Manage learning instances
A learning instance is an IQ Bot structure that describes the data in a single document type, for example an invoice. It contains information such as the language used in the document and the fields to extract.
A learning instance can be either in staging or production mode. These modes determine whether the learning instance is a draft or live version.
In the staging mode, you can create and edit learning instances, upload sample documents, and train bots to extract data from the sample documents you uploaded. You can test and improve the accuracy of a learning instance and its bots before deploying it to production mode.Note: Because the data generated by learning instances in the staging mode is based on sample documents, it is kept separate from data pertaining to learning instances in production mode. For example, sample documents are not counted against your organization's purchased pages. For more information, see Review the dashboard.
- In the production mode, a learning instance can automatically process real business documents, extract data, and send documents requiring manual validation to the validation queue.
To find out which mode a learning instance is in, navigate to the LEARNING INSTANCES tab, where the My learning instances page displays the learning instances in the environment. Each learning instance has a toggle in the Actions column, which indicates whether it is in staging (toggle to the left and is colored gray) or production (toggle to the right and colored orange).
Based on the mode that a learning instance is in, different user types contribute to IQ Bot. For example, in the staging mode, the Data engineer creates learning instances and the Bot builder builds supporting RPA bots, and in the production mode, the Validator manually corrects the fields in the documents that IQ Bot could not process. To learn more about how each user contributes to IQ Bot, see IQ Bot process overview.
The learning instance lifecycle
The following image shows the typical lifecycle of a learning instance:
You can transfer learning instances across environments by using the Migration Utility. This helps you to avoid having to recreate similar learning instances and better manage the lifecycle of the associated bots. To learn more, see Migrate learning instances.