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Document Understanding User Guide

Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Dec 12, 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.

We provide a range of pre-trained out-of-the-box models that can process common document types. These models are available as public endpoints, such as https://du.uipath.com/ie/invoices, which can be consumed by activities right away without any model training. Custom trained extractors are trained in Document Understanding in Automation CloudTM by using the One Click Extraction feature.
These models can be integrated into automations in the following ways:

Pre-trained extractors

Note: For the complete list of extracted fields for each document type, check the Out-of-the-box Models Details file.
You can also check the list of fields and types on any endpoint, including public endpoints or Skills deployed in AI Center, in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.
Table 1. Pre-trained extractors
Document TypeLines of Business
709 United States Gift (and Generation-Skipping Transfer) Tax Return Preview Tax
941x Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund Preview Tax
- Preview Tax
Tax
1040 Schedule C Preview Tax
1040 Schedule D Preview Tax
1040 Schedule E Preview Tax
3949a Information Referral Preview Tax
HR Employee Onboarding, Tax
9465 Installment Agreement Request Preview Tax
Insurance Applications
ACORD 125 Commercial Insurance ApplicationInsurance Applications
ACORD 126 Commercial General Liability Insurance Section FormInsurance Applications
ACORD 131 Umbrella / Excess Insurance Section FormInsurance Applications
ACORD 140 Property Insurance Section FormInsurance Applications
Bank StatementsKnow Your Customer, Lending, Banking
Bills of LadingShipping, Supply Chain
Certificate of Incorporation/Good StandingSupply Chain, Know Your Customer, Retail
Certificate of OriginSupply Chain, Retail
ChecksBanking
Supply Chain, Retail
Insurance, Claims Processing, Healthcare
Supply Chain, Retail
Financial StatementFinance, Banking, Know Your Customer
FM 1003 Uniform Residential Loan Application Form - Preview Lending, Banking
I9 Employment Eligibility Verification FormHR Employee Onboarding
Know Your Customer, Public Sector
InvoicesAccounts Payable, Order to Cash, Finance
Invoices ChinaAccounts Payable, Order to Cash, Finance
Invoices Hebrew Preview Accounts Payable, Order to Cash, Finance
Invoices IndiaAccounts Payable, Order to Cash, Finance
Invoices JapanAccounts Payable, Order to Cash, Finance
Invoices ShippingAccounts Payable, Order to Cash, Finance, Shipping, Supply Chain
Packing ListsShipping, Supply Chain
PassportsKnow Your Customer
PayslipsPayroll, HR
Purchase OrdersOrder to Cash, Finance, Accounts Receivable
ReceiptsExpense
Remittance AdvicesOrder to Cash, Finance, Accounts Receivable
UB04 Preview Insurance, Claims Processing, Healthcare
Utility BillsKnow Your Customer, Property Management
Vehicle TitlesPublic Sector, Lending, Finance
Tax, Lending, Know Your Customer
W9 Request for Taxpayer Identification Number and CertificationHR, Employee onboarding
  • Pre-trained extractors

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