Aiimi Insight Engine
User GuidesAiimi
  • Introducing Aiimi Insight Engine
  • Architecture
    • Overview and Key Concepts
    • Search Flows
      • Search Flow Types
      • Smart Filtering
      • Query and Prompt Classification
      • Search Algorithms
      • Extractive and Generative Models
    • Hosting Options
    • Architecture and How It Works
      • Agent Servers
        • Security Agent
        • Source Agent
        • Content Agent
        • Enrichment Agent
        • Job Agent
        • OCR Agent
        • Migration Agent
        • Tika Agent
      • Repository
        • Data Node
        • Proxy Node
        • Kibana Node
      • Gateway and User Interface
      • Document and Data Sources
    • Deployment Options
    • Security
      • User Security
      • Data and Document Security
      • Source System Security
      • Firewalling
      • Agent Servers
      • Repository
      • Gateway (Web Server)
      • Tools & Utilities
  • Installation
    • Elastic and Kibana Install (Windows)
    • Aiimi Insight Engine Installation (Windows)
      • Installation Security
      • Certificates in a Key Vault
      • SAR Configuration
      • CSOM Bridge Set Up
      • AI Studio
    • AI Services
      • Prerequisites
      • AI Enrichment Service
        • Installation and Setup
        • Enabling Enrichment Steps
        • Using AI Enrichment Steps
        • Performance and Concurrency
      • AI Model Service
        • Installation and Setup
        • Enabling Providers
        • Private Generative AI
        • Azure Open AI
        • Enabling AI History
        • HTML Cleaner Service
      • Configuration of Logging
      • Offline Set-up of Models
      • Using SSL
      • Running as a Service (Windows)
      • Using GPUs
      • AI and Semantic Search Set Up
        • Open & Closed Book AI
        • Semantic Search
          • Vectors for Semantic Search
          • Source Configuration
          • Sentence Transformer Models
          • Enrichment
          • Kibana
          • Final Search Flow
    • Email Threading Upgrade
  • Run Books
    • SharePoint Online Connector
  • Control Hub
    • Configurations
      • Config Management
      • Security Configurations
        • Security - General
        • Security - Source
          • Active Directory
          • Atlassian
          • Azure Active Directory
          • Builtin Security
          • Miro Security
          • Google Directory
          • Slack Security
        • Security - Sync
        • Security - Agents
        • Security - Scheduling
      • Source Configurations
        • Source - General
        • Source - Source
          • Alfresco Kafka
          • Azure Blob Storage
          • BBC Monitoring
          • Big Query Cataloguer
          • BIM360
          • CSV Data Loader
          • Confluence
          • Content Server
          • Data File Cataloguer
          • Document Store
          • DocuSign
          • Dropbox
          • Exchange 365
          • Filesystem
          • Google Bucket
          • Google Drive
          • Google Vault
          • Jira
          • JSON Data Loader
          • Livelink
          • MFiles
          • Microsoft Teams
          • Mimecast
          • Miro
          • ODBC Data Loader
          • PowerBi Cataloguer
          • Reuters Connect
          • ShareFile
          • SharePoint
            • Azure Portal and Azure AD Authentication
            • Sensitivity Labels
          • SharePoint Legacy
          • SQL Server Cataloguer
          • Slack
          • Versioned Document Store
          • Websites
          • XML Data Loader
        • Source - Crawl
        • Source - Agents
        • Source - Schedule
        • Source - Advanced
      • Enrichment Configurations
        • Creating a Pipeline
          • General
          • Steps
            • AccessMiner
            • AI Classification
            • Anonymiser
            • CAD Extractor
            • Checksum
            • Content Retrieval
            • Copy
            • Data Rule Processor
            • Delete
            • Email Extractor
            • Entity Rule Processor
            • External Links
            • Geotag
            • Google NLP Extractor
            • Google Vision Extractor
            • Metrics Calculation
            • Microsoft Vision Extractor
            • OcrRest
            • Office Metadata
            • PCI Extractor
            • REST
            • Set Document Risk
            • Text Cleaner
            • Tika Text Extraction
            • Trie Entity Extractor
            • Update Metadata
          • Filters
          • Agents
          • Schedule
          • Advanced
      • OCR Engine
      • Job Configurations
        • General
        • Job
          • AutomatedSearchJob
          • Command Job
          • ElasticJob
          • Extended Metrics Job
          • File Extractor
          • GoogleVaultSAR
          • Google Drive Last Access Date
          • Nightly Events Processor Job
          • Notifications Processor Job
          • Portal Sync Job
          • Purge Job
          • Text Content Merge Job
        • Output
        • Agents
        • Scheduling
      • Migration Configuration
        • General
        • Filter
        • Metadata Mappings
        • Agents
        • Scheduling
        • Advanced
    • Credentials
    • Mappings
      • Entities
        • Manage Entity Groups
        • Create an Entity
        • Manage an Entity
      • Models
        • Create a New Model
        • Find a Model
        • Enable or Disable a Model
      • Vectors
      • Rank Features
    • Featured Links
    • AI Settings
      • Classifications
      • Class
      • Class Rules
      • AI Classification
    • User Settings
    • Stats
      • Data Views
    • Global Settings
      • General
      • Authentication
      • App Settings
      • Application Access
      • Thumbnails
      • Presets
      • Code of Conduct
      • Metrics
      • Viewer
      • SAR
        • Importing Data For A SAR
        • SAR Disclosure Document Storage
        • Getting SAR data from Google Vault
        • SAR Access
        • SAR File Status
      • Disclosure Portal
        • Disclosure Portal Set Up
        • SARs From The Portal
        • Email Delivery Settings
          • Delivery Settings
          • Brand Settings
          • Customise Emails
        • SMS Delivery Settings
        • Requestor Message Limit
        • Attachment Configuration
        • Password Configuration
        • File Scanner Configurator
      • Collections
      • Visualisations
        • Related Result Connections Diagram
        • Event Timeline
        • Timeline Lens Activity Chart
        • Relationship Map
      • Notifications
      • Map Lens
      • Theming
      • User Avatar
      • OData API
      • Uploads
      • Security
    • Search Settings
      • Search Relevancy
        • Core Settings
        • Makers Algorithm
        • Filename Boost Layer
        • Minimum Matching Terms Filter
        • Field Boost
        • Modified Date Boosting
        • Hit Highlighting
        • Why My Search Matched
        • Data Search Strategy
      • Bulk Search
        • Managing a Bulk Search
      • Search Flows
        • Create a Search Flow
          • General
          • Query Classification Step
          • Search Steps
          • Model Steps
      • Filtering
      • Search Performance
      • Related Results
  • AI Studio
    • Classifications
      • Classifications
      • Classification Rules
    • Jobs
  • Labels
  • API Guides
    • Insight API Guide
      • Swagger Documentation
      • Trying Some Endpoints
      • Search Filter
      • Hits / Items
      • Inspecting REST Calls
    • Data Science API Guide
      • REST Interface
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Scroll
        • Update
      • Python Wrapper
        • Login
        • Datasets
        • Fields
        • Field Statistics
        • Search
        • Query Builders
        • Scroll
        • Scroll Search
        • Update Single Document
        • Bulk Update
    • Creating a Native Enrichment Step
      • Creating an Enrichment Step
        • Creating the Core Classes
        • Extending our Enrichment Step
        • Adding a Configuration Template
        • Adding the Enrichment Step
        • Creating an Enrichment Pipeline
      • Other Tasks
        • Entities, Metadata and Data
        • Accessing the Repository
      • Example Code
      • Troubleshooting
    • Creating a Python Enrichment Step
      • Creating an Enrichment Step
        • Running the Example from Command Line
        • Running the Example
      • Creating Your Own Step
      • Adding or Changing Entities, Metadata
  • Whitepapers and Explainers
    • From a Billion To One – Mastering Relevancy
    • Methods for Text Summarization
      • Application
      • Technology Methods
      • Commercial Tools
      • Key Research Centres
      • Productionisation
      • Related Areas of Text Analytics
      • Conclusion
      • References
Powered by GitBook
On this page
  • Document Classification Journey
  • Classification Configuration
  • Key Terms
  1. Control Hub

