What is UiPath Document Understanding?

If you are looking for document process Solution for the Structure (Forms, Licenses and Passport) , Unstructured (Contract, Email and Health records) and Semi-Structure (Invoice, purchases Order Documents and utility bills) Documents, Using traditional why then its very difficult to automate all the document but now its possible using (IDP) intelligent document process you can called it UiPath Document Understanding.

document understanding is allow us extract data from various types of document very easy mode using UiPath Robot and (AI) Artificial intelligent and you can say that it is a product under (IDP) Intelligent Document Process category.

How RPA UiPath Document understanding Works?

Robot are reading the various type of document and interrupt with them, they review rows, expression and memorized the fills, its study the very hard and know the approaches on specific documents like Invoice, Passport and Utility Bill. Machin Learning Modals helping Artificial intelligent to process very tricky document process and provide the solution for below challenges like

  • Varying templates
  • Handwriting
  • Signatures, Check Boxes
  • Skewed and Rotated Documents
  • Various file format (Doc, JPG, PNG, PDF, BMP, GIF and TIF)
  • Low Quality Document.

All above challenges over come using UiPath Document Understanding AI Models. Its allows human to validate exception cases and resend for the Process which helps Organization or Company can enjoy benefits from UiPath DU.

  • Very Rapid, Accurate and Cost Saving
  • Mitigate the Human error
  • Improve the customer experience
  • Save the Employee Effort Make them Happy and focus on High value task.
  • Meet the SLA (Service Level Agreement)

Top 27 Use cases - UiPath document understanding

Types of document

Using the UiPath Allow us to work with 3 type of document, Structure, Unstructured and Semi-Structure. using pre-defined ML models Provided by OEM. Its also allow you to add yours own ML model based on your document.

    • Structure
      Structured data is organized in a highly organized and predefined manner, typically using a table format. It has a clear and well-defined schema, where each data element is organized into rows and columns.
        • Tax forms
        • Surveys
        • Licenses
        • Passport
        • questionnaires

    • Semi-Structure
      Semi-structured data falls between structured and unstructured data. It has some level of structure but does not fit neatly into a traditional relational database model. Semi-structured data may have tags, elements, or hierarchies that provide a partial structure.
        • Invoice
        • receipts
        • purchases Order Documents
        • utility bills
        • healthcare lab reports

    • Unstructured
      Unstructured data lacks a predefined data model and does not have a clear structure. It can take various forms, such as text documents, images, audio files, and videos. Analyzing unstructured data can be challenging due to its lack of organization.
        • Contracts
        • Email
        • Letter
        • Annual Reports

UiPath Robot have ability classify the document type based on filed or custom keyword. for example, they may be extracting Invoke Number, Amount , Dates, or health or Personal tax information depending on the nature of the document being processed.

Benefits of UiPath Document Understanding

Its allows human to validate exception cases and resend for the Process which helps Organization or Company can enjoy benefits from UiPath DU.

  • Very Rapid, Accurate and Cost Saving
  • Mitigate the Human error
  • Improve the customer experience
  • Save the Employee Effort Make them Happy and focus on High value task.
  • Meet the SLA (Service Level Agreement)

Challenges - Document Process

Every organization worldwide deals with documents, particularly in industries such as banking, finance, and insurance. However, manual processing of these documents poses its own set of challenges.

  1. Unstructured documents pose a greater challenge for both humans and robots in terms of understanding and interpretation.
  2. The volume and graphical complexity of these documents demand additional employee time for the extraction and interpretation of information.
  3. There is an inherent risk of human error associated with manual processing, potentially leading to rework and losses for the company and its customers.
  4. The time and costs invested in repetitive tasks, constituting a significant portion of employee routines, adversely impact overall productivity.

Efficient document processing is a pivotal solution to address the challenges we’ve discussed. Processes frequently entail handling extensive document volumes, sometimes reaching hundreds of pages. While this may initially appear as an operational hurdle, document processing carries strategic significance, influencing human effort, time, quality, accuracy, and information.

To enhance efficiency, the application of Robotic Process Automation (RPA) to these processes is instrumental. This approach enables the recognition of documents, irrespective of their type, structure, volume, or quality. It represents an end-to-end solution seamlessly integrating RPA and AI technologies.

Document Understanding Use Cases - Industry Domains

For better understanding the Intelligent document process (IDP), the real time example use case will help you for the better understanding the IDP usage. we have taken various use cases of Document Understanding in different industry based on domain.

In below use case we are going to learn How IDP helping the organization so solve various business function.

We are also going to learn about type of document used in the industry for the process. 

Lets without westing a time lets look at the various use cases and determining how IDP Document Understanding works.

Document Understanding Components

UiPath Document Understanding Components

When it comes to Document Understanding, it's not just a single product; instead, it's a comprehensive suite comprising various products, tools, and apps that work together to create a robust document processing ecosystem.

UiPath Document Understanding consists of three primary components, each playing a crucial role: the Document Understanding framework, UI tools, and AI capabilities. Now, let's delve into each of these components to understand their roles and contributions.

Document Understanding framework

At a broad level, the document processing workflow encompasses six fundamental steps: 

  1. Pre-processing
  2. Digitization, 
  3. Classification
  4. Extraction
  5. Validation
  6. Post-Processing.

What's noteworthy is that our users not only have visibility into each of these steps but also have the flexibility to leverage a combination of UiPath's in-house technologies and those crafted by our partners, tailored to meet the specific requirements of each customer's use case.

Document Understanding Steps

– Defines document types and targeted information for data extraction (fields) for each document type.
– Formalizes this information into a dedicated Taxonomy structure.

– Obtains textual content and the structure of incoming documents.
– Turns a file into machine-readable content for further downstream processing.

Classifies and splits files into document types within a digitized file.

– Assists in the human validation and correction of automatic classification and document splitting result’s

– Passes human-validated information back to classifiers to improve their future predictions.


– Captures information required for the identified document type within the given input document and classification page range.

– Assists in the human validation and correction of automatically extracted data results.

– Passes human-validated extracted data back to the models to improve their extraction predictions.

– Exports validated data for consumption.



Document understanding Demo