Document Understanding
Document Understanding User Guide for Modern Experience
Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Jul 15, 2024

Out-of-the-box models

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, 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:

List of available models

Note: For the complete list of extracted fields for each document type, check the Out-of-the-box Models Details file.
Table 1. Pre-trained Extractors
Document TypeLines of BusinessPublic Endpoint URL
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
990 Return of Organization Exempt from Income Tax - Preview Tax
1040 Schedule C Preview Tax
1040 Schedule D Preview Tax
1040 Schedule E Preview Tax
1040x 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
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
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
  • List of available models

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