UiPath UiPath-SAIv1 Dumps

When designing a taxonomy for document types in UiPath, a key consideration is to structure it in a way that maximizes efficiency and reusability. Grouping related document types under the same taxonomy helps to simplify processing and reduce redundancy. This approach ensures that similar document types are treated consistently, making it easier to apply extraction methods and post-processing rules across different but related document types. Over-segmentation into separate taxonomies for each document type can lead to unnecessary complexity and confusion, making management and scaling of automation workflows more difficult. The goal is to create a cohesive structure that can handle various document types effectively.

(Source: UiPath Document Understanding and Communications Mining documentation)

 A label taxonomy is a hierarchical structure of concepts that you want to capture from your communications data, such as emails, chats, or calls. Each label represents a specific concept that serves a business purpose and is aligned to your objectives. A label taxonomy can have multiple levels of hierarchy, where each child label is a subset of its parent label. For example, a parent label could be “Product Feedback” and a child label could be “Product Feature Request” or “Product Bug Report”. A label taxonomy is used to train a machine learning model that can automatically classify your communications data according to the labels you defined1.

One of the best practices for designing a label taxonomy is to ensure that each label is clearly identifiable from the text of the individual verbatim (not thread) to which it will be applied. A verbatim is a single unit of communication, such as an email message, a chat message, or a call transcript segment. A thread is a collection of related verbatims, such as an email conversation, a chat session, or a call recording. When you train your model, you will apply labels to verbatims, not threads, so it is important that each label can be recognized from the verbatim text alone, without relying on the context of the thread. This will help the model to learn the patterns and features of each label and to generalize to new data. It will also help you to maintain consistency and accuracy when labelling your data2.

References: 1: Communications Mining - Taxonomies 2: Communications Mining - Label hierarchy and best practice

To configure the Validation Station as an attended activity in UiPath, the minimum required inputs include the Taxonomy, which defines the structure and fields for data extraction, the Document Path, the Document Object Model (DOM), the Document Text obtained during digitization, and the Automatic Extraction Results, which are the results from automatic data extraction activities that need validation. These inputs allow the Validation Station to properly display and validate extracted data​

In UiPath Communications Mining, the term Coverage refers to the proportion of messages in the dataset that have informative label predictions. This is an important metric that indicates how much of the dataset the model is able to classify with meaningful and relevant labels. High coverage means that the model is effectively assigning labels to a large portion of the data, which is crucial for ensuring the model’s usefulness in automating communication mining tasks.

For more details, refer to:

UiPath Communications Mining Performance Factors: Model Coverage and Accuracy

Communications Mining: Coverage and Other Metrics

When creating an AI Center project in UiPath, the fields available to input are the project's name and description. These fields allow you to clearly label and describe the purpose of the AI project within the UiPath platform. Permissions and labels can be managed separately after the project is created​

 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

The Custom Named Entity Recognition out-of-the-box model is a machine learning package that allows you to bring your own dataset tagged with entities you want to extract from unstructured text. The model can be trained and deployed using the UiPath AI Center, and can be integrated with the UiPath Document Understanding framework. The model can be used to extract and classify text in various domains and formats, such as emails, letters, web pages, research papers, and call transcripts. For example, you can use the model to extract information such as names, dates, addresses, amounts, products, or any other custom entity from your documents. The model supports multiple languages and can be customized according to your needs.

References: AI Center - Custom Named Entity Recognition, Custom Named Entity Recognition Documentation, UiPath AI Center - Document Understanding & Use of UiPath Custom Named Entity Recognition Model

To iterate through all Microsoft Word documents in a local folder using the For Each File in Folder activity, you should use the filter option "*.doc*". This filter utilizes the asterisk (*) wildcard to match any number of characters, effectively capturing both .doc and .docx file extensions.

UiPath Documentation

In the Filter by field of the activity, entering "*.doc*" ensures that the iteration includes all files with names ending in .doc or .docx, which are standard extensions for Microsoft Word documents.

Other options are incorrect because:

B. Microsoft Word: This is not a valid filter pattern.

*C. " doc"**: This pattern looks for files with names ending in " doc" and does not account for file extensions.

*D. " doc, *docx"**: This is not a valid filter pattern; multiple patterns should be separated by semicolons (e.g., "*.doc;*.docx").

Therefore, the correct filter to use is "*.doc*".

