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Document Understanding Activities

Last updated Dec 5, 2024

Release notes

v1.31.2

Release date: November 26, 2024

Bug fixes

In the Configure Extractors menu, selecting Get or refresh extractor capabilities for an extractor trainer under the Train Extractors Scope activity did not open as expected.

v1.24.1

Release date: October 21, 2024

Bug fixes

This version resolves the Unknown sections in the AI Units consumption overview dashboard that were caused by missing data.

v1.28.8

Release date: October 14, 2024

Bug fixes

This version resolves the Unknown sections in the AI Units consumption overview dashboard that were caused by missing data.

v1.31.1

Release date: October 3, 2024

Note: This package version is compatible with UIAutomation.Activities versions that are 24.10.0 or later.

What's new

Support for activities from an on-premises setup

You can now use the Generative Classifier and Generative Extractor activities within a Classify Document Scope and Data Extraction Scope, even if the robot is connected to a local Orchestrator.

We've added the RuntimeTenantURL and RuntimeCredentialsAsset properties to the Generative Classifier and Extractor activities. With these properties, you can now directly use credentials from external applications, stored in Orchestrator, to access Document Understanding resources at runtime. To achieve this, ensure that your selected tenant has Document Understanding enabled and AI Units allocated.

Improvements

Increased prompt size from 500 to 1000 characters per question for enhanced clarity in your instructions.

Bug fixes

The ML extractor returned empty values, causing validation tasks to fail due to null value properties.

v1.28.7

Release date: 13 August 2024

We've upgraded some internal dependencies for enhanced performance.

v1.28.6

Release date: 31 July 2024

Bug fixes

When using the Generative Classifier and Generative Extractor activities, inputting a prompt that started or ended with whitespaces led to a "KeyNotFoundException" error with the "The given key was not present in the dictionary" message.

v1.28.5

Release date: 12 July 2024

Bug fixes

Fixed the issue causing document classification to fail with the "An invalid request URI was provided" error.

v1.28.4

Release date: 20 June 2024

We are constantly working to improve your UiPath Document Understanding experience. Even though there are no major significant changes with this release, we made sure to bring minor improvements and accessibility fixes to our product.

v1.28.3

Release date: 5 June 2024

We've improved product stability by revising certain dependencies.

v1.28.2

Release date: 27 May 2024

Improvements

Increased prompt size from 500 to 1000 characters per question for enhanced clarity in your instructions. Also, if you reach the prompt size limit of 1000 characters per question, you will receive a "Limit exceeded" error.

Bug fixes

The ML extractor returned empty values, causing validation tasks to fail due to null value properties.

Known issues

If the Generative Extractor or Classifier triggers a Content Filtered exception, the activity does not generate any results, as if the content was missing. The following warning message will show in the robot logs: GPT refused to handle the request because of content filtering policy. Returning empty result. This message is also displayed in Studio when an automation is initiated from there.

v1.28.1

Release date: 29 April 2024

New features

The Machine Learning Extractor can now extract vertical text, significantly enhancing the extraction capabilities.

v1.24.0

Release date: 1 November 2023

Generative Features General Availability

We are excited to announce that the UiPath.DocumentUnderstanding.ML.Activities generative features are now in general availability. This includes the following:
  • Generative Classifier activity
  • Generative Extractor activity
Tip: You can use the new generative features with the UiPath.IntelligentOCR.Activities framework.

New Features and Improvements

  • A new property, Output Folder, is available for the Machine Learning Classifier Trainer activity. This property allows you to save files locally.
  • Support for multi-page fields is now available. This feature is useful when an Address, for example, has the street on one page and the state and zip code on the following page. Due to a known issue, table rows are currently not working in this case. Follow our release notes for updates in the future.

v1.21.2

Release date: 7 June 2023

We are constantly working to improve your UiPath Document Understanding experience. Even though there are no major significant changes with this release, we made sure to bring minor improvements and accessibility fixes to our product.

v1.21.1

Release date: 26 April 2023

Deprecation Timeline

We recommend that you regularly check the deprecation timeline for any updates regarding features that will be deprecated and removed.

v1.17.1

Release date: 27 March 2023

New features & Improvements

We are constantly working to improve the UiPath.DocumentUnderstanding.ML.Activities package. Even though there are no major significant changes with this patch release, we made sure to bring minor improvements and accessibility fixes to our product.

v1.18.0

Release date: 15 December 2022

New features & Improvements

  • The UiPath Studio user interface is now available in Traditional Chinese.
  • You can now benefit from the API Key field being pre-populated for the following activities included in the UiPath.DocumentUnderstanding.ML.Activities package: Machine Learning Classifier and Machine Learning Extractor.

v1.17.0

Release date: 24 October 2022

New features & Improvements

  • The Machine Learning Extractor Trainer activity can now support multivalued fields.
  • The UseServerSideOCR option is scheduled to be deprecated on December 2022. We recommend using the default behavior. More details about the deprecation can be found here.
  • The Document Understanding Process Studio template has been upgraded to a new version. The UiPath.DocumentUnderstanding.ML.Activities package is a dependency for this template.

