UiPath Document Understanding - Generative AI and Active learning capabilities

This session focus on Generative AI features and Active learning modern experience with Document understanding.

Topics Covered:

Overview of Document Understanding
How Generative Annotation works?
What is Generative Classification?
How to use Generative Extraction activities?
What is Generative Validation?
How Active learning modern experience accelerate model training?
Q/A
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Women in
Automation 2025
By UiPath Community
Document Understanding –
Gen AI and Active Learning
Capabilities

2. 2
Todays T eam
Devi Kandasamy
Diana Gray
Senior Community
Marketing Manager @
UiPath
Senior Tech Lead @
qBotica and 2x UiPath
MVP

3. 3
Agenda slide
01Introduction on Document Understanding
02Generative Annotation
03Generative Classification
04Generative Extraction
05Generative Validation
06Active Learning Modern Experience
07Q/A

4. 4
Document Understanding:
Introduction

5. 5
Which documents can be handled?
•Like forms, passports, licenses, time
sheets
•Fixed in format and can contain
handwriting, signatures, checkboxes​
•Like invoices, receipts, purchase
orders, medical bills, utility bills
•Containing fixedand variable parts
like tables
•Like contracts,agreements, emails,
scripts, drug prescriptions, news
•No fixed format, free-form
sentences/paragraphs
Structured documents Semi-structured documents Unstructured documents

6. 6
Document Understanding:
Introduction
Built for: RPA and citizen developers –no data science skills required
Built-in AI: Specialized AI models and Generative AI
Built as: SaaS, APIs, self-hosted or air-gapped integrated with UiPath Business Automation Platform
1
Receive 3
Act2
Understand
Documents
•Multiple languages
•Various types & formats
•Handwriting & signatures
•Tables & checkboxes
•Skewed & low-quality scans
AI-powered processing Human in the loop UiPath Automation
•Initiate other automations
•Input into system of record
•Drive other actions
Validate the
extracted information
and handle exceptions
DigitizeClassify Extract

7. 7
Document Understanding:
Generative Annotation
What is it?
Annotate any document
samples with Gen AI,
speeding training from a
week to 1-2 days for
complex scenarios, or
minutes for simpler forms

8. 8
Document Understanding:
Generative Classifier
What is it?
Classifying documents is fast
and easywith Gen AI—
justdefine the document
types; no need to write rules or
train new ML models

9. 9
Document Understanding:
Generative Extractor
What is it?
Generative AI answer
questions and summarize
content works perfectly for
free-form unstructured
documents –no need to train
custom ML models.

10. 10
Document Understanding:
Generative Validation
What is it?
By leveraging both Generative AI and
Specialized AI, Generative Validation
ensures higher accuracy in document
processing
With Generative AI used to confirm the
output of Specialized AI, the overall
automation rate increases and the
average handle time (AHT) decreases
–owing to saving the time spent on
human validation

11. 11
Document Understanding:
Generative Validation

12. 12
Active learning is a next-gen AI-
poweredmodel training experience
It involves aniterative processbetween
annotators and a model to minimize the
amount of data needed to train a
Machine Learning model
•80% faster model training
•Guided experience -No code or ML
knowledge required
•Reduction in number of samples
required
•Built-in model performance analytics
What is it?
Active Learning

13. 13
Active Learning

14. 14
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15. 15
Resources
⮚UiPath Forum
⮚UiPath Documentation
⮚UiPath Academy
⮚Join the UiPath Community