The Label Trends table in UiPath Communications Mining shows the trend of the top 10 highest volume labels over the selected time period, as well as their percentage change and rank change compared to the previous period1. The table allows users to quickly identify which labels are increasing or decreasing in volume, and by how much, over time. The table also shows the net sentiment score for each label, which is calculated as the difference between the positive and negative sentiment probabilities for each verbatim2. The table can be filtered by data type, source, date range, and label category. Users can also sort the table by label name, volume, percentage change, rank change, or net sentiment1.

References: 1: Trends 2: Sentiment Analysis

In UiPath:

Variables are scoped to a specific workflow or sequence and are used to store data for operations within that scope.

Arguments, on the other hand, are used to pass data between workflows, allowing information to flow in or out of invoked workflows.

UiPath Communications Mining is a new capability to understand and automate business communications. It uses state-of-the-art AI models to turn business messages—from emails to tickets—into actionable data. It does this in real time and on all major business communications channels1. Natural Language Processing (NLP) is the branch of AI that deals with analyzing, understanding, and generating natural language. NLP enables UiPath Communications Mining to extract the most important data from any message, such as reasons for contact, data fields, and sentiment2. NLP also allows UiPath Communications Mining to deploy custom AI models in hours, not weeks, by using automatic labeling and annotation2.

References: 2 Communications Mining - Automate Business Communications | UiPath 1 Introducing UiPath Communications Mining | UiPath

The Document Understanding Process is a fully functional UiPath Studio project template based on a document processing flowchart. It supports both attended and unattended robots with human-in-the-loop validation via Action Center. The process uses queues to store and process the input files, one file per queue item. However, the Auto Retry Functionality should be disabled on queues, because it can interfere with the human validation step and cause errors or duplicates. The process handles the retry mechanisms internally, using the Try/Catch and Error management features.

References:

Document Understanding Process: Studio Template

Document Understanding Process - New Studio Template

 Document Understanding is a tool that helps you create and manage documents for your automation scenarios in the UiPath ecosystem. It allows you to process and extract data from multiple document types in an open, extensible, and versatile environment. The framework consists of components such as Taxonomy, Digitization, Data Extraction, Data Extraction Validation, Data Extraction Training, and Data Consumption, and enables you to customize and train your own algorithms12.

References: Intelligent Document Processing - Document Understanding | UiPath, Document Understanding - Introduction - UiPath Documentation Portal

According to the UiPath Communications Mining documentation, coverage is one of the four main factors that contribute to the model rating, which is a holistic measure of the model’s performance and health. Coverage assesses the proportion of the entire dataset that has informative label predictions, meaning that the predicted labels are not generic or irrelevant. Coverage is calculated as the percentage of verbatims (communication units) that have at least one informative label out of the total number of verbatims in the dataset. A high coverage indicates that the model is able to capture the main topics and intents of the communications, while a low coverage suggests that the model is missing important information or producing noisy predictions.

References:

Communications Mining - Understanding and improving model performance

Communications Mining - Model Rating

Communications Mining - It’s All in the Numbers - Assessing Model Performance with Metrics

In UiPath, the Verbose log level offers the most detailed information about the execution of activities. It logs every possible detail about the automation operations, including variable changes, function calls, and external responses. This level is particularly useful for in-depth debugging and analysis.

UiPath Documentation

The hierarchy of log levels in ascending order of priority is as follows:

Off: No logs are stored.

Verbose: Logs all details about automation operations.

Trace: Logs finer-grained informational events than the Debug level.

Information: Logs informational messages that highlight the progress of the application.

Warning: Logs potentially harmful situations.

Error: Logs error events that might still allow the application to continue running.

Fatal: Logs very severe error events that will presumably lead the application to abort.

Therefore, setting the log level to Verbose ensures that all possible details about the execution are captured, aiding in thorough diagnostics.

To organize the steps in the correct order for migrating a dataset from the Document Manager to a Modern Project, I'll analyze the instructions and then match the steps accordingly. Here’s the logical order based on the descriptions:

Step 1: Navigate to and open the project into which you want to import data. Select an already existing custom document type or create a new one.

Step 2: Select "Upload" and choose the ZIP file exported from the classic project. Wait for the upload to finish.

Step 3: Go to the document type you want to export and select "Open document type."

Step 4: From the "Filter documents" drop-down list, select "Training and validation set." Select "Export."

