value greater than zero within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. 18 Kofax Transformation Modules Invoice Pack Getting Started Guide

19 Configuration Check Before As stated above, it can be safely assumed that an invoice cannot be dated after the reference date, which is the default configuration. This setting uses the DaysBefore setting mentioned above to determine how far in the past an invoice date may be and still remain valid. Configuration There are only two acceptable values for this setting, true, which indicates an invoice must be dated before the reference date or false, which allows any date in the past to be treated as valid. If an empty value is provided, then the attribute will default to true. To configure Check Before 1 Open the config.xml file using any text editor. 2 Locate the element <InvoiceDate />. 3 Edit the element attribute CheckBefore="true" 4 Enter true or false within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Days After This attribute is dependent on the attribute CheckBefore. The Invoice Pack s default installation behavior is not to allow invoice dates to occur after the reference date. If the CheckBefore attribute is set to false, then setting DaysAfter will declare how many days after the reference date an invoice date must be within to be valid. Configuration When setting this value, you should try to set a range as small as possible; any invoice with an invoice date outside the limit will be flagged to the validation operators. To configure Days After 1 Open the config.xml file using any text editor. Kofax Transformation Modules Invoice Pack Getting Started Guide 19

20 Chapter 3 2 Locate the element <InvoiceDate />. 3 Edit the element attribute DaysAfter="0" 4 Enter the a positive numeric values within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Check After Under normal operation, it can be safely assumed that an invoice cannot be dated after the reference date, which is the default configuration. In some scenarios however, it may be necessary to allow for future dated invoices, which is what this setting allows. This setting uses the DaysAfter value for validation. Configuration There are only two acceptable values for this setting, true, which indicates that the invoice date validation will check that the date falls within the amount of days specified by the DaysAfter value or false, which allows any date in the future to be treated as valid. If an empty value is provided, then the attribute will default to true. To configure Check After 1 Open the config.xml file using any text editor. 2 Locate the element <InvoiceDate />. 3 Edit the element attribute CheckAfter="true" 4 Enter true or false within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Reference Date The reference date is the date used to compare dates found on the invoice. In a production environment, this setting must be set to the current date for accurate validation. 20 Kofax Transformation Modules Invoice Pack Getting Started Guide

21 Configuration This setting is useful in demonstration scenarios where the invoices being used are somewhat older. For example, if you have a batch of invoices which all date back to June 2003, setting the reference date to June 29 th, 2003 will make the system treat the given date as the current dates. Thus, allowing historical invoices to be processed as intended. Configuration There are three ways of populating this attribute: Enter an empty value (i.e. ), which will set the reference date to the current date Enter the word today, which will set the reference date to the current date. Enter a specific date such as following the format dd.mm.yyyy. To configure Reference Date 1 Open the config.xml file using any text editor. 2 Locate the element <InvoiceDate />. 3 Edit the element attribute ReferenceDate="today" 4 Enter the a positive numeric values within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Allow Empty Field By default, invoice date must exist in order for the document to be valid. If this is not required, then changing this setting will allow a document without an invoice date to be processed as valid. Configuration This setting has only two valid values, either true, which indicates that the field is not mandatory or false, which indicates that the data must be captured for the document to be valid. If empty an value is provided, then the attribute will default to false. Kofax Transformation Modules Invoice Pack Getting Started Guide 21

