How to use document understanding template with a specific taxonomy category?

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1

Hi, I am working on a project using a document understanding template. I want to use one template for multiple cases(if possible). In the taxonomy, I have multiple categories, each with its respective fields; for example: (This is just a simple example; the real categories are more complex):

  • Category 1: departement1.PP

    • ID card
    • Residence Certificate
    • Income Proof

  • Category 2: departement2.PA

    • ID card
    • Income Proof
    • Bank Certificate

how can i filter the taxonomy so that the process use the category I specify

2

@Youssef_Barj

ideally classification is used to do this

but if you want to specify, in extraction scope you have documenttypeid which you can send as input and it would use only that taxonomy

cheers

3

hi @Anil_G thanks for your response
considering your approach how about for classification Although some documents have the same names, the fields are different

4

@Youssef_Barj

as mentioned classififcation activity if used will use classification results and will use all documenttypes as the purpose is to identify the document type by considering all

if you want to pin point then there is no point of classification

IDS anyways would be different

cheers