Can we push the Invoices to Action center directly i.e. without using document Understanding.
You mean for validation of invoices?
Like just direct invoice file?
Could you help me understand your requirement better?
yes, is there any way to pass invoices directly to action center without performing any validations or by passing extractors which uses API key and move the invoices directly to Human via Action center.
The main purpose of DU is to extract info from documents so those can be utilized later in third party applications/systems/any other use.
Which is where action center role comes in if you want to have extracted info validated by humans before passing it further. So human validate the extracted data, accept , reject or make change to it to be used further.
But I see you dont want to extract any info/ process anything in invoice, and just send it to users. I dont think for this, you need to have action center involved and pay for its license coz if you just want to share that invoice with user, you send that as an mail attachment as well.
yes @sonaliaggarwal47 you are right about Document understanding but we want only limited set of Invoices/Pdf to be passed to Action center for Human intervention which covers only 15 % of the our total volume. Also we would be limiting the Invoices/Pdf to limited pages which we are unable to retrieve. These samples invoices/pdf has been tested with Document understanding but not getting the expected output so we want to ignore document understanding for such invoices /Pdf and wanted to pass to action center directly.
I believe in this case, best would be to go through documents, extract data, check confidence levels for each doc, if less then only send to action center(i believe confidence levels for docs you mentioned would definitely be less so they can be passed conditionally to action center), otherwise proceed with next steps.
For this, please enable “Include Confidence” from properties panel of activity “Export Extraction Results” as shown below:
And if you don’t see this option yet, please consider upgrading your IntelligentOCR activities package.
By doing these steps, you will be able to see Confidence column in excel results as shown below:
And then you can have a flow decision here to make a decision basis confidence value whether or not to pass that invoice to action center.
Thanks @sonaliaggarwal47 , i figured an alternate way to move task to Action Center without document Understanding.
Glad to hear that
Do you mind sharing that approach? I would like to know as well
Could you please share those alternate ways which will be helpful…
My requirement was just to push few identified Contracts i.e. in Pdf to Action center and get the results from human back to Bot.
So, i had used the Create Form Task activity and designed to pass the Fields extracted from contracts using Regex and put it as Collections to the task form to display and added few controls in form of radio buttons to fetch the Human response.
Here i am also including the Pdf as Image file to the form using the Html component which can be used as reference to human for making decision.
Once the task is created and human takes action. i am using API to get task status if completed then using the Get task activity to fetch the response from human and use it as decision for my next flow.
Thank you @sushil.pokhriyal for sharing details
Thank you @sushil.pokhriyal for sharing the info…
Now that this has resolved for you, I would suggest to mark solution so this can benefit others and also the topic can be closed.
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