Kofax Transformation Modules processes unstructured and structured documents by classifying them and extracting data from them.

The classification process results in a category (class) to which the document is assigned. Classification can be hierarchical, with every node in the hierarchy being a possible result.

The extraction process results in the locations and values of items on the document. These values are stored in fields and each extracted value has a calculated confidence that is an estimate of the accuracy of the value.

All classification and extraction definitions and patterns that are created in Project Builder are stored in project files (called the project). The project is used during runtime to process documents in accordance with the specified settings and to provide the results to Kofax Capture.

Since Kofax Transformation Modules’ categories and fields are created and managed outside of the Kofax Capture Administration module, they are not immediately available for processing with a Kofax Capture batch class.

To process documents in Kofax Capture with Kofax Transformation Modules, Kofax Transformation Modules - Server must be added to the list of queues for a batch class and the classes and fields from the Kofax Transformation project must be synchronized with the Kofax Capture document classes, form types, and index fields. Synchronization is performed with Synchronization Tool, which is available for any batch class that includes Server. Extended Synchronization Settings can be defined for a batch class, for example to add a project description, or to allow batch editing. Note that you do not need to run synchronization if you change those extended validation settings; you only have to publish the batch again.

When the synchronized batch class is published, the classification and extraction project data is processed in the same way as all other batch class data to provide a stable set of settings for existing batches.

If wanted, statistical data can be gathered to gain visibility of the production workflow. You can either use Kofax Reporting or the KTM Statistics export connector to retrieve and store information such as the time needed to classify or extract a document, the time to process a batch for Validation or the recognition field accuracy. Kofax Reporting is a separate product that was developed as client/server application that can retrieve data from various different Kofax products. Whereas KTM Statistics export connector is a Kofax Transformation Modules functionality that is installed as add-on to Kofax Capture. It is configured on document class level and stores statistical data using a Microsoft SQL or Microsoft Access database. Reports for the gathered data can be viewed by the Kofax Transformation - Statistics Viewer. For more information about Kofax Reporting, see Kofax Transformation Modules for Kofax Reporting Getting Started Guide.