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Question

Capture Profiles Group. . .but not really?

asked on February 1, 2022

Hi All, I'm wondering if there is any documentation or real world use of the capture profiles group as a workflow activity?  The only reference to this is a whisper of thought in the online user guide, and it references Auto-Classification, which I assume was there at one time but is now gone?  I have a customer asking about how to use it, but there's almost no information anywhere and I'm wondering if this is an undeveloped feature that somehow is in production?  Any guidance or help would be appreciated.

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SELECTED ANSWER
replied on February 1, 2022 Show version history

Sorry for the confusion about auto-classification--we renamed "auto-classification" to "Capture Profile Groups" a few months ago and the documentation hasn't been updated yet to use the new name (though I've alerted our documentation team to the issue). 


Auto-classification runs the "best" capture profile, given a set of capture profiles.  The "best" determination is made by comparing:
1) which anchored zones are found on the document, and
2) the proximity of those zones to their originally configured locations
If you're familiar with Quick Fields, it's sort of like running a Form Identification process followed by a Zone OCR process, except it's a lot faster and uses text to identify the form instead of lines. 

 

When would you use it?

Say you have multiple versions of a form due to changes over time.  The form has the same basic information that you want to extract across all versions.  Some of that information has stayed in the same location, but other pieces have moved around.  You could create a capture profile for each version of the form, being sure to use anchored zones that help distinguish between the different versions of the form, and then use auto-classification to always accurately extract the information, no matter which version of the form was being processed.

Keep in mind, however, that the tokens output from the Run Capture Profile activity will include all tokens produced by all profiles you selected, so there may be tokens without values (which tokens have values will depend on which profile is selected to run).

 

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replied on February 2, 2022

Thanks, Jacob, this does clarify a bit.  

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replied on May 29, 2024 Show version history

Brian we have a different use case for Bills of Lading, where we have roughly 20 different shippers. First, you can only have 10 profiles in a group, so we needed multiple Capture Profile Groups anyway.  In Workflow we cascade from one to the next depending on whether we get a hit:

Using this token:

With a mix of different form types, we have found that some are easier to identify than others.  Also, we have found is that the capture profiles tend to be very aggressive and will search areas well beyond what you define.  That leads to misidentification, mixing up one form for another. Part of the solution then is change the order within the capture profile groups, putting the profiles that are most likely to be misidentified first, and the profiles that are the most aggressive last.

The other lesson is that the profiles will often give you several lines of data if the value you want to capture is not somewhat isolated. We just created a multi-value field, and mapped our key value to that field. It worked in this instance, as they search by PO Number, and it does not matter which order the value appears in.  

Mostly the results are clean, but you will get some results like this:

 

But looking at the original image:

 

 

I don't have a lot to complain about.

 

All that said, we found using Capture Profiles to be infinitely easier then trying to process these same forms through Quick Fields. In particular the form ID process works a whole lot better.

 

 

 

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replied on May 30, 2024

Thanks, Bill.  I love real world examples!  I agree the Capture Profiles are a lot easier than QF, it's been fun getting used to them.

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