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The Data Extraction Scope activity provides a scope for extractor activities, enabling you to configure them according to the document types defined in your taxonomy. The output of the activity is stored in an ExtractionResult variable, containing all automatically extracted data, and can be used as input for the Export Extraction Results activity. This activity also features a Configure Extractors wizard, which lets you specify exactly what fields from the document types defined in the taxonomy you want to extract1.

The extractors that can be used for Data Extraction Scope activity are:

Regex Based Extractor: This extractor enables you to use regular expressions to extract data from text documents. You can define your own expressions or use the predefined ones from the Regex Based Extractor Configuration wizard2.

Form Extractor: This extractor enables you to extract data from semi-structured documents, such as invoices, receipts, or purchase orders, based on the position and relative distance of the fields. You can define the templates for each document type using the Form Extractor Configuration wizard3.

Intelligent Form Extractor: This extractor enables you to extract data from semi-structured documents, such as invoices, receipts, or purchase orders, based on the labels and values of the fields. You can define the fields for each document type using the Intelligent Form Extractor Configuration wizard.

Machine Learning Extractor: This extractor enables you to extract data from any type of document, using a machine learning model that is trained on your data. You can use the predefined models from UiPath or your own custom models hosted on AI Center or other platforms. You can configure the fields and the model for each document type using the Machine Learning Extractor Configuration wizard.

References: 1: Data Extraction Scope 2: Regex Based Extractor 3: Form Extractor : Intelligent Form Extractor : Machine Learning Extractor

UiPath provides out-of-the-box pre-trained models that are ready for use and cover a wide variety of document types. These models can be used as-is for common use cases or fine-tuned based on specific requirements, making them versatile for different projects

When setting up a classification label in UiPath's Out Of the Box (OOB) labeling templates, you need to provide several key details: the name of the label, the classification type (which defines the kind of label), the input to be labeled, the attribute name that describes the label's context, a shortcut for quick access, and a color for visual distinction. These fields ensure the label is fully defined and easy to manage in workflows.

(Source: UiPath Document Understanding documentation)

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 the Document Understanding framework, the dispatcher is responsible for ensuring that one job is created for each input file. It works by submitting files to be processed individually, ensuring that each document or group of documents is handled as a separate transaction. This allows for more efficient processing and better tracking of each file, especially in high-volume workflows where managing each file as a separate job is critical for performance and error handling.

(Source: UiPath Documentation on Document Understanding)