Integrate third-party parser in learning instance

Document Automation enables you to connect to an external extraction engine using a custom Automation 360 package. You can create, customize, and connect this custom package as a parser and use it to extract documents.

The custom package leverages local engines and external services, like OpenAI, Amazon, or Google using API.

Using the third-party parser integration feature in Document Automation, you can create a custom Automation 360 package, connect it to Document Automation, and use it as a parser to process your documents. Create your own parser based on your specific use case and integrate it with the learning instance to process the documents. With the third-party parser integration in the learning instance, the associated package converts the document data into an authorized engine data format, which is sent to Document Automation for processing the documents. You can customize the fields when creating or updating the parser, viewing the added fields in the learning instance, and selecting or clearing the fields while the creating learning instance.

The following image illustrates the flow of third-party parser integration in Document Automation: Integration of Third-party parser in Document Automation

With a third-party parser integration in Document Automation, you can:

Leverage Automation 360 packages for enhanced document extraction
Speed up your processing time with custom and package-driven document extraction
Improve document parsing quality and reliability
Improve learning instance efficiency to process more unstructured documents
Extract documents more efficiently in less time and cost

For example, a bank employee wants to validate data in an application form for opening a new account. The existing system parser does not support a new application document type. As a result, an automation developer (Pro developer or CoE Lead) needs a third-party parser to extract document data from the new account application form. By integrating this third-party parser with the learning instance, the bank employee can use Document Automation SDK (software development kit) to extract data from the new account application form.

The following graphic illustrates the parser integration workflow) for a Business User, Pro Developer, CoE Lead, and the Control Room administrators.

Example of DA-Parser-persona-flow

Follow these steps to integrate a third-party parser: