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Overview

Last updated Feb 28, 2025

Use of customer data with Document Understanding™

Purposes

We process the information used with our services for the following purposes:
  • Provide our services
  • Machine learning and product enhancement and development
  • Develop new services

Provide our services

We process documents provided at design time to build or train extractors and classifiers and to run the automation. Some of them rely on machine learning, some of them are rule-based, but in most cases document samples are needed.

We also use the documents transmitted to our services at runtime to perform the Document Understanding™ functionality, primarily digitizing the documents, classifying them, extracting structured data from them, and allowing human in the loop validation in other components of the platform (like Forms, Apps, or Action Center). More information regarding the use and functionalities of Document Understanding can be found in the Introduction page of the Document Understanding user guide.

As part of ensuring the product performs as expected and errors are addressed timely, we may process the documents and configurations provided at design time and at run time for quality assurance of the Document Understanding product, which includes monitoring, testing, evaluating, and measuring the performance of all product functionalities and infrastructure.

We process telemetry data such as usage data, services latency, traffic peaks, documents sizes, as well as user and account identifiers like account ids, tenant ids, or user e-mail addresses to make sure that our platforms operate smoothly and to optimize the user experience based on the feedback and usage patterns we observe. We use data analytics to measure and evaluate the performance of our services.

We process account information such as username, password, etc. in order to provide you with access to the services and to secure your account.

We may process data that you send to us for support or as necessary for troubleshooting issues, in accordance with our Support terms.

Machine learning and product enhancement and development

We process documents used with the UiPath® platform to enhance and improve the model so that you receive more reliable, simpler, faster outputs, a more intuitive user experience, and a higher automation performance at runtime. We use anonymisation and filtering techniques when using the data for product enhancement.

We do not use data for product improvement if you have a BAA in place, if our contracts forbid it, or if you have submitted a Support ticket requesting an opt-out.

Develop new services

If our agreements allow it, we use anonymised documents sent to the UiPath platform to develop and test new products and features. This helps us provide you with new platform features and product functionalities, which increase the efficiency and self-healing capacity of your automations.

Data storage

Data is stored when using this product as selected by you and in accordance with our Data Residency page, available in the Automation Cloud admin guide.

Integration with generative AI services

The Document Understanding product has some features which rely on integrations with third party generative AI services. All such integrations go through the UiPath AI Trust Layer. This component ensures that all integrations comply with the same high level of security and compliance, and that no data is persisted by any third parties for any reason. The integrations with generative AI features are enabled by default but they can be disabled through the AI Trust Layer as specified in the Settings for AI Trust Layer Policies page from the Automation Ops user guide.

Safeguards

We employ the following safeguards in achieving the purposes described above:

  • Anonymization of documents used for product improvements.
  • Customers who have a BAA in place are excluded from usage for product improvements.
  • Customer data is deleted at contract termination or upon request.
  • Customer data is encrypted. Access is strictly limited, and any access is logged and audited.
  • The customer can delete, modify, or export design time data. The customer can request purging of runtime data.

Opt-out mechanism

We have an opt-out mechanism for any purposes beyond the provision of service.

Customers can opt out by:

  • Filling a Support ticket requesting an opt-out.
  • Ensuring that the contractual agreements reflect the customer’s choice regarding data usage for training purposes.

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