Recommended
Recommended
More Related Content
Similar to Communauté UiPath Suisse romande - Séance de janvier 2024
Similar to Communauté UiPath Suisse romande - Séance de janvier 2024 (20)
More from UiPathCommunity
More from UiPathCommunity (20)
Recently uploaded
Recently uploaded (20)
Communauté UiPath Suisse romande - Séance de janvier 2024
- 1. Geneva chapter IntelligentDocumentProcessing January 18th 2024 UiPath Community The UiPath w ord mark, logos, and robots are registered trademarks ow ned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
- 2. 2 Agenda slide 01 02 03 Introduction Intelligent Document Processing Poll – Who is our Community?
- 3. 3 Audrey Briffod Our new chapter co-leader Consultante UiPath depuis 2018 Certifiée UiPath Innovation and Solution Manager RPA chez Collaboration Betters The World
- 4. 4 UiPath is a 3x Leader in IDP By Everest Group, IDC, ISG, Gartner, and more Capabilities Strategies Product Portfolio/Capabilities Competitive Strength Everest Group Intelligent Document Processing (IDP) Products PEAK Matrix ® Assessment 2023 IDC MarketScape: Worldwide Intelligent Document Processing (IDP) 2023-2024 Vendor Assessment ISG Provider Lens Intelligent Automation - Platforms and Products - Intelligent Document Processing “UiPath offers a holistic intelligent automation platform that combines IDP, RPA, process mining, task mining, process orchestration, and AI- / ML-based capabilities, including communications mining for NLP and unstructured data processing.” “Customers and partners give UiPath high marks for its ability to support and deliver accurate IDP outputs across a range of document types and use cases.” “UiPath combines RPA, OCR, Machine Learning, and Natural Language Processing to deliver industry-leading capabilities for automated document processing.”
- 5. 5 IDP combines Document Understanding and Communications Mining capabilities to help customers automate document processing from end to end. It delivers state-of-the-art Specialized AI and Generative AI (Gen AI) for all scenarios - documents and communications, structured, semi-structured and unstructured. IntelligentDocumentProcessing (IDP) Introduction Extracts relevant data from documents. 70+ pre-built models to analyze and process different types of documents across industries and domains. Requests or emails with attached documents: • Multiple languages • Various formats • Handwriting • Signatures • Skewed & low-quality scans • Checkboxes • Tables 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. Extracts key intent, sentiment and context data from messages. The latest advances in AI and machine learning (ML).
- 6. 6 Gen AI-powered annotation for faster model training Seamless document classification with Gen AI Now, Document Understanding and Communications Mining have enhanced their IDP capabilities with Gen AI integrations Gen AI for unstructured data extraction and question answering
- 7. Communications Mining The UiPath w ord mark, logos, and robots are registered trademarks ow ned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
- 8. 8 Emails, tickets, notes, surveys, cases, etc. Structured data to drive and trigger process automations API ERP RPA CMS CRM Understand and action every message at speed and scale 1 3 Drive Connect CRM Notes Email Tickets Service Desk AI and NLP automate the interpretation of every message in real time 2 Interpret Connect Train Discover Automate
- 9. 9 Interpret the message... Extract key insights Policy > Amendment> Address Change Policy number Street City Zip code XE-182943 20 W 34TH St New York 10001 XF-929381 96 Park Road Sheffield S5 8PL Policy > Amendment> Name Change Policy number First name Last Name XE-182943 John Roberts Communications Mining example: Insurance Subject:Policyamendment Created: June 29,8:33pm From: Ed Crossey To: support@ Hi Steve, Our client wishes to change their name to John Roberts, he's also moved to a new home, the new address is 20 W 34THSt , New York , 10001. Can you please amend and issue updated docs?It's policy XE-182943by the way. And on XF-929381they've also moved,please can you update it to 96 Park Road, Sheffield,S5 8PL. Cheers, Ed
- 10. 10 Interpret the message... Extract key insights Confirmation > CTM Escalation Follow up Exception > Mismatch > Block Subject:Trade processing,unmatched trades Created: September19th, 8:22am From: Lucy To: tradeprocessing@investment-bank.com Hello This is the third time I have followed up on this issue. These trades have been unmatched for 10 days because you’re mismatched in CTM. Can you provide a status update. This needs to be resolved ASAP. Regards Lucy Status Update Communications Mining example: Quality of Service Urgent -9.4 QoS -6.8 Tone
- 11. 11 | Communications Mining + RPA Communications Mining Stream Queue Feeder UiPath Orchestrator Queue 2 Human-in-the-loop Queue Automation Process 1 Automation Process 2 Structured label & entity predictions per message with confidence scores NLP Exceptions Queue 1 Queue 3 Queue n … Automation Process 2 Automation Process n Automation Process logic for HITL Communications Feedback loop to iteratively improve model & maximise future high-confidence predictions Human-in-the-loop for instances with multiple above-threshold predictions,and NLP exceptions withoutconfidentpredictions