AI Settings

PreviousFeatured LinksNextClassifications

Last updated 1 month ago

This section guides you through configuring how items in your system are classified.

Within the Control Hub you can manage all the classifications used from one place. The classifications are used to identify, group and label items in your system.

Document Classification Journey

  1. An item starts going through the rules of the first shema.

    • The item is compared to the rules for this schema in order.

  2. If an item matches a defined rule it has the relevant classification assigned.

    • This item will not go through any more rules in the schema.

  3. The item will then move on to the next schema in the list.

    • If an item does not match any rules in a schema it will also continue to the next schema.

  4. And, the loop will continue until there are no classifications left.


Classification Configuration

There are a number of steps to go through in order to set up document classification.

  1. Create a schema.

  2. Create classifications within this schema.

  3. Assign Class Rules or AI classification to identify document classifications.

    • By default the enrichment will try to match a document to any class rules. If there are no matches and AI classification is enabled a document will then go through this.

  4. Create an enrichment step to run the classification against your items.

    • For more information on creating this .

Key Terms

Schema: Schemas are groups of classifications.

Classifications: Classifications are added to an item to give users further information. They can be determined by Class Rules or AI Classification.

Class Rules: Class Rules determine what class an item will have applied. They use regular expressions to find information within an item.

AI Classification: This uses AI to determine what class an item will have applied. It uses AI and any prompts to identify an items classification.

Example

Schema: Risk Score

Classifications: No Risk, Low Risk, Medium Risk, High Risk

Class Rules for High Risk: The file name contains Confidential.

see our guide on configuring enrichment steps