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

ABOUT AST CORPORATION

Our Services Oracle Partnership Oracle Specialized • E-Business Suite

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Specialized. Recognized. Preferred. The right partner makes all the difference.

Oracle Excellence Award Winner

2013, 2011, 2009

2011 Inc. Top Small Company Workplaces

2012-2013 Inc. 5000 Fastest Growing Companies

2012 Best & Brightest Companies to Work For

ABOUT NATIONAL EXPRESS

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

WebCenter Forms Recognition Components

Runtime Server Designer Verifier

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 Verifier

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 Sets to the Rescue!

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

Global Project File Settings

Global Project File Settings

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

Local Project File Settings

Verifier Settings

Letter/Number Mix up

Q&A