Hi Everyone,
I’m practicing KYC onboarding process automation using UiPath Studio.
But I’m stuck with the logic.
Goal is to automate:
Email reading & classification
Document extraction & validation(Document Understaning)
Cross-verification against SQL
Upload to CRM
Audit logging and exception handling
Any help is appreciated.
Thanks in Advance 
You can use modern document understanding Specialized AI model to train these documents for extracting details we do have out of the box models available which are already trained you can directly use these models!
Use DU Framework (Digitize > Classify > Extract > Validate)
Classifier: Keyword/ML classifier
Extractor: Form Extractor, Regex Extractor, or ML Extractor
Validation Station: Optional for human-in-the-loop if needed Use DU Framework (Digitize > Classify > Extract > Validate)
Classifier: Keyword/ML classifier
Extractor: Form Extractor, Regex Extractor, or ML Extractor
Validation Station: Optional for human-in-the-loop if needed
the documents can be anything related to identity proof. Like PAN card, Aadhar card, Biils, etc. received via email from each customer.
I want to know the flow/logic in the studio
You need to train the documents first and define the document type in taxonomy then based on document type it will extract your relevant data
Use get outlook mail activity and filter the mails based on your requirement and download the attachment and pass the each document to document understanding flow then you can use the DU activities like load taxonomy, digitize document, classify document and extraction
I’m new to Document understanding. Can you explain how to organize Taxanomy structure for this particular scenario.
I would suggest to get the basic understanding of document understanding. You can go through this Academy course.
Hi @Vaishnav_Tej
First you need to create taxonomy in UiPath studio make sure to install UiPath. Intelligent.Activities
For your refrence attaching sample workflow to understand how document understanding works !
DocumentUnderstanding_Flow.zip (649.4 KB)
