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UiPath Document Understanding - Generative AI and Active learning capabilities
- 1. The UiPath wordmark, logos, and robots are registered trademarks owned by UiPath, Inc. and its affiliates. UiPath (R) is a registered trademark in the United States and several countries across the globe. See TMEP 906. ©2024 UiPath. All rights reserved. Women in Automation 2025 By UiPath Community Document Understanding – Gen AI and Active Learning Capabilities
- 2. 2 Todays T eam DeviKandasamy Diana Gray Senior Community Marketing Manager @ UiPath Senior Tech Lead @ qBotica and 2x UiPath MVP
- 3. 3 Agenda slide 01 Introductionon Document Understanding 02 Generative Annotation 03 Generative Classification 04 Generative Extraction 05 Generative Validation 06 Active Learning Modern Experience 07 Q/A
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- 5. 5 Which documents canbe handled? • 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 Structured documents Semi-structured documents Unstructured documents
- 6. 6 Document Understanding: Introduction 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
- 7. 7 Document Understanding: Generative Annotation Whatis it? Annotate any document samples with Gen AI, speeding training from a week to 1-2 days for complex scenarios, or minutes for simpler forms
- 8. 8 Document Understanding: Generative Classifier Whatis it? Classifying documents is fast and easy with Gen AI— just define the document types; no need to write rules or train new ML models
- 9. 9 Document Understanding: Generative Extractor Whatis it? Generative AI answer questions and summarize content works perfectly for free-form unstructured documents – no need to train custom ML models.
- 10. 10 Document Understanding: Generative Validation Whatis it? By leveraging both Generative AI and Specialized AI, Generative Validation ensures higher accuracy in document processing With Generative AI used to confirm the output of Specialized AI, the overall automation rate increases and the average handle time (AHT) decreases – owing to saving the time spent on human validation
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- 12. 12 Active learning isa next-gen AI- powered model training experience It involves an iterative process between annotators and a model to minimize the amount of data needed to train a Machine Learning model • 80% faster model training • Guided experience - No code or ML knowledge required • Reduction in number of samples required • Built-in model performance analytics What is it? Active Learning
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- 15. 15 Resources ⮚ UiPath Forum ⮚UiPath Documentation ⮚ UiPath Academy ⮚ Join the UiPath Community