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Using AI to Solve Business Challenges
Marvin Heng
@hmheng
www.techconnect.io
Azure AI
Azure AI
AI Apps & Agent Knowledge Mining Machine Learning
Azure Search
Form Recognizer
Form Recognizer
Form Recognizer
• Applies advanced machine learning to accurately extract text, key/value pairs, and
tables from documents.
• Tailors its understanding to your documents, both on-premises and in the cloud.
Easily extract text and structure, with simple REST API.
• Capable to run on the edge devices with container services. (link)
Form Recognizer
• Mixed Mode Support
(Printed Text + Handwritten Text)
• Pre-built Receipts
• Off the shelf model
• Available as a managed service
• Empowered by Azure OCR service
Lots of various types of forms
Why do we need Form Recognizer?
Time consuming manual
entry
Not efficient Long business process
Challenges of Data Extraction from Forms
Various Types of Forms Document Quality –
Scanned, Fax, Photo
Different Types of Text
Forms – Printed, hand-
written signatures, tables,
check marks.
Form Recognizer Service
Data extraction in any business process that intakes forms and outputs structured daa
INPUT: Forms
{
"status": "Succeeded",
"recognitionResults": [
{
"page": 1,
“clockwiseOrientation": 355.77,
"width": 3024,
"height": 4032,
"unit": "pixel",
…
…
"understandingResults": [
{
"pages": [ 1 ],
"fields": {
"Subtotal": {
"valueType": "numberValue",
"value": 1098.99,
"text": "1098.99",
"elements": [ { "$ref":
"#/recognitionResults/0/lines/15/words/1" } ]
},
}
OUTPUT: Structured Data
Key Pair Values and Tables
Form Recognizer Comprised of
Pre-Built
(Pre-trained model)
Tailored to your forms
(Custom Training)
Form Recognizer Solution
Train
Analyze
Form Recognizer
Model
Data Extraction
{
"status": "Succeeded",
"recognitionResults": [
{
"page": 1,
“clockwiseOrientation": 355.77,
"width": 3024,
"height": 4032,
"unit": "pixel",
…
…
"understandingResults": [
{
"pages": [ 1 ],
"fields": {
"Subtotal": {
"valueType": "numberValue",
"value": 1098.99,
"text": "1098.99",
"elements": [ { "$ref":
"#/recognitionResults/0/lines/15/words/1" } ]
},
}
Extracted Key Pair
Value
Form Recognizer Service
Demo – Custom Analyze
Form Recognizer with custom training dataset
Receipt Solution
• Merchant Name
• Merchant Address
• Merchant Phone Number
• Transaction Date
• Transaction Time
• Subtotal
• Tax
• Total
Demo – Receipts
Receipt Automation with Form Recognizer + SignalR + Angular
Example of Use Case – Intelligent Expense Report
Benefits
• Easily Extract Data with no manual labeling required
• Only a handful of example documents needed to train a model (5 forms)
• Tailored to your forms
• Pre-Built Receipts data extraction
• Enterprise-grade security and privacy
• Available as a managed service or cognitive services container
Useful links
• https://github.com/hmheng/AILabs
• https://medium.com/@hmheng
• https://docs.microsoft.com/en-us/azure/cognitive-services/form-recognizer/overview
• https://github.com/buildaidemos
Q&A
Marvin Heng
@hmheng
www.techconnect.io

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Using AI to solve business challenges

  • 1. Using AI to Solve Business Challenges Marvin Heng @hmheng www.techconnect.io
  • 3. Azure AI AI Apps & Agent Knowledge Mining Machine Learning Azure Search Form Recognizer
  • 5. Form Recognizer • Applies advanced machine learning to accurately extract text, key/value pairs, and tables from documents. • Tailors its understanding to your documents, both on-premises and in the cloud. Easily extract text and structure, with simple REST API. • Capable to run on the edge devices with container services. (link)
  • 6. Form Recognizer • Mixed Mode Support (Printed Text + Handwritten Text) • Pre-built Receipts • Off the shelf model • Available as a managed service • Empowered by Azure OCR service
  • 7. Lots of various types of forms
  • 8. Why do we need Form Recognizer? Time consuming manual entry Not efficient Long business process
  • 9. Challenges of Data Extraction from Forms Various Types of Forms Document Quality – Scanned, Fax, Photo Different Types of Text Forms – Printed, hand- written signatures, tables, check marks.
  • 10. Form Recognizer Service Data extraction in any business process that intakes forms and outputs structured daa INPUT: Forms { "status": "Succeeded", "recognitionResults": [ { "page": 1, “clockwiseOrientation": 355.77, "width": 3024, "height": 4032, "unit": "pixel", … … "understandingResults": [ { "pages": [ 1 ], "fields": { "Subtotal": { "valueType": "numberValue", "value": 1098.99, "text": "1098.99", "elements": [ { "$ref": "#/recognitionResults/0/lines/15/words/1" } ] }, } OUTPUT: Structured Data Key Pair Values and Tables
  • 11. Form Recognizer Comprised of Pre-Built (Pre-trained model) Tailored to your forms (Custom Training)
  • 12. Form Recognizer Solution Train Analyze Form Recognizer Model Data Extraction { "status": "Succeeded", "recognitionResults": [ { "page": 1, “clockwiseOrientation": 355.77, "width": 3024, "height": 4032, "unit": "pixel", … … "understandingResults": [ { "pages": [ 1 ], "fields": { "Subtotal": { "valueType": "numberValue", "value": 1098.99, "text": "1098.99", "elements": [ { "$ref": "#/recognitionResults/0/lines/15/words/1" } ] }, } Extracted Key Pair Value
  • 14. Demo – Custom Analyze Form Recognizer with custom training dataset
  • 15. Receipt Solution • Merchant Name • Merchant Address • Merchant Phone Number • Transaction Date • Transaction Time • Subtotal • Tax • Total
  • 16. Demo – Receipts Receipt Automation with Form Recognizer + SignalR + Angular
  • 17. Example of Use Case – Intelligent Expense Report
  • 18. Benefits • Easily Extract Data with no manual labeling required • Only a handful of example documents needed to train a model (5 forms) • Tailored to your forms • Pre-Built Receipts data extraction • Enterprise-grade security and privacy • Available as a managed service or cognitive services container
  • 19. Useful links • https://github.com/hmheng/AILabs • https://medium.com/@hmheng • https://docs.microsoft.com/en-us/azure/cognitive-services/form-recognizer/overview • https://github.com/buildaidemos