Document Understanding
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- Overview
- Getting Started
- Activities
- Insights Dashboards
- 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
- 4506T - 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
- BillsOfLading - 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 Australia - ML package
- Invoices China - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML Package
- Packing Lists - ML Package
- Payslips - ML Package
- Passports - ML Package
- Purchase Orders - ML Package
- Receipts - ML Package
- RemittanceAdvices - 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
- Traffic limitations
- OCR Configuration
- Pipelines
- OCR Services
- Deep Learning
- Licensing
Out-of-the-box Pre-trained ML Packages
Document Understanding User Guide
Last updated Apr 26, 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.
When starting from one of these pre-trained extractors, the effort to train a custom extractor can be significantly reduced, since the amount of data that needs to be labelled will be smaller than if you were starting from scratch.
The pre-trained extractors can also be used as is, if they perform well on the user's data.
A pre-trained extractor is available as a public endpoint such as
https://du.uipath.com/ie/invoices. See the full list below.
Custom trained extractors are trained in Document Understanding in Automation Cloud
by using the One Click Extraction feature. Both 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 or
- by calling the Document Understanding REST APIs.
Note: For the complete list of extracted fields for each document
type, check the Out-of-the-box Models Details file.
Document Type | Lines of Business | Public Endpoint URL |
---|---|---|
Tax |
| |
1040 Schedule C Preview | Tax |
|
1040 Schedule D Preview | Tax |
|
1040 Schedule E Preview | Tax |
|
HR Employee Onboarding, Tax |
| |
990 Return of Organization Exempt from Income Tax - 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 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 |
|