Document Understanding
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适用于新式体验的 Document Understanding 用户指南
上次更新日期 2024年5月16日

简介

Pre-defined and custom solutions

UiPath Document UnderstandingTM provides a variety of pre-defined solutions designed to help you extract and classify information from common document types. These solutions are built on a set of pre-trained models specifically trained to extract information from a standard set of document types. Combined with our pre-built industry templates, they can handle typical use cases with minimal configuration.

For a complete list of pre-built models, check the Out-of-the-box pre-trained ML packages.

However, if our pre-built solutions don't meet your requirements or if you want to refine one of our existing models, you can use our model training experience based on active learning to create your own custom Document Understanding solution.

Creating your own solution

Creating a Document UnderstandingTM solution is a two-step process:
  • Configuring and building models
  • Consuming models through automations

Building models

Document Understanding provides a set of AI-based solutions for document processing. These solutions include classification and extraction. To learn more about how to configure and build your own custom Document Understanding solution, follow the instructions from the Building models section of this guide.

Consuming models

Once you have trained, tested, and deployed your Document Understanding models, you can create an automation using them. You have the option to use either our robotic process automation (RPA) activities or APIs. To determine which set of activities is best suited for your particular use case, and to learn how to select them, check the Consuming models page.

选择部署选项

We offer Document UnderstandingTM via different delivery models: Automation CloudTM, Automation Suite. Each delivery model has specific advantages.

  • Automation CloudTM is a web-based platform that allows task execution from any location, offering immediate access to the latest features and updates.
  • Automation Suite, an integrated software package installed on-premises, provides an advanced level of control and robust data handling. This is suitable for environments that demand a higher degree of data discretion.

To learn more about out delivery models and their differences, check the Delivery Options section from the Overview guide.

产品体验

目前有三种可用于构建模型的体验。

表 1. 项目类型
项目类型可用阶段
Modern projectsAutomation Cloud
传统项目Automation Cloud
基于 AI Center™ 的项目
  • Automation Cloud
  • Automation Suite
  • 单机版

There are currently two sets of activities available to develop your automations.

表 2.
活动类型可用阶段
DocumentUnderstanding.ActivitiesStudio Web、Studio Desktop(Windows 和跨平台项目)
IntelligentOCR.ActivitiesStudio 桌面版(Windows 和 Windows 旧版项目)
  • Pre-defined and custom solutions
  • Creating your own solution
  • Building models
  • Consuming models
  • 选择部署选项
  • 产品体验

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