22 Chapter 3 To configure Allow Empty Fields 1 Open the config.xml file using any text editor. 2 Locate the element <InvoiceDate />. 3 Edit the element attribute AllowEmptyField ="false" 4 Enter true or false within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Database Settings A database containing a list of suppliers is used by the Invoice Pack solution to check for a locale and supplier information. The format of the database is a list of comma-separated variables stored under the specific locale installation for a given Invoice Pack. For example, the en_gb (UK English locale identifier) supplier database can be found under the chosen install location as follows: \InvoicePack_en-GB\Databases\en-GB\suppliers.txt. The fields and structure of the database are fixed. If you are comfortable with CSV files and wish to update the database with supplier specific information, then either: 1. Manually edit the file to add the key information. 2. Export data from another supplier database as a CSV file. In both cases, it is essential that the header row of the database file be retained as well as the field order. Validate Supplier Match When supplier details are found on the invoice document, Invoice Pack will use fuzzy logic to find the closest match possible within the supplier database. This provides an enhanced capability to find the correct supplier when there is limited data available from the invoice document. 22 Kofax Transformation Modules Invoice Pack Getting Started Guide

23 Configuration Configuration There are two permitted values for this attribute. Entering false will return the first match found within the supplier database, while entering a value of true will use fuzzy matching. If empty an value is provided, then the attribute will default to false. To configure Validate Supplier Match 1 Open the config.xml file using any text editor. 2 Locate the element < DatabaseSettings />. 3 Edit the element attribute ValidateSupplierMatch ="true" 4 Enter true or false within the quotes. 5 Save the file. 6 Test your changes and modify as necessary. Locale Field The locale field in the supplier database is used to confirm locale during classification. This setting allows you to choose the name of the field in the supplier database which contains the locale information Configuration The expected value for this setting is a field name within the supplier database containing the RFC4646 compliant locale identifier (e.g. en-gb). To configure Locale Field 1 Open the supplier.txt file using any text editor. 2 Note the field name within the header row to be used. 3 Close the file without saving. 4 Open the config.xml file using any text editor. 5 Locate the element < DatabaseSettings />. 6 Edit the element attribute LocaleField ="Locale" 7 Enter the field name from the database header row within the quotation marks. Kofax Transformation Modules Invoice Pack Getting Started Guide 23

24 Chapter 3 8 Save the file. 9 Test your changes and modify as necessary. Supplier ID Field The Supplier ID, is used to differentiate between multiple supplier results. This becomes especially important if your supplier has multiple business names at the same address, creating duplicate supplier entries within the database. This setting allows you to choose the name of the field in your supplier database which contains the unique identifier for a supplier. Configuration The expected value for this setting is a field name within the supplier database. To configure Supplier ID Field 1 Open the supplier.txt file using any text editor. 2 Note the field name within the header row to be used. 3 Close the file without saving. 4 Open the config.xml file using any text editor. 5 Locate the element < DatabaseSettings />. 6 Edit the element attribute SupplierIDField ="SupplierID" 7 Enter the field name from the database header row within the quotation marks. 8 Save the file. 9 Test your changes and modify as necessary. Invoice Regular Expression Field This setting relates to the invoice number, which is difficult to identify and validate due to its completely open format. Setting a regular expression for the invoice number in the database can increase the accuracy in identifying the invoice number. Thus increasing the processing performance in extracting this field, by reducing the number of possibilities. This setting allows you to specify the name of the field in your supplier database which contains the regular expression to identify an invoice number for a given supplier. 24 Kofax Transformation Modules Invoice Pack Getting Started Guide

25 Configuration Configuration The expected value for this setting is the field name in the supplier database that will be used to hold a regular expression for supplier invoice numbers. Any special characters used should be escaped. To configure Invoice Field regular expression 1 Open the supplier.txt file using any text editor. 2 Locate the supplier row to be edited. 3 Edit the column value for the supplier that is associated with InvoiceRegExp field name. 4 Enter a valid regular expression within the comma separators. 5 Check and escape any special characters. 6 Save the file. 7 Test your expression and modify as necessary. OCR Confidence One of the major enhancements to the extraction offered by Kofax Transformation Modules Invoice Pack is field level OCR Confidence. This allows you to set a threshold value, so that any extracted result which is not sufficiently confident will be flagged for review in validation. Confidence You can set the confidence threshold for each field in Kofax Transformation Modules. This allows full control, and ensures that any business critical information can be forced to be as confident as possible before it bypasses a validation operator. The confidence is entered as a percentage threshold value. For instance, if a value of 80 was assigned to a field, Kofax Transformation Modules must be at least 80% certain that it has interpreted the data correctly. If the confidence falls below this threshold, the field will be marked as invalid. Kofax Transformation Modules Invoice Pack Getting Started Guide 25

