11/02/2018

IQ Bot Trials Quick Start Guide

Contents

Overview of IQ Bot Trials............................................................................................................................3

Registering as an IQ Bot user....................................................................................................................4

Prerequisites for using IQ Bot................................................................................................................... 5

Creating a learning instance with English invoices.................................................................................6

Training groups in a learning instance..................................................................................................... 8

Adding a new table field........................................................................................................................... 10

Exporting data to a CSV file.....................................................................................................................11

FAQs for IQ Bot Trials.............................................................................................................................. 12

Useful tips................................................................................................................................................... 16
 Automation Anywhere Overview of IQ Bot Trials

Overview of IQ Bot Trials

IQ Bot stores images and documents uploaded by users or Remote Process Automation (RPA) tasks and
extracts structured data from those images and documents such as Tiffs, PNG, and JPG images and PDF
documents. You can build your IQ Bot and experience the ease of using cognitive automation on the IQ
Bot trials site.

Get started with IQ Bot

To use the IQ Bot Trials site, you need to first register for the IQ Bot Trial, then login with credentials from
the welcome email you receive.
On the IQ Bot Trials site, you can:
• Create a learning instance
• Upload invoice documents to the learning instance
• Train an invoice document, and
• Export data to a CSV file

What happens when you upload a document to IQ Bot?

1. IQ Bot takes structured data such as invoice documents in the learning instances.
2. Categorizes documents similar in content layout and content in an IQ Bot for invoice documents in one
or multiple groups.
3. Trains IQ Bots and extracts data from documents to a CSV file.

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 Automation Anywhere Registering as an IQ Bot user

Registering as an IQ Bot user

Register as an IQ Bot User on the IQ Bot Trials portal.
To register as a new user on the IQ Bot Trials portal:
1. Click on Register to register as a new IQ Bot user.
The login credentials and a link to the IQ Bot Portal URL are sent to you in an email.
2. Check your registered email account for credential and use it to log into the IQ Bot portal.

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 Automation Anywhere Prerequisites for using IQ Bot

Prerequisites for using IQ Bot

The following prerequites are required prior to using IQ Bot.
• Ensure you have installed IQ Bot trial and have already watched the IQ Bot trial informational videos.
• Ensure you have unzipped the bank statements and invoice documents on your desktop.

© 2018 Automation Anywhere. All rights reserved. 5

 Automation Anywhere Creating a learning instance with English invoices

Creating a learning instance with English invoices

You need to create a learning instance to get your learning instance trained from the different documents
uploaded to your learning instance.
For example, learning instance created for different types of invoice documents for banks, insurance
companies, and pharmacies. Based on the training provided to the learning instance and its documents,
the accuracy of extracted data is improved.

Note: You can use different invoices in TIFF, JPEG, PNG, and PDF, and other format to train your
learning instance.

To create a new learning instance with English invoices:

1. Open the IQ Bot Portal.
2. Click LEARNING INSTANCES > New Instance.
3. Enter the following information:
• Instance name: Type a name for the Instance. For example, enter Learning Instance Invoice.
• Domain: Select Invoices, that is, the domain for the documents you are going to upload.
• Primary language of files: Select the language of the Instance from the drop-down list. For
example, select English for uploading invoices in English.
• Description(optional): Type a description for the Learning Instance.
• Upload files from: Click the Browse button and select all the English Invoices from the folder
where you had downloaded them on your desktop and click Open.

Tip: Besides image formats, such as TIFF, JPG, and PNG files, you can also upload PDF (Vector
and Raster) documents for classification and analysis.

Note: You can upload a file of maximum 12 MB size during learning instance creation/editing.

4. Select the standard form and table fields that you want to add from Standard form fields and
Standard table fields sections.

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 Automation Anywhere Creating a learning instance with English invoices

5. Enter names of the form fields in the text box in Other Fields (Optional) section and click Add as
form to add customized form fields. Similarly, you can add new table fields and click Add as table.
6. Click the Create instance and analyze button to create the instance.
The process of classification of invoice documents begins where the invoices are grouped together
and analysed. IQ Bot categorizes invoice documents similar in content layout and content in one or
multiple groups.
You can now train your IQ Bot for this learning instance.

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 Automation Anywhere Training groups in a learning instance

Training groups in a learning instance

You need to train groups in a learning instance so that when you extract data from documents to a CSV
file, extracted data is more accurate.

Note: The Field Auto-Mapping feature reduces the time and effort it takes to train the invoice document.

Pre-requisites
• Created a learning Instance with English invoices
• Logged into IQ Bot Portal.

To train a group invoice document:

1. Click LEARNING INSTANCES from the left pane.
2. Click on the learning instance you created.
3. Click Start Training on the learning instances page or click Train on the Analysing document page.

Note: Fields and corresponding values are mapped automatically. If they are not mapped
automatically, then map the fields again.

4. Select a field name from the left pane.

5. Click on the corresponding label name for the field on the document. For example, click on Invoice
Number. The value of invoice number is populated.

Note: The value of only auto-mapped fields is populated automatically.

