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Intelligent services

Hi all,

I am somehow confused with all these different intelligent services that partially do the same and partially built on top of each other.
So if I understand correctly, Smart Classifier and Smart Metadata are cloud-based services with a essence of knowledge graph and I assume some AI learning capabilities.

On the other side, there is Discovery and Information Extractor (Text Analytics and Matcher). My understanding of Discovery service is that it enforce classification of documents and properties based on configuration and rules and that not really work with concept of suggestions. Also it needs Smart Classifier for categorization (which means 2 licences) and is dependent to cloud service as well.
Information Extractor seems to be the only service which works on-premise without need of cloud services. Is my understanding so far right?

I am wondering if Information Extractor services can be used with documents coming through connectors to suggest users class and properties during promotion process. Could they be configured in a way when people bring documents from "outside" and just drop them to M-Files that these services suggest class and properties for dropped document? Somehow all documentation explains cases that these services run periodically in backend and need their time for processing. It is not clear if they would support such on-demand cases. Of course, if possible, this would help users a lot not to always need to provide all metadata by themselves.

Thanks for thoughts and clarifications.

Dejan

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dejan over 3 years ago

Hi Craig,

Thank you for this detailed explanation.

Let me try to summarize shortly:
Promotion is mostly manual process (user needs to select the class). But when document is manually made managed, intelligent services would kick in and basically provide metadata suggestions. Specifically Information Extractors (Matcher & Text Analytics) and would suggest metadata for selected class. User would accept suggestions or slightly change it. That would help users with promotion process.
Discovery is more aggressive approach and would promote documents directly to the vault without really making suggestions and waiting that users accept them.

I suppose a key point is that promotion is a manual process if we don't want to use discovery which automatically classify and promote objects.

Let me know if I am correct with my understanding.

one question though: is it possible to assign automatically non-managed documents to certain users? The idea is to create assignment for specific users to promote documents to the vault. We were searching in the API if we can differentiate between managed and non-managed documents but this information seems not be correctly filled.

Thanks.

Dejan
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dejan over 3 years ago

Hi Craig,

Thank you for this detailed explanation.

Let me try to summarize shortly:
Promotion is mostly manual process (user needs to select the class). But when document is manually made managed, intelligent services would kick in and basically provide metadata suggestions. Specifically Information Extractors (Matcher & Text Analytics) and would suggest metadata for selected class. User would accept suggestions or slightly change it. That would help users with promotion process.
Discovery is more aggressive approach and would promote documents directly to the vault without really making suggestions and waiting that users accept them.

I suppose a key point is that promotion is a manual process if we don't want to use discovery which automatically classify and promote objects.

Let me know if I am correct with my understanding.

one question though: is it possible to assign automatically non-managed documents to certain users? The idea is to create assignment for specific users to promote documents to the vault. We were searching in the API if we can differentiate between managed and non-managed documents but this information seems not be correctly filled.

Thanks.

Dejan
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