document-understanding
latest
false
- Overview
- Getting started
- Building models
- Consuming models
- ML packages
- 1040 - ML package
- 1040 Schedule C - ML package
- 1040 Schedule D - ML package
- 1040 Schedule E - ML package
- 1040x - ML package
- 3949a - ML package
- 4506T - ML package
- 941x - ML package
- 9465 - ML package
- ACORD125 - ML package
- ACORD126 - ML package
- ACORD131 - ML package
- ACORD140 - ML package
- ACORD25 - ML package
- Bank Statements - ML package
- Bills Of Lading - ML package
- Certificate of Incorporation - ML package
- Certificate of Origin - ML package
- Checks - ML package
- Children Product Certificate - ML package
- CMS 1500 - ML package
- EU Declaration of Conformity - ML package
- Financial Statements - ML package
- FM1003 - ML package
- I9 - ML package
- ID Cards - ML package
- Invoices - ML package
- Invoices Australia - ML package
- Invoices China - ML package
- Invoices Hebrew - ML package
- Invoices India - ML package
- Invoices Japan - ML package
- Invoices Shipping - ML package
- Packing Lists - ML package
- Payslips - ML package
- Passports - ML package
- Purchase Orders - ML package
- Receipts - ML Package
- Remittance Advices - ML package
- UB04 - ML package
- Utility Bills - ML package
- Vehicle Titles - ML package
- W2 - ML package
- W9 - ML package
- Public endpoints
- Supported languages
- Insights dashboards
- Data and security
- Licensing
- How to
Document Understanding Modern Projects User Guide
Last updated Nov 14, 2024
Out-of-the-box models
We provide a range of pre-trained out-of-the-box models that can process common document types.
These models are available as public endpoints, such as
https://du.uipath.com/ie/invoices, which can be consumed by
activities right away without any model training. Custom trained extractors are trained in Document
UnderstandingTM
in Automation CloudTM by using
the One Click Extraction feature.These models can be integrated into automations in the following ways:
- In classic RPA workflows in Studio Desktop using the IntelligentOCR.Activities, the OCR.Activities, and the DocumentUnderstanding.ML.Activities packages.
- In cross-platform, RPA workflows in Studio Desktop or Studio Web using the DocumentUnderstanding.Activities package.
- By calling the Document Understanding REST APIs.
Note: For the complete list of extracted fields for each document
type, check the Out-of-the-box Models Details file.
| Document Type | Lines of Business |
|---|---|
| 709 United States Gift (and Generation-Skipping Transfer) Tax Return Preview | Tax |
| 941x Adjusted Employer's Quarterly Federal Tax Return or Claim for Refund Preview | Tax |
| Tax | |
| 1040 Schedule C Preview | Tax |
| 1040 Schedule D Preview | Tax |
| 1040 Schedule E Preview | Tax |
| 1040x Preview | Tax |
| 3949a Information Referral Preview | Tax |
| HR Employee Onboarding, Tax | |
| 9465 Installment Agreement Request Preview | Tax |
| Insurance Applications | |
| ACORD 125 Commercial Insurance Application | Insurance Applications |
| ACORD 126 Commercial General Liability Insurance Section Form | Insurance Applications |
| ACORD 131 Umbrella / Excess Insurance Section Form | Insurance Applications |
| ACORD 140 Property Insurance Section Form | Insurance Applications |
| Bank Statements | Know Your Customer, Lending, Banking |
| Bills of Lading | Shipping, Supply Chain |
| Certificate of Incorporation/Good Standing | Supply Chain, Know Your Customer, Retail |
| Certificate of Origin | Supply Chain, Retail |
| Checks | Banking |
| Supply Chain, Retail | |
| Insurance, Claims Processing, Healthcare | |
| Supply Chain, Retail | |
| Financial Statement | Finance, Banking, Know Your Customer |
| FM 1003 Uniform Residential Loan Application Form - Preview | Lending, Banking |
| I9 Employment Eligibility Verification Form | HR Employee Onboarding |
| Know Your Customer, Public Sector | |
| Invoices | Accounts Payable, Order to Cash, Finance |
| Invoices China | Accounts Payable, Order to Cash, Finance |
| Invoices Hebrew Preview | Accounts Payable, Order to Cash, Finance |
| Invoices India | Accounts Payable, Order to Cash, Finance |
| Invoices Japan | Accounts Payable, Order to Cash, Finance |
| Invoices Shipping | Accounts Payable, Order to Cash, Finance, Shipping, Supply Chain |
| Packing Lists | Shipping, Supply Chain |
| Passports | Know Your Customer |
| Payslips | Payroll, HR |
| Purchase Orders | Order to Cash, Finance, Accounts Receivable |
| Receipts | Expense |
| Remittance Advices | Order to Cash, Finance, Accounts Receivable |
| UB04 Preview | Insurance, Claims Processing, Healthcare |
| Utility Bills | Know Your Customer, Property Management |
| Vehicle Titles | Public Sector, Lending, Finance |
| Tax, Lending, Know Your Customer | |
| W9 Request for Taxpayer Identification Number and Certification | HR, Employee onboarding |
