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Document Understanding User Guide
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Oct 21, 2024

Automations in Document Understanding™

There are several ways in which you can consume Document UnderstandingTM capabilities:
  • The DocumentUnderstanding.Activities package is available in Studio Web, Studio X, and Studio Desktop and is pre-configured for you either when you create a new automation starting from a file, or if you continue your journey after publishing a project version.
  • Using the IntelligentOCR package, which is designed for Windows and Windows Legacy projects, and pre-configured in the Document Understanding process template.
  • Using cloud API calls, consuming Document Understanding as a service via the programming language of your choice.

Choosing the right automation

Check the table below to select the optimal automation method that aligns efficiently with your needs and works best for your projects.

Table 1. Choosing automations
 IntelligentOCR activities packageDocumentUnderstanding.Activities packageDocument Understanding Cloud APIs
Deployment
  • Automation Cloud™
  • Automation Suite
  • Standalone
Automation Cloud™Automation Cloud™
Best suited forRPA developers
  • RPA developers
  • Citizen developers
Users with previous programming experience
Integrated development environment (IDE)Studio Desktop
  • Studio Desktop
  • Studio X
  • Studio Web
IDE of your choice
Benefits
  • Flexibility
    • You can mix extraction and classification models, and can also use extractors and classifiers as fallback
    • You can modify the taxonomy and extraction results using RPA code during run-time.
  • Extensible and open framework
    • You can bring your own classifier, extractor, or OCR engine using the respective interfaces.
    • You have full control over the configuration as an RPA developer.
  • Document Understanding Process Template based on REFramework.
  • Ease of adoption:
    • Easy to use, available on cloud, no setup required for consuming out-of-the-box models.
    • Can be consumed using the Create Automation option in Document Understanding and Marketplace.
    • Suggested by UiPath® AutopilotTM in workflows.
  • Seamlessly integrated with Document Understanding modern projects, isolated configuration in a Document Understanding project, enabling reusability.
  • Relying on Document Understanding cloud APIs, leading to quicker bug fixes.
  • Single input/output object, Document Data.
  • Not dependent on a particular technology.
  • Can be consumed from cloud or on-premises environments.
  • Executing without the need of a robot.
Drawbacks
  • High learning curve
  • Complex configuration, reducing reusability
  • Passing explicit arguments from one activity to the other repeatedly:
    • Taxonomy
    • Document Object Model
    • Text
    • Classification reults
    • Extraction results
Compared to IntelligentOCR, there are some missing features, which are planned to be added:
  • Splitting
  • Business Rules
  • Training (fine-tuning models)
  • On-premises support
  • Support for multiple extraction methods per document type
  • Requires previous programming experience to be adopted.
  • Does not provide access to other platform capabilities.
Use caseUse if you have an existing automation relying on it for which adopting DocumentUnderstanding.Activities is either impossible (functionality currently not available), or costly. Use this package if you are just getting started with Document Understanding. Use for new automations relying on:
  • Modern projects
  • Generative capabilities
  • Out-of-the-box specialized models
Use API calls if you want to integrate our services seamlessly into your applications and systems. Use APIs to integrate Document Understanding in microservices architectures which are integrated as software as a service (SaaS).
  • Choosing the right automation

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