Configuring Your Skills on ABBYY Vantage

ABBYY Vantage has three types of skills:

• Document Skill: Lets you extract field values from documents of a single type. Documents of the same type have exactly the same set of fields and validation rules, as well as the same structure, for example, invoices, agreements, and shipping lists are three types of documents. Documents are semi-structured if they have a specific set of fields, the markup, number and placement of which can be different on different documents of the same type. For example, invoices are semi-structured documents since they often vary in the number and formatting of line items, since they are issued by different companies. All invoices have an invoice number and total amount, however, they may be placed in different locations on an invoice.

• Classification Skill: Is used to determine the document type. The type of document determines how the document will be processed, the fields that will be extracted, and rules that will be checked. It also allows the documents to undergo initial manual sorting (e.g being sent to the correct company department). ABBYY Vantage lets you train a Classification Skill without having to go through the tedious process of creating rules. All you have to do is specify your desired classes and provide some example documents for each one. ABBYY software uses machine learning and natural language processing (NLP) to analyze training documents and determine the parameters that will be used to identify documents of a specific class. A classification model is then trained using these parameters. A classifier that has been trained this way will be able to discern between even the slightest differences in document types. A Classification Skill can be used both as part of Process Skills and separately. For example, incoming documents are automatically sorted by type using a Classification Skill (e.g. invoices and contracts). After that, the sorted documents are sent to the appropriate company departments for processing.

• Process Skill: Designed to ensure that business-related documents are properly handled as part of your business process. You can use skills from the Skill Catalog (as well as additional activities) to set up the flow of documents in your organization according to your needs. For example, incoming documents are automatically sorted by their type using a Classification Skill. Then, based on the class that was assigned to each document, a Process Skill extracts the required field values from the documents. After that, the extracted fields are verified by the operator and are uploaded to the company's internal systems.

For more detailed information on how to create your skills, refer to the ABBY Vantage Skill Designer Guide on the ABBY Vantage help site.

To configure your skills on ABBYY Vantage:

1. To start training your document skill, mark a single document. While you are training your skill, it will begin to be able to automatically suggest the position of your extracted fields on new documents, speeding up your document markup.

   1. Upload a document.

   2. Label the fields.

   3. Train the Document Skill.

   4. Publish the Document Skill.

2. Create a Classification Skill:

   1. Upload a document.

   2. Create a class.

   3. Assign the class.

   4. Train the Classification Skill.

   5. Publish the Classification Skill.

3. Create a Process Skill:

   1. Choose a process flow.

   2. Assign a classification.

   3. Train the Process Skill.

   4. Publish the Process Skill.