Capture allows you to extract important data sets from various types of documents. For example, you can extract the signing date and the contractors’ names from a contract, or shipping status and product name from an invoice.

For most, you simply upload the documents and hit a button. Alli’s AI will take care of the rest!

Adding Capture Set

First, find the Capture icon on the left navigation bar in your dashboard, then click the ‘+ Add Capture Set’ button.

From here, you can define the parameters for the capture set. You also have the ability to choose how often Capture will run. Below is an example.

1. Enter the name of this capture set.
2. Enter a description for this capture set.
3. Select when to run the capture. You can select from ‘Only when the Capture button is clicked’, ‘When the hashtags are added to the documents’, or ‘Every midnight’.
4. Define the document type here.
5. Cancel or submit the capture set.

If “Paragraph Style” document type is chosen, you must define the entities. Put the name of the entity and the question to find it. For example, you can name an entity as ‘Shipping date’, and put a question of ‘When did it ship?’.

Once you submit a capture set, you can see the list of registered capture sets in the Capture menu.

Running Capture

Once you add one or more Capture sets, you can manage the sets and extract the entities from the capture set list.

1. Search capture set by name.
2. Create Mapping sets.
3. Click to add more Capture Sets.
4. The last capture result will be displayed here.
5. Click to run the capture right away.
6. Click to duplicate the Capture Set.
7. Click to delete the Capture Set.

If you click anywhere on a capture set, you can see the details of the capture set under the General tab.

1. Click to go back to the Capture Set list.
2. Details of the Capture Set.
3. Click to run the capture right away. Run capture for all files or new files only.
4. Upload more documents to the Capture Set.
5. Manage the Capture Model training and versioning.
6. Internal description of the Capture Set.
7. Capture frequency information.
8. The last capture result will be displayed here.
9. Edit the details of the Capture Set such as it’s name and a Description.
10. View files within the Capture Set as well as the capture results.
11. Preview and edit the entities to be captured from that document.

Preview the Entities to be Captured

1. Click to go back to the Entity Set list.
2. Bulk select, filter, and bulk delete entity sets
3. Hide the sidebar.
4. Preview of the document including the KEY and VALUE pairs that are currently being captured.
5. Edit a KEY and VALUE pair.
6. Delete a KEY and VALUE pair.
7. Edit all KEY and VALUE pairs.
8. Toggle on or off if document will be used for training.

Instead of searching for a specific KEY or VALUE, use filtering to easily navigate the capture results.

1. Filter by date range. Select from all KEY and/or VALUE labels to detect dates. Select a start and end date to add a range.
2. Filter by KEY labels
3. Filter by VALUE labels

Edit the Entities to be Captured

1. Filter entity sets by KEY and VALUE results
2. Edit a KEY or VALUE. More than one data point can be selected.
3. See all data points that can be extracted from the document.
4. Reset the KEY and VALUE set.
5. Delete the KEY and VALUE set.
6. Cancel or save changes made.
7. Toggle on or off if document will be used for training.

If a value has not been identified yet for a KEY or VALUE, we have added in the ability to leave it blank for the time being as shown below.

Adding a New Result Card

As a new feature to Alli, we have added the ability to create a new entity group to be captured. Simply scroll to the bottom of the list and click on Add Result Card.

Checking the Result

You can see the capture results under the Result tab in each Capture set’s details.

1. Click to go back to the Capture Set list.
2. Capture results will be displayed under the Result tab.
3. Click to run the capture right away. Run capture for all files or new files only.
4. Upload more documents to the Capture Set.
5. Retrain the Capture Model.
6. Search specific capture result by keyword.
7. Click to decide how to run the keyword search. You can select ‘Search from entity name’ or ‘Search from captured result’.
8. Click to convert between ‘Show latest result only’ and ‘Show all’. Default is Latest result only, so you can only see the captured entities from the last run.
9. The list of captured entities and details.
10. Identify which result is from which model.
11. Click to see where exactly the result was extracted from the target document and edit if polishing is needed.
12. Click to delete individual capture result.

Managing the Model

Once you add one or more files to an Capture set, you can manage the training for that entity set after the results are checked.

1. Click the check box next to the desired files for training.
2. Click the three dot icon next to the trashcan icon.
3. Select “Turn on training selected” to use the selected files for training the capture set.
4. The toggle under “Training” can be used to turn on training for individual files.

To retrain the model, click on “Retrain Capture Model”. There will be two options to choose from.

1. Only train the AI model after making adjustments to the results.
2. Train the AI model and re-capture all entities from the documents.

To manage the current model or deploy a different model, click on “Manage Models”

1. Deploy an extraction AI model to compare
2. Edit the name of the capture model.
3. Delete the capture model.

When deploying a model, Alli gives you two options of deployment.

1. Deploy the AI model only
2. Deploy the AI model and re-capture all entities from the documents.

If you deal with a lot of forms and in need of capturing key entities from them, this new feature will greatly boost your productivity by taking care of the most tedious, repetitive tasks for you. Please reach out to your account manager or biz@allganize.ai if you have any feedback regarding Alli’s Capture feature