Intelligent document processing solutions - feature comparison matrix
- Updated: 2024/08/08
Intelligent document processing solutions - feature comparison matrix
Review the capabilities available in Automation 360 IQ Bot and Document Automation to understand the feature parity.
Automation 360 IQ Bot | Document Automation | |
---|---|---|
Administration and setup | ||
Installation | Separate installer | Installed as part of the Control Room |
Database administration | Separate database; requires additional effort for backups and maintenance | Uses the Control Room database; no additional backup or maintenance needed |
Server configuration | Requires additional SSL configuration, RabbitMQ administration, HA and DR | Works out-of-the-box |
Learning instance configuration | ||
Alias management (keywords) | Yes, parity | Users can view, add, or remove field aliases for the learning instance |
Confidence threshold | Does not work out-of-the-box; server-level configuration | Helps to catch false positive outcomes; field-level configuration |
Field order and field name customization | Not supported | Helps to improve validation efficiency |
Field configuration | Must be done for every group | Needs to be done only one time for a learning instance |
Ability to add and remove fields from the learning instance | No | Yes |
Search for form or table fields | No | In create/edit learning instance search by field name, label, or data type. |
Extraction capabilities | ||
Pre-trained models | Pre-configured domains that require additional training | Yes, out-of-the-box |
Handling document variations | Classifier relies on document layout and training. Documents uploaded with a new layout are sent to a new document group, which requires training. Some docs could not be classified. | Layouts are identified using an object detection model to find key-value pairs. It is not necessary to configure all the fields in a learning instance before uploading documents. |
Training process | Each group needs to be manually trained before it can process documents | Learning instance extraction improves based on changes users make in the Validator |
Output format | CSV only | CSV or JSON |
Process invoice-like documents with user-defined document type | Custom domains can be created exclusively through APIs for processing custom document types | Supported out-of-the-box |
Regular expression-based extraction | Not supported | Use regex pattern extraction for values that follow a specific pattern, such as a VAT number or a PO number |
Standardize the format of extracted numbers and dates | No | Configure your learning instances to convert extracted dates and numbers to standard formats |
Unstructured document support | No | Yes, available with GenAI integration |
Extraction from Fixed Forms | No | Yes, supported via Microsoft Standard Forms |
Google Document AI | ||
Google Document AI support | No |
|
Human review and Validation | ||
Validation queue management | No | Use filters and search to find specific learning instances or documents |
Auto-fill for tables | No | Use the Auto fill button in the validation interface to expedite the extraction of values from tables |
Document-level Validation rules | No | Document Automation enables you create complex validation rules with different fields, multiple conditions and actions |
End-to-end automation | ||
Task bots | Must be manually created | Document Automation automatically creates Task Bots for a learning instance |
See status and history of uploaded documents | No | Yes |
Customizable document processing workflow | No | Yes |
Ability to split documents | No | Supported by the Advanced Classifier package |
Monitoring and reporting | ||
Custom dashboards | No | Available with Bot Insight integration |
Licensing | No | License consumption is tracked properly |
Security | ||
Retention policy | No | Supported for 90 days by default |
Secret management | No | Can use Credential Vault |
Audit log | No | Yes |