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Document Understanding classic user guide

Última actualización 23 de abr. de 2026

Actividades de IntelligentOCR

With Intelligent OCR activities you can process documents in a comprehensive manner, allowing you to not only digitize, extract, classify, and validate documents, but also train your extractor and classifiers on your specific data, so they can be faster and more accurate. The steps involved in creating Document UnderstandingTM processes using Intelligent OCR activities are:

  1. Create the Taxonomy: Define document types and convert them into a Document Object Model variable using the Load Taxonomy activity.
  2. Digitize documents: Prepare documents so robots can process them using an OCR engine, by storing their text inside a String variable, and basic information about them inside a Document Object Model file.
  3. Classify documents: Prepare documents using certain classifiers, so robots can identify what types of files they're processing.
  4. Validate the classification of documents: Verify and validate that the documents have been correctly classified.
  5. Train your classifiers: Configure your classifiers based on input received while validating the classification
  6. Extract data from documents: Identify and extract specific information from your documents using various extractors to send it for validation.
  7. Validate the extractions documents: Verify and validate the documents you processed, classified, and extracted, using the input of your team members within Action Center.
  8. Train your extractors: Configure your extractors based on input received while validating the extraction.
  9. Consume exported data: Once you validate the extracted data, you can use it as it is or export it as a DataSet variable using the Export Extraction Results activity.

Antes de empezar

Antes de empezar a utilizar IntelligentOCR.Activities, comprueba las siguientes características:

  • Alta configurabilidad, que también implica una curva de aprendizaje alta.
  • La presencia de varios objetos y actividades, diseñados para satisfacer la flexibilidad.
  • Reutilización reducida, debido a las siguientes complejidades:
    • Debes configurar numerosas configuraciones dentro del flujo de trabajo.
    • Debes pasar argumentos explícitos de una actividad a otra repetidamente, como:
      • Taxonomía
      • Modelo de objeto de documento
      • Texto
      • Resultados de clasificación
      • Resultados de extracción
  • Antes de empezar

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