Mapping classes to Document Definition sections

The following scenarios are possible when mapping classes to Document Definition sections:

1. You are using a ready-made classification model that was trained in, say, ABBYY FlexiLayout Studio.

In this case, all the necessary classes have already been created and all you need to do is map these classes to their respective Document Definition sections. To do this:

1. Click thebutton on the toolbar or select Class Mapping... in the Classification Training menu. Next, in the Class Mapping dialog box, click the Autocorrect... button to open the Correct Links dialog box. In this dialog box, select the Match names of classes to names of Document Definition sections option.

1. In the Class Mapping dialog box, check to make sure that each class has been correctly mapped to its respective Document Definition section.

Important! If you see a class name displayed in red, this class has not been mapped to any sections in the Document Definition. Possible reasons:

• The name of the class may not match any section names (e.g. due to a typo). If this is case, map the class to its section manually, optionally correcting the typo.
• There is no section in the Document Definition to which the class can be mapped. If this is the case, create the section manually and map the class to that section.

To map a class to section manually, complete the following steps:

• In the Class Mapping dialog box, click the Add link... button.
• Select a class and its corresponding Document Definition section.

Note: You can select the Show unmatched only option to display only unmapped classes and sections.

• Click OK.

1. You are using a previously trained classification model in a new project.

In this case, some of the necessary classes have already been created, but you need to add or remove some classes and Document Definition sections. To do this:

1. Click thebutton on the toolbar or select Class Mapping... in the Classification Training menu. Next, in the Class Mapping dialog box, click the Autocorrect... button to open the Correct Links dialog box. In this dialog box, select the  Match names of classes to names of Document Definition sections option.
2. If you need to create a new class or section, click the New class... button in the Class Mapping dialog box. Then,

• Create a new class and click Add.
• To create a new section, select the name of the appropriate Document Definition from the list and specify a name for the new section (you will also need to specify a recognition language and mode).
• Specify the required parameters:
• Select the Variant parameter if you need to create several variants of the class. For example, you may want to create variants for bank statements received from different banks (they will typically have the same set of fields, but each bank will have its own field layout).
• Select the Page position parameter if the first page of the document is easy to identify visually. This parameter is useful when assembling multi-page documents. The classifier will correctly identify the first and last page of the document. The class and section of the document will be identical, but this parameter will be different (First only/ Any position).
• Click the Add Link button.

4. Once all the classes have been mapped to their respective sections, click OK.

Important! If there are identical "class-section" mappings, their names will appear in red. Click Autocorrect... → Remove duplicates to remove the duplicates.

1. You are creating a new classification model because you need to train the program to extract fields and classify  documents. In this case, you need to create the necessary classes and Document Definition sections and map each class to its section. To do this:
2. Click thebutton on the toolbar or select Class Mapping... in the Classification Training menu. Next, in the Class Mapping dialog box, create the missing sections and classes.
3. Sections need to be created for classes without sections. Choose one or several classes without any assigned sections and click Autocreate sections. In the new dialog box, choose one of the following available options for creating a section:

• Based on Settings –
• Languages – It is necessary to set a correct language for recognition to proceed without errors. This property defines both the language itself and other settings like date format, currency, etc.
• Select a Recognition mode from the list.
• Prefer settings from batch type – Select this option if you want to synchronize full-text recognition settings. Note: Disabling the synchronization may lead to slower template matching.
• Based on existing Document Section Definition – choose this option if the project already has a section with the correct full text recognition sections. The created section will be identical to the selected one in everything except the name.

1. Click OK. This will create a document definition and a section with names identical to the selected class.
2. If you need to create classes for existing unlinked sections, select one or several sections and click Autocreate classes. New classes will be created for the selected sections, which will have a name consisting of the document definition and the section name
3. Modify and/or delete the appropriate classes and links if needed.

Note: The Class Mapping window can also be used to merge classes. To do this, select the appropriate classes and click Merge classes. In the dialog box, specify a name for the new class. If the merged classes were linked to different document definitions, then the new class will be linked to each one of them.