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Document Understanding Activities
Last updated Feb 20, 2024

Machine Learning Extractor Trainer

UiPath.DocumentUnderstanding.ML.Activities.MachineLearningExtractorTrainer

Enables the collection of data that has been processed through Validation Station so that it can be imported into Document Manager. This activity can be used only within the Train Extractors Scope activity.

Properties

Common
  • DisplayName - The display name of the activity.
Local Storage
  • Output Folder - The directory where the collected data is stored. Once the data is stored, it can be imported into machine learning training tools.
Misc
  • Private - If selected, the values of variables and arguments are no longer logged at Verbose level.
Provide Public Dataset Endpoint
  • Dataset ApiKey - The authentication key of the dataset.
  • Dataset Endpoint - The endpoint of the dataset where training data can be uploaded. Once a dataset is public, it can be accessed outside UiPath environment through an endpoint and using API key. Do this if you want to upload datasets to an AI Center instance that you're not connected to (for example in the case of hybrid deployments where the AI Center is on Cloud and the robot is connected to an On premises tenant).
Select Private Dataset for Project
  • Dataset - The dataset where the training data can be uploaded. If the robot is connected to a tenant which has AI Center enabled, you can see all the datasets from AI Center in the dropdown menu and select the folder where to upload the validated documents using the dropdown menu.
  • Project - The project where the training data can be uploaded.

    Note: Project and dataset selection are enabled only when connected to Orchestrator. More information about Public/Private Datasets can be found here.
Server
  • RetryOnFailure - Retry on transient failure. This field only supports Boolean values (True, False). The default value is True.
  • 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 Machine Learning Extractor Training Wizard

The Machine Learning Extractor Trainer collects the human feedback for you, in a directory of your choice. Once you collect data and you want to retrain an ML Model, you can just zip the content of the directory and upload it in Document Manager for curation.

How to Use

Below are the steps that you need to follow for using the Machine Learning Extractor Trainer activity.

  1. Use the Taxonomy Manager Wizard to define your document types and fields.
  2. Drag a Machine Learning Extractor Trainer into a Train Extractors Scope activity.
  3. In the Machine Learning Extractor wizard that automatically opens, add the Endpoint information. You can choose one of the public endpoints available here.
  4. Select the checkbox for the Update activity arguments if you wish to also use the entered values as input arguments for the activity, more precisely for the Endpoint.
  5. Click the Get Capabilities button. The wizard closes after this operation.
  6. Enter a value for Output Folder.
  7. Select the Configure Extractors option in the Train Extractors Scope. A wizard is displayed.



  8. The Machine Learning Extractor Trainer is now ready for configuration. Expand the document type that you want to apply it for, and start selecting the fields you want to train, by clicking the checkboxes next to the appropriate fields.
  9. Fill in the textboxes either manually or by selecting, from the available drop-down list, the correct data you wish to map to each field. The drop-down list contains all fields that the Machine Learning Extractor Trainer, using the endpoint entered in the Machine Learning Extractor wizard, declares as extraction capability.

    Note: If you click the checkbox but you leave the textbox empty, the latter will be automatically filled in with the Document Type ID from the local taxonomy. The changes apply after saving. Should you want to avoid using a long string for the field ID, we would recommend you to manually enter a value in case you do not have access to the internal taxonomy of the extractor.
  10. To check if you are using the latest capabilities of the extractor, you can click the Get or refresh extractor capabilities which opens the Machine Learning Extractor wizard.
  11. Selecting one of the options from a drop-down list automatically confirms that field.



  12. To train an extractor based on its extraction result, you can set the exact alphanumeric value in the Framework Alias field previously used for an extractor.
  13. Select the Save button once all fields are configured properly.

    Important: You cannot choose the same option for two distinct fields.
Document Understanding Integration

The Machine Learning Extractor Trainer activity is part of the Document Understanding Solutions. Visit the Document Understanding Guide for more information.

  • Properties
  • Using the Machine Learning Extractor Training Wizard
  • How to Use
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