WebCenter Forms Recognition Learn Sets to the Rescue! August 14, 2014
INTRODUCTIONS
Ankur Patel Associate Consultant
AST Corporation
Baseem Iqbal AP/AR Manager
National Express Corporation
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2013, 2011, 2009
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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
AGENDA
Challenges Oracle AP Automation Overview What is Oracle WebCenter Forms
Recognition? Learn Sets Configuring Supervised Learning
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
Oracle AP Automation Overview
Capture, extract data, process, manage and access imaged invoices
Integration with Oracle EBS Faster processing, increase visibility, reduce complexity
Oracle WebCenter Document Capture
Scan Documents, Import Emails/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
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
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
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
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
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
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)
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
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
Supervised Learning Overview
Improves extraction results for specific suppliers
Creates and learns vendor-specific subclasses of the “Invoices” class
• Recommended no more than 500
Uses Vendor ASSA field • [Vendor #]_[Vendor Name]
Images must be “clean” and original
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
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 1080460.1
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)
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