Flow Settings
Flow Settings
- Updated on Jul 10, 2025
- Published on Sep 16, 2024
- 12 minute(s) read
As part of our efforts to give you more precise control over your Hyperscience processes, we’ve made many of our settings configurable on the flow level.
You can access these settings by clicking on Flows in the left-hand sidebar and clicking on the name of a flow. If the settings aren’t automatically shown, click the button in the top-left corner of the page.
For more information about Flows, see our Flows Overview.
Application-level and block-level settings
While flows allow you to customize how they work, your flows may be affected by application-level or block-level settings. To learn more about these settings, see Application Settings Overview and Flow Blocks.
These settings appear at the top of the Flow Settings sidebar.
| Setting | Description | Default Value |
|---|---|---|
| Flow name | The name of the flow on the Flows page | N/A |
| Flow description | A description of the flow, which you can use to convey key flow details to other members of your organization. | N/A |
Submission Creation
| “Document Processing (V31)” flows only |
| This setting appears only in the “Document Processing (V31)” flow. |
S3 Submission Retrieval Store
If you are using an S3 bucket as your submission retrieval store and you are not authenticating through IAM roles, provide your AWS access key ID and secret access key in the S3 Submission Retrieval Store field.
To enter your credentials:
- Click Edit.
- Enter your credentials in JSON format:
{
"aws_access_key_id": "<your_access_key_id>",
"aws_secret_access_key": "<your_secret_key>"
}
- Click Done.
- Click Save in the upper-right corner of the page.
- In the dialog box that appears, click Save & Deploy.
For more information about AWS access key IDs and secret access keys, see Amazon's Understanding and getting your AWS credentials (opens in new tab).
Classification settings
| Setting | Description | Default Value |
|---|---|---|
| Structured Layout Match Threshold | The minimum confidence score a page must have in order for it to be matched to a layout. If the page's confidence score is below this value, the system sends it to Classification Supervision (if enabled) or marks it as "No Layout Found." | 0.6 |
| Semi-structured Classification | Enables the management of a model that automatically classifies Semi-structured and Additional documents. | Enabled |
| Manual Classification Supervision | Enables Classification Supervision. | Disabled |
| Semi-structured Target Accuracy | Your desired accuracy for the classification of Semi-structured and Additional documents. If the estimated accuracy of the model's prediction for a document is below this value, the system will send the document to Classification Supervision (if enabled) or mark it as "No Layout Found." | 99 |
| Semi-structured Grouping Logic | Determines how multiple pages are matched to the same layout variation in a given submission will be handled. | Consecutive pages as a document |
| Semi-structured QA Sample Rate | The percentage of documents that the system will randomly select for Classification QA. | 5 |
Identification settings
| Setting | Description | Default Value |
|---|---|---|
| Field Identification Target Accuracy | Your desired accuracy for the identification of fields. If the estimated accuracy of the model's prediction for a field is below this value, the system will send the field and all its occurrences (if any) to Field ID Supervision. | 95 |
| Table Identification Target Accuracy | Your desired accuracy for the identification of tables. If the estimated accuracy of the model's prediction for a table is below this value, the system will send the table to Table ID Supervision. | 96 |
| Manual Field Identification Supervision | Enables Field ID Supervision and Table ID Supervision. | Enabled |
| Field Identification Quality Assurance | Enables Field ID Quality Assurance. If disabled, the system won't have data to retrain existing Semi-structured models, and Field Identification on new Semi-structured layouts cannot be automated. | Enabled |
| Field Identification QA Sample Rate | The percentage of documents that the system will randomly select for Field ID QA. | 5 |
| Table Identification Quality Assurance | Enables Table ID Quality Assurance. If disabled, the system won't have data to retrain existing Semi-structured models with tables, and Table Identification on new Semi-structured layouts cannot be automated. | Enabled |
| Table Identification QA Sample Rate | The percentage of documents that the system will randomly select for Table ID QA. | 5 |
General Transcription settings
| Setting | Description | Default Value |
|---|---|---|
| Manual Transcription Supervision | Enables Transcription Supervision. | Enabled |
| Transcription Quality Assurance | Enables Transcription Quality Assurance. If disabled, the system won't have the data needed to determine the accuracy of transcriptions. | Enabled |
| Automatic QA Sample Rate | If enabled, based on the QA records you have, the system automatically calculates QA sample rates for your: |
- Structured text,
- Structured checkbox,
- Structured signature, and
- Semi-structured fields.
When enabled, this setting overrides the following flow settings: - Structured Text Transcription QA Sample Rate
- Structured Checkbox Transcription QA Sample Rate
- Structured Signature Transcription QA Sample Rate
- Semi-structured Transcription QA Sample Rate | Disabled |
| Structured Text Transcription QA Sample Rate | The percentage of text fields in Structured documents that the system randomly samples for Transcription QA. | 5 |
| Structured Checkbox Transcription QA Sample Rate | The percentage of checkbox fields in Structured documents that the system randomly samples for Transcription QA. | 5 |
| Structured Signature Transcription QA Sample Rate | The percentage of signature fields in Structured documents that the system randomly samples for Transcription QA. | 5 |
| Semi-structured Transcription QA Sample Rate | The percentage of fields in Semi-structured documents that the system randomly samples for Transcription QA. | 5 |
| Table Transcription Quality Assurance | Enables Table Transcription Quality Assurance. If disabled, the system won't have the data needed to determine the accuracy of table cell transcriptions. | Disabled |
| Table Transcription QA Sample Rate | The percentage of table cells that the system randomly samples for Transcription QA. | 5 |
| Finetuning Only For Trained Layouts | If enabled, finetuning (Transcription Automation) only uses the layouts its model was trained on.
