UiPath UiPath-SAIv1 - UiPath Certified Professional Specialized AI Professional v1.0

The Document Understanding Process template is a fully functional UiPath Studio project template based on a document processing flowchart. It provides logging, exception handling, retry mechanisms, and all the methods that should be used in a Document Understanding workflow, out of the box. The template has an architecture decoupled from other connected automations and supports both attended and unattended processes with human-in-the-loop validation via Action Center. The template consists of the following components1:

Load Taxonomy: This component loads the taxonomy file that defines the document types and fields to be extracted. The taxonomy file can be created using the Taxonomy Manager in Studio or the Data Manager web application.

Digitization: This component converts the input document into a digital format that can be processed by the subsequent components. It uses the Digitize Document activity to perform OCR (optical character recognition) on the document and obtain a Document Object Model (DOM).

Classification: This component determines the document type of the input document using the Classify Document Scope activity. It can use either a Keyword Based Classifier or a Machine Learning Classifier, depending on the configuration. The classification result is stored in a ClassificationResult variable.

Data Extraction: This component extracts the relevant data from the input document using the Data Extraction Scope activity. It can use different extractors for different document types, such as the Form Extractor, the Machine Learning Extractor, the Regex Based Extractor, or the Intelligent Form Extractor. The extraction result is stored in an ExtractionResult variable.

Data Validation: This component allows human validation and correction of the extracted data using the Present Validation Station activity. It opens the Validation Station window where the user can review and edit the extracted data, as well as provide feedback for retraining the classifiers and extractors. The validated data is stored in a DocumentValidationResult variable.

Export: This component exports the validated data to a desired output, such as an Excel file, a database, or a downstream process. It uses the Export Extraction Results activity to convert the DocumentValidationResult variable into a DataTable variable, which can then be manipulated or written using other activities.

References: Document Understanding Process: Studio Template, Document Understanding Process - New Studio Template, Document Understanding Process Template in UiPath Studio

In UiPath Communications Mining, when a parent label is deleted, both the parent and its child labels are removed from the reviewed messages. Additionally, any messages with updated annotations that were associated with those labels are flagged for review to ensure consistency in the training data​

According to the UiPath Communications Mining documentation, the Trends tab in the Reports page displays charts for verbatim volume, label volume, and sentiment over a selected time period. Users can choose the time period for the data in the filter bar, and the time sequencing of the chart (i.e. daily, weekly, etc.) in the top right dropdown menu. The available options for the time sequencing are Daily, Weekly, Monthly, and Yearly. These options allow users to see how the trends change over different time intervals and identify patterns or anomalies.

References:

Communications Mining - Using Reports

Communications Mining - Trends

To configure the Classification Station as an attended activity in UiPath, certain inputs are mandatory for proper functionality. These include:

Taxonomy: The schema that defines the structure of document types and fields.

Document Path: The file path of the document to be classified.

Document Object Model (DOM): Generated from the document using the Digitize Document activity, this is a structured representation of the document.

Document Text: The extracted text of the document, also an output from the Digitize Document activity.

These inputs allow the Classification Station to review and validate the classification results, either manually or based on automatic suggestions from previous processes.

 A project in UiPath AI Center is an isolated group of resources (datasets, pipelines, packages, skills, and logs) that you use to build a specific ML solution. You can create, edit, or delete projects from the Projects page or the project’s Dashboard page. However, you can only delete a project if it does not have any package currently deployed in a skill. A package is a versioned and deployable unit of an ML model or an OS script that can be used to create an ML skill. A skill is a consumer-ready, live deployment of a package that can be used in RPA workflows in Studio. If a project has a package deployed in a skill, you need to undeploy the skill first before deleting the project. This is to ensure that you do not accidentally delete a project that is being used by a skill12.

References: 1: AI Center - Managing Projects 2: AI Center - Managing ML Skills

UiPath AI Center offers three primary package types: pre-trained, custom training, and fine-tunable models. These are essential for various use cases, from leveraging existing models to training custom ones based on specific data

In UiPath's Taxonomy Manager, field rules are used to optimize extraction results and perform automatic validation of extracted data. These rules can be applied to specific fields within the document understanding process to ensure that extracted data meets certain predefined conditions or constraints, such as formats, patterns, or value ranges. This allows for higher accuracy in the extraction process and reduces errors, as invalid data can be flagged or corrected based on these rules.

Field rules help automate the validation of data by setting criteria that extracted data must meet, thus enhancing the extraction quality and ensuring that only valid and structured data is processed further in the automation workflow.

For more details, refer to:

UiPath Taxonomy Manager Documentation: Field Rules in UiPath

UiPath Document Understanding Framework: Taxonomy Manager Overview

UiPath provides three types of classifier trainers to optimize document classification: Keyword Based Classifier Trainer, Intelligent Keyword Classifier Trainer, and Machine Learning Classifier Trainer. These trainers are used to teach the system how to categorize documents based on keywords, intelligent learning patterns, or machine learning techniques for more complex classifications.(Source: UiPath Classifier Trainer documentation​