Step 5: Leave "Current search results" selected and fill in a name for your export job. Select "Download."

This should reflect the correct sequential process of migrating a dataset from Document Manager to a Modern Project.

 The ML Extractor is a data extraction tool that uses machine learning models provided by UiPath to identify and extract data from documents. The ML Extractor can work with predefined document types, such as invoices, receipts, purchase orders, and utility bills, or with custom document types that are trained using the Data Manager and the Machine Learning Classifier Trainer12.

According to the best practice, the ML Extractor should be chosen based on the document types, language, and data quality of the documents being processed. It is important to select an ML Extractor that is specifically trained or optimized for the document types that are relevant for the use case, as different document types may have different layouts, fields, and formats. It is also important to take into account the language of the documents, as some ML Extractors may support only certain languages or require specific language settings. Moreover, it is important to consider the quality and diversity of the training data used to train the ML Extractor, as this may affect the accuracy and reliability of the extraction results. The training data should be representative of the real-world data, and should cover various scenarios, variations, and exceptions3.

References: 1: Machine Learning Extractor - UiPath Activities 2: Machine Learning Classifier Trainer - UiPath Document Understanding 3: Data Extraction - UiPath Document Understanding

To build custom models supported by AI Center, you can use a Python IDE or an AutoML platform of your choice. A Python IDE is a software application that provides tools and features for writing, editing, debugging, and running Python code. An AutoML platform is a service that automates the process of building and deploying machine learning models, such as data preprocessing, feature engineering, model selection, hyperparameter tuning, and model evaluation. Some examples of Python IDEs are PyCharm, Visual Studio Code, and Jupyter Notebook. Some examples of AutoML platforms are Google Cloud AutoML, Microsoft Azure Machine Learning, and DataRobot.

To use a Python IDE, you need to install the required Python packages and dependencies, write the code for your model, and test it locally. Then, you need to package your model as a zip file that follows the AI Center ML Package structure and requirements. You can then upload the zip file to AI Center and create an ML Skill to deploy and consume your model.

To use an AutoML platform, you need to sign up for the service, upload your data, configure your model settings, and train your model. Then, you need to export your model as a zip file that follows the AI Center ML Package structure and requirements. You can then upload the zip file to AI Center and create an ML Skill to deploy and consume your model.

References: AI Center - Building ML Packages, AI Center - ML Package Structure, AI Center - Creating ML Skills

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

When uploading an ML package in UiPath AI Center with the Enable Training option inactive, several validation checks are performed:

There must be a non-empty root folder.

A requirements.txt file must be present to define dependencies.

A main.py file should be in the root folder, which implements a class Main.

The class must implement the necessary methods, such as __init__ and predict.

For more details, refer to:

UiPath AI Center Documentation: ML Package Validation

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 Document Understanding Process template, the best way to test the code in a development or testing environment is to create test data based on the use case developed, and use it to test both the existing and the new tests. The test data should include different document types, formats, and scenarios that reflect the real-world data that the process will handle in production. The existing tests are provided by the template and cover the main functionalities and components of the Document Understanding Process, such as digitization, classification, data extraction, validation, and export. The new tests are created by the developer to test the customizations and integrations that are specific to the use case, such as custom extractors, classifiers, or data consumption methods. The test data and the test cases should be updated and maintained throughout the development lifecycle to ensure the quality and reliability of the code.

References:

Document Understanding Process: Studio Template

Document Understanding Process: User Guide

UiPath AI Center can be deployed in multiple ways to meet different organizational needs and infrastructures. The available deployment options include:

Cloud availability: Using UiPath's cloud services.

On-premises air-gapped: A fully isolated, offline environment for organizations with strict security requirements.

On-premises online: Deployed on-premise but with internet connectivity.

Hybrid mode: Combining on-premises AI Center with on-premises Orchestrator for flexibility.

Automation Suite: A comprehensive deployment of UiPath tools, including AI Center.

For more details, refer to:

UiPath AI Center Deployment Models: Deployment Options

According to the UiPath Communications Mining documentation, reviewing and applying entities is a crucial step for improving the accuracy and performance of the entity extraction models. When reviewing entities, users should check all of the predicted entities within a paragraph, as well as any missing or incorrect ones. Users can accept, reject, edit, or create entities using the platform’s interface or keyboard shortcuts. Users can also change the entity type if the value is correct but the type is wrong. Reviewing and applying entities helps the platform learn from the user feedback and refine its predictions over time. It also helps users assess the automation potential and benefit of the communications data.

