Classification criteria in IQ Bot

Learn about the requirements for a document to be classified in IQ Bot.

Learning instances created with out-of-box or custom domains

IQ Bot searches a document for the minimum number of fields that you selected to successfully classify the document. If IQ Bot does not find the minimum number of fields, the document is marked as unclassified.

For example:

  • If you create a new learning instance with 1 to 4 fields selected, IQ Bot checks for at least 4 fields from the total number of fields presented for that specific learning instance. Similarly, if you create a new learning instance with 5 fields selected, IQ Bot checks for at least 5 fields.
  • If you create a learning instance with 6 or more fields selected in the learning instance, IQ Bot checks for at least 6 fields. For example, if you selected 8 fields in an invoice domain, IQ Bot checks for at least 6 fields out of the total fields available.

Learning instances created with other domains

If you create a new learning instance with one or more fields, IQ Bot checks for at least one field and classifies the document. If IQ Bot does not find any field, the document will be marked as unclassified.

Factors that impact classification

Factor Notes
Page layout If the page layout is different from the original document with respect to document content position, IQ Bot might have difficulty classifying the document.
Label orientation All the labels in a document must be oriented in the same direction. If some of the labels are vertical and some horizontal, the document will not be classified.
Label position Labels can be positioned anywhere on the page. However, the label sequence from left to right and top to bottom must be the same as in the training documents.
Match percentage IQ Bot uses a 70% match for labels.
Fields added after the learning instance is created Fields added after a learning instance is created are excluded from the classification process.