Edit a learning instance

Edit a learning instance to change its name, description, add additional training documents, or include additional fields for extraction.

You can only edit a learning instance on Staging. So ensure you move any learning instance in Production environment to Staging to edit it.

Procedure

  1. On the Learning Instances page, click a learning instance.
  2. Click the Edit icon to edit the learning instance.
  3. Optional: Update the description field.
  4. Optional: Change or update the learning instance name.
    When you change the name of a learning instance, the following changes occur:
    • A separate folder with the new learning instance name is created in the configured output directory to store the .csv files of processed documents.

      The previous folder containing the .csv files before the learning instance name was changed remains as is in the output folder.

    • When you migrate a learning instance with an updated name using overwrite or remove options, it is updated in the source environment after the .iqba file is imported.
    • An entry in the audit logs is created for this activity.
  5. Optional: Click Browse to select additional training documents.

    The file names of the documents that you upload should not start with special characters, such as the hyphen (-).

  6. Optional: Select additional fields and table columns to add to the learning instance for data extraction.
  7. Use the New groups creation setting field to restrict creation of new groups or set the threshold for the number of groups.
    Note: The New groups creation setting field only applies to the documents in Production. However, this field option is not applicable for IQ Bot [Local Device] and IQ Bot Extraction packages.
    For more information, see Limit the creation of document groups.
  8. Optional: Use the Default validations group option to select a default group for document validations.
    All new documents use the custom logic and validations defined in the default group. Validation rules from this default group are applied when a document does not belong to any of the existing group. If you delete the selected default group, the validation rules are not applied to any of the new documents that were supposed to use this group.
    Note: If you select a default group, you can only change it to another group. However, you cannot select Select default validation, which is the default setting.
  9. Click Save to view a confirmation message.
  10. Click Yes, proceed with field addition to upload, analyze, and classify the selected training documents (if any) that were added to the learning instance.
    The classification of documents remain unaffected by the newly added fields.

All additional fields become available in all the bots and appear as optional fields in the selected learning instance. The bots must be retrained for these fields.

See Errors generated while editing learning instances.