Using IQ Bot for standard forms

Standard forms are fixed format type documents that usually contain a large number of fields with very little or no variation in the overall layout, which can include both hand-written and digital content. IQ Bot enables you to extract data from standard forms.

Some examples of standard forms are W-4 (Employee Withholding Certificate), income tax form, sale deed and partnership agreement. You can extract data from standard forms by customizing and building a model before setting it up in IQ Bot. A machine learning model is a file that can be trained to recognize certain types of patterns from documents. You can use a sample document with a set of data to train a model to recognize patterns.

Based on the associated role or permission defined by the Control Room administrator, you can then create a learning instance using a model for extracting data from standard forms.

注： Users must have the Standard forms pages product license to upload documents for processing. For more information, see Automation 360 licenses.

The following workflow describes the various stages and procedures for setting up data extraction from standard forms:

Workflow map: Click the following schematic image to view the Standard forms workflow in an interactive visual format: