Get To Know MuleSoft Intelligent Document Processing Basics
Learning Objectives
After completing this unit, you’ll be able to:
- Define intelligent document processing (IDP).
- Explain when to use MuleSoft IDP to automate data extraction and processing.
What Is MuleSoft IDP?
In today's digital age, businesses are constantly dealing with large volumes of documents that contain valuable information. And the process of manually extracting and analyzing data from these documents can be time-consuming and prone to errors. This is where intelligent document processing (IDP) comes into play.
MuleSoft IDP is a powerful Anypoint Platform tool that enables your organization to submit documents, extract their data with ease, and further analyze the content using advanced AI capabilities. By incorporating third-party data extraction technologies like AWS Textract and Salesforce Einstein, IDP provides a seamless user experience through its UI, where you can configure all aspects of the document analysis without the need to subscribe to external services.
Automate Document Processing for Your Business
Benefits
One of the key benefits of using IDP is the ability to create and publish document actions as APIs, making it easy to get started without the need to train an AI model to analyze your documents. The seamless integration with MuleSoft robotic process automation (RPA), Mule applications, and other systems enables you to achieve end-to-end automation of your document workflows, such as routing an invoice to different reviewers depending on the type of invoice.
A Document Action
A document action in IDP is a multistep process that scans a document using a combination of AI models and returns a structured response that you can access programmatically through REST APIs. IDP provides a built-in builder that enables you to create and customize these document actions. You can also configure prompts to enhance and refine the data extraction process, ensuring accurate results.
Evaluating Quality
Moreover, IDP provides a confidence score for each extracted field in a processed document. If the confidence score falls below the defined threshold, the document is sent for review by a human to verify the accuracy of the extracted values. You can add single reviewers or teams to each document action, streamlining the review process.
By using IDP to programmatically analyze invoices, purchase orders, and other documents, your organization can efficiently extract valuable data and consume it as a JSON response for further integration. This not only saves time and reduces errors but also enhances overall productivity and decision-making processes.
Check out some common use cases for IDP in the following table.
Use Case |
Description |
|---|---|
Invoice Analysis Automation |
Programmatically analyze invoices and extract relevant information such as invoice number, date, and total amount. |
Purchase Order Data Extraction |
Extract data from purchase orders to automate order processing and inventory management. |
Insurance Claim Document Processing Streamlining |
Streamline document processing for insurance claims by extracting key details like policy numbers and claim amounts. |
You just learned what MuleSoft IDP is and how it enables companies to automate document processing and analysis. In the next unit, you explore document actions and the IDP journey.