Fast and Accurate Document

Processing with AI-

enhanced Document
Understanding
Meet your
speakers

Ioana Gligan Robert Love Razvan Nutica Sophia Sembai

Product Manager, Presales Technical Consultant, Automation Center of Product Marketing Manager,
Document Understanding Artificial Intelligence Excellence (CoE) Head Artificial Intelligence

2
Agenda for today

1. Introduction to document understanding

2. UiPath Document Understanding as a way to process documents
intelligently
3. Live demo
4. UiPath Automation CoE case
5. Q&A session
Introduction to
document
understanding
Document understanding emerges at the
intersection of document processing, AI, and RPA

N t
Not
O R
OCR

N t
Not
C mput r
Computer
e
VVision
i sion

5
Why to automate document
processing?

35% 52% 17% 40%

growth in
cost reduction decrease in errors reduction in time
employee
compared to that mitigates the employees spend
productivity or
manual document risk of rework on document
customer
processing and related processing
satisfaction
losses

6
“Respondents across all industries said content intelligence
technologies enabled several key corporate initiatives,
including employee engagement, customer engagement,
work transformation, and overall digital transformation”

Holly Muscolino
International Data Corporation (IDC)

7
UiPath
Document Understanding
as a way to process
documents intelligently
Get documents processed intelligently with
AI-enhanced UiPath Document Understanding

9
Every company in the world processes
documents
Human
Financial Services
General Resources Manufacturing Public Sector Healthcare
& Insurance
(HR)
• Invoice • Accounts Payable • Employee • Sales order • Immigration • Medical
• Receipt & Accounts onboarding processing application forms
• Purchase Receivable • Resume • Customer • School • Medical
Order • IRS form screening parts application bills
• Utility bill • Loan application • HR request • Passport • Health
• Bill of • Mortgage records • Remittan management records
Landing processing processin ce application • Drug
• Passport • Account opening g processin prescri
• License and customer g ptions
onboarding
• Claims
processing
• Vendor
onboarding
• Compliance-
related processes

10
It’s time to
automate!

Accelerated Higher Better customer Happier

efficiency experience employee
productivity Save time and costs s
spent on paperwork with Mitigate the risk of
Automate highly-manual errors and decrease the
document processing easy to deploy and Help employees escape
maintain automations response time to deliver from the mundane chores
tasks to accelerate better customer
productivity rates and focus on higher-
experience value tasks

11
Document Understanding Framework

Load Digitize Classify Extract

taxonomy Export
to obtain and split the information
to define doc machine- from the the extracted
files into
types and readable text document information for
using OCR document using different
fields for further usage
if necessary types methods
extraction

Validate
if needed - a human can help
confirm the classification or
data extraction results
12
Document Understanding Framework

Load Digitize Classify Extract Export

taxonomy to obtain information
and split the the extracted
to define doc machine- from the
files into information
types and readable text document
using OCR document using different for further
fields for
if necessary types methods usage
extraction

Validate
if needed - a human can help
confirm the classification or
data extraction results
13
Digitize text in the documents using
OCR Move-For-You Co.
We move so you don’t need to move
PO: NP74006735
1 February 2020
PAYABLE WITHIN 15 DAYS OF RECEIPT
20800 ALMADEN AVE, SUITE 404
SAN JOSE, CA 95120-0520
T: +1 425 555 9876
F: +1 425 555 3456
E:
[email protected]
www.moveforyou-co.com
Bill To:
Tony Tzeng
12345 Mango Lane
Seattle, WA 98108
INVOICE DETAILS
Packing services
Storage fees (1
month)
House move (white-glove service)
Vehicle storage and transport
Sales tax 10%
Total Fee including Tax
FEE
$1,282.00
$1,884.00
$5,320.00
$5,186.00
$1,367.20
$15,039.20
Methods of payment
Personal Check: Move-
For-You LLC 14

Wire Transfer: BigBank Co., Account 123456789-0987ABC

Classify and split the
documents
Purchase
Invoice
order

Multi-page
document

Receipt
Unrelated

documents

15
Validate classification of the
documents

16
Extract information from the
document
Rule-based Model-based Custom

RegEx-Based Form Intelligent Form Machine Learning Bring your own

Extractor Extractor Extractor Extractor extractor

Hybrid approach

A combination of both –
rule-based and model-based extractors

17
Rule-based or template-based
approach

Relies on rules (like regular Processes fixed in format Ensures high accuracy for
expressions) and structured data already known
templates documents

18
Machine learning (ML)
models as a template-less
approach

Pre-trained ML models
Bring your own model Model retraining
working as-is
Create new custom model AI Fabric
Invoices (+ for India and Australia*)
Receipts Third-party models Validation Station**
Purchase Orders*
Utility Bills*

* in public preview, will become generally available with the 20.10 release 19
** will be released with the 20.10 release
Validate extracted data

20
Flexible
Process various types and formats of documents, even unstructured ones or varying
layouts.

Intelligent
Mix & match different extractors and retrain ML models to teach robots accurately understand
and act upon documents.

End-to-end
Seamlessly automate high-volume document processing with end-to-end automation.

Open & extensible

Bring your own or third-party components and use them within Document Understanding.

21
Roadmap for
2020

More pre-trained Retraining loop Increased language

templates and from human support for
models validation handwriting and
documents

22
UiPath
Document
Understanding live
demo
Example: Document Processing

Start Document Understanding Digitized Documents

Multiple Shared file UiPath OCR engines

document folder
types Robot

Expense
Forms
Intelligent Financial
Reports

Classifier and
Splitter
Attended Robot &
Export
Validation Station
validated data
Extracted Classified & split
Invoices
Misc
document documents
details

Rule-based
Action Center & & model-based
Validation Station extractors

24
UiPath Automation CoE
case
Use case: Invoice
processing Check for new e-
Extract e-mail body Prepare extracted
mails with attached
and attachment(s) data set(s)
invoices
Supplier Email Unattended
Robot

Document Unattended
Understanding Robot

Create and
Action Center assign tasks
Orchestration
process

Validated
Unattended data set
Robot
Tasks management dashboard Validation station (task view)

Open bill
in Coupa 26
Coupa API layer
First business
outcomes

1,350 hours
80% of time savings

$27,000
saved costs spent on manual invoice processing

8,100 invoices
processed by robots

27
Q&A
session.
Thank you!

uipath.com/document-understanding

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