Auto-Classification Lessons Learned
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Records Management Solution Architect Auto-Classification Lessons Learned Mark Mandel 1
description
Auto-Classification Lessons Learned. Mark Mandel. Records Management Solution Architect. Auto Classification. Enterprise Search. SharePoint. E-Discovery. FOIA / Privacy Act. Email. ERP. Record Centers. Mobile. Fax/Copy. Enterprise Storage and Cloud Services - PowerPoint PPT Presentation
Transcript of Auto-Classification Lessons Learned
Records Management Solution Architect
Auto-ClassificationLessons Learned
Mark Mandel
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Copyright © 1995-2007 Open Text Inc. All rights reserved. Slide 21
SharePoint
ERP
Enterprise Storage and Cloud ServicesDisaster Recovery Infrastructure
Mobile
Fax/Copy
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Record Centers
FOIA / Privacy Act E-Discovery
Enterprise Search Auto Classification
Social
Auto-Classification vs. Auto-Indexing
Auto-Classification refers to classifying records against a Records Retention Schedule – preferably a Big Bucket schedule
Auto-Indexing refers to using technology to index content based on data that is extracted or inferred from documents and context
Both are used in some applications Sometimes only one is used It is important to understand the difference
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Types of Technology
Capture Use of Auto-Classification and Auto-Indexing during scanning Uses OCR/ICR for Forms ID and Data Extraction Uses training to identify document types that are unstructured Reduces need for document separator sheets or patch pages Reduces the cost of capture for high volume applications
Cons Only works well for limited document sets (Mortgage Files,
Invoices, HCFA-1500 forms) Requires manual correction May require significant training
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Types of Technology
Email Auto-Classification is needed to classify the vast volume of
transitory and unstructured email Auto-Indexing does not work Must be used in combination with other techniques
Role-based User indexed
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Role Based Classification
User Based Indexing
Auto-Classification
