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Auto-Classification Lessons Learned

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

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Auto-Classification Lessons Learned

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  1. Auto-ClassificationLessons Learned Mark Mandel Records Management Solution Architect

  2. Auto Classification Enterprise Search SharePoint E-Discovery FOIA / Privacy Act Email ERP Record Centers Mobile Fax/Copy Enterprise Storage and Cloud Services Disaster Recovery Infrastructure Social

  3. 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

  4. 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

  5. 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

  6. Role Based Classification User Based Indexing Auto-Classification

  7. Contact Info: Mark Mandel mmandel@uspss.opentext.com 703-347-5944

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