- 12. 12 Communicationsmonitoring Real-time view of all service communicationchannels. Measure, monitor and improve. How customers use Communications Mining Communications Mining increases scalability, enhances the customer experience, and improves governance and control. Communications Mining creates both analytics and automation opportunities. Quality of service Real-time, proactive flagging of performanceissues and identification of recovery opportunities. Communicationsmining Mine historic communications to identify and quantify transformation opportunities. Voice of the customer Understand and continuously improve quality of service and the customer experience. Auto-triage Automate the classification, prioritization and routing of incoming communications. Case automation Automate case creation in service desk tools. Query automation E2E automate frequently occurring transactional requests. Monitor Automate Mine
- 13. 13 Every companyacross every industryprocesses large volumesof unstructured communicationsdata Enterprise Healthcare Banking& FinancialServices Public Sector Insurance Manufacturing B2B and B2C emails, tickets and messages Sales and order management processes Notes in core systems – e.g. CRM, ERP etc. Customer service and support KYC – Know Your Customer Trade settlement & amendment processes Front, middle & back office mailboxes Client/ customer onboarding & support KYC – Know Your Customer Underwriting processes Claims handling & processing Patient registration & processing Consent and assent processes Health insurance claims Immigration application & processing Benefit application & processing Citizen services, questions & feedback Sales & order management processes Shipping information Customer & vendor communications Customer queries & communications Telecommunications eCommerce Energy& utilities Customer complaints, service and support Agent problem & resolution case notes Customer queries (shipping, returns etc.) Product feedback Maintenance, outage and resolution notes Customer complaints, service and support
- 14. Document Understanding The UiPath w ord mark, logos, and robots are registered trademarks ow ned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
- 15. 15 Get your documents processed intelligently Teach your robots to understand documents using AI-enhanced skills fordata extraction and interpretation. Drag and drop these capabilities directly into your automation workflows to embed AI
- 16. 16 Built for: RPA and citizen developers – no data science skills required Built-in AI: Specialized AI models and Generative AI Built as: SaaS, APIs, self-hosted or air-gapped integrated with UiPath Business Automation Platform 1 Receive 3 Act 2 Understand Documents • Multiple languages • Various types & formats • Handwriting & signatures • Tables & checkboxes • Skewed & low-quality scans AI-powered processing Human in the loop UiPath Automation • Initiate other automations • Input into system of record • Drive other actions Validate the extracted information and handle exceptions Digitize Classify Extract
- 17. 17 Next-generation Document Understanding with active learning What? Active learning is a next-gen AI- powered experience within UiPath Document Understanding Why? • Anyone can train AI models—no coding or ML skills required • 80% faster model training—from a week, down to just a day • Guidance on model optimization— humans & AI collaborating together • Instant model evaluation—built-in model performance analytics Where and when? Private Preview via Automation Cloud in 2023.10
- 18. 18 Bringing a new unified experience to training, deploying and monitoring your model Previously across Document Understanding, Document Manager, AI Center Build Load samples,annotate, and train your modelwith a guided experience Measure Understand your model performance and how to improve it Run Deployand manage your projects with ease Monitor Monitor and audit the performanceof your automation Note: Preview limitations: Currently we can classifyand annotate 40 common documenttypes,limited to out-of-the-box Specialized AI models,full listat https://docs.uipath.com/document-understanding/automation- cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages;will be addressed and on roadmap for FA in 24.4
- 19. 19 Next-gen Document Understanding Experience with Active Learning: Build Build Load samples,annotate,and train your model with a guided experience ▪ Upload and manage your documents ▪ Classify documents automatically ▪ Use Generative AI to automatically annotate fields that users validate ▪ Follow recommendations that guide you on how to improve your model efficiently ▪ Model training occurs in the background to see impact of user actions Note: Preview limitations: Currently we can classifyand annotate 40 common documenttypes,limited to out-of-the-box Specialized AI models,full listat https://docs.uipath.com/document-understanding/automation- cloud/latest/user-guide/out-of-the-box-pre-trained-ml-packages;will be addressed and on roadmap for FA in 24.4
