We are happy to announce that we have released a beta version of the IntelligentOCR package, part of UiPath Document Understanding, that allows you to create smooth human-robot communication when it comes to Document Processing.
Two new activities are available for your workflows: Create Document Validation Action and Wait for Document Validation Action and Resume.
Yes, you guessed right! You can now build orchestration processes for document understanding use cases! Prepare for a story about activities, storage, orchestrator, actions, humans and robots, all collaborating to help you read books instead of boring invoices or insurance forms
Let’s take these one by one:
Create Document Validation Action Activity
To use this activity, you must provide the following information:
- the document path, document object model, document text (the regular file assets used in document processing)
- the taxonomy object used for data extraction
- the automatic extraction results obtained from the Data Extraction Scope, configured to your needs
- action details (title, priority and action catalog)
- storage bucket information (more details below)
Use the action output to be able to suspend your workflow and wait for human action completion using the Wait for Document Validation Action and Resume activity.
Wait for Document Validation Action and Resume Activity
To use this activity, you must input the previously created task (output of the Create Document Validation Action activity).
You can now retrieve the human confirmed data in the Validated Extraction Results output. And just in case you lost them, you can retrieve the document artifacts as well, in the Document Path, Text, DOM, Taxonomy and Automatic Extraction Results outputs.
A Download Folder Path is required if you want to grab the output Document Path, to have access to the original file on the robot that is resuming the workflow (if the robot is different than the one that created the human action). The Document Folder Path indicates where the file is to be downloaded for storage, and the Document Path will contain the local path to the downloaded file.
So let’s move to storage!
The Cloud Platform now contains, besides support for the Document Validation Actions, the necessary functionality for setting up and managing a storage space. As document validation needs artifacts available in order to enable users to review automatically extracted data, a storage bucket is used to manage this content required for the human actions.
Don’t forget to give your robot Storage File access, otherwise it won’t be able to help!
To set up a storage bucket, go to your Cloud Platform account, enter your service, and access the Storage Buckets new functionality:
Use the () option to create your storage bucket and … that’s it! Configure it in the Create Document Validation Action and give it a try!
Storage Buckets Management
To easily manage the content in your buckets, we strongly recommend that when you create actions using the Create Document Validation Action activity, you organize your data in Bucket Folder Path. This is for easy management reasons: if you put all your artifacts in one fat root folder, tracking and deleting them when necessary would be a real challenge.
Do note that artifacts for one created action are all stored under one “folder” (with a generated GUID as name).
To manage the content even further, you have the option, on action completion, to automatically delete the action related artifacts from the storage bucket. Just the Remove Data From Storage flag in the Wait for Document Validation Action and Resume activity and you’re done! Of course, if an action is completed and the supporting artifacts are removed, that action will not be available for opening and viewing from that moment on.
Validation Station in Action Center
Here’s how it looks like:
… in the list of Actions:
… opened in read-only mode (when not assigned to your use or when completed):
… and opened in edit-mode (when assigned to you and actionable):
Aren’t you tired of printscreens?
I am! Get your hands on the latest IntelligentOCR package (make sure to check the “Include Pre-release” flag in Package Manager), grab the new beta version, and enjoy your extra free time!
Make sure to send us feedback on how it works for you!
Have a wonderful Good Friday ,
The Document Understanding team