26 Chapter 3 Configuration The valid values that can be entered are between If you wish to disable the confidence level for a given field, the enter a value of zero. To confidence OCR Confidence 1 Open the config.xml file using any text editor. 2 Locate the element < OCRConfidence />. 3 Locate the sub-element < FieldOCRConfidence />. 4 Edit the FieldName= element attribute associated with the Kofax Transformation field to be edited. 5 Locate the Confidence= element attribute associated with the FieldName=. 6 Enter a valid numeric value between within the quotes. 7 Save the file. 8 Test your changes and modify as necessary. Locale Settings The locale settings control how the invoices running through the solution are classified and processed, as well as the language that the validation operator sees. Language Locale The language locale defines which of the supported languages is used for logging, error messages, validation field names and validation field status messages. This can be modified at any time to any of the supported languages. Configuration The correct values for this setting is a string containing and RFC4646 compliant locale identifier supported for this configuration. The following locales are currently supported: en-gb (UK English) de-de (German) 26 Kofax Transformation Modules Invoice Pack Getting Started Guide

27 Configuration To configure Language Locale 1 Open the config.xml file using any text editor. 2 Locate the element < LocaleSettings />. 3 Edit the element attribute LanguageLocale ="" 4 Enter a supported locale value within the quotation marks. 5 Save the file. 6 Test your changes and modify as necessary. Default Classification Locale Do not modify this setting. Kofax Capture Integration In order to use the Kofax Transformation Modules Invoice Pack, it is necessary to set up a compatible Kofax Capture batch class. This section assumes that all computers that will be using the Kofax Transformation Modules Invoice Pack solutions already have the following components installed: Kofax Capture Kofax Transformation Modules Kofax Transformation Modules Invoice Pack In the Kofax Capture Administration module, create a new batch with the following queues: Scan KTM Server KTM Validation KTM KB Learning Server Release When this is done, right click on the batch and select the Synchronize Kofax Transformation Project option. Follow the steps on the screen to associate the batch class with the project file installed for Kofax Transformation Modules Invoice Pack. Kofax Transformation Modules Invoice Pack Getting Started Guide 27

28 Chapter 3 For more information on setting up a batch with Kofax Capture and Kofax Transformation Modules, see the documentation for Kofax Transformation Modules. 28 Kofax Transformation Modules Invoice Pack Getting Started Guide

29 Index Classification... 9 Confidence Threshold... 11, 25 config.xml Configuration Allow Empty Field Check After Check Before Confidence Customer Settings Database Settings Days After Days Before Default Classification Locale Invoice Date Invoice Regular Expression Field Language Locale Locale Field Locale Settings OCR Confidence Purchase Order Reference Date Supplier ID Field Validate Supplier Match Configuration Guide... vii Credit Note Detection Customer Settings Database Error handling Extraction Features... 9 Financial Amounts Resolver Format Locators Fuzzy Logic Fuzzy Matching Generic Knowledge Base Installation Kofax Capture Batch Class Queues Kofax Capture Network Server Kofax E-Transactions interface Kofax Transformation Modules... vi Locale Indentifier RFC Localized Error Messages Localized Field Names Localized Logging logging Logging No Match online learning Regular Expressions Related Documentation... vi Release Notes... viii Special Locators Specific Knowledge Base... 10, 12 Supplier Database Supplier Lookup suppliers.txt System Requirements Taxation... 10, 13 Technical Support... viii Training... viii Validation Validation Form Alternatives button No Match button Search button Kofax Transformation Modules Invoice Pack Getting Started Guide 29