WebCenter Forms Recognition Learn Sets to the Rescue! August 14, 2014

Transcription

1 WebCenter Forms Recognition Learn Sets to the Rescue! August 14, 2014

2 INTRODUCTIONS Baseem Iqbal AP/AR Manager National Express Corporation Ankur Patel Associate Consultant AST Corporation

3 ABOUT AST CORPORATION

4 Specialized. Recognized. Preferred. The right partner makes all the difference. Our Services Oracle Partnership Oracle Specialized E-Business Suite Business Intelligence EPM-Hyperion Fusion Middleware CRM Managed Services Education / Oracle University Project Advisory Services Oracle Platinum Partner Pillar Partner SOA Business Intelligence Hyperion Oracle University Approved Education Center Oracle University Reseller Oracle Accelerator Implementer Oracle Managed Cloud Services Implementer Small Business Strategy Council EBS Financial Management EBS Human Capital Management EBS Supply Chain Management BI Applications BI Foundation Service Oriented Architecture Application Development Framework 11g Hyperion Planning 11 Database 11g Public Sector Oracle Excellence Award Winner 2013, 2011, Inc. Top Small Company Workplaces Inc Fastest Growing Companies 2012 Best & Brightest Companies to Work For

5 ABOUT NATIONAL EXPRESS

6 Compromised of Durham School Services Stock Transportation National Express Transit Authority Operate 17,000 school buses serving 350 school districts in 30 states and 2 provinces Quality Transportation with highest level of safety Over 250 Customer Service Centers

7 AGENDA Challenges Oracle AP Automation Overview What is Oracle WebCenter Forms Recognition? Learn Sets Configuring Supervised Learning

8 Challenges Over 8000 different Vendors 20,000+ invoices processed every month Streamline coding and approval for 500+ users No Issue Resolution process Physical paper storage, request by other users would entail pulling from the file room Manual Data Entry

9 Oracle AP Automation Overview Capture, extract data, process, manage and access imaged invoices Integration with Oracle EBS Faster processing, increase visibility, reduce complexity

10 Oracle WebCenter Document Capture Scan Documents, Import s/faxes into Capture Quality assurance review by user Improve invoice accessibility and control Converted tiff file exported to file share for WFR Image enhancement results in cleaner documents

11 Oracle WebCenter Forms Recognition Extract invoice header and line data Integrated supervised learning Automatic invoice line matching with POs Reduces data entry costs and errors Decrease late payment penalties Allows for exception routing

12 Oracle WebCenter Content In-context search & access of invoice images within EBS Invoice access for users outside EBS via IPM Repository Secure annotation & mark up of invoices Task list exposes workflows Faster resolution of exceptions and out-of-policy invoices Gives structure to content with role based access

13 WFR Process Flow Import As TIFF images Metadata is parsed from file name OCR Reads all text on image Classification Identify the document type Data Extraction Extract and validate appropriate data Verify Quality assurance of data by user Export Output images extracted data and metadata

14 WebCenter Forms Recognition Components Runtime Server Designer Verifier

15 WFR Runtime Server Imports the output from ODC to processing batches Utilizes the project files for processing (Global) Classifies batches, then extracts data, validates then exports to designated location Batches that cannot be processed are forwarded to Verifier for quality assurance

16 WFR Verifier User Interface to see the status of the batches User validates batches that require quality assurance (550) Utilizes project file when processing batches

17 WFR Verifier

18 WFR Designer Utilized by Admin Allows for customizing processing Creation/selection of document Classes Configurations for relevant data to be extracted Configuration changes on Project file (Global and Local)

19 National Express Challenges with WFR Various Invoice types Service Invoices, PO invoices, Utility Invoices, Check Requests, Multiple Line invoices WFR Extraction Rate low Nearly all batches/documents required manual intervention Letters would be read as numbers and vice versa Incorrect Data would be selected and extracted

20 Learn Sets to the Rescue!

21 Learn set Structure One Verifier Station Learn sets created directly on global file. No local project file or local learn sets. Multiple Verifier Stations Activate Supervised Learning Verifier update learn sets locally Learn set Manager would review local learn sets and promote to global folder

22 Supervised Learning Overview Improves extraction results for specific suppliers Creates and learns vendorspecific subclasses of the Invoices class Recommended no more than 500 Uses Vendor ASSA field [Vendor #]_[Vendor Name] Images must be clean and original

23 When NOT to use Supervised Learning Line items do not calculate correctly Correct candidate unusually far from the Contextual information on Invoice Multiple candidates with good context Invoices with poor OCR results, fuzzy invoices

24 Configuring Supervised Learning Workflow Configuration Settings.ini Global Project file (.sdp) configurations in Designer Creation of Local project files and learn sets (Train) Creation of Knowledge base (Common) Verifier Settings on each Verifier Station Details can be found on Oracle Doc ID

25 Global Project File Settings

26 Global Project File Settings

27 Local & Common Folder Creation Create Local folder and copy paste from Global folder Project file (.sdp) Configuration settings (.ini) Learn Sets (Train Folder) Create Knowledge Base (Common folder)

28 Supervised Learning Folder Structure Global Learn set: \\server\ofr\projects\ap\global\train Global project: \\server\ofr\projects\ap\global\ap Packaged Project_1006d.sdp Local Project: C:\OFR\Projects\AP\Local\AP Packaged Project_1006d.sdp Local Learn Set: C:\OFR\Projects\AP\Local\Train Common Learn set: \\server\ofr\projects\ap\common

29 Local Project File Settings

30 Verifier Settings

31 Letter/Number Mix up

32 Q&A