Automated information extraction with Azure AI Document Intelligence.

A presentation at Welsh Azure User Group in October 2023 in by Sam Gomez

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Automated information extraction with Azure AI Document Intelligence.

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Originally from Mexico. Tech Lead at Geneca. Spend time with family, movies, videogames, football. @thesoccerdev drkclw samueljgomez

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Agenda. • Azure AI offerings • Cognitive Services • Applied AI services • Azure AI Document Intelligence • Model options • Input requirements • Data privacy • Demo

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Cognitive services. Speech Language Vision Decision

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Applied Services API. Services for common business problems Document intelligence (Form recognizer) Immersive reader Metrics advisor Video indexer

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Applied Services API. Cognitive search Bot service

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Model options. • Document analysis models. • Read • Layout • General document • Prebuilt models. • Custom models.

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Document analysis models

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Read model. • Extract text from documents (print and handwritten). • Detects paragraphs, text lines, words, locations and languages. • Higher resolution than Vision Read API. • Underlying OCR engine for other models.

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Read model development options. Model Resources Model ID Read model •Document Intelligence Studio •REST API •C# SDK •Python SDK •Java SDK •JavaScript prebuilt-read

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Layout model. • Extract text and layout to return structured data representations. • Text roles in documents. • Geometric roles: Text, tables, and selection marks are examples of geometric roles. • Logical roles: Titles, headings, and footers are examples of logical roles. • Combines OCR with deep learning models.

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Layout model development options. Feature Resources Model ID Layout model •Document Intelligence Studio •REST API •C# SDK •Python SDK •Java SDK •JavaScript SDK prebuilt-layout

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General document model. • Extract text, layout and key-value pairs from documents. • Pretrained model. • Supports structured, semi-structured and unstructured documents.

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Key-value pairs • For structured document the label and value for a field. • For unstructured documents they are based on the text in the paragraph (like date in a contract).

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General document model development options. Feature Resources General document model •Document Intelligence Studio •REST API •C# SDK •Python SDK •Java SDK •JavaScript SDK Model ID prebuilt-document

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Prebuilt models

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Available models. • Invoice. • Extract customer and vendor details. • Receipt. • Extract sales transaction details. • Identity. • Insurance card.

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Available models. • W2. • Extract taxable compensation details. • Business card. • Extract business contact details. • Contract. • Extract agreement and party details. • US Tax 1098-E Form. • Extract student loan interest details.

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Available models. • US Tax 1098 form. • Extract mortgage interest details. • US Tax 1098-T form. • Extract qualified tuition details.

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Development options. Feature Resources Model ID Prebuilt models •Document Intelligence Studio •REST API •C# SDK •Python SDK •Java SDK* •JavaScript SDK* prebuilt-invoice prebuilt-receipt prebuilt-idDocument prebuilthealthInsuranceCard.us prebuilt-tax.us.w2 prebuilt-contract prebuilt-businessCard prebuilt-tax.us.1098 prebuilt-tax.us.1098E prebuilt-tax.us.1098T

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Custom models

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Custom template. • Extract data from static layouts. • Capabilities. • • • • • Form fields. Selection marks. Tabular fields (tables). Signature. Selected regions.

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Custom neural. • Extract data from mixed-type documents. • Supports structured, semi-structured and unstructured data.

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Custom composed. • Extract data using a collection of models.

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Classification model. • Identify document type before calling extraction model.

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Input requirements.

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File formats. Model PDF Image (JPEG/JPG, PNG, BMP, and TIFF) Microsoft Office: Word (DOCX), Excel (XLS), PowerPoint (PPT), and HTML Read Yes Yes Yes Layout Yes Yes No General Document Yes Yes No Prebuilt Yes Yes No Custom Yes Yes No

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Model restrictions. • For PDF and TIFF, up to 2000 pages can be processed (2 for free tier). • .File size less than 500 MB (4 MB for free tier). • Image dimensions must be between 50 x 50 pixels and 10,000 px x 10,000 pixels.

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Model restrictions. • PDFs can’t be password protected. • Minimum size of text is 8-point text at 150 DPI.

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Data privacy. • Authentication. • Data secured in transit. • Encrypted input data.

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Data privacy. • Data stored. • Data and extracted results are stored temporarily. • Output for custom trained models and models themselves are stored temporarily as well. • Input data and results are deleted within 24 hours and not used for other purposes. • Containers.

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DEMO

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https://www.rambli.com/2016/06/the-prayer-of-the-demo-gods/

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Questions?

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Useful links. • https://learn.microsoft.com/enus/azure/ai-services/documentintelligence/?view=doc-intel-3.1.0 • https://learn.microsoft.com/enus/legal/cognitive-services/documentintelligence/data-privacy-security • https://formrecognizer.appliedai.azure.co m/studio

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@thesoccerdev drkclw samueljgomez