References:

Communications Mining - Reviewing and applying entities

Communications Mining - Improving entity performance

In UiPath Communication Mining, the Generative Annotation feature automatically enables Assisted Labelling on datasets. Assisted Labelling helps to accelerate the labeling process by automatically suggesting relevant labels based on the content of the communications. This feature significantly improves the efficiency of the model training process by reducing the manual effort required to label large datasets.

For more details, refer to:

UiPath Communication Mining Documentation: Generative Annotation and Assisted Labelling

Labeling and Annotation in UiPath Communications Mining: UiPath AI Center Documentation

his is confirmed in the UiPath documentation, where the "Train" feature guides users from the dataset creation stage through the necessary steps to optimize the training process. The system recommends next best actions based on progress to ensure efficient and focused training​

The main purpose of the Document Understanding Process template in UiPath Studio is to provide users with a ready-to-use document processing framework. It is designed to simplify the development of document understanding automations by offering out-of-the-box features like logging, exception handling, and retry mechanisms. This template allows developers to quickly start working on both simple demos and large-scale document processing projects without needing to build everything from scratch. It is equipped with key components such as classifiers and extractors to streamline document classification and data extraction workflows

In UiPath Communications Mining, importing a taxonomy should be done before starting model training. The taxonomy, which includes labels and categories, defines how the data will be classified and structured during the training process. It is essential to have a well-defined taxonomy to ensure accurate predictions and classifications. Importing the taxonomy before training allows the model to learn from it, enhancing its performance. Changes to the taxonomy can be made later, but the initial import is crucial at the start of the training phase to guide the model effectively.

(Source: UiPath Docs on Communications Mining)

 Based on the classification of documents, there are two common types of data extraction methodologies: rule-based data extraction and model-based data extraction1. Rule-based data extraction targets structured documents, while model-based data extraction is used to process semi-structured and unstructured documents1. However, neither of these methods alone can handle the high variety of layouts that some document types may have. Therefore, a hybrid data extraction approach is recommended, which combines the strengths of both methods and allows for more flexibility and accuracy23. A hybrid data extraction approach can use one or more extractors, such as RegEx Based Extractor, Form Extractor, Intelligent Form Extractor, Machine Learning Extractor, or FlexiCapture Extractor, depending on the document type and the fields of interest3. The Data Extraction Scope activity in UiPath enables the configuration and execution of a hybrid data extraction methodology, by allowing the user to customize which fields are requested from each extractor, what is the minimum confidence threshold for a given data point extracted by each extractor, what is the taxonomy mapping, at field level, between the project taxonomy and the extractor’s internal taxonomy (if any), and how to implement “fall-back” rules for data extraction2.

References: 2: Data Extraction Overview 3: Data Extraction 1: Document Processing with Improved Data Extraction

The Form Extractor in UiPath is best suited for documents that have a fixed or non-variable format. This means that documents where the layout remains consistent and predictable, such as standardized forms or invoices, are ideal for this extraction method. The Form Extractor uses predefined templates that map data fields based on their positions, making it highly effective for extracting data from documents with little to no variation in layout. It is not well-suited for documents with significant layout variability, which would require a more flexible extraction approach, such as a machine learning extractor.

(Source: UiPath Document Understanding documentation)

According to the UiPath documentation, AI Center provides three types of out-of-the-box model types that can be used for different purposes and scenarios1:

Pre-trained: These are models that are already trained on a large and diverse dataset and can be used as-is for inference or prediction. They do not require any additional data or training from the user. Examples of pre-trained models are Language Detection, Sentiment Analysis, and Question Answering.

Custom training: These are models that allow the user to train them on their own data using the AI Center UI or API. They require the user to upload a dataset, configure the training parameters, and monitor the training progress and results. Examples of custom training models are Image Classification, Text Classification, and Named Entity Recognition.

Fine-tunable: These are models that are pre-trained on a general dataset but can be further trained or fine-tuned on a specific dataset provided by the user. They offer the best of both worlds: the benefit of using a pre-trained model and the flexibility of customizing it to the user’s needs. Examples of fine-tunable models are Object Detection, Text Summarization, and Language Translation.

