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Document Understanding Activities

Last updated Dec 5, 2024

Generative Classifier

UiPath.DocumentUnderstanding.ML.Activities.GenerativeClassifier

Important:

This feature is currently part of an audit process and is not to be considered part of the FedRAMP Authorization until the review is finalized. See here the full list of features currently under review.

Description

Allows you to classify documents using generative models.

Note:

The supported languages for the generative models are the same as the used OCR engine used. For more information, check the OCR Supported languages page.

Project compatibility

Windows - Legacy | Windows

Configuration

Designer panel
  • Manage prompt - Select Manage Prompt to open the Manage Prompt Wizard.
Properties panel

Authentication

The Authentication properties of this activity allow you to execute it via on-premises robots. Before configuring these properties, ensure you have fulfilled the prerequisites mentioned in the Configuring Authentication page . Once these steps are completed, you can then proceed to fill in the Authentication properties of the activity.

  • Runtime Credentials Asset - Use this field when you need to access Document Understanding generative classification features while the robot is connected to a local Orchestrator, or from a different tenant. You can choose to enter a Credential Asset, for authentication purposes, in one of the following ways:
    • From the dropdown list, select the desired Credential Asset from the Orchestrator to which the UiPath® Robot is connected to.
    • Manually enter the path to the Orchestrator Credential Asset where you store the external application credentials for accessing the generative features.
      The format of the path should be: <OrchestratorFolderName>/<AssetName>.
  • Runtime Tenant Url - Use this field, alongside the Runtime Credentials Asset field. Enter the URL of the tenant that the robot will connect to in order to execute the generative classification. The URL should be in the following format: https://<baseURL>/<OrganizationName>/<TenantName>.

Common

  • DisplayName - The display name of the activity.

Misc

  • Private - If selected, the values of variables and arguments are no longer logged at Verbose level.

Server

  • RetryOnFailure - Automatically retries the machine learning model execution, to eliminate transient network errors. If checked, the activity retries the execution.
  • Timeout (milliseconds) - Specifies the amount of time (in milliseconds) to wait for a response from the server before an error is thrown. The default value is 100000 milliseconds (100 seconds).

Using the Manage Prompt Wizard

The Manage Prompt wizard allows you to define the prompt for document types. The prompt is used to identify Document Types, provided as key-value pairs, where the key represents the name of the Document Type and the value a description for it, helping the classifier identify such documents.

Figure 1. The Generative Classifier Prompt, where you input the key-value pairs

  1. Select a Document Type from the list of document types defined in the Configure Classifier wizard.
  2. Add an optional value to define the prompt. This can be a short description of the document type. The maximum number of characters allowed is 1000.

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