document-understanding
2024.10
true
- Overview
- Document Understanding Process
- Quickstart tutorials
- Framework components
- ML packages
- Overview
- Document Understanding - ML package
- DocumentClassifier - ML package
- ML packages with OCR capabilities
- 1040 - ML package
- 1040 Schedule C - ML package
- 1040 Schedule D - ML package
- 1040 Schedule E - ML package
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 709 - ML package
- 941x - ML package
- 9465 - ML package
- 990 - ML Package - Preview
- ACORD125 - ML package
- ACORD126 - ML package
- ACORD131 - ML package
- ACORD140 - ML package
- ACORD25 - ML package
- Bank Statements - ML package
- Bills Of Lading - ML package
- Certificate of Incorporation - ML package
- Certificate of Origin - ML package
- Checks - ML package
- Children Product Certificate - ML package
- CMS 1500 - ML package
- EU Declaration of Conformity - ML package
- Financial Statements - ML package
- FM1003 - ML package
- I9 - ML package
- ID Cards - ML package
- Invoices - ML package
- Invoices China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Passports - ML package
- Payslips - ML package
- Purchase Orders - ML package
- Receipts - ML Package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Other Out-of-the-box ML Packages
- Public Endpoints
- Hardware requirements
- Pipelines
- Document Manager
- OCR services
- Deep Learning
- Insights dashboards
- Document Understanding deployed in Automation Suite
- Document Understanding deployed in AI Center standalone
- Activities
- UiPath.Abbyy.Activities
- UiPath.AbbyyEmbedded.Activities
- UiPath.DocumentProcessing.Contracts
- UiPath.DocumentUnderstanding.ML.Activities
- UiPath.DocumentUnderstanding.OCR.LocalServer.Activities
- UiPath.IntelligentOCR.Activities
- UiPath.OCR.Activities
- UiPath.OCR.Contracts
- UiPath.OmniPage.Activities
- UiPath.PDF.Activities
Document Understanding User Guide
Last updated Nov 22, 2024
Out-of-the-box pre-trained ML packages
We offer a set of pre-trained Machine Learning extraction capabilities (listed below), as well as the ability to train custom extractors either starting from one of these pre-trained extractors, or starting from scratch.
We provide a range of pre-trained out-of-the-box models that can process common document types.
These models are available as public endpoints, such as
https://du.uipath.com/ie/invoices, which can be consumed by
activities right away without any model training. Custom trained
extractors are trained in Document Understanding in Automation Suite by using the One Click Extraction
feature.These models can be integrated into automations in the following ways:
- In classic RPA workflows in Studio Desktop using the IntelligentOCR.Activities, the OCR.Activities, and the DocumentUnderstanding.ML.Activities packages.
- In cross-platform, RPA workflows in Studio Desktop or Studio Web using the DocumentUnderstanding.Activities package.
- By calling the Document UnderstandingTM REST APIs.
Note: For the complete list of extracted fields for each document type, check
the Out-of-the-box Models Details file.
You
can also check the list of fields and types on any endpoint, including public
endpoints or Skills deployed in AI Center, in the
/info/model
object. To access this, simply add /info/model to any endpoint,
like so: https://du.uipath.com/ie/invoices/info/model. For an
enhanced reading experience of the fields list, it's recommended to install a
JSON viewer extension in your browser.
| Document Type | Lines of Business |
|---|---|
| 709 United States Gift (and Generation-Skipping Transfer) Tax Return Preview | Tax |
| 941x Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund Preview | Tax |
| - Preview | Tax |
| Tax | |
| 1040 Schedule C Preview | Tax |
| 1040 Schedule D Preview | Tax |
| 1040 Schedule E Preview | Tax |
| 3949a Information Referral Preview | Tax |
| HR Employee Onboarding, Tax | |
| 9465 Installment Agreement Request Preview | Tax |
| Insurance Applications | |
| ACORD 125 Commercial Insurance Application | Insurance Applications |
| ACORD 126 Commercial General Liability Insurance Section Form | Insurance Applications |
| ACORD 131 Umbrella / Excess Insurance Section Form | Insurance Applications |
| ACORD 140 Property Insurance Section Form | Insurance Applications |
| Bank Statements | Know Your Customer, Lending, Banking |
| Bills of Lading | Shipping, Supply Chain |
| Certificate of Incorporation/Good Standing | Supply Chain, Know Your Customer, Retail |
| Certificate of Origin | Supply Chain, Retail |
| Checks | Banking |
| Supply Chain, Retail | |
| Insurance, Claims Processing, Healthcare | |
| Supply Chain, Retail | |
| Financial Statement | Finance, Banking, Know Your Customer |
| FM 1003 Uniform Residential Loan Application Form - Preview | Lending, Banking |
| I9 Employment Eligibility Verification Form | HR Employee Onboarding |
| Know Your Customer, Public Sector | |
| Invoices | Accounts Payable, Order to Cash, Finance |
| Invoices China | Accounts Payable, Order to Cash, Finance |
| Invoices Hebrew Preview | Accounts Payable, Order to Cash, Finance |
| Invoices India | Accounts Payable, Order to Cash, Finance |
| Invoices Japan | Accounts Payable, Order to Cash, Finance |
| Invoices Shipping | Accounts Payable, Order to Cash, Finance, Shipping, Supply Chain |
| Packing Lists | Shipping, Supply Chain |
| Passports | Know Your Customer |
| Payslips | Payroll, HR |
| Purchase Orders | Order to Cash, Finance, Accounts Receivable |
| Receipts | Expense |
| Remittance Advices | Order to Cash, Finance, Accounts Receivable |
| UB04 Preview | Insurance, Claims Processing, Healthcare |
| Utility Bills | Know Your Customer, Property Management |
| Vehicle Titles | Public Sector, Lending, Finance |
| Tax, Lending, Know Your Customer | |
| W9 Request for Taxpayer Identification Number and Certification | HR, Employee onboarding |
