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Document Collection & Processing

Document Collection & Processing

by UiPath

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Accelerator

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Summary

Summary

Automate your Finance Trading process with the Document Collection & Processing Solution Accelerator. It allows collection, grouping and reviewing of shipping and payment documents.

Overview

Overview

Automate your processes in terms of collecting and reviewing Trade Finance documents, with our comprehensive automation package. Designed using the ReFramework foundational framework, this solution solves the complex steps involved in the Trading Finance Business. 

Built for efficiency, transparency, and reliability, the Document Collection & Processing Solution Accelerator will support your automation Journey.

It will offer the automation of retrieving documents from various endpoints (email, network drives) and collect, classify, and support your reviewing process.

It uses GenAI pre-trained models, for efficient data extraction, however it is also adaptable to other various models. With support for a variety of trading documents in terms of processing and data extraction such as: Application Forms, Invoices and Contracts, it generates the confidence that the document digitization process is compliant and efficient.

If it is desired to refine the already provided models to resonate more closely with a particular document variant in their unique operational context, the models can be further trained. With the groundwork firmly in place, the implementation time can be reduced by weeks.

The use of UiPath Document Understanding Models utilizes UiPath AI Units.

Features

Features

· Use of UiPath Solution Accelerator DU Framework

· Extract, classify, and process Trading Finance Documents such as: Application Forms, Invoices and Contracts Certificate, with possibility to extend the document type realm

· GenAI capabilities included

· Assessment of Trading Finance Documents against specific reviewing and validation rules

· Modular approach to processes for easy changes and easy configurations

· Reusable components architecture allowing development and usage across multiple automation solutions

· Configurable and scalable reporting options, through Data Service

· On demand error reporting for repetitive processes

Additional Information

Additional Information

Dependencies

• UiPath.Excel.Activities: 2.22.2 • UiPath.SolutionAccelerators.Reusables.Generic: 1.1.15 • UiPath.System.Activities: 23.10.3 • UiPath.UIAutomation.Activities: 23.10.3 • UiPath.DocumentUnderstanding.ML.Activities: 1.24.0 • UiPath.Form.Activities: 23.10.5 • UiPath.FormActivityLibrary: 2.0.7 • UiPath.IntelligentOCR.Activities: 6.14.1 • UiPath.Persistence.Activities: 1.4.8

Code Language

Visual Basic

Runtime

Windows (.Net 5.0 or higher)

Publisher

UiPath

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Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Version

1.0.1

Updated

Mar 18, 2024

Works with

Studio: 22.4+

Certification

Gold Certified

Support

Email: solution-accelerators-support@uipath.com

Link: https://marketplace.uipath.com/contact-us

Support on Demand is available only to UiPath Enterprise customers. To access this type of support, you need to have an active UiPath license. More details are available here: https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/support-on-demand. Note: Marketplace Support On Demand is not subject to a response SLA, but one should expect a response within two business days.

Resources

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