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Document Understanding classic user guide

上次更新日期 2026年4月23日

“智能 OCR”活动

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.

在开始之前

在开始使用 IntelligentOCR.Activities 之前,请检查以下特征:

  • 高可配置性,这也涉及较高的学习曲线。
  • 存在多个对象和活动,旨在满足灵活性。
  • 由于以下复杂性,可重用性降低:
    • 您需要在工作流中进行多种配置。
    • 您需要将显式参数从一个活动重复传递到另一个活动,例如:
      • 分类
      • 文档对象模型
      • 文本
      • 分类结果
      • 提取结果
  • 在开始之前

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