IQ Bot and Document Automation v.28 release

Review what's new and changed, and the fixes and limitations in IQ Bot and Document Automation for the v.28 release.

Document Automation

What's new
Standardize the format of extracted numbers and dates

You can configure your learning instances to convert extracted dates and numbers to a standard format. This ensures consistency and accuracy in your databases and other systems of record.

For example, if you select to standardize dates to MM/DD/YYYY and a processed document contains a date that appears as 12 Feb 2023, the learning instance will reformat the date to 02/12/2023.

If you select to standardize numbers to the English (United States) locale and a processed document contains a number that appears as 100,00, the learning instance will reformat the number as 100.00.

Create a learning instance in Document Automation

The new Document Workspace license tracks consumption for customers who brought their own license for Google Document AI or Standard Forms.
New Google Document AI features
  • Validation feedback is available for new and existing learning instances that use Google Document AI to extract data.

    ../../../idp-extraction.html#miy1682768247560__sec-validation-feedback

    Note: You must manually enable validation feedback for existing learning instances
  • The invoices document type supports these additional languages: Estonian, French, German, Latvian, Lithuanian, Portuguese (Continental), Romanian, Spanish, and Swedish.
  • The receipts document type supports Japanese language documents and can extract two new fields: payment type and last four digits of credit card.
New features for the Document Workspace dashboard in Bot Insight
  • Create custom widgets
  • The Validator performance by # of documents validated widget includes invalid documents.

Document Workspace dashboard

What's changed
Download bots have the highest priority in a queue
To optimize system performance, the Control Room prioritizes running the download bot of one process before running the extraction bot for another process. Previously, the system was configured with the extraction bots at equal priority to the download bots, which created a large queue of extracted data waiting to download.
Note: For users with Control Room environments configured prior to v.28: The Control Room admin must edit the auto-document-processor custom role to assign the new Set automation priority to high permission.

Create a custom role for Document Automation

Important: New Community Edition users will have access to Document Automation but not IQ Bot

As of Automation 360 v.27 release and later, only Document Automation will be provisioned to new Community Edition users. New users will not have IQ Bot permissions, however, IQ Bot will be available for existing, registered users.

Fixes
When you create a learning instance, the interface allows field names that start with a letter only. Previously, the interface allowed field names to start with a number, which caused processing errors.
The Test regular expression field supports a maximum of 100 characters.
You can create a learning instance with custom fields that do not have a field name and field label, as long as the custom fields are unselected.
Document Automation extracts multiline fields without adding an extra space after each line.
Document Automation supports document processing on devices configured with an authenticated or unauthenticated Proxy Auto-Configuration (PAC) file.
The Document Workspace dashboard shows the correct page consumption metrics for On-Premises Control Room instances.
The "Average validation time" and "Validator performance by number of documents" widgets show the correct values when you mouse over the data points.
In Document Automation, the correct error message is displayed while fetching a Standard Forms model that is missing configuration settings. Previously, an incorrect error message was displayed.
While reconfiguring a table, you can add a table name within the 99 character limit and a table field name within the 154 character limit. Previously, you could add more characters than the default limit of 100 characters and 155 characters, respectively.
You can create a new project for Standard Forms in the Linux environment. Previously, the ability to create a project using Create project for Standard Forms was not supported in Linux.
Limitations
Document Automation supports a device username of 17 characters or fewer.
Pattern-based validation is not enabled by default in imported learning instances. You must edit the learning instance and select the Validation option in the Validation rules section.
Bots containing actions from the Document Extraction package do not support the advanced check-out options.
For a public learning instance, if you delete a learning instance and then try to create a new learning instance using that same name, an error is displayed.

Workaround:If you delete a learning instance as well as the learning instance folder, then you can create a new learning instance using the same name.
When you create a learning instance with Google Document AI, an UNKNOWN option is displayed under the OCR Engine filter in the Document Workspace dashboard.
If you apply a filter that includes User Name, Status, or OCR Engine, the Accuracy% by field widget does not show the correct results.
If you submit a document that contains a validation error due to a regular expression, the page keeps loading and you must refresh the page to continue. You cannot submit a document that has a pattern validation rule with a regular expression that contains pipe symbol (|).

For example, the following expression has (|) characters and will show an error:

(^0[1-9]|[12][0-9]|3[01])-(0[1-9]|1[0-2])-(\d{4}$)

However, you can edit the regular expression in the learning instance and reprocess the document to continue with validation.
As of Automation 360 v.28, document extraction fails via proxy in the bring your own key (BYOK) use case.
If you process a document by uploading it through the default or customized process instead of processing it through Document Automation learning instances, then Download CSV remains in the In progress state during validation.

Workaround:You must update the Download Bot task bot by unchecking Delete files associated to this document from the server after downloading.
For Document Automation, the license consumption is not tracked on a fresh cluster Linux environment.

IQ Bot

Fixes
If you test an invalid Python script when configuring custom logic, the system displays an error message without any file path. Previously, the error message included the execution file path.
When you upload high-resolution or invalid documents to a custom group, if the document is not processed, it is either moved to the validator folder or the fail folder. You can eventually download the files from the fail or invalid folder.

Previously, the validator or the fail folder did not receive the uploaded files. You had to transition the learning instance from production to staging and back again to move the file to the output folder.

Service Cloud case ID: 01926196

The ability to create or edit a bot for a manual group has been fixed. You can now create a bot with a manual group that has invalid or corrupted documents. You can also move the created bot from staging to production and back again.

Previously, after creating a manual group for a learning instance with an invalid or corrupted document, you were unable to create a bot.

Service Cloud case ID: 01878143
Limitations
If the IQ Bot archive (IQBA) file size is above 268 MB, then the file storage does not upload the exported file from the output folder to the desired location. You should restart the Project Services from IQ Bot Services if the system is stuck and you are unable to perform any actions.
If IQ Bot Cloud is configured with a proxy server, learning instances cannot access Google Vision API or Microsoft Azure Computer Vision OCR engine.
The maximum upload file size limit is set to 2 GB when importing and exporting files in the IQ Bot archive (IQBA) file. If the file size is greater than 2 GB, then you must delete unwanted groups to decrease the file size and migrate successfully. Earlier, maximum upload file size limit was 5 GB.
When you change from full screen mode to small screen mode in the Logic window, the Python scripts and these options are hidden: Test Run, Clear Box, Fullscreen, and Save.
Workaround:
  1. Click Logic to minimize the window
  2. Click Logic to expand the window and view the Python scripts.
  3. Place a cursor inside the Python script screen and click Enter.
For an existing Community Edition user, the Help icon is not available on IQ Bot interface.
If you are an Automation Anywhere free trial version user and you upgrade to Automation 360 v.28, the Community Edition logo displays on the homepage. However, the functionality is not impacted.
The size of the toggle icon for Set to production is not consistent with all the other icons displayed on the learning instance details page.

Updates to the interface

Review the updates to the interface made to the interface for Automation 360 v.28 release.

IQ Bot and Document Automation
The new Google Document AI features include an improved validation feedback for new and existing learning instances and supports additional languages.

New Google Document AI features

Improvements to Google Document AI

You can configure your learning instances to convert extracted dates and numbers to a standard format.

New check box to format date and select data type
Standardize the format of extracted numbers and dates