- 20. 20 Next-gen Document Understanding Experience with Active Learning: Measure Measure Understandyourmodelperformance and how to improveit ▪ Evaluate your project readiness with model metrics ▪ Model metrics indicate which parts of the project need the most attention ▪ Identified and takes user to the part of the project with recommended actions to improve model performance ▪ See distribution of dataset
- 21. 21 Next-gen Document Understanding Experience with Active Learning: Run Run Deployand manage yourprojects with ease ▪ Evaluate your project readiness with model Choose and deploy model in just a couple of clicks ▪ Easily version your entire project ▪ Start working in studio, studio web, or via API
- 22. 22 Next-gen Document Understanding Experience with Active Learning: Monitor Monitor Monitorand auditthe performance of yourautomation ▪ Dashboard integrated to show business outcomes of the automation ▪ Easily drill down into status of documents being processed ▪ Visibility into human in the loop events –see what the validator corrected for full transparency ▪ Search through history of documents processed
- 23. 23 What is active learning? Active learning is an approach unique to UiPath and enables: ▪ Reduction of data samples ▪ A guided experience (no ML experience required) ▪ Up to 80%+ faster model training ▪ Even more visibility into model performance, with “Measure” phase Active learning employs an iterative process between annotators and model to reduce the amount of data required to train a ML model Active Learning Evaluate Performance Retrain and Redeploy ML Model Human Annotation Identifies which data points will be most informative to improving model performance Without active learning, training is more of a “black box” experience – you spend time labelling fields without knowing it’s impact and need to deploy the model to see the results
- 24. 24 Generative AI capabilities in Document Understanding What? Generative Annotation, Generative Classification, Generative Extraction Why? Generative Annotation (Pre-labeling): Annotate any document samples with Gen AI, speeding training from a week to 1-2 days for complex scenarios, or minutes for simpler forms Generative Classification: Classifying documents is fast and easy with Gen AI— just define the document types; no need to write rules or train new ML models Generative Extraction: No need to train custom ML models to answer questions and summarize content in free-form unstructured documents—use Gen AI instead Where and when? GA in Automation Cloud and activities in 2023.10
- 25. 25 Logic in the process to automatically determine if field(s) extracted correctly Art of the possible with business rules Character validation Basic math Date validation External source verification Invoice # = 7 digits Total = Line Items + Tax Valid date format Verify against PO Record PO Number Vendor ID Vendor Name 5928452 12345 PROTECH 3758292 98734 LORANA
- 26. 26 Model performance over time ML modelage (time) Initial (re)training Post-processing + business rules Finetune with validated data Out-of-the-box& Pre-trained model - Optimize based on required fields - (Re)train ML model with your documents - Business rules confirm/correct before SME - Verified corrections finetune ML Model Validation Logic / matching FTE verification Extract data Straight through processing rate - STP ! Important ! • Each improvementis specific to yourenvironment • Involve the documentSME / business owner • Experienced deployment partner is huge value
- 27. 27 Input as the message... Input as the attachment… Output as key data and insights Validate againstCRM Vendor match: PROTECH Invoice match: 5727346 Notify for Approval Human verifies total: $760 Requests Policy No: 1863325 Address Line:20 W 34th St. NY Zip code: 10001 Admin Change> AddressChange Policy > Renewal Subject:Address change policy No. 1863325 Created: June 29,8:33pm From: Ed Crossey To: AaronChallis Could you please update the address on the above policy to 20 W 34th St., New York, NY 10001,USA. My policy is due to renew next week, and I need the address updated beforesigning the PO. Feelthis is unnecessarily hard. Automate emails and attachments
- 28. 28 UiPath capabilities Process example:Invoiceautomation Inv oice Model LLM Model Robot Human Receive email from vendors to specific inbox (Coupa) TASK COMPLETED Review attachments (invoices) in PDF format Validate if the invoice number is in the Coupa system No: Missing or invalid PO Human support and troubleshooting Non-PO Invoice Create Yes: Valid PO found PO Flip Either PO flip to invoice or new invoice created and saved in Coupa system Exampleprocess Key: • Real time connectand analysis of emails • Recognize specificintent, entities and emotion • Pre-trained invoice model • Extract all invoice details • Validates invoice number against source system(s). • Human in the loop validation. • UiPath Automation Cloud PO Flip or invoice creation. • Recordsupdated to reflectprocess updates. Update email to vendor written • UiPath OpenAI Connectorprompts GPT to draft email update response forvendor. • UiPath Action Center for human in the loop validation of drafted email • Automation cloud updates systems of record.
- 29. Poll Who is our Community? The UiPath w ord mark, logos, and robots are registered trademarks ow ned by UiPath, Inc. and its affiliates. ©2023 UiPath. All rights reserved.
- 30. Thank you