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Annotators

Annotators help to extract structured information from unstructured data. As documents pass through the processing pipeline, Annotators analyze words, phrases, named entities in unstructured content, and then create Elements.

Apply BEP Worker

A Worker is a single instance of a Worker application process started by BEP to process BEP Worker tasks.

AutoML dashboard

Dashboard is out-of-the-box tool in WorkFusion to provide all kinds of analytics including AutoML statistics. It is a convenient and user-friendly way to present model statistics to the customer as well.

AutoML plugins

AutoML plugins provide the capability to interact with AutoML services from Bot Tasks.

AutoML SDK API

AutoML SDK API Enables managing AutoML Archetypes and their dependencies.

Build custom Python model

The recommended best practice is to develop a Python model package as a pure Python project, with tests and so on, and to use it as a dependency in an Archetype-generated project intended for integration with the WorkFusion ecosystem.

Calculate capacity

To plan capacity means to ensure the availability of a cost-effective capacity that meets or exceeds the business needs as established in Service Level Agreements (SLAs) at any given time. Within the context, capacity is defined as the maximum load the Work.AI platform can handle.

Checker model

Checker model should be used by an ML Engineer to improve Information Extraction model results, if needed.

Classification

WorkFusion AutoML models provide an ability to automatically classify texts by analyzing its parts (tokens) and their combinations (features).

Compare Search Engines

Search Engine is a framework for optimizing AutoML model parameters. WorkFusion offers three versions of the framework that you can choose from based on your purposes:

Configure model

To make the most of AutoML SDK, components need to be used together in one configuration. The main hyper model class located at [ModelPackage]/model/[ModelName]Model.java contains a @HypermodelConfiguration annotation with a reference to the AutoML SDK configuration class.

Create and manage templates

Templates are intended to simplify document ingestion by enabling automated information extraction from structured forms (for instance, ACORD). When a template is created, blank forms are annotated with labels. Based on these labels, data is then extracted from input documents.

Create automation Manual Task

WorkFusion AutoML empowers intelligent automation by enabling Machine Learning models to learn from user answers in Manual Tasks (MT).

Customize Python code

The customization affects the pipeline.py file located on the following path: src/main/python/package/automl/ml/lib//pipeline.py. The file is part of a project template and serves as an entry point for integrating Python models.

Data Analyst job

To understand a Data Analyst's expected contribution to a successful project delivery, let's first outline the context of a cognitive automation implementation.

Data Analyst workflow

A Data Analyst (DA) acts based on several factors originating from the customer's data analysis. The article shares a typical workflow for new DAs.

Deploy model

After creating an AutoML project from an Archetype, you can deploy it to a Control Tower instance, even without training.

Deploy Python environment

To set up a custom Python environment in a cluster and enable running a model in it, follow the instructions below.

Develop Python-based models

The main idea is to enable machine learning (ML) engineers to implement specific parts of training and execution pipelines, namely the composer workflow, on the Python side or using other supported platforms and languages. To this end, two extension points were implemented:

Enable AutoML analytics

The topic describes how to enable legacy Tableau-based analytics to collect and visualize model data using an out-of-the-box (OOTB) AutoML Business Process (BP).

Estimate resources for AutoML execution

This article provides recommendations on how to adjust AutoML Worker parameters, such as CPU and memory consumption, for better cluster utilization and throughput.

Execute model

To check model quality, prepare a test set of documents and run the execution process. ModelEvaluationRunner.java contains logic similar to that of the training runner. Once the execution process is finished, model results are available in the output directory.

Explore AutoML SDK components

AutoML SDK is a WorkFusion-built Java framework for creating and customizing Machine Learning models. It is a powerful tool in addressing classification and information extraction use cases.

Explore Data Analyst tasks

Data Analyst manual is an advanced guide developed to teach the Data Analyst role for projects which use WorkFusion Machine Learning capabilities. Its goal is to give an end-to-end understanding of the qualitative ML Training Set collection. This guide teaches best practices and WorkFusion Center of Excellence (CoE)-approved delivery methods.

Extend AutoML SDK with Python classifiers

You can extend AutoML SDK with a set of Python classifiers based on Scikit-learn, MXNet, and so on. The extension allows using ML algorithms implemented in Python with AutoML pipelines.

Feature engineering

Features) are individual measurable properties or characteristics of data being observed. Selecting relevant features and deciding how to encode them for a training can have a great impact on model results. The process of feature development is known as feature engineering or feature generation. Simply put, it is a process of manually constructing new attributes from raw data. It involves intelligent combining or splitting the existing raw attributes into new ones which have a higher predictive power.

Feature Extractors

A Feature Extractor is an AutoML SDK component that has built-in logic to analyze each Token in a Document and produce a set of independent and discriminating features).

Final dataset review

Goal: To preprocess gold data (normalize), if necessary, for model training and check label distribution.

Generate pure Python project

To simplify Python development, an integration was enabled with pure Python projects. You can use the projects to develop custom Python models instead of the mixed Java-Python approach described in the preceding articles of the section.

Get started with AutoML SDK

The article features a high-level overview of how you can develop a Machine Learning (ML) model with AutoML SDK and publish it to Control Tower (CT) for further use in a Business Process (BP). The general flow is shown in the figure below:

Grouping models

Grouping is a mechanism, enabling developers to combine existing or new models into one artifact. The main goal is to reduce the number of Workers and minimize the start time on the cluster.

