IQ Bot:

Dashboard-->To see the progress and health of your automation projects

Learning Instances-->To manage all your automation projects and train bots
Domains-->To manage the domain or doc types of your learning instance
Bot-->To manage the bots that are created for your instances
Administration-->To export or import instances across servers

Shared single sign-on

Iq bot deal with statements that fail automatic processing-->marks stmts for humans
to activate on validator interface
When you trigger doc classification using iqbot,which AI technology comes into
play-->Unsupervised learning

AI Technologies:

Computer vision
Unsupervised learning
Machine learing
CNN
Tesseract/FineReader
KeyValue and Coordinate Mapping

IQ Bot portal is used to create and manage bots and follows a well-defined workflow
of :
Instance Creation-->Type of doc,Languages,List of Fields
Document Analysis
Bot Training
Production Processing
Document Validation
Progress Monitoring

First create an automation project or learning instance in staging,demo

environment.
We can do this by selecting key details like domain,doc language,required fields
and then uploading doc samples
standard

After specifying the key details,portal cognitively analyzes the documents by

employing AI technologies of

It then groups similar documents based on their layout and content

Then create a bot for each document group and train it on a designer

Automapping
batch processing
csv format

Human validator-->either correct the values or mark doc as invalid depending on

situation

Instances are performing

We can monitor their progress through dashboard tab:

My totals:we can see production values

Documents Processed
Pages Uploaded
STP-->% of files successfully processed without manual intervention
Accuracy

My learning instances:we can view similar details for instances in staging and
production

After production processing-->doc validation

-Instance Creation-->Type of doc,Languages,List of Fields

Reviewing doc samples
Filling in details
Uploading doc samples
Adding fields,tablecolumns or repeated sections
Triggering instance creation and doc analysis

Doc group:Displays doc classification groups for the learning instance in a table
Action column displays create or edit bot
Summary:Displays general details about instance as well as staging and production
results

To define a customized doc type:Domain-->Other

non-standard field-->Add as table/repeated section

Step 1: Navigate to learning instance page and click new instance.

Step 2: On the new instance page provide:
-Instance name
-Domain or doc type(standard or custom)
-Primary language of files
-Sample set of documents
-Specify the form and table fields and repeated sections required for
extraction
-Click create instance and analyze
Step 3:On the instance details page, click edit to:
-Update instance description
-Upload additional documents
-Include new form fields,table fields or repeated sections.

Mapping fields-->green tick mark

Unmapped fields-->grey

Mapping and Verification

Fixing Errors
Extracting Values as CSV
Saving a trained bot

Training a bot:

Step 1:Navigate to learning instances page.

Click the instance name or view details icon.
Click create bot/Edit bot.

Step 2:On designer:

Click through all fields and table columns.
 Map the unmapped fields and correct any erroneous mapping.
1.Select appropriate datatypes.
2.Use aliases if needed.
3.Specify if the field is required or optional.
4.Set Validation rules,if applicable.
Click see extraction results button.

Step 3:On Results interface page:

Verify all captured data
Fix the issues if any,by returning to designer and performing more training
Export captured data to CSV, if needed.

Step 4:Return to designer and save the training.

Performing Production Processing:

Validator:

To correct an erroneous field in the validator-->Review the corresponding field in

document.

Marking documents as invalid:

During validation, we may encounter documents that cannot be processed due to

incorrect classification or some
unmet conditions.

Ex:Value for closing balance,required field is missing-->we can flag such documents
as invalid.To do this,
click the mark as invalid button.

select the appropriate reason in the confirmation window and click mark as invalid
button.If we want to skip
document without errors,click skip to next file link.Skipped files are retained in
the validator until they
are dealth with it.
So it is recommended to validate,all the documents in the queue.
Once all documents are validated and saved,we will see a message stating an empty
queue.

Cases:(Mark as invalid)
When the document is incorrectly classified.(mismatched field or language)
When the data for required field is missing.
When the data for required field cannot be deciphered.

Not Processed folder:Files with layouts that have not been trained.
Success:To check if data from documents we corrected during validation have been
extracted.

Step 1:Go to learning instance page-->click the launch validator icon for an
instance.
Step 2:On Validator interface:
Select each field marked in red.
Enter the correct data.
Click save current document to save changes.
Click mark as invalid button to mark documents as invalid.
 Review the output folders for changes.
Step 3:On the IQBot portal:
Go to dashboard page
Monitor progress of learning instances in two areas:
-My Totals
-My Learning Instances