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Create a learning instance in Community Edition

  • Updated: 2022/05/23
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Create a learning instance in Community Edition

Create a learning instance to begin processing documents. In Community Edition, you can extract data from invoices in English using the ABBYY OCR provider.


Note: As of Build 12350, you must manually update the package version in existing TaskBots that contain actions from the IQ Bot Extraction360 (Preview) package.
  1. Navigate to Automation > IQ Bot Processes.
  2. Do the following steps for each of the folders containing the learning instance assets:
    1. Open the TaskBots and click the vertical ellipsis next to the Close button.
    2. Select Packages.
    3. In the drop-down list below IQ Bot Extraction360 (Preview), select the version labeled Default.
    4. Click Change version.
    5. Click Save.


  1. From the Control Room home page, navigate to Manage > Learning Instances > Create Learning Instance.
  2. Enter a name and description for the learning instance.
    IQ Bot does not allow duplicate learning instance names, so the name you provide must be unique.
  3. Click Next.

We recommend that you open a sample document side by side with the Control Room window as you configure the form and table fields.

  1. Review the form and table fields for extraction.
    IQ Bot offers a standard set of form and table fields, many of which are not initially visible. To see the full list of fields, click Show unused fields at the top right.
    • A form field is a type of field that occurs only once in a document.
    • A table field is a type of field that reoccurs throughout a document, typically in the form of a table.
    Mouse over the menu icon to the right of a field to access the up/down arrows. Use the arrows to rearrange the order of the fields for a more efficient manual validation. The order of the fields does not impact extraction.
    Click a field to open the fields editor. You can edit most attributes of a field. You cannot edit the name and default aliases. IQ Bot assigns default aliases, which are hardcoded keywords, to standard fields to help with extraction. You cannot modify or delete default aliases, but you can add aliases in the Custom aliases field.
    To learn more about the other field attributes, review the table in the next step.
  2. To add a field, click Add a field and complete the following fields:
    Field name Enter a field name that begins with an alphabetical character (A-Z or a-z).

    In standard fields, the field name is hardcoded and cannot be changed.

    Field label Enter a user-friendly name to help validators.

    For example, you can rename Organization tax number to a localized name, such as VAT number.

    The field label does not affect extraction.

    Confidence Set a threshold to reduce potential false positives.

    At the time of processing, the IQ Bot engine assigns a score to each field in a document to indicate the certainty that the data was correctly extracted. If the document contains fields with a score that is lower than the confidence threshold, the document is sent to the validation queue.

    If you enter a high confidence threshold, more documents will be sent to the validation queue. If you enter a low confidence threshold, fewer documents will be sent to the validation queue.

    Supports values from zero to 100.

    Data type Choose from Text, Number, and Date

    If the data in the field does not match the data type, the document is sent to the validation queue.

    IQ Bot supports variations of the date format.
    Required Select one of the following:
    • Required: Field cannot be empty.
    • Optional: Field can be empty or not exist in the document.
    Default aliases No action is necessary for this field. IQ Bot assigns default aliases, which are hardcoded keywords, to standard fields to help with extraction.
    Custom aliases Additional keywords to help IQ Bot locate the field. For example, add country or region-specific names for fields such as VAT number as an alias to an Organization tax number custom field.
    Note: Custom aliases must be unique. They cannot duplicate the default alias of another field. Exception: Form fields can have duplicate custom aliases as the table fields and vice versa.
    Validation rules Depending on data type, create rules using patterns, formulas, lists, and statements such as starts or ends with.
    Starts With and Ends With | Pattern | Lists | Formulas
    Note: Pattern validation supports only regular expressions. Special patterns are not supported.
  3. Click Create.

Next steps

Upload documents to the learning instance, fix validation errors, and verify the extracted data: Process documents in Community Edition

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