Implement custom models

The tutorial walks you through the implementation of the following typical custom models—Information Extraction (IE) and Classification with or without Python support.

Import Python environments

The Python environment component service works with data represented in the python-envs folder of an AI Agent Asset Bundle. For the complete Asset Bundle structure, see Package assets into AI Agent Asset Bundle.

Information extraction

Information extraction is a process of extracting structured information (or key facts) from unstructured and semi-structured documents (invoices, claims, dividend news, and so on).

Introduction to AutoML

AutoML is a proprietory WorkFusion technology that supports machine learning (ML) tasks within the Work.AI platform. The article describes how to work with the AutoML technology and gives an overview of typical uses cases.

Learn about WorkFusion models

AutoML SDK models (also, AutoML models) are out-of-the-box Work.AI models comprising a combination of AutoML SDK components, such as algorithms and their parameters, annotators, feature extractors, pre- and post-processors.

Learn ML basics

Machine learning (ML) is a branch of computer science that applies various techniques to enable a computer to learn from data without substantial programming.

Log in to Control Tower

Control Tower (CT) is the central orchestration application of the Work.AI platform. It enables users to perform the following actions:

Manage datasets

A dataset is a container for documents and all related meta information, such as:

Manage models

To access a list of available Machine Learning (ML) models, select AutoML > Models. Control Tower updates the list every time a new model is deployed to your environment or you complete a training run.

Manage pipelines

To access a list of available pipelines (artifacts), select AutoML > Pipelines. Control Tower updates the list every time a new pipeline is deployed to your environment.

Merge and split models

WorkFusion features a merge-and-split utility for information extraction (IE) models trained on different machines or with different fieldsets.

ML algorithms

The IE case mathematical description contains the following steps.

ML model improvements

Once the first results are received, there is low probability that they will meet all the success criteria without any changes and tuning. More often, some enhancements should be done.

OCR analysis and tuning

The goal of this stage is to achieve acceptable OCR configuration and get understanding of final OCR quality.

OOTB Feature Extractors

The majority of all automations apply a number of common Feature Extractors most of which are reusable. AutoML SDK contains most used Feature Extractors optimized and ready out-of-the-box with AutoML SDK API. These Feature Extractors are intended to cover general use cases without any need to write your own from scratch.

Parser

The first stage of document processing is a Parser, that is an AutoML SDK component which removes HTML tags from training set documents, and then creates Elements in an AutoML SDK Document based on tags, defining the begin position and end position for each Element.

Post-processing

Post-processing is the final stage of the AutoML SDK pipeline performed after the model training. Post-processing modifies the trained model output to fit the requirements of a customer by applying pre-defined rules. In rare cases, based on a separate ML model.

Post-processing acceleration

Normalizer Search Engine tests different combinations of normalizers for each field to select the optimal chain. The final choice is the most useful and the safest for particular case. This minimizes the practice of designing custom Post-processors, so MLE doesn't have to write a Post-processor in the majority of the cases.

Prepare for labeling

Goal: Train SMEs to label the documents properly to ensure high-quality dataset and to prepare documents for labeling

Prepare Python

To prepare a distribution bundle for setting up a custom environment in a cluster on an Agent, build Python and fetch dependencies as described below.

Report

Goal: Report ML quality to the customer and communicate poor results, if any, in an accurate yet positive way, and propose further solutions.

Results analysis

Goal: To analyze the results of the machine learning (ML) model and propose ways to improve them.

Run AutoML Business Process

After you activate a Cognitive Bot by configuring AutoML in a Manual Task and run the Manual Task, Control Tower automatically launches an instance of the out-of-the-box AutoML Business Process. This BP is auto-created, with the original Manual Task inside it used for those cases when manual processing is still required.

Run experiments

To access the lists of training and test runs and explore their details, select AutoML > Experiments. Control Tower updates the lists every time you start a training or a test accordingly.

Set up custom Python environment

Work.AI supports the Python 3.7.9 environment with pre-installed dependencies for the available set of Python3-based models (for Adverse Media Monitoring and Payment Sanctions Screening).

Statistics

To better understand the model results, AutoML SDK provides comprehensive statistics for further analysis and model tuning.

Test model execution locally

To check the model quality, you can prepare a test set of documents and run execution locally. ModelEvaluationRunner.java contains logic similar to that of the training runner.

Train model locally

A model generated from an Archetype contains a local runner that allows training the configured model. The runner is located at ../run/ModelTrainingRunner.java.

Train SMEs

Goal of the step: Train Subject Matter Experts (SMEs) to provide a high level of labeling accuracy for collecting a quality dataset.

View AutoML compatibility matrix

WorkFusion supports software versions as long as it is possible without hindering the development of new features and applying cutting-edge technologies. When upgrading to the latest version of the Work.AI platform, make sure it is compatible with your current AutoML Server and AutoML SDK version.

View ML Engineer tasks

The Machine Learning Engineer (ML Engineer) is one of the most technically skilled roles. The ML Engineer background includes a variety of completed end-to-end Java-based projects and a wide experience in creating business applications, rolling out to production, and dealing with environment challenges.

View normalizer setup example

The article illustrates how you can set up normalizers via AutoML UI to achieve a better-quality model output for a dataset.