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UiPath Document Understanding

UiPath

Document Processing
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UiPath Document Understanding extracts structured data from documents to feed automations. It blends templates, AI models, and human validation to capture fields from invoices, receipts, forms, and contracts. Training and labeling improve accuracy over time. Results export to robots and systems with auditability so organizations digitize paperwork at scale without brittle rules. Validation stations let humans correct uncertain fields before export downstream.

Features

1

Classification and Extraction

Classify document types and extract fields with pretrained models, templates, and rules where needed. Anchors, keywords, and layout features improve resilience to format changes. Confidence scores guide review, and exceptions route to queues. By combining approaches, teams reach accuracy targets faster and adapt to new vendors without rewriting entire pipelines repeatedly. Reusable classifiers and extractors speed new document types without brittle rules.

2

Training, Labeling, and Metrics

Label data for custom models and track metrics like precision and recall. Retraining incorporates new samples, improving weak fields. Dataset management prevents contamination. With clear dashboards and drift checks, teams know when to update. Consistency grows as the library of examples expands, creating compounding gains for complex documents and varied image quality. Data labeling tools improve models, with metrics showing precision and recall trends.

3

Validation and Human in the Loop

Route uncertain fields to validation stations that display the document, context, and model choices. Reviewers correct values quickly with keyboard shortcuts and field rules. Notes and tags record edge cases for later training. This loop keeps quality high while limiting manual effort to ambiguous items so throughput remains strong even during end of month spikes. APIs post results to workflows, ERPs, and data stores with consistent schemas.

4

Connectors and Export

Post extracted data to robots, ERPs, and databases. Normalize dates, currencies, and vendor IDs. Schemas and taxonomies ensure downstream consistency. APIs and queues scale reliably under load. With structured outputs and traceability, records move into business systems cleanly, reducing rework and delays that usually follow unstructured, email based processes. Security controls protect PII with redaction, access limits, and audit trails.

5

Security, Scale, and Governance

Control access to PII, redact sensitive regions, and retain logs for audits. Batch processing handles bursts of traffic. Versioning and approvals manage model changes. These controls protect data and keep operations predictable while allowing teams to expand coverage to new document types, languages, and regions without sacrificing reliability or compliance duties. Batch processing handles spikes, while queues preserve order and traceability.

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Recomended For

Finance, operations, supply chain, healthcare, and shared services teams digitizing invoices, receipts, forms, and contracts; programs with accuracy targets and audit needs; centers of excellence that train models and share templates; and organizations replacing manual keying with structured outputs that feed robots, analytics, and systems of record across business units and geographies. Templates and taxonomies keep fields aligned across vendors, formats, and regions.

What it solved

Manual data entry from PDFs and scans slows processes and produces errors. UiPath Document Understanding combines AI, templates, and validation to capture fields accurately. With metrics, training, and governance, quality improves over time. Structured exports integrate with robots and systems, cutting delays and freeing teams to focus on exception handling and analysis, not transcription work. Versioning and A B testing compare models and layouts before promoting changes.

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