IQ Bot - DA Bridge package

The IQ Bot- DA Bridge package enables you to export all the active learning instance from IQ Bot and import them into Document Automation environment.

The IQ Bot - DA Bridge package enables you to leverage IQ Bot learning instances in Document Automation independent of any dependency on the IQ Bot server. The key benefit of this package is that you can re-use the efforts spent on development of IQ Bot learning instances within Document Automation environment. This package combines export and import learning instances actions that you can execute to reuse the learning instances from IQ Bot within Document Automation. You can also view the bridged learning instance details and group information similar to IQ Bot native integrated view in Document Automation.

Prerequisites

  • Ensure that you have the AAE_Basic role and Bot Creator license.
  • Ensure that you are an IQ Bot administrator user or user with the View and Manage Migration permission to use the package actions.
  • Ensure that you have the View and Manage Packages permission to work with packages.
Note:

Considerations

You must consider the following facts before you export the IQ Bot learning instances and import them into Document Automation:
Important:
  • When you move learning instances to Document Automation, the learning instances are made available in your private repository by default. We recommend that you publish the learning instances to public repository as soon as the learning instances are moved to Document Automation so that other users can access the learning instances. See Publish the learning instance to production.
  • You might not be able to move a learning instance to Document Automation when the learning instance was already moved by another user but the user has still not published the learning instance to public repository. In such a scenario, use the audit log entries to identify such users and ensure that the learning instances are published to public repository for future use.
Remember: Using this package, you can export all the IQ Bot learning instances and the existing training at the time of export will be applicable to the extraction within Document Automation.
  • All imported learning instances will consume Document Automation pages. For more information, see Understanding licenses in Document Automation.
  • If you are using the IQ Bot file license, the best practice is to convert the license to a Cloud license. Please reach out to your Customer Success Manager (CSM) for assistance.
  • Important: Be aware of all the expected changes in document processing. For example, if there are any documents which are not matching with any of the trained groups, such documents will go to the Document Automation validator.
  • All bots set to Production state in IQ Bot can be imported into Document Automation using this package.

User workflow

Export and import instances
You can export all the learning instances from IQ Bot as .la archive file and import them into Document Automation environment.
Run a test
After importing the instances into Document Automation, you can run a test with sample documents to validate the output. If you get the required results, you can publish the learning instance to production in Document Automation. For more details, see Publish the learning instance to production.
Dual Mode - Optional
After importing the IQ Bot learning instance in Document Automation for a period, you can parallelly run the workload in both products. This dual mode will give you a comparison of the output and any changes you might need to make can be assessed.
Monitor analytics
You can monitor the export and import analytics through the Bot Insight dashboard.

Actions in the IQ Bot - Document Automation Bridge package

This package includes the following actions:

Action Description
Export IQ Bot learning instance See Export IQ Bot learning instance.
Import IQ Bot learning instance into Document Automation See Import IQ Bot learning instance into Document Automation.

Benefits

With IQ Bot - DA Bridge package, you can achieve the following benefits:
  • Import your learning instances from IQ Bot to Document Automation seamlessly. This allows you to leverage the existing trained IQ Bot  learning instances within Document Automation.
  • Eliminate the need to maintain IQ Bot server for extraction and training services when learning instances are imported, tested, and operational in Document Automation.
  • Improve effectiveness of validation to fix the validation errors quickly with built-in validator workflow within Document Automation.

    For details about feedback based validation, see Feedback-based validation for bridged learning instances.

  • Adopt Document Automation and build newer use cases including generative AI based extractions. For more details, see Document Automation - Data extraction using generative AI.
  • Insert custom logic using data manipulation bots leveraging Python Script package, JavaScript package, JSON package, or any other command package-based capability in Automation 360.
  • After importing IQ Bot learning instances into Document Automation, any documents processed against bridged learning instances will consume Document Automation pages instead of IQ Bot pages.

Limitations

Following are some limitations associated with the IQ Bot - DA Bridge package:
  • After moving a learning instance to Document Automation, you will not be able to edit groups and other learning instance settings. However, you might improve the data extraction results by enabling the Improve accuracy using validation option.
  • For bridged learning instances, exporting and importing of learning instance is not supported. Also, you can only export or import learning instances between IQ Bot Dev, UAT, or Prod environment to Document Automation Dev, UAT, or Prod environment respectively and not between the environments. However, you can export a learning instance and import it using the IQ Bot - Document Automation Bridge package in all the environments using the exported .la file. See Export IQ Bot learning instance and Import IQ Bot learning instance into Document Automation.
  • To use validation feedback after moving a learning instance, you must edit the learning instance and enable the Improve accuracy using validation option.
  • You can run this command package only in the attended mode.
  • When you import a learning instance and the document groups in the learning instance do not fit the existing document groups in Document Automation, documents processed using such a learning instance are sent to the validator by default.
  • This package does not support an archive file beyond 5 GB while migrating the learning instance.
  • Training information that was available at the time of export is applicable to the learning instance.
  • Any additional training provided after importing IQ Bot learning instances into  Document Automation will not be applicable. For the latest training to apply, you must re-import the updated IQ Bot learning instance into Document Automation.
    Note: Python logic embedded in the learning instances at the time of import will be applicable to the extraction outcomes. Future adjustments on custom Python will be applied with the data manipulation bots. For more details, see Get document data action and Update document data action.
  • This package does not support export and import of IQ Bot Standard Forms learning instances. These learning instances can be set up in Document Automation by using Document Automation Standard Forms.
  • No version details are available for imported (from IQ Bot) learning instances in Document Automation environment.
    Note: If you export the same learning instance from IQ Bot, then Document Automation will override the learning instance with latest data. The existing data will be cleaned up and new incoming data will be uploaded to the learning instance.
  • For bridged learning instances, the default data type for check box fields in Document Automation is Text.
  • Documents that are not matching with existing layout and fall into new group, will be sent to the validator.
  • Connected learning instances (if any) will remain functional till the time IQ Bot server is up & running. For more details, see Connect learning instance.
    Note: The Connect learning instance feature requires IQ Bot server to be up and running for extraction. The learning instances setup using IQ Bot - Document Automation Bridge package have no dependency on IQ Bot server for extraction.

How package works

See the following diagram to understand workflow of IQ Bot to Document Automation Bridge package:User workflow of IQ Bot to Document Automation Bridge package
  1. User send a request to backup the IQ Bot learning instance.
  2. IQ Bot reads the learning instance data from database and prepares the backup file.
  3. IQ Bot server then uploads the learning instance archive file into the file storage.
  4. User then upload the archive file into Document Automation.
  5. Document Automation saves the file using the storage service.
  6. Document Automation then imports the file and creates the learning instance data in Control Room database.
  7. User then processes the document using the newly imported learning instance by creating an Automation Co-Pilot request.
  8. Automation Co-Pilot sends the deployment request which is then executed by the Bot Agent.
  9. During document extraction, a request is sent to Document Automation service to get the learning instance details that are required to run the extraction.
  10. Extracted results are then sent to the storage service which gets downloaded to the output folder on device.
  11. Disable any bot that you used for uploading documents to IQ Bot and create a new bot in Document Automation to upload documents. See Build a bot to upload documents to Document Automation.