Simple Classifier stencil

The Simple Classifier stencil is used to categorize documents based on the document content using a machine learning AI model.

Note: Each document that is processed through this workflow stencil will decrement your page count license by the number of pages displayed.

Available connections

The number of outgoing connections from a Simple Classifier stencil will depend on the number of classifications configured. There will be a connection for each classification and a NotClassified connection for documents that don't meet any classification criteria.

Configuration

  1. To access stencil properties, double-click a Simple Classifier stencil. Or, right-click a Simple Classifier stencil and select Properties.
  2. Select a data field to store the classification in from the Data Field drop-down list.
  3. Enter a name for the classification in the Classification field.

  4. Under Content Criteria, select the type of content to look for from the drop-down list. The following options are available:

    • Regex content criteria: Enter Regex to specify the content value.

    • Literal content criteria:  The content value exactly as it is entered.

    • Wildcard content criteria: Use the * as a wildcard when specifying a content value. For example, endswithanything*, *startswithanything, or contains*anything.

  5. Enter the content value in the following field.
  6. Select the Case Insensitive check box to ignore uppercase and lowercase letters.
  7. Select the Only if on specific pages(s) check box to specify which pages to look for content on.
  8. Select the Repeats check box to specify the minimum and/or maximum times a value should repeat.

  9. Click Add Content Criteria to add additional content criteria to the classification if necessary. If you have multiple content criteria, a drop-down list will appear on the upper right. Select how many content criteria must be true for this classification to match.

    To remove a content criteria, click Delete Content Criteria next to the content criteria section.

  10. Click Add Classification and follow Steps 3 - 9 to add additional classifications if necessary.

  11. Click Save.