References:

1: Out-of-the-Box Packages

The Machine Learning Extractor utilizes machine learning models to effectively extract data from documents, especially when dealing with varying structures or formats within the same document type. This capability is crucial in scenarios where documents do not follow a strict template and have variations in their layout or content organization. The extractor can be trained to understand these variations and accurately extract the needed information.

The Machine Learning Extractor is a data extraction tool that uses machine learning models to extract data from various types of documents, such as invoices, receipts, or forms. It is especially useful when the same document type has multiple layouts or formats, as it can learn and infer the values for the targeted fields, even from documents and layouts it has never seen before1.

The Machine Learning Extractor can be used with one of UiPath’s public Document Understanding endpoints, which provide generic models for certain document types, or with custom trained machine learning models hosted in AI Center, which can be tailored to specific use cases. The Machine Learning Extractor can be configured and trained using the Data Extraction Scope activity in UiPath Studio2.

References:

Document Understanding - Machine Learning Extractor

UiPath Activities - Data Extraction Scope

The End Process is the final stage of the Document Understanding Process, which is a fully functional UiPath Studio project template based on a document processing flowchart. The End Process is responsible for setting the queue transaction status, logging the results, and performing any post processing or cleaning actions if needed. The End Process sets the queue transaction status as Successful if the document was processed without any exception, and as Failed if an exception occurred, either a Business Exception (such as invalid data) or a System Exception (such as network failure). The End Process also adds the extracted data and the validation status as output arguments to the queue transaction. The End Process also logs the processing statistics, such as the number of documents processed, the number of exceptions, the average processing time, and the accuracy rate. The End Process also performs any post processing or cleaning actions, such as deleting temporary files, closing applications, or sending notifications1.

References: 1: Document Understanding Process: Studio Template

In the UiPath 2023.10 release, a key improvement introduced was the ability to record and store failed queue transactions for debugging purposes. This feature helps users by capturing the failure details and making them accessible directly in Orchestrator. The recording of failed transactions is enabled at the process level, within the Video section of the Job recording settings. It is intended to facilitate easier troubleshooting of failed automations by providing insights into the moments leading to the failure, which can be reviewed later for debugging

 Entity predictions refer to the process of identifying and highlighting a specific span of text within a communication that represents a value for a predefined entity type. For example, an entity type could be “Organization” and an entity value could be “UiPath”. Entity predictions are made by the platform based on the training data and the rules defined for each entity type. Users can review, accept, reject, or modify the entity predictions using the Classification Station interface12.

References: Communications Mining - Reviewing and applying entities, Communications Mining - Predictions - UiPath Documentation Portal.

Making an ML Skill public in UiPath enables it to be accessed externally from the UiPath ecosystem. This can be beneficial if the ML Skill needs to be utilized in external applications, systems, or services beyond UiPath's automation environment. Public access expands the usability of the skill, allowing integration with other systems while maintaining security through managed endpoints.

In UiPath AI Center, the platform supports several types of machine learning (ML) models, including:

Out-of-the-box models from UiPath: Pre-built models designed for common automation tasks.

Models from UiPath technology partners: External models developed by UiPath’s partners.

Open-source models: Community-contributed models that can be used and adapted for various use cases.

Custom models: Models that users build and train specifically for their projects using their datasets.

This flexibility in model support ensures that organizations can leverage a wide range of machine learning capabilities to suit different automation needs.

For more details, refer to:

UiPath AI Center Documentation: AI Center Models

Machine Learning Model Types: Types of Models in UiPath AI Center

Create the new label by assigning it at least once. This is the initial step to introduce a new category or classification within your data taxonomy.

Search for instances in the reviewed data where the new label should have been assigned, and apply the label accordingly. This step is crucial for maintaining consistency across your data set.

Use 'Missed Label' to find all additional missing examples in the reviewed data. This action helps in identifying and rectifying any instances that may have been overlooked during the initial review.

Check validation to ensure the label is performing as expected, and follow recommended actions if further training is required. Validation is key to assess the accuracy and performance of the new label within the system.

To enable the Taxonomy Manager button in the Ribbon, the UiPath.IntelligentOCR.Activities package must be installed. This package includes all activities related to Document Understanding, including the Taxonomy Manager.

The Mean Average Precision (MAP) is the primary metric used in UiPath Communications Mining to assess the performance of classification models, specifically for the "All Labels" factor. MAP evaluates how well the model predicts labels by considering both the precision and recall of the predictions. This metric is commonly used in information retrieval systems to provide an overall measure of accuracy across all labels in the dataset.

