Create a learning instance in IQ Bot Extraction360 (Preview)
Begin processing documents by creating a learning instance to extract data from invoices or receipts.
Prerequisites
- To create a learning instance, you must be a
Learning instance creator
user. See IQ Bot Extraction360 (Preview) users. - To create a learning instance that uses a Google Document AI model, you must
create a credential and locker to hold your security token. See Create credential and Create locker.Note: When configuring the locker, you must add the
aari-document-processor
custom role as a locker consumer.
Procedure
We recommend that you open a sample document side by side with the Control Room window as you configure the form and table fields.
- Process: Manages the process using if/else scenarios through which IQ Bot extracts data from uploaded documents, assigns documents to users for validation, and downloads the extracted data.
- Extraction bot: Extracts data from defined fields in the uploaded documents.
- Download bot: Downloads the extracted data to a specific folder on the device or shared network.
- Form: Defines the input parameters that are sent to the process. Input parameters include the learning instance name, uploaded file, and output file path. To learn more, see About the AARI process in IQ Bot Extraction360 (Preview)
Next steps
Upload documents to the learning instance, fix validation errors, and verify the extracted data: Process documents in IQ Bot Extraction360 (Preview)