Trainable splitter (Preview)

Crear un nuevo proyecto

When creating a new project, tenants located in Europe, the US and Japan may enable our new splitter and classifier model. This trainable model can automatically split and classify complex documents, enabling you to turn messy packets into clean, typed documents.

Follow the instructions from this page to a Document Understanding^TM project and enable the new splitter and classifier model:

1. Abre Document Understanding.
2. Selecciona Crear proyecto.
3. Rellena el nombre de proyecto deseado.
4. Selecciona Moderna para utilizar la experiencia moderna.
   Note: This is a guided model building experience that also includes recommendations for optimal model performance and active learning.
5. Switch on the Enable new splitter and classifier model toggle.
6. Configura las Opciones avanzadas si es necesario.
   1. Switch on the Enable splitting toggle to enable the model to automatically split documents into individual files before classification. You can also enable this feature from the Project settings screen.
      Important: When the Enable splitting option is turned off, all documents are classified as a whole.
   2. Selecciona el OCR que quieres utilizar para tu nuevo proyecto en la lista desplegable del método OCR.
   3. Rellena la clave API del OCR.
      Nota: este campo se rellena automáticamente si seleccionas un UiPath® OCR.
   4. Rellena la URL del OCR.Para obtener la lista completa de URL para UiPath OCR, consulte la página Puntos finales públicos.
   5. Elige si quieres Aplicar OCR en los PDF. De forma predeterminada, esto está establecido en Automático.
7. Selecciona Crear.
   Figure 1. Figure 1. Creating your first project

Después de crear tu proyecto correctamente, puedes cargar tus documentos en la sección Creación.

Choose one of the two available options:

• Extract data from documents: pulls specific fields, such as invoice numbers, dates, total from your documents etc.
  Note: We recommend choosing this option when you need structured data for automation or reporting.
• Classify and split documents: sorts documents by type and separates multiple documents within a single file.
  Note: We recommend choosing this option when you need to organize and prepare documents for extraction.

Extracting data from documents

1. Select a document type.
2. Select Upload or drag and drop your files inside the new document type. Wait for the upload to finish.

Classify and split documents

Certain complex files contain several document types. Our new model can detect where each sub-document starts and ends and classify each section accordingly.

1. Click on Classify and Split Documents and upload your document packets. Wait for the document to finish uploading and processing.

2. Select any documents from the upload section and click Split. This will open up the splitting annotation interface.

   
   Note: If the project already has a trained model, uploaded documents will be pre-annotated using that model. This helps speed up annotation and allows you to view prediction results on new documents.

3. Click New document type to create a document type for each item in your desired taxonomy. You can select a predefined document type or create a custom one.

   
   Note: For custom document types, provide a name, a short description explaining its purpose, and comma-separated key indicators (such as unique fields or terms) that help identify it.

4. Indicate where documents should be separated. Assign each page range to a document type using the dropdown menu. Once you have finished annotating the document, click Confirm.

   
   Note: Clicking Confirm triggers document processing. After processing, each sub-document will appear under its corresponding document type in the Build section.
   Note: Each sub-document moved to a document type will get pre-annotated with the schema of the document type.

Entrenamiento del modelo

Model training is triggered only after:

• At least five sub-documents have been created and annotated;
• A document has been confirmed.

The training status can be viewed in the upper right-hand corner of the Classification pane.

Importante:

• The maximum document size is 160MB or 500 pages.
• Pages cannot be reordered or deleted.

Splitting and classification predictions

Whenever a new model is trained, all documents within the project receive predictions from the trained model. This allows you to review the performance of the classification model.

The “Type” column displays the ground truth, which is the document type as it was annotated. The “Predicted type” column shows the type predicted by the model.

By default, only the document packets are displayed in the UI. To view the sub-documents within each packet, click View and select the Include sub-documents checkbox.

Predictions can also be viewed in the annotation interface by enabling the “Show Prediction” toggle.