AI Challenge - Extract Data from documents for approval of credits/ reimbursement/ validation

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AI Challenge - Extract Data from documents for approval of credits/ reimbursement/ validation

Use Case Description

This use case focuses on extracting data from Invoices/ POs/Receipts/Claim form for credit approval/reimbursement and from passports/NOCs/medical certificates/ID cards for validation.
Document Understanding + AI center - for extraction/ training documents
Communications Mining - documents from mailchain
UiPath Insights - dashboard visibility on performance of OCR

AS-IS WORKFLOW, TO-BE WORKFLOW

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Other information about the use case

Industry categories for this use case: Finance, Healthcare Pharma, HR, Marketing Sales, Insurance

Skill level required: Intermediate

UiPath Products that were used: UiPath Studio, UiPath AI Center, UiPath Communications Mining, UiPath Document Understanding, UiPath Insights, UiPath Orchestrator

Other applications that were used: -

Other resources: -

What is the top ROI driver for this use case?: Accelerate growth and operational efficiency

1 Like
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Hi Pratheek,

To extract data from documents & To decide TO-BE process we are using Document understanding process in the studio only, also the template is available you can use.
AI-Centre is the add on service on Orchestrator there you can create ML skills.
please refer Document understanding process in guide.

Thanks.

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