Managing Transcription Models

Transcription models are collections of fine-tuning models. Select Transcription models from the drop-down menu at the top of the Models page to view all available fine-tuning models in your instance.

In the Transcription Models table, find the model you want to know more about, and click on its name.

The transcription model details page contains the following information about the model:

  • The model's name

  • A list of the flows using the model. If several flows use the model, the full list may not appear at the top of the page. To view all the flows in the list, hover over the partial list.

  • The kinds of finetuning models included in the model, are shown as tabs at the top of the page. The tabs for text types that aren’t included in the model appear in light gray.

ManageFinetuningModelsViewModel.png

Clicking on one of these tabs reveals the following additional details:

  • The status of the model, along with the total number of QA records available to train the model. 

    • If the model hasn't been trained yet, this section shows how many more QA records are needed to train the model. The progress bar is yellow and increases in length with each QA record that becomes available for the model’s training.

    • If the model has been trained, the progress bar is green and completely full.

  • The available versions of the model. A new version is added to the table each time the model’s training is completed. For each version, the Available Models table contains the following information:

    • The name includes the timestamp of when the model’s training was completed in UTC time.

    • The name of the version

    • The date the version was trained

    • Whether the version is live or archived

    • Links to deploy or download the model, along with an option to deactivate the model if it is currently live

Downloading models

You can download all finetuning models in a transcription model, or you can download individual finetuning models.

Download all finetuning models in a transcription model

To download all finetuning models in a transcription model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, click on the name of the transcription model whose finetuning models you want to download.

  3. Click Download all models.

The models are downloaded as a ZIP file with the name confidence_thresholding_model_export.zip.

Download an individual finetuning model

To download a specific finetuning model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, click on the name of the transcription model that contains the finetuning model you want to download.

  3. Click on the tab that matches the type of finetuning model you want to download.

  4. In the Available Models table, find the version of the model you want to download, and click Download Model ( DownloadModelIcon.png ).

The model is downloaded as a ZIP file with the name confidence_thresholding_model_export.zip.

Importing models

If you’ve trained models in a development environment, you can import them to your production environment without having to retrain them after import. 

Before you import models to an environment, make sure that the models’ flows and releases are available in the new environment. If you try to import models before importing their flows and releases, the model-import process will end with a series of errors. 

To import a model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, find the transcription model you want to import a finetuning model to and click on its name.

  3. Click Upload model.

    • You do not need to click the tab for the type of finetuning model you want to import. The system automatically detects the type of model during the import process.

    • Do one of the following: 

    • Drag and drop the model’s ZIP file into the Import dialog box.

    • Click Choose Files, and find and open the model’s ZIP file on your machine.

    • Click Import.

      The model is listed in the tab that matches its type.

Importing models from other versions

Note that you can only import models created in v38, v39, or v40. For more information on model compatibility in v40, see Compatibility Across Application, Flow, and Model Versions.

Training individual finetuning models

If you have enough QA records to train a particular finetuning model, you can start training for it at any time, regardless of whether daily auto training is enabled.

To manually start the training of a finetuning model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, click on the name of the transcription model that contains the finetuning model you want to train.

  3. Click on the tab that matches the type of finetuning model you want to train.

  4. Click Run Training.

The system begins training the model. After training is completed, a new version of the model is added to the Available Models table.

Deploying a different version of a finetuning model

If you see a loss of automation in one of your finetuning models, you may want to deploy an older version of it, if one is available, while you investigate the cause of the automation loss. 

Only one finetuning model can be deployed for each text type (e.g., Latin Semi-structured, Checkbox, Signature).

To deploy a different version of a finetuning model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, click on the name of the transcription model that contains the finetuning model you want to deploy a different version of.

  3. Click on the tab that matches the type of finetuning model you want to deploy a different version of.

  4. In the Available Models table, find the version of the model you want to deploy, and click Deploy Model ( DeployModelIcon.png ).

    The model that was previously deployed is now automatically archived, and the version you deployed is now live. 

Deactivate a finetuning model

You can deactivate a finetuning model without deploying another. If you do so, the system does not perform finetuning on the type of text the model is trained on.

To deactivate a finetuning model:

  1. Go to Library > Models, and then select Transcription Models in the drop-down list at the top of the page.

  2. In the Transcription Models table, click on the name of the transcription model that contains the finetuning model you want to deploy a different version of.

  3. Click on the tab that matches the type of finetuning model you want to deploy a different version of.

  4. In the Available Models table, find the live model, click on the three dots in its row, and then click Deactivate.

The model that was previously deployed is now automatically archived.