Kofax Getting Started with Ascent Xtrata Pro - Manual (Page 42)

Project Builder
Ascent Xtrata Pro User's Guide 23
For invoice projects, there are special field group locators for predefined invoice
fields, which only need to be trained with sample documents. These locators can also
be combined with the normal “rule-based” locators.
Extraction Benchmark
You can test the extraction results for the current project settings against a reference
set. The reference set has to be created first, for example by processing the documents
with Ascent Xtrata Pro Server and Validation.
The benchmark test processes the selected reference set using the current project
settings and compares these test results against the results that are stored in the
XDocs of the reference set. The results are shown as statistics for the complete test set
as well as for each document, so that the documents yielding different results can
easily be identified.
Validation
In addition to classification and extraction, the project contains validation settings.
Validation methods and rules are defined using the Show Validation Rules working
mode. Custom validation forms can also be created for each class. Derived classes
inherit the form from their parent class.
You can also customize the Project panel to include a column for “Val. Form,” which
shows an icon if a validation form is available for a class. (Select View | Choose
Details from the main menu to customize the columns shown in the Project panel.)
After the validation methods and rules have been defined for the fields of a class, and
the validation form has been created, you can test validation. Select the class in the
Project panel and load test documents to the Test Folder panel. Select a document,
and click Extract Document. Then, click Validate Document from the main toolbar to
apply the validation rules and show the results in the validation form.
Managing Projects
You can either create a new project or update existing projects. The Project Builder
can be used to manage two types of projects, standard Ascent Xtrata Pro projects or
invoice projects. You need dedicated licensing to work with invoice projects. An
invoice project can always be converted to a standard project, but you cannot convert
a standard project to an invoice project.