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Process documents in Document Automation

  • Mis à jour le : 2022/04/06
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Process documents in Document Automation

Upload sample invoices to train the learning instance, verify the extracted data in IQ Bot, and fix validation errors.

Prérequis

  • If you have not done so already, Create a learning instance in Document Automation.
  • Verify that your device is connected to the Control Room: Installer l'Bot agent et enregistrer le périphérique
  • If the learning instance uses a Google Document AI model, you must provide the Google Document AI credentials:
    1. Navigate to Automation > Private tab > IQ Bot Processes and click the folder with the same name as the learning instance to configure the assets.
    2. Open the Extraction bot and click the Document Automation action, where you provide the Document AI service account and endpoint URL. See Using Extract data action.
    3. 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 invoices are in one of the following supported document types:
    • PDF
    • 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, IQ Bot downloads the extracted data to a file in the Success folder.

Procédure

  1. Upload documents to the learning instance:
    1. Click Process documents.
    2. In the Process Documents window, click Browse to select the files to upload.
    3. In the Download data to field, enter the file path where IQ Bot will download the extracted data in .CSV format.
      When the document extraction bot runs, IQ Bot creates the following three folders in the provided file path:
      • Success: Contains the extracted data in the specified format (CSV or JSON).
      • Invalid: Holds documents marked invalid.
      • Failed: Holds documents that IQ Bot could not process.

      You can provide an output folder path based on one of the following options:

      • Option 1: The local device path if you have set up document processing and validation on the same device.

        This option is typically used when you are testing the learning instance.

      • Option 2: The shared folder path if you have set up distributed validation on separate devices.

        This option is typically used for published learning instances. For example, \\10.239.192.60\Sharepath\Output.

    4. Click Process documents.
      The Bot Runner window appears. The window disappears when IQ Bot has completed processing the documents. Refresh the Learning instances table to see the updated metrics.

If there is a value next to the Validate documents link, you must manually validate the fields that IQ Bot could not extract data from. Otherwise, proceed to step 3.

  1. Fix the validation errors and edit the rows:
    1. Click Validate documents.
      The AARI Task Manager opens in a new tab, with the first failed document in queue.

      There are two view options: Table and Detail. You can change the view by clicking the respective button at the top left.

      We recommend that you perform validation tasks in the Detail view because this view shows all the documents in the validation queue side by side with the document that you are currently validating. Additionally, when you finish validating a document, the next document in the queue automatically opens.

      Use the Table view see document history. When you open a document from this view, the history appears in a panel on the left.

    2. Review each field to verify that the correct value was extracted for that field.
      Alternatively, you can select Show fields that need validation from the drop-down list on the right panel.
      Remarque : If you make any edits to the learning instance while there are documents awaiting validation, open the Validator and click Reprocess to re-attempt extraction.

      Reprocessing documents does not affect the uploaded documents metric.

    3. Update the error fields.
      Click the field or draw a box around the values that you want to extract.
      • To skip a document without correcting errors, click Skip to proceed to the next document in the validation queue.
      • To remove a document that cannot be processed, click Mark as Invalid.
    4. After you make the necessary corrections, click Submit so that IQ Bot can finish processing the document.
      The Validator shows the next document in queue. When all the documents are corrected, the system displays a message stating that no more tasks are available.
    5. Close the tab to return to the Learning Instances page.
  2. Verify the output results:
    1. Open the file in the Success folder that contains the extracted data and review the results to ensure that it matches your use case.
    2. Facultatif : Review the Learning Instance dashboard.
      The dashboard displays the total number of uploaded