Automated information extraction with Azure AI Document Intelligence.
A presentation at Azure Cleveland User Group in September 2023 in by Sam Gomez
Automated information extraction with Azure AI Document Intelligence.
Originally from Mexico. Tech Lead at Geneca. Spend time with family, movies, videogames, soccer. @thesoccerdev drkclw samueljgomez
Agenda. • Azure AI offerings • Cognitive Services • Applied AI services • Azure AI Document Intelligence • Model options • Input requirements • Data privacy • Demo
Cognitive services. Speech Language Vision Decision
Applied Services API. Services for common business problems Document intelligence (Form recognizer) Immersive reader Metrics advisor Video indexer
Applied Services API. Cognitive search Bot service
Model options. • Document analysis models. • Read • Layout • General document • Prebuilt models. • Custom models.
Document analysis models
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.
Read model development options. Model Resources Model ID Read model •Document Intelligence Studio •REST API •C# SDK •Python SDK •Java SDK •JavaScript prebuilt-read
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.
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
General document model. • Extract text, layout and key-value pairs from documents. • Pretrained model. • Supports structured, semi-structured and unstructured documents.
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).
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
Prebuilt models
Available models. • Invoice. • Extract customer and vendor details. • Receipt. • Extract sales transaction details. • Identity. • Insurance card.
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.
Available models. • US Tax 1098 form. • Extract mortgage interest details. • US Tax 1098-T form. • Extract qualified tuition details.
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
Custom models
Custom template. • Extract data from static layouts. • Capabilities. • • • • • Form fields. Selection marks. Tabular fields (tables). Signature. Selected regions.
Custom neural. • Extract data from mixed-type documents. • Supports structured, semi-structured and unstructured data.
Custom composed. • Extract data using a collection of models.
Classification model. • Identify document type before calling extraction model.
Input requirements.
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
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.
Model restrictions. • PDFs can’t be password protected. • Minimum size of text is 8-point text at 150 DPI.
Data privacy. • Authentication. • Data secured in transit. • Encrypted input data.
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.
DEMO
https://www.rambli.com/2016/06/the-prayer-of-the-demo-gods/
Questions?
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
@thesoccerdev drkclw samueljgomez
