One of the main purposes of Kofax TotalAgility is to extract data from documents. The extracted data is stored in fields. The fields and field extraction definitions are set up in the Transformation Designer .

Kofax TotalAgility performs extraction by completing two steps.

1. Locating data on a document

2. Assigning the results of the location algorithm to one or more fields

These methods for locating items on the documents are implemented in standardized engines called locators.

This two-step process provides reusable locator components and a clear extraction configuration strategy. During production, Kofax TotalAgility can use several locators to find one field item and can populate several fields from one locator. This ability means that the locator order is extremely important; if necessary, you can rearrange locators.

Kofax TotalAgility comes with a set of predefined extraction methods. Use these methods to create customized locators. Or, add your own custom locators by providing a script plug-in.

You can define fields at the project level, the field content is extracted at the beginning of classification. The extraction results for these fields may be used to classify a document. For example, classify a document based on a bar code, or perform a language-dependent classification using a Classification Locator, where the locator result is saved to a field at the project level.

If you define fields for a class, subclasses inherit the field definitions. For a subclass, either use the definitions inherited from the base class or change the extraction methods for the fields.

Some locators available in the Transformation Designer are licensed separately for use in production. If you configure a project to use one of those locators, the Transformation Server does not start unless the required license is available. Any content based on a project containing unlicensed features is rejected and sent to the Kofax Capture Quality Control module.

You can configure extraction by following these steps: