Document Understanding User Guide

DELIVERY:

Last updated Sep 15, 2025

Machine Learning Classifier

Machine Learning Classifier uses a machine learning model deployed as an ML Skill in AI Center to perform document classification tasks.

Perform the following steps to use the Machine Learning Classifier:

Create a classifier model on AI Center.

Note: Use the DocumentClassifier package that is available under Out-of-Box Document Understanding^TM packages on AI Center. The data required for model training is collected through Machine Learning Classifier Trainer.
Use the Taxonomy Manager Wizard to define your document type, with the fields you are targeting for data extraction. The Machine Learning Classifier activity can work by default with the following:
- 1040
- 4506T
- 990
- Acord125
- Acord126
- Acord131
- Acord140
- Acord25
- Bank Statements
- Bills of Lading
- Checks
- Financial Statements
- FM1003
- I9
- ID Cards
- Invoices
- Packing Lists
- Passports
- Purchase Orders
- Receipts
- Remittance Advices
- Utility Bills
- Vehicle Titles
- W2
- W9 forms.
Drag and drop the Machine Learning Classifier activity into the Classify Document Scope activity. Review the message and select OK.
In the Machine Learning Classifier wizard that automatically opens, provide the ML Skill and the ApiKey information.

You should consider using the Machine Learning Classifier if:

Your need to classify the single documents into different document types where no splitting is required.
The custom document types are very similar. A trained Machine Learning Classifier can differentiate more easily between two similar document types than the Intelligent Keyword Classifier.