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The Quality of Service (QoS) feature in UiPath Communications Mining is designed to monitor and measure the quality of service within a communications channel. It helps businesses understand how well their communications are being managed by evaluating different performance metrics such as response times and the quality of interactions. QoS ensures that communications are aligned with service level agreements and business expectations.

(Source: UiPath Communications Mining documentation)

When creating the scope for automation during the Process Design phase, several critical factors need to be taken into account to ensure a successful automation project. These include:

Document Types: The types of documents that will be processed (invoices, receipts, etc.).

Taxonomy: The classification and structuring of the data that will be extracted.

Templates: The standardized formats for documents, which can improve extraction accuracy.

Languages: The different languages in which documents are written, affecting the need for multilingual support.

Scans/Digital Docs: Whether the documents are scanned or born-digital, impacting the accuracy of OCR.

Success Criteria: Clear metrics that define the success of the automation (such as accuracy or processing time).

Technical Criteria: Requirements related to the infrastructure, integration, and tools being used (OCR engines, ML models, etc.).

These elements are crucial in defining the technical and functional requirements for automating document processing tasks effectively, ensuring that the scope covers all necessary considerations.

For more details, refer to:

UiPath Process Design Best Practices: Process Design Considerations

UiPath Document Understanding Framework: Scope Definition in Document Understanding

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.

The Document Understanding Process uses two types of synchronization mechanisms to prevent multiple robots from writing in a file at the same time: file locks and queues. File locks are used to ensure that only one robot can access a file at a time, while queues are used to store the information extracted from the documents and to avoid data loss or duplication. The process uses the following activities to implement these mechanisms:

File Lock Scope: This activity creates a lock on a file or folder and executes a set of activities within it. The lock is released when the scope ends or when an exception occurs. This activity ensures that only one robot can read or write a file or folder at a time, and prevents other robots from accessing it until the lock is released.

Add Queue Item: This activity adds an item to a queue in Orchestrator, along with some relevant information, such as a reference, a priority, or a deadline. The item can be a JSON object, a string, or any serializable .NET type. This activity ensures that the information extracted from the documents is stored in a queue and can be retrieved by another robot or process later.

Get Queue Items: This activity retrieves a collection of items from a queue in Orchestrator, based on some filters, such as status, reference, or creation time. The items can be processed by the robot or passed to another activity, such as Update Queue Item or Delete Queue Item. This activity ensures that the information stored in the queue can be accessed and manipulated by the robot or process.

References: Document Understanding Process: Studio Template, File Lock Scope, Add Queue Item, [Get Queue Items]

In UiPath Document Manager, for string fields, the available options for scoring include:

Exact match: This checks whether the extracted string exactly matches the expected value.

Levenshtein: This method computes the "distance" between two strings, which is the number of single-character edits (insertions, deletions, or substitutions) required to change one string into the other. It is used to assess the similarity between the extracted string and the expected value.

These scoring methods help evaluate the accuracy of string extraction in the document understanding process.

For more details, refer to:

UiPath Document Understanding Framework: String Field Scoring

Levenshtein Distance in UiPath: Scoring String Fields

To automatically retrain and deploy a Document Understanding Machine Learning (ML) Model in AI Center with data from the Document Validation Action, the steps should be followed in this order:

Send Human in the Loop data to the used Dataset.

This step involves sending the data that has been validated and corrected by human reviewers to the dataset. This data will be used for training the ML model.

Use the Export feature from Document Manager using Scheduled Export.

After the data is reviewed and validated, it needs to be exported from the Document Manager. Scheduled Export automates this process, ensuring the dataset in AI Center is regularly updated with new data.

Run Training/Full Pipeline in AI Center using Scheduled Pipeline with Auto-Retraining enabled.

With the updated data in the dataset, the next step is to run the training or the full pipeline. The use of Scheduled Pipeline with Auto-Retraining ensures that the ML model is automatically retrained with the latest data.

Enable the Auto Update feature in the ML Skill.

Finally, enabling the Auto Update feature in the ML Skill ensures that the newly trained model is automatically deployed, making the improved model available for document understanding tasks.

Following these steps in the specified order allows for a streamlined process of continuously improving the ML model based on human-validated data, ensuring better accuracy and efficiency in document understanding tasks over time.

According to the UiPath documentation portal1, the Export stage of the Document Understanding Framework is the final stage of the document processing workflow, where the extracted data is converted to a dataset or to a customized format, such as Excel, JSON, or XML. The Export stage enables you to easily export data for training ML models, using the Export files dialog box in Data Manager or Document Manager. The Export stage also allows you to export the schema of the fields and their configurations, which can be imported into a different session. The Export stage supports different export options, such as current search results, all labeled, schema, or all. The Export stage also provides validation rules, such as requiring at least 10 labeled documents or pages for each field, and at least one document for each classification option1. Therefore, option A is the correct answer, as it describes the main function and benefit of the Export stage. Option B is incorrect, as it refers to the Data Validation stage, which is the previous stage of the document processing workflow, where a human can review and correct the extracted data using the Validation Station or the Present Validation Station activities2. Option C is incorrect, as it refers to the Classification stage, which is the second stage of the document processing workflow, where the document is classified as one of the predefined document types using the Classify Document Scope activity and a classifier of choice3. Option D is incorrect, as it refers to the Digitization stage, which is the first stage of the document processing workflow, where the text is extracted out of the image document using OCR (Optical Character Recognition) using the Digitize Document activity and an OCR engine of choice.

References: 1 Document Understanding - Export Documents 2 Document Understanding - Data Validation 3 Document Understanding - Classification Document Understanding - Digitization

The Taxonomy Manager is a tool that enables you to create and edit a Taxonomy file, which is an XML file that defines the document types and fields that are relevant for your automation project1. The Taxonomy file is used by the Classify Document Scope and Data Extraction Scope activities to perform document classification and data extraction, respectively2. The Taxonomy Manager allows you to add, remove, rename, or reorder document types and fields, as well as specify the data type, format, and validation rules for each field3. The Taxonomy Manager also provides a preview of the Taxonomy file and a validation feature to check for errors or inconsistencies.

References:

1: About Taxonomy Manager 2: About Document Understanding Framework 3: Using the Taxonomy Manager : Taxonomy Manager User Interface Description