What is intelligent document processing?

Definition

Intelligent document processing combines optical character recognition, classification, extraction and validation to turn files into structured information. It can help route forms, identify missing data and prepare records for a business process.

A bounded intake system should not automatically inherit authority over later decisions. Confidence thresholds, exception handling and human review keep uncertain documents from silently affecting complex claims or other consequential outcomes.

ELI5

Intelligent document processing uses AI to turn documents into organized information. It can recognize text, identify the document type, extract fields, and check whether required information is missing.

For example, a system can read invoices and prepare supplier, date, and total fields for review. Unclear documents should be sent to a person instead of silently creating incorrect financial records.

What documents can intelligent document processing handle?

It can handle forms, invoices, claims, reports, correspondence and other structured or semi-structured documents, subject to the model and validation rules.

Why keep humans involved in document processing?

Documents can be incomplete, ambiguous or unusual, so low-confidence extraction and consequential downstream decisions need review by authorized people.

  1. Hiral Shah and Sean Sodha point toward a document-to-table graphic beneath the white and blue headline MAKE AGREEMENTS QUERYABLE on black.
  2. Palak Agarwal in blue and Omar Alhait in white flank the blue and white headline Documents Need Structure on black.
  3. Adit Abraham in a blue shirt holds open palms beside the blue-and-white headline “DOCUMENTS TO AGENTS” on a black background.
  4. The words AI Coding Is for Everyone beside a flat sequence of work, code and outcome tiles
  5. Sophia Dew in blue and Mike Yu in off-white against pure black beside the white and blue headline MORTGAGE AI AGENTS.
  6. Nate B. Jones beside the words The AI Job in Demand
Definition card for intelligent document processing: What is intelligent document processing?

Intelligent document processing uses AI to classify, extract and validate information from documents for downstream workflows.