Document Automation v.38 release

Review what's new, and the fixes and limitations in Document Automation for the v.38 release.

What's new

High-scale Serviço de extração na nuvem

The Serviço de extração na nuvem feature allows for large-scale document processing with enhanced speed and cross-platform flexibility, eliminating the need for additional infrastructure or Bot Runners. It offers benefits such as scalability and faster response times compared to traditional Task Bot extraction methods.

The Serviço de extração na nuvem feature provides the following benefits:
  • Process requests faster in a typical front-office operations
  • Process large volumes of documents quickly
  • Automatically scale based on document volumes, ensuring consistent performance
  • Eliminate the need to invest in setting up and managing own infrastructure

Serviço de extração na nuvem

Consultas de pesquisa adaptativas

Automatically adjust to layout variability across thousands of formats and dynamically apply the correct query at runtime. Users can test and define specific search queries for documents with similar layouts within a single learning instance, enhancing data extraction accuracy for varied document formats.

The Consultas de pesquisa adaptativas feature provides the following benefits:
  • Test and validate search queries at the cluster level.
  • Define different search queries for the same field across multiple clusters within a single learning instance.
  • Promote validated cluster-specific queries to production for robust and consistent extraction performance.
  • Minimize manual query tuning and improve extraction accuracy across varied document formats from within a single, unified learning instance.

Consultas de pesquisa adaptativas

IA do Azure para Informação de Documentos version 4.0 support in Formulários padrão (Service Cloud Case ID: 02166473)

You can now create custom models in Document Automation using IA do Azure para Informação de Documentos version 4.0. The new capabilities include improved custom models, improved accuracy in data extraction, and signature detection.

The following capabilities are included in the Control Room:

  • The Models page now displays the version number used to create each IA do Azure para Informação de Documentos model.
  • Support for signature detection is introduced, enabling identification of handwritten and digital signatures in documents. This improves automation accuracy in workflows that require signature validation.

Criar instância de aprendizado para formulários padrão | Regras de validação em Document Automation

Support for new languages in Automation Anywhere user-defined provider

You can now process documents in the following languages for the User-defined document types when using the Automation Anywhere (user-defined) provider and ABBYY OCR or Google Vision OCR provider:

  • Czech
  • Danish
  • Finnish
  • Norwegian
  • Slovak
  • Swedish

Idiomas compatíveis no Document Automation

Fixes

When you open the process of a learning instance from the Learning Instances page, the process will be opened in the Process Composer de última geração.

Previously, the process opened in the legacy Process Composer.
The test mode option will be enabled even when a large number of learning instance versions exist. You will now be able to view the Process and View status test mode options.

Previously, the Process and View status options were not displayed as there was some delay in the loading of versions.

Service Cloud Case ID: 02273741
After moving learning instances with optional form fields that include a formula from IQ Bot to Document Automation, optional or disabled form fields now correctly skip formula rule evaluation during document processing.

Previously, documents using such form fields were sent to Automation Co-Pilot validator in certain scenarios.

Service Cloud Case ID: 02279788, 02278791
When you extract table data from multi-page documents containing blank pages in between, the extraction now works as expected.

Previously, the extraction stopped when blank pages were detected, and table data from subsequent pages was not captured.

Service Cloud Case ID: 02274630
When you are using a proxy server and using IA generativa provider for data extraction, the extraction now completes successfully without any errors.

Previously, document extraction failed in such a scenario.

Service Cloud Case ID: 02218893, 02214721, 02200518, 02232155
When you import a learning instance into a Control Room where the same learning instance already exists, all aliases from the exported learning instance are now correctly retained.

Previously, the imported learning instance missed some aliases in such a scenario.

Service Cloud Case ID: 02227635
When you remove data from table cells in the Automation Co-Pilot validator and use the Auto fill option subsequently, the auto-fill process will automatically update the manually emptied cells.

Previously, the manually emptied table cells were left empty.
When you have documents pending validation and update to the v.38 release, you will no longer see an error after validating the first document in the queue and clicking the Submit button.

Previously, an error was displayed in such a scenario.
After updating to the v.38 release, documents that were previously processed without the need for validation will continue to be processed without validation.

Previously, documents were sent for validation in certain scenarios.
When a user is assigned the Conversational Automation Co-Pilot User license, the user will now be able to process documents in public learning instances in Document Automation.
The Auto fill option in the Automation Co-Pilot validator now works as expected.

Previously, this option did not work as expected in certain scenarios.
You can now upload and process documents without errors for learning instances.

Previously, an error was displayed in certain scenarios.

Service Cloud Case ID: 02135184, 02135889, 02154359
You can now process the same documents subsequently without errors.

Previously, an error was displayed in the validator in certain scenarios.

Service Cloud Case ID: 02187660
You can now create Formulários padrão models without seeing any performance issues.

Previously, users were experiencing performance issues in certain scenarios.

Service Cloud Case ID: 02219164
After training documents using Formulários padrão Neural model, the Run analysis option will extract appropriate information from test documents.

Previously, data was not extracted for certain fields.

Service Cloud Case ID: 02185363, 02185363

The validation feedback field in the version history in test mode will only display fields that were validated by users.

Previously, fields extracted using IA generativa were displayed in the validation feedback field.
When you have the Test mode enabled and validation feedback disabled for a learning instance, the cluster ID is now displayed correctly for a document processed in test mode.

