Arctera™ Insight Classification Help

To create a new policy

1. In the left navigation pane, click Policies.
2. Click New.

   The New Policy dialog box appears.
3. Specify the following details:

   Name	Specifies the policy name. The name must be unique, and it can contain up to 100 alphanumeric, space, and special characters.
   Status	Enables or disables the policy. You must enable the policy if you want the Arctera Insight Classification to check for and tag the items that match the policy.
   Description	(Optional.) Provides a short description of the policy for display in the Arctera Insight Classification.
   Risk weight	Specify the risk weight for the policy. This is a mandatory field. By default, the risk weight value of all the custom policies and most of the built-in policies is configured as 1. Users can modify the risk weight value in the range of 0 to 10.
   Tags	Nominates one or more tags that you want to apply to the items that match the policy conditions. Click the Tags field to choose from a list of the available tags.
   Conditions	Specifies one or more conditions that an item must meet for the Arctera Insight Classification to consider it a match. Click action menu and click: + Child Condition to add a new condition for this policy. + Child Group to add a new group of conditions for this policy. You can add maximum 10 child groups in one hierarchy. + Parent Group to add a new parent group to the existing group of conditions. You can add maximum 10 parent groups in one hierarchy. X Remove Group to remove a specific group. Note: If the tree structure reaches a predefined maximum depth of 10 , adding a parent node will be disabled. A parent can only be added up to 10 nested levels in condition tree to any group in hierarchy. You can only add parent to a group and not to a condition A group can only be removed if it has only ONE child . See About policy conditions.
4. To test the policy that you are creating, under Test, click Browse and then select an item that ought to match it.

   • To test the same document again, click the Refresh icon.

   • To perform sentiment analysis on the selected item (to determine whether the sentiment associated with the item is positive, negative, or neutral), select the Perform sentiment analysis check box. If this check box is selected, a sentiment score tag is displayed to show the sentiment analysis score. The sentiment analysis score details are displayed if the policy has a condition associated with the sentiment, and the item fulfills this criteria.

   • To extract information from images and perform classification using Optical Character Recognition (OCR), select the Include text in images check box. It extracts the English language text.

     Note:

     The Include text in images check box is displayed only when the Tesseract software is installed on the system where Arctera Insight Classification is running.

     Limitations

     Optical Character Recognition processing rate for PDF files is considerably slow.

     In addition to this, OCR will not extract information from:

     • images that are rotated for 45 degree.

     • a single tiff or gif file having multiple pages.

     • handwritten image.

     • passport image.

   Refer to the test functionality results of the sample file for better understanding.

   After finding a match, do the following:

   • Click Show details to see the matching text and confidence levels as shown in the following sample image.

   • Click More details to see the risk level and risk score of the document as shown in the following sample image.

     
5. After testing the policy, click Save.