TDM for Classification Models

TDM for Classification Models

Classification models are a crucial part of document processing as they help the system determine which layout should be used to process each page you upload. Training Data Management for Classification allows you to add, remove, and update training pages for Semi-structured Classification (also known as NLC) models to achieve more accurate classification results. In this way, TDM helps you maximize the performance of your Classification models.

TDM for Classification logic

TDM for Classification operates on a document level. However, the Training Data tab displays the number of uploaded documents and the required and recommended number of pages per layout.

TDM for Classification allows you to manage example documents that should be included in or excluded from your model’s training:

Access TDM for Classification

To access TDM for Classification, go to the Models section. The Classification tab appears by default.

The Classification models table contains the following columns:

Using TDM for Classification

The Send documents to Training Data Management setting for Identification and Classification models allows you to control whether submission data is used for model training. It is disabled by default and can be managed from the System Settings ( Administration > System Settings).

Overview tab

Projected Automation Chart

The Projected Automation chart displays the performance of the model that’s currently live. The chart displays how the target accuracy affects the automation. The lower the accuracy, the higher the automation, and vice versa.

Model History table

The Model History table provides a comprehensive overview of your model’s lifecycle. It displays the following columns:

Training Data tab

Training Data Summary card

The Training Data Summary card displays insights on the status of your training dataset.

Training Data Health card

The Training Data Health card displays a breakdown of your dataset. It shows all layouts included in the Classification model, as well as bars next to each layout indicating the number of uploaded pages.

Training Data table

The Training Data table displays all documents that can be used as training data for the model.

Selecting at least one training document allows you to use the Actions drop-down menu. This drop-down menu has the following buttons:

Excluded Training Data table

The Excluded Training Data table displays the documents used as counter-examples for your Classification model.

Training a Classification Model

Upload your documents

To upload documents to TDM for Classification:

  1. Click the Add Training Data button on the right-hand side of the Training Data Health card.
  2. Choose Upload Files or Import Training Data from the dialog box.

Review your documents

Match each document to a specific layout. You will match a whole document to a specific layout.

Training a Classification Model

After you’ve reached the requirements and recommendations, you’ll see a message indicating that your model is ready to be trained for the first time in the Overview tab.