Previously, incorrect cluster ID was displayed for the processed document in such a scenario.

Limitations

When you edit and check in a process linked to a public learning instance that is using Serviço de extração na nuvem, the extraction bot might not be visible in dependencies, and document processing might fail.
Workaround: Use one of the following options:
  • Update to the v.39 release
  • Use the default process or copy the learning instance to create a new process and then publish the learning instance before processing documents
When you create, edit, or copy a learning instance, it takes a bit longer than usual to perform the operation.
When a user is assigned the “Conversational Automation Co-Pilot User” license instead of the “Automation Co-Pilot Business User” license, the user will not be able to process documents in public learning instances in Document Automation.

Workaround: Assign the “Automation Co-Pilot Business User” license.
For a learning instance, if you keep the default table prompt used in the learning instance and add a custom prompt for any table field in the Consultas de pesquisa adaptativas, the table prompt in the Consultas de pesquisa adaptativas is reset to empty.

Workaround: You must enter the same default table prompt (used in the learning instance) with some minor changes in the table prompt section of the Consultas de pesquisa adaptativas.
When you clear table prompts in Consultas de pesquisa adaptativas, the prompts might not be cleared, and the UI will display the previously used table prompt (custom or default prompt).
The Cloud extraction option works only when the File storage location is set to Document Workspace Storage in the Start event of the process. By default, the File storage location is set to Document Workspace Storage when you create a learning instance.
When you import a learning instance that was exported in v.33 or earlier releases, you might not see the option to select the Cloud extraction option on the Import Learning Instances page.

Workaround: Perform one of the following workarounds:

When you add an invalid regex pattern in the field and document rules for a learning instance and process documents, data extraction will fail.

Workaround: Validate the regex pattern before adding it to the field and document rules and then process the documents.

When using the Consultas de pesquisa adaptativas feature in Nuvem-Sandbox, if you add a custom query for a field, process a document using the custom query, and then open the search queries option to view the custom query, an error will be displayed.
When you have documents pending validation and update to the v.38 release, an error is displayed after validating the first document in the queue and clicking the Submit button.

Workaround: Perform one of the following workarounds:
When you update to v.38 release, if you have an existing Formulários padrão project, create a subsequent project, add the same set of documents to train as the previous project, create a model, and train the model, an error is displayed. The error is displayed only when you create a subsequent project and train with the same set of documents as the previous project.

Workaround: Reload the Projects page before creating a new project. If you create a project without refreshing the page and an error occurs, create a new project after reloading the Projects page and restart the training. Existing learning instances, projects, and models are not affected.
Limitations from previous releases
When you try to check in a process without having the required permissions, the audit log entry for this event will include Source as Control Room instead of Document Workspace and Item name as Unknown instead of <learning-instance-name>.
You will not be able to use a custom table name in Japanese, Korean, or Chinese when creating a custom table.
When you restore a learning instance to any previous version from version history and reprocess a document, the document upload count is increased.
When you process documents with file names greater than or equal to 75 characters in test mode, you might not see improvements in the reprocessing time for such documents.
If you have disabled the OCR provider in the administrator settings and if you are using a language other than English for your Control Room, you will see an error to enable the OCR provider settings in English in the following scenarios:
  • When you create a learning instance that is using an OCR provider
  • When you change the OCR provider for an existing learning instance
When you use the Classificador de documentos ações (Classify, Classify documents, and Train Classifier) and Extract Data ação in the Extração de documentos pacote together in a bot, the bot will fail to execute.

Workaround: Ensure that you create separate bots when using any of the ações from the Classificador de documentos pacote and the Extract Data ação of the Extração de documentos pacote. If you need to execute these bots in a sequence, include these bots in an Automation Co-Pilot process.
If you copy a learning instance that is using a third-party parser configured in Document Automation and process documents using the copied learning instance, data extraction will fail.
When a user processes a document on a custom process learning instance, the validate document count is not updated post extraction. Also, if the user submits the document, the validate document count is updated with a negative value.
A user with the Automation Co-Pilot administrator permissions is unable to view the Document Automation tasks that are assigned or requested and are in pending or complete status.
When you are using the IQ Bot Pre-processor pacote ações and if the Output folder path contains Japanese characters, you will see an error when processing documents.

Workaround: Create an output folder in a folder path that does not contain any Japanese characters and provide the path in the output folder path field.

Completed deprecations

Support for Google Custom Document Extractor (CDE) is deprecated

With this deprecation, users can continue to use their existing learning instances that are using Google CDE. However, users will not be able to create new learning instances with Google Document AI (User-defined) as the provider. We recommend that such customers use Formulários padrão with Azure AI Document Intelligence. See Criação de modelos personalizados no Document Automation usando Formulários padrão.

Descontinuações de recursos concluídas

Updates to the interface

Document Automation
You can now select the Serviço de extração na nuvem feature when creating or copying a learning instances.

Interface showing options to create or copy a learning instance with Serviço de extração na nuvem

High-scale Cloud Extraction Service

You can now use the Consultas de pesquisa adaptativas feature to test and define specific search queries for documents with similar layouts within a single learning instance, enhancing data extraction accuracy for varied document formats:

Adaptive Search Query option

Adaptive Search Queries