Create a document classification use case

Create a use case record to begin defining the classes or categories that you want to apply to a type of document or pages within the document.

Before you begin

Role required: sn_docintel.manager

Procedure

1. Navigate to All > Document Intelligence > Document Classification > Use Cases.
2. Select New.
3. Enter a name for the use case.
4. Select Submit.
5. Navigate to All > Document Intelligence > Document Classification > Use Cases.
6. Select the use case that you created.
7. On the form, edit the fields as needed.

   Table 1. Use case form

   Field	Description
   Display Name	The name for the use case as it appears in the Document Intelligence workspace.
   Autofill	Option to enable Auto-fill mode. Otherwise, the default recommendation mode remains enabled. DocIntel auto-fills the classes (fields) for each page of the document task in the Document Intelligence workspace. All fields must be reviewed. Auto-fill works only if the AI has enough confidence to make the prediction. You can change the confidence threshold by updating the Autofill Threshold field in the use case.
   Autofill Threshold	DocIntel only auto-fills the classes (fields) if the confidence score of the top recommendation is at or above the percentage you define. Fields with a confidence score lower than the threshold are left empty in the Document Intelligence workspace, and the recommendation mode is available to extract these fields. This field is available only if the Auto-fill mode is enabled.
   Warning Threshold	DocIntel shows a warning for empty fields and auto-filled fields with a confidence score at or below the percentage that you define. This field is available only if the Auto-fill mode is enabled.
   Enable Straight Through Processing	Option to enable the Straight Through Processing mode. DocIntel automatically classifies all document pages and processes the document task if the confidence scores for all pages are above the Straight Through Processing Threshold defined in the use case. The classifications do not need to be reviewed. DocIntel becomes more confident over time, as it processes more and more documents, and those documents are used to Train the use case. Choose the Straight Through Processing mode (Fully automated mode) for frequently processed documents or if you're confident in the system.
   Fully Automated Threshold	Confidence score threshold for document classifications, which enables a document task to be fully automated in the Fully Automated (Straight Through Processing) mode.
   Target Table	The table that stores the document processing results for this use case.

8. Select Update.

What to do next

After creating a use case, finish setting it up by adding fields to create document classes. Then, train the use case.