Validation Station

This page shows you how to create a workflow that includes activities such as Digitize Document, Data Extraction Scope, and Present Validation Station.

Você pode usar essas atividades quando quiser automatizar a extração e validação de dados a partir de documentos do mesmo tipo. As faturas ou ordens de compra são um ótimo ajuste para esse tipo de tarefas.

The following workflow focuses on using the Digitize Document activity on an invoice, followed by validating the information with the use of the Present Validation Station activity. The OCR engine chosen for this workflow is UiPath® Document OCR, but you can replace it with any other of our OCR engines. A simple taxonomy is used, created based on the chosen invoice document. Visit Taxonomy overview to check how to create your taxonomy.

Como criar o fluxo de trabalho

1. Abra o Studio e crie um novo Processo nomeado por padrão Principal.

2. Drag a Sequence container into the Workflow Designer.

3. Selecione o contêiner Sequence e crie a seguinte variável:

   1. Variable Name: taxonomy;
   2. Variable Type: DocumentTaxonomy;
   3. Default Value: None.

4. Add a Load Taxonomy activity inside the Sequence container.

   Add the variable taxonomy in the Taxonomy field.

5. Add a For Each activity after the Load Taxonomy activity, and inside the Sequence container.

   • Add the expression doc in the ForEach field.
   • Add the expression directory.GetFiles("TestData\InputDocs\") in the In field.
   • In the Properties panel, select the option String from the TypeArgument dropdown list.

6. Select the Body container of the For Each activity and create the variables showed in the following table:

   Table 1. The variables to be created

   	Tipo de Variável	Valor Padrão
   docName	GenericValue	N/A
   dom	Documento	N/A
   text	String	N/A
   extractionResults	ExtractionResult	N/A
   validatedResults	ExtractionResult	N/A

7. Add an Assign activity inside the Body container.

   • Adicione a variável docName no campo Para.
   • Adicione a expressão System.IO.Path.GetFileNameWithoutExtension(doc) no campo Valor.

8. Add a Write Line activity after the Assign activity.

   Adicione a expressão "Digitizing "+docName no campo Texto.

9. Add a Digitize Document activity after the Write Line activity.

   • Set the DocumentPath as doc.
   • Add the variable text in the DocumentText field.
   • Add the variable dom in the DocumentObjectModel field.

10. Drag an OCR engine into the Digitize Document activity. UiPath Document OCR is used for this example.

11. Add a Write Line activity after the Digitize Document activity.

    Adicione a expressão docName+" was digitized." no campo Texto.

12. Add a Write Line activity after the Write Line activity.

    Adicione a expressão "Opening the Validation Station" no campo Texto.

13. Add a Try Catch activity after the Write Line activity.

14. Add a Sequence container in the Try section.

15. Add a Present Validation Station activity inside the Sequence container.

    • Add doc as value in the DocumentPath field.
    • Add the variable text in the DocumentText field.
    • Add the variable dom in the DocumentObjectMOdel field.
    • Add the variable taxonomy in the Taxonomy field.
    • Add the variable extractedResults in the AutomaticExtractionResults field.
    • Add the variable validatedResults in the ValidatedExtractionResults field.

16. Add a Write Text File activity after the Present Validation Station activity.

17. Execute o processo. O robô extrai dados automaticamente, classifica os documentos, extrai campos específicos, prepara os dados para validação e exibe os documentos extraídos.

Visit the following link to download a ZIP archive of the example: Example.

Usando a Estação de Validação

Running the workflow opens the Validation Station wizard. Here you can verify the extracted information or extract it yourself by using the Tokens or Custom Area options. If you set a field in the taxonomy as multi-value, then multiple values can be extracted for that field. This can be useful for documents with multiple addresses, different currencies, etc.