Document Understanding
2023.10
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- Overview
- 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
- Passports - ML Package
- Payslips - 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
- Hardware Requirements
- Pipelines
- Document Manager
- OCR Services
- Document Understanding deployed in Automation Suite
- Document Understanding deployed in AI Center standalone
- Licensing
- Activities
- UiPath.Abbyy.Activities
- UiPath.AbbyyEmbedded.Activities
- UiPath.DocumentProcessing.Contracts
- UiPath.DocumentUnderstanding.ML.Activities
- UiPath.DocumentUnderstanding.OCR.LocalServer.Activities
- UiPath.IntelligentOCR.Activities
- UiPath.OCR.Activities
- UiPath.OCR.Contracts
- UiPath.OmniPage.Activities
- UiPath.PDF.Activities
- Deep Learning
Out-of-the-box Pre-trained ML Packages
Document Understanding User Guide
Last updated May 8, 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://govcloud.uipath.us/ie/invoices
, which can be consumed by
activities right away without any model training.
These models 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.
- 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 |
| |
- 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 |
|