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Activate and renew OCR license

The Work.AI Developer installation requires a separate OCR license that is different from the server installation of Work.AI. The out-of-the-box OCR license expires three months after the Work.AI Developer release or reaching the default 1,000 pages.

Activate OCR license

- Starting from v10.1.4.1, Windows OCR is no longer supported. You can have Windows-based OCR only if you upgrade from earlier product versions with Windows OCR installed. You can use the instructions to increase the number of OCR licenses (the number of documents for OCR processing) in your environment.

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.

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.

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.

Disable OCR workers

In the WorkFusion platform, the OCR component is installed by default. If you do not plan to use OCR, you can disable it. This will increase the throughput for Control Tower, RPA, and AutoML workers.

Extract machine-readable zone

The machine-readable zone (MRZ) is typically found in official travel or identity documents of many countries. It can have two or three lines of machine-readable data. A new profile allows processing MRZ written in accordance with ICAO Document 9303.

Manage datasets

A dataset is a container for documents and all related meta information as required for model training or testing, such as:

OCR

The article dwells on the obsolete approach of OCR usage in the scope of the ODF 2 framework.

OCR analysis and tuning

Goal: achieve acceptable OCR configuration and get an understanding of the final OCR quality.

OCR plugins

The ocr plugin works in the synchronous mode, and therefore, becomes a performance bottleneck if used within a BP where the OCR page volume is high, or documents contain more than 20 pages.

Recognize tables and detect text in images

To recognize tables and detect text in images, add the DetectTextOnImage and AggressiveTableDetection request parameters to the /processDocument and /processImage API endpoints. These parameters are set to false by default. To enable them, set the value to true. For details on the OCR API, see the guide.

Split into batches

Goal of the step: Split documents into batches by layout types before starting any manual handling—labeling, reviewing, and so on.

Study documents

Before labeling, the most essential information the Subject-Matter Expert (SME) should share with the Data Analyst (DA) includes the following:

Use OCR Bridge step

The article is an example of the OCR Bridge step usage in the scope of the ODF 2 framework. The Bot Tasks used in the example are a part of Processing Business Process from the example project.