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DU Series Day 3

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UiPath Document
Understanding
Automation Technical Lead,
Accelirate
Process documents intelligently
UiPath Document
Understanding
Process documents intelligently
Day 3 DU Series
PRADEEP CHINNALA
Sr Automation Consultant, Wonderbotz
2
https://community.uipath.com/delhi-ncr/
3
Document Understanding Series
4
https://community.uipath.com/events/details/uipath-delhi-ncr-presents-document-understanding-series-2023/
5
UiPath Community MVP
The Most Valuable Professional (MVP) Award is the highest
recognition that we offer to our community members for their
outstanding contribution, innovation, and evangelism shown in
the larger automation community.
• Stand out as a leading contributor in the AI-Powered world!
• Envision the automation platform together!
• Become the next UiPath Community MVP: Accelerate Your Automation Impact
• Get recognized among the top contributors in the AI-Powered community!
APPLY
NOW!!!
6
Get your documents
processed intelligently
Teach your robots to understand documents
using AI-enhanced skills for data extraction
and interpretation.
Drag and drop these capabilities directly into
your automation workflows to embed AI

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UiPath Document Understanding_Day 3.pptx

  • 1. UiPath Document Understanding Automation Technical Lead, Accelirate Process documents intelligently UiPath Document Understanding Process documents intelligently Day 3 DU Series PRADEEP CHINNALA Sr Automation Consultant, Wonderbotz
  • 5. 5 UiPath Community MVP The Most Valuable Professional (MVP) Award is the highest recognition that we offer to our community members for their outstanding contribution, innovation, and evangelism shown in the larger automation community. • Stand out as a leading contributor in the AI-Powered world! • Envision the automation platform together! • Become the next UiPath Community MVP: Accelerate Your Automation Impact • Get recognized among the top contributors in the AI-Powered community! APPLY NOW!!!
  • 6. 6 Get your documents processed intelligently Teach your robots to understand documents using AI-enhanced skills for data extraction and interpretation. Drag and drop these capabilities directly into your automation workflows to embed AI
  • 7. 7 Document processing can be a challenge Manually extract, interpret, act upon Variety of document types and quality Cost and time consuming Human error, rework, losses Lack of end-to-end complex solutions
  • 8. 8 Document processing can be a solution Delegation to robots using AI to understand documents Automatic processing and human in the loop Cost and time efficiency Accurate and fast document processing End-to-end solution powered by AI Manually extract, interpret, act upon Variety of document types and quality Cost and time consuming Human error, rework, losses Lack of end-to-end complex solutions
  • 9. 9 • Like forms, passports, licenses, time sheets • Fixed in format and can contain handwriting, signatures, checkboxes​ • Like invoices, receipts, purchase orders, medical bills, utility bills • Containing fixed and variable parts like tables • Like contracts, agreements, emails, scripts, drug prescriptions, news • No fixed format, free-form sentences/paragraphs Which documents can be handled by Document Understanding? Structured documents Semi-structured documents Unstructured documents
  • 10. 10 1 2 3 Understand Act Receive End-to-end intelligent document processing (IDP) solution Extracts relevant data from the documents Requests or communications with attached documents: • Multiple languages • Various formats • Handwriting • Signatures • Skewed & low-quality scans • Checkboxes • Tables Extracts key intent, sentiment and context data from messages Human in the loop Asking employees to validate the results if required or in case of inaccuracies and exceptions. UiPath Automation Route the extracted actions and data to downstream systems for further processing.
  • 11. 11 Document Understanding Framework in detail Load taxonomy to define document types and fields Digitize documents using OCR to make them machine-readable Classify and split the files into document types Extract information from the documents Export the extracted data for further usage Load taxonomy to define document types and fields Digitize documents using OCR to make them machine-readable Classify and split the files into document types Extract information from the documents Export the extracted data for further usage Train classifiers based on the validated data Train extractors based on the validated data Validate classification results (human review) Validate extraction results (human review)
