I recently was asked to help with a client’s KTM (Kofax Transformation Modules) project, because they were not pleased with the percentages of valid and/or correct extraction fields. My first question was, “Are you using subclasses?” The answer was, “No.” Subclassifying your top forms is an easy way to greatly improve your extraction results.
What I mean by that is instead of trying to use a single locator to find data from all of your documents with a “one size fits all” approach, you can use subclasses to first classify the document and then tune your locators specific to that form to look in a precise location for the information. For example, let’s say you need to find a “Case Number” off of all of your forms. Some forms might have the word “Case Number” above the text you need to extract. Others might have the word “Number” to the left of the data. Another might not have any text around the data to key off of at all. It’s difficult to add enough rules in one locator to catch all the possible scenarios. Furthermore, there are times when adding rules to help find data on one form will actually give you negative results from another. Subclasses can help by allowing you to create a specific locator to zero in on the information that you are looking for.Continue reading