(Source: UiPath Communications Mining documentation)

According to the UiPath documentation, a UiPath Communications Mining taxonomy is a collection of all the labels applied to the verbatims in a dataset, structured in a hierarchical manner. Labels are the concepts and intents that you want to capture in the dataset to suit your specific objectives. When you import your taxonomy from a spreadsheet, you need to provide the label descriptions, which are the names of the labels and their level in the hierarchy. Label predictions and entity predictions are the outputs of the model training process, and they are not part of the taxonomy. Entity descriptions are the definitions of the entities that you want to extract from the verbatims, and they are not part of the taxonomy either.

References:

Communications Mining - Taxonomies

Communications Mining - Importing your taxonomy

Communications Mining - Building your taxonomy structure

According to the UiPath documentation, the Taxonomy component is used in the Document Understanding Template to define the document types and the fields that are targeted for data extraction for each document type. The Taxonomy component is the metadata that the Document Understanding framework considers in each of its steps, such as document classification and data extraction. The Taxonomy component allows you to create, edit, import, or export the taxonomy of your project, which is a collection of document types and fields that suit your specific objectives. The Taxonomy component also allows you to configure the field types, details, and validations, as well as the supported languages and categories for your documents.

References:

Document Understanding - Taxonomy

Document Understanding - Taxonomy Overview

Document Understanding - Create and Configure Fields

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

In UiPath Communications Mining, general fields that are trained from scratch require user-defined inputs and training data, making them highly customizable but dependent on the specific data provided by the user. In contrast, pre-trained general fields are based on predefined rules and training models developed by UiPath. These pre-trained fields offer out-of-the-box functionality and are optimized for common use cases, whereas user-trained fields offer more flexibility to meet specific business requirements.

(Source: UiPath Communications Mining documentation)

Export the package from AI Center. This is the first step where you prepare the package to be moved.

On the ML Packages page, click the Import ML Package button. This step is where you start the process of importing the package you've exported.

On the Upload package field, add the zip file downloaded using the Downloading ML Packages procedure. After starting the import process, you will upload the actual package.

Click Create. This is the final step where you finalize the uploading process of your ML package.

Please proceed with these steps in the UiPath AI Center to upload your exported package correctly.

In UiPath Communications Mining, high coverage ensures that a larger proportion of communications is classified with meaningful labels, meaning fewer communications are sent for manual review and more processes are captured for automation. This leads to more effective automation, reducing the need for human intervention and ensuring that the automation use case is fully realized.

For more details, refer to:

UiPath Communications Mining Performance Metrics: Coverage and Automation

The best practice is to select an ML Extractor based on document types, language, and data quality. Choosing a model specifically optimized for the type of document being processed ensures higher accuracy and reliability. The quality and diversity of the training data used to develop the model play a significant role in its performance.

 According to the UiPath documentation, the RegEx Extractor is a data extraction method that uses regular expressions to define and capture data from documents1. The RegEx Extractor does not consume any page units, which are the units of measurement for the consumption of Document Understanding services2. Therefore, the page unit cost per extracted page for the RegEx Extractor is 0.

References:

1: RegEx Extractor 2: Document Understanding - Metering & Charging Logic

When setting up a classification label in UiPath's Out Of the Box (OOB) labeling templates, you need to provide several key details: the name of the label, the classification type (which defines the kind of label), the input to be labeled, the attribute name that describes the label's context, a shortcut for quick access, and a color for visual distinction. These fields ensure the label is fully defined and easy to manage in workflows.

(Source: UiPath Document Understanding documentation)

The Configure Extractors Wizard is a tool that enables you to select and customize the extractors that are used for data extraction from documents. It is accessed via the Data Extraction Scope activity, which is a container for extractor activities. The wizard allows you to map the fields defined in your taxonomy with the fields supported by each extractor, and to set the minimum confidence level and the framework alias for each extractor. The wizard is mandatory for the extractor configuration, as it ensures that the extractors are applied correctly to each document type and field1.

References: Configure Extractors Wizard of Data Extraction Scope

In UiPath AI Center, datasets can only be deleted if they are not being utilized in any active pipelines. This ensures that datasets tied to running or scheduled operations are not inadvertently deleted, which could disrupt ongoing processes. Once the dataset is confirmed to be unused in any active pipeline, it can safely be removed​