Bug Fixes

  • Fixed a bug that was causing extraction errors when Digitizer was used by upgrading the PDF library and using hybrid OCR features.
  • Fixed a bug that caused inconsistent input to be sent to ML Extractor when both image and DOM are required.
  • The ProxySettings were not used in the GetCapabilities call received from Machine Learning Extractor. The bug is now fixed and works as expected.

v1.13.2

Release Date: 9 May 2022

Improvements

  • The UiPath.DocumentUnderstanding.ML.Activities package has been upgraded to .NET5 portable, allowing you to run them on Linux robots.
  • The Machine Learning Extractor Trainer and the Machine Learning Classifier Trainer activities have received new parameters grouped under the name of Public Datasets, allowing you to use public datasets instead of private ones.
  • The Machine Learning Extractor activity has been updated and now the extraction algorithm can also be used from Forms AI, not only from the ML Models list.
  • The Machine Learning Extractor activity can now be used with a public endpoint in airgapped scenarios.

Bug Fixes

Fixed a bug occurring on the Machine Learning Extractor Trainer activity that was exporting values even if the field was not mapped in the Configure Trainer wizard. Now, everything works as expected.

v1.9.2

Release Date: 3 August 2023

Bug Fix

In the Document Understanding ML Activities Package, some of the fields that were required were not marked accordingly. Now all mandatory fields are visually marked, as expected.

v1.9.1

Release Date: 5 October 2021

New Features and Improvements

  • This release brings as an improvement the telemetry client update to version 1.5.3.
  • The UiPath.DocumentUnderstanding.ML.Activities package has been upgraded to .NET5. While both .NET versions continue to be supported, the .NET5 projects can only work on 64-bit architectures.
  • Added the Dataset and Project parameters to the Machine Learning Extractor Trainer activity which allow you to select where to upload your training data in your AI Center tenant. As a result, the Endpoint and MLSkill parameters were removed from the activity.
  • Added the Endpoint parameter to the Machine Learning Classifier activity which provides the ability to use the activity with public ML Skills.
  • The Machine Learning Extractor can now be integrated with Forms AI. The only requirement for this to happen is to make sure that the UseServerSideOCR option is disabled.

v1.7.0

Release Date: 29 March 2021

New Features and Improvements

  • Released the Machine Learning Classifier and Machine Learning Classifier Trainer activities as part of the Machine Learning Document Classification functionality which helps you classify documents using a custom trained ML model. Machine Learning Classifier could prove to be very useful particularly in scenarios with high diversity in document sets. To train the classifier and improve its results with time with the aid of human validation, you can use the sister activity, Machine Learning Classifier Trainer.
  • Improved processing of PDF files.

v1.5.2

Release Date: 11 November 2020

Bug Fixes

  • In case of failure response when requesting the ML Skills list from AI Fabric, automatic retry is now available for 5XX HTTP status codes as well.
  • In case of network failure instead of the retry operation being blocked, the Machine Learning Extractor now retries to connect to AI Fabric.

v1.5.1

Release Date: 20 October 2020

Improvements

More detailed error logging for Machine Learning Extractor.

Bug Fixes

  • Added retry mechanism for ML Skills requests.
  • Fixed an issue where not all ML Skills were usable by the Machine Learning Extractor activity.

v1.5.0

Release Date: 5 October 2020

New Features and Improvements

  • Released the new Machine Learning Extractor Trainer activity can prepare data for ML model re-training based on human validation results.
  • Added the Get or refresh extractor capabilities functionality to Machine Learning Extractor Trainer that can be used to easily map your taxonomy fields with the available extractor fields.
  • A new parameter has been included in the Machine Learning Extractor activity, named Timeout (milliseconds). The parameter can be used for specifying the amount of time to wait for a response from the server before an error is thrown.
  • Changed the tooltip text on UseServerSideOCR property for Machine Learning Extractor to indicate it is incompatible with Machine Learning Extractor Trainer.

v1.2.2

Release Date: 24 August 2020

Bug Fixes

  • Fixed an issue that in some cases was returning a 407ProxyAuthenticationRequired error message for Kerberos or NTLM authentication requests. This applies to Machine Learning Extractor.
  • Fixed an issue that was causing the Get Capabilities functionality of Machine Learning Extractor not to work if a certain endpoint was provided.
  • Fixed an issue that was causing the Machine Learning Extractor to throw an error when no robot is connected.

v1.2.1

Release Date: 5 June 2020

New features and improvements

This release brings a new option available for the Machine Learning Extractor activity, named MLSkill, that can be used for consuming models stored in AI Fabric.

v1.1.0

Release Date: 4 May 2020

New Features and Improvements

A new option has been added to the Machine Learning Extractor named UseServerSideOCR. This option allows you to use the OCR results received from digitization.

The Machine Learning Extractor now declares its internal taxonomy, allowing you to easily map the fields it can extract to the fields you have defined in your taxonomy, in the Configure Extractors wizard of the Data Extraction Scope.

v1.0.0

Release Date: 11 February 2020

New Features and Improvements

The UiPath.DocumentUnderstanding.ML.Activities package facilitates the automation of information extraction from receipts and invoices while using AI methods.

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