{"id":50992,"date":"2022-04-27T09:55:37","date_gmt":"2022-04-27T16:55:37","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/?post_type=docs&p=50992"},"modified":"2022-11-28T15:16:21","modified_gmt":"2022-11-28T22:16:21","slug":"universal-document-automation","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/semantik-ai-engine\/universal-document-automation\/","title":{"rendered":"Universal Document Automation"},"content":{"rendered":"
Applies to: <\/strong>Transact version 2022.1.00 or newer. Table support applies to Transact versions 2022.1.01 or newer.<\/p>\n Availability:<\/strong> Windows and Linux on-premise or cloud.<\/p>\n This article describes how to configure and use Universal Document Automation for Ephesoft Transact. Universal Document Automation uses the Semantik Artificial Intelligence (AI) Engine to analyze any document, automatically recognizing and extracting: key-value pairs and simple tables<\/p>\n This technique differs from the standard Transact approach, where batch class designers build document types to model the documents that a batch class is expected to process. Universal Document Automation uses a batch class, but it only requires a single document type with no required index fields, tables, extraction rules, or validation rules. This single document type can process any document.<\/p>\n Universal Document Automation for Ephesoft Transact uses the Semantik AI Engine, SRE_KEY_VALUE_EXTRACTION plugin, and SRE_TABLE_EXTRACTION plugin.<\/p>\n Note:<\/strong> See Functional Limitations<\/a> for more information on what is not currently supported.<\/p>\n This feature supports all languages that are supported by Transact. For a list, see Supported Languages<\/a>.<\/p>\n Universal Document Automation is useful when:<\/p>\n Universal Document Automation is included as part of the standard Transact license. There are no additional fees or licensing requirements.<\/p>\n Before you configure and use Universal Document Automation:<\/p>\n Note: <\/strong>The SRE_KEY_VALUE_EXTRACTION plugin and SRE_TABLE_EXTRACTION plugin are included in the Semantik AI Engine installation.<\/p>\n Here\u2019s an overview of how to set up Universal Document Automation:<\/p>\n <\/p>\n Figure 1. Universal Document document type with no index fields.<\/em><\/p>\n <\/p>\n Figure 2. Minimum Confidence Threshold set to 0.<\/em><\/p>\n <\/em><\/p>\n Figure 3. Document Assembler plugin configuration.<\/em><\/p>\n <\/p>\n Figure 4. SRE Key-Value Extraction plugin configuration.<\/em><\/p>\n<\/a>Use Cases<\/h2>\n
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<\/a>Licensing<\/h2>\n
<\/a>Functional Limitations<\/h2>\n
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<\/a>Prerequisites<\/h1>\n
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<\/a>Configure Universal Document Automation<\/h1>\n
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<\/a>Step 1: Configure the Batch Class<\/h2>\n
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<\/a>Step 2: Configure the Document Assembler Plugin<\/h2>\n
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<\/a>Step 3: Add and Configure the SRE Key-Value Extraction Plugin<\/h2>\n
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\nNote:<\/strong> For most uses, the plugin order is not important. If you want to use this plugin in combination with other extraction plugins, then it\u2019s best to position it after the other extraction plugins.<\/li>\n<\/ol>\n\n