If you add a new layout, the layout does not use finetuning and defaults to manually entered thresholds until a new finetuning model is trained with that layout. | Enabled |
Structured Document Transcription settings
| Setting | Description | Default Value |
|---|---|---|
| Transcription Automation Training | This feature enables the system to use QA data to calculate the optimal mix of data keyer and machine transcriptions to reach a specified target accuracy with the minimum amount of data keyer effort. | |
| To see a graph of current projected automations, click See Projections. You will be redirected to the Transcription section of Administration > System Settings. | Disabled | |
| Period of Records to Use | This setting is only available if Transcription Automation Training is enabled. It determines how far in the past to draw training data from. | 100 days |
| Improved Threshold Accuracy | This setting helps to ensure that your target accuracy is being met on all processed fields. | Enabled |
| Structured Text Target Accuracy | Your desired accuracy for the transcription of fields in Structured documents. | |
| If Transcription Automation Training for Structured documents is enabled, the system uses this value to calculate the Structured Text Automation once the minimum amount of training data is obtained through Transcription QA. | 95 | |
| Structured Text Automation | This setting shows the level of automation you can expect when the system is working to reach the target accuracy set in Structured Text Target Accuracy. | |
| The system automatically calculates this value after the minimum amount of training data is obtained through Transcription QA. | N/A | |
| Structured Text Threshold | This setting determines the minimum confidence thresholds needed for a field to be automatically processed. | |
| Fields with confidence scores above this threshold are automatically processed. If a field’s confidence score is below this threshold, it will be sent to Transcription Supervision. | ||
| If Transcription Automation Training for Structured documents is enabled, any value you enter manually will be overwritten by the value calculated by the system, based on your target accuracy. | .5 | |
| Structured Text Minimum Legibility Threshold | The minimum confidence score a text field must have in a Structured document in order for the system to automatically process the field. If a field's confidence score is below this value, the system will mark the field as illegible. | |
| This setting only applies when Manual Transcription Supervision is disabled, the field has a Supervision Autotranscribe override, or the submission has a Machine-only override. | 0.1 | |
| Structured Checkbox Target Accuracy | Your desired accuracy for the transcription of checkboxes in Structured documents. | |
| If Transcription Automation Training for Structured documents is enabled, the system uses this value to calculate the Structured Checkbox Automation once the minimum amount of training data is obtained through Transcription QA. | 95 | |
| Structured Checkbox Automation | This setting shows the level of automation you can expect when the system is working to reach the target accuracy set in Structured Checkbox Accuracy. | |
| The system automatically calculates this value after the minimum amount of training data is obtained through Transcription QA. | N/A | |
| Structured Checkbox Threshold | This setting determines the minimum confidence thresholds needed for a checkbox to be automatically processed. | |
| Checkboxes with confidence scores above this threshold are automatically processed. If a checkbox’s confidence score is below this threshold, it will be sent to Transcription Supervision. | ||
| If Transcription Automation Training for Structured documents is enabled, any value you enter manually will be overwritten by the value calculated by the system, based on your target accuracy. | .56 | |
| Structured Checkbox Minimum Legibility Threshold | The minimum confidence score a checkbox field must have in a Structured document in order for the system to automatically process the field. If a checkbox field's confidence score is below this value, the system will mark it as illegible. | |
| This setting only applies when Manual Transcription Supervision is disabled, the field has a Supervision Autotranscribe override, or the submission has a Machine-only override. | 0.25 | |
| Structured Signature Target Accuracy | Your desired accuracy for the transcription of signatures in Structured documents. | |
| If Transcription Automation Training for Structured documents is enabled, the system uses this value to calculate the Structured Signature Automation once the minimum amount of training data is obtained through Transcription QA. | 95 | |
| Structured Signature Automation | This setting shows the level of automation you can expect when the system is working to reach the target accuracy set in Structured Signature Accuracy. | |
| The system automatically calculates this value after the minimum amount of training data is obtained through Transcription QA. | N/A | |
| Structured Signature Threshold | This setting determines the minimum confidence thresholds needed for a signature to be automatically processed. | |
| Signatures with confidence scores above this threshold are automatically processed. If a signature’s confidence score is below this threshold, it will be sent to Transcription Supervision. | ||
| If Transcription Automation Training for Structured documents is enabled, any value you enter manually will be overwritten by the value calculated by the system, based on your target accuracy. | .56 | |
| Structured Signature Minimum Legibility Threshold | The minimum confidence score a signature field must have in a Structured document in order for the system to automatically process the field. If a signature field's confidence score is below this value, the system will mark it as illegible. | |
| This setting only applies when Manual Transcription Supervision is disabled, the field has a Supervision Autotranscribe override, or the submission has a Machine-only override. | 0.5 |