Process documents in IQ Bot Extraction360 (Preview)
Upload sample invoices to train the learning instance, verify the extracted data, and fix validation errors.
Prerequisites
- If you have not done so already, Create a learning instance in IQ Bot Extraction360 (Preview).
- Verify that your device is connected to the Control Room: Install Bot agent and register device
- If the learning instance uses a Google Document AI model, you must provide your
Google Document AI credentials to the Extraction bot:
- Navigate to and click the folder with the same name as the learning instance to configure the assets.
- Open the Extraction bot and click the IQ Bot Extraction360 (Preview) action to edit it.
- Provide the Document AI service account and endpoint URL. See Using Extract data action.
- Click Save.
- If the learning instance uses an Automation Anywhere model, ensure that each file
is 50 MB or less.
If the learning instance uses a Google Document AI model, ensure that each file is 20 MB or less, with a maximum of 10 pages.
- Ensure that the sample documents are in one of the following supported document
types:
- JPG
- JPEG
- PNG
- TIF
- TIFF
- The default output format for the extracted data is CSV file. To change the output to JSON, see Change output format from CSV to JSON.
Perform the following steps to upload sample invoices to the learning instance to test the data extraction capabilities of the learning instance.
This version of IQ Bot uses Automation Anywhere Robotic Interface technology to manage the end-to-end document extraction process. Each incoming document creates a new request, which triggers the extraction process. If a document requires manual validation, AARI creates a validation task and assigns it to a validation team.
After the documents are processed, the Download bot downloads the extracted
data to a file in the Success
folder.
Procedure
-
Upload documents to the learning instance:
If there is a value next to the Validate documents link, you must manually validate the fields that the Extraction bot could not extract data from. Otherwise, proceed to step 3.
-
Fix the validation errors and edit the rows:
-
Verify the output results:
Next steps
Build a bot that uploads documents from a source folder to the learning instance. Then, publish the learning instance assets (process, form, and bots) to the public repository so that the learning instance can be used in public mode to extract data from real documents, and validators can manually validate documents: Configure and publish learning instance assets in IQ Bot Extraction360 (Preview)