Create learning instance with Generative AI for semi-structured documents

Use this topic as a guide to create a learning instance leveraging the Generative AI (GenAI) capability to extract data from semi-structured documents such as Arrival Notice, Bill of Lading, Packing Lists, and Waybill .

For data extraction from semi-structured documents users have the option to use the Generative AI capability in addition to the out-of-the-box user-validation feedback feature by checking the Improve accuracy using validation option while creating a learning instance. This ensures consistent and improved data extraction with out-of-the-box accuracy. Let’s walk you through the steps of creating a learning instance with the Generative AI capability that will enable accurate data extraction from semi-structured documents.

Prerequisites

A Professional Developer of a company would perform the following tasks:

Create, edit, process, and delete learning instances
Upload documents for processing and testing
Check-in and check-out learning instances from private to public folders

License requirement: Bot Creator license to perform the above tasks.

Assigned roles and permission:

AAE_IQBot Services or AAE_IQBot Admin
AAE_Basic

Procedure

Next steps

Publish the learning instance 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. See Publish the learning instance to production.
In the Manage > > Learning Instances list page, identify the learning instance you just created and published and click Process to begin uploading documents for processing and data extraction. See Process documents in Document Automation.
Open the CSV document with the extracted data to compare with the processed document to validate and confirm that the GenAI enabled search query fields has extracted data with high accuracy.

Automation 360

Create learning instance with Generative AI for semi-structured documents