JBON_DATA

Intelligent Document Processing with AI

Traditional OCR extracts text. Intelligent Document Processing (IDP) understands context, extracts structured data, and handles document variability through machine learning.

IDP vs Traditional OCR

Core Components

1. Document Classification: Identify document type
2. Entity Extraction: Pull structured fields
3. Validation: Check extracted values
4. Human-in-the-loop: Exception review

Common Use Cases

• Invoice processing: Vendor, amounts, line items
• Purchase orders: Items, quantities, pricing
• Shipping documents: BOL, packing lists
• Contracts: Key terms, dates, parties
• ID documents: Passports, licenses

Implementation with Python

import pytesseract
from pdf2image import convert_from_path
from transformers import pipeline

# Convert PDF to images
pages = convert_from_path('invoice.pdf')

# Basic OCR
text = pytesseract.image_to_string(pages[0])

# Named Entity Recognition for structured extraction
ner = pipeline("ner", model="dslim/bert-base-NER")
entities = ner(text)

# Custom trained model for specific fields
from invoice_extractor import InvoiceModel
model = InvoiceModel.load('trained_model.pkl')
extracted = model.extract({
    'image': pages[0],
    'text': text
})

print(f"Vendor: {extracted['vendor']}")
print(f"Total: {extracted['total']}")
print(f"Date: {extracted['invoice_date']}")

Cloud Service Options

• AWS Textract: Forms and tables extraction
• Google Document AI: Pre-trained processors
• Azure Form Recognizer: Custom model training
• UiPath Document Understanding: RPA integration

Quality Metrics

• Straight-through processing rate: No human intervention needed
• Field accuracy: Correct extractions per field
• Processing time: Documents per hour
• Exception rate: Documents requiring review

Best Practices

1. Start with high-volume, standardized document types
2. Build validation rules for extracted data
3. Create feedback loop for continuous improvement
4. Plan for exception handling workflows
5. Measure accuracy by field, not just document

IDP delivers the highest ROI when combined with downstream process automation.