Universal Document Automation

Availability: Windows and Linux on-premise or cloud.

This topic describes how to configure and use Universal Document Automation for Transact. Universal Document Automation uses the Semantik Artificial Intelligence (AI) Engine to analyze any document, automatically recognizing and extracting: key-value pairs and simple tables

This technique differs from the standard Transact approach, where batch class designers build document types to model the documents that a batch class is expected to process. Universal Document Automation uses a batch class, but it only requires a single document type with no required index fields, tables, extraction rules, or validation rules. This single document type can process any document.

Universal Document Automation for Transact uses the Semantik AI Engine, SRE_KEY_VALUE_EXTRACTION plugin, and SRE_TABLE_EXTRACTION plugin.

See Functional limitations for more information on what is not currently supported.

This feature supports all languages that are supported by Transact. For a list, see Ephesoft Transact Technical Specifications.

Use cases

Universal Document Automation is useful when:

You want to extract data from documents without defining the document type.
You need to process documents that you haven't seen before and can't model using document types (see Configure a batch class with the hybrid model).

Licensing

Universal Document Automation is included as part of the standard Transact license. There are no additional fees or licensing requirements.