  • 12. 12 Taxonomy manager is used once at the start to define the collection of documents that you would want to process as well as business rules. Additionally, you can describe what data you would like to extract. Load taxonomy
  • 13. 13 Move-For-You Co. We move so you don’t need to move PO: NP74006735 1 February 2020 PAYABLE WITHIN 15 DAYS OF RECEIPT 20800 ALMADEN AVE, SUITE 404 SAN JOSE, CA 95120-0520 T: +1 425 555 9876 F: +1 425 555 3456 E: billing@moveforyou-co.com www.moveforyou-co.com Bill To: Tony Tzeng 12345 Mango Lane Seattle, WA 98108 INVOICE DETAILS Packing services Storage fees (1 month) House move (white-glove service) Vehicle storage and transport Sales tax 10% Total Fee including Tax FEE $1,282.00 $1,884.00 $5,320.00 $5,186.00 $1,367.20 $15,039.20 Methods of payment Personal Check: Move-For-You LLC Wire Transfer: BigBank Co., Account 123456789-0987ABC Invoice No: 456200-TZE1 Digitize text in the documents using OCR
  • 14. 14 Classify and split the documents Documents scanned into one file isn’t a problem – owing to classifiers, the robot can identify the document types and split the file to process the documents accordingly. Document Understanding offers different classification capabilities ranging from keyword-based to ML and Gen AI based classification.
  • 15. 15 Validate classification of the documents Classification Station is used to check, correct, and confirm the results of document classification and splitting.
  • 16. 16 You can easily configure data extraction to choose most suitable extractor for each field. Use a combination of rule- based and AI-based approaches to ensure smooth and accurate processing of different documents. Extract data from the documents
  • 17. 17 Generative Extractor Mostly unstructured documents Data extraction – from rules to AI to a hybrid approach RegEx-Based Extractor Structured fields Machine Learning Extractor Mostly semi-structured documents Form Extractor Structured documents (forms) A combination of both – rule-based and AI-based approaches Mostly documents combining both structured and less structured formats Rule-based Forms AI Structured documents (forms) AI-based Hybrid approach Note: Forms AI will be soon replaced with the next-gen Document Understanding experience designed for building Specialized AI models for different document types
  • 18. 18 Validate the extracted Information and handle exceptions using Validation Station. Now, ML models can also be retrained using the data confirmed or corrected in the Validation Station. Validate extraction of the documents
  • 19. 19 Let the classifiers and extractors learn from the data corrected and validated in the Classification Station and Validation Station respectively. Learn about sharing data for model retraining here. Train classifiers and extractors
  • 20. 20 Export the extracted data End-to-end intelligent document processing Start & continue the document processing workflows with other automation components. Export the data for further usage/automation – for example, to an Excel spreadsheet, send as email, SAP, and so on.
  • 21. 21 Business value calculation example 1min*100,000 = 1667 hrs 92% reduction If 100% Human Verified 1min*50,000 = 833 hrs 96% reduction If 50% Human Verified 100,000 docs*12min = 20,000 hrs 100% manual Data destination Doc source Customers / vendors CoE Document specialist Guided (efficient) validation 1 min Human validation needed Automated validation Logic / matching System(s) of record Extract data with ML
  • 22. Document Understanding Product Demo on Drivers license Prosessing
  • 23. 23 Vibrant ecosystem of nearly 1 million professionals and citizen developers learning, getting support, and succeeding together in their automation careers. • Start with the free Community Edition to get trained and certified Academy • Get crowdsourced support and share product feedback on UiPath Forum • Check the product documentation • Join the Insider Preview for early testing Forum Community Events • Access the latest articles and video tutorial content created by community members and UiPath engineers in our Community Blog • Contribute as an author. UiPath Community MVPs • Get recognized as a Most Valuable Professional (MVP)or one of the Forum Leaders, based on the contribution to others’ growth Join the UiPath Community • Connect with like-minded people and share best practices with the UiPath Community • Solve challenges in engaging hackathon competitions • Join meetups and conferences Blog and Tutorials Automation Cloud • Learn the skills of the future on UiPath Academy or through our Academic Alliance • Earn globally recognized credentials with UiPath Certifications
  • 24. 24