6. Repeat steps 2 and 3 for each form and table field to map the fields again.
7. Click on the Draw icon next to the field name from the left pane and drag and click on the correct label
name on the document to correct incorrect field mappings. Similarly, map the value of the field by
clicking on the Draw icon.
8. Click on Table Settings in the left pane.
9. Select the End of Table Indicator text box in the left pane.

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 Automation Anywhere Training groups in a learning instance

10. Select the last label or any label after the end of your table on the document to mark the end of the
table. The lable is populated in the text box.

Note: You can enter mutiple lables in the End of table indicator field in this format, for example,
Subtotal | Tax (USD) along with the | pipe symbol to separate the labels. If your document has a note
immediately following the table, you can enter the note in the End of table indicator field.

A group is now trained and IQ Bot brings the next group in line to train. Train all the groups in your learning
instance.

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 Automation Anywhere Adding a new table field

Adding a new table field

You can add a new table field to your learning instance to define the table fields for the documents.
To add a new a table field to your learning instance:
1. Click LEARNING INSTANCES from the left pane.
2. Click on the learning instance you created.
3. Click Edit.
4. To add a new field, either select the checkbox next to the table field name or enter the field name in
the Other fields (Optional) and click Add as table.

5. Click Save.
6. Click Yes, Proceed with Field addition.
The table field is added to the learning instance.

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 Automation Anywhere Exporting data to a CSV file

Exporting data to a CSV file

This procedure defines the steps to export data to a CSV file.
To export data to a CSV:
1. On the Training page, click Preview at the end of the left pane.
2. Click Export to CSV.

The CSV file is downloaded with the data extracted from the document.

© 2018 Automation Anywhere. All rights reserved. 11

 Automation Anywhere FAQs for IQ Bot Trials

FAQs for IQ Bot Trials

This topic answers frequently asked questions about the IQ Bot Trials

Basic Concepts

1. How does IQ Bot work?

IQ Bot leverages computer vision and multiple AI techniques to intelligently digitize and extract data
to make your RPA more effective. IQ Bot uses OCR as one of the underlying technologies used to
extract information from a document. This approach allows IQ Bot to adapt the data extraction from
specific domains and document types, and quickly learn from the environment to improve results.
2. What is a Learning Instance?
You would create a Learning Instance for a specific use case that an IQ Bot can learn from. It is
domain-specific and has the capability to learn from documents classified and processed by it, and
validation corrections performed by humans. This learning is translated to tangible benefits such as:
improved STP (Straight Through Processing) and Accuracy figures for the Instance over a period.
3. What’s the difference between bots and Learning Instance?
A Learning Instance consists of training for the business process around a specific document type.
Bots contain training files that were classified by IQ Bot in different groups based on content.
You can activate or deactivate a bot in a learning instance to improve its training; while the learning
instances would process documents that match the active bots as others remain in a queue, until that
group is trained.
4. What is the accuracy rate of IQ Bots?
The most primary metric for IQ Bot is straight through processing, or STP. It is dependent on the
accuracy of field capture. Field accuracy impacts STP directly.
For example:
If a customer captures one to two fields across a Grade A quality document, an accuracy of 86% is
achieved. A customer who captures 11 differentially weighted fields across highly varying document
quality would see lower accuracy.
5. How does the dashboard help?
The dashboard displays all production information and results that helps us identify how we could
improve the training .

Note: The production information is not available for the trial version.

6. What is percent (%) training?

The percent (%) training helps us estimate the STP that is calculated based on the number of bots
trained and active.

Using IQ Bot trial

1. What are the limitations of the trial version?

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 Automation Anywhere FAQs for IQ Bot Trials

Flow Limitations: You can use IQ Bot for training only, as production mode and batch processing is
not available.
Processing Limitations: The user can create up to five learning instances and upload to a limit of 10
documents for each learning instance. Each document is limited to a single page only.
2. I have trained the learning instance but cannot see the output.
For each trained group, you can select Preview > Export CSV to see the output.
3. I cannot edit a group as the ‘Edit bot’ link is disabled.
The Edit Bot link appears disabled when the group is in production or when it is in training in another
tab.
Go to the Bots tab and send that bot back to staging.
4. I have completed processing and want to process files in batch mode. How can I do that?
IQ Bot can process files in batch mode when connected to RPA. This feature is not available in the
trial version.
5. I want to add a new domain that is available in the Bot Store.
Importing domains is not available for the trial version.
6. I cannot see the results on the dashboard.
The dashboard displays information of processed files that are in production. This option is not
available in the trial version.
7. What is the prerequisite step to creating a Learning Instance in IQ Bot?
Before you start creating a new learning instance, you must know what information you want to extract
from the documents you would be processing.
It is best practice is to have some sample documents, which you can use as reference to decide on
the items you want to extract. Use them as the first set of documents to train against the new learning
instance.
8. How would I perform validation in the trial?
Validation is available for production processes only. In the trial version, you can validate using
Preview.
9. How many simultaneous documents can be loaded into IQ Bot?
In the trial version, IQ Bot accepts up to a limit of 10 documents for each learning instance. The full
license would support millions of documents per year that can be uploaded in a queue.
10. What is the license requirement for IQ Bots?
You require Automation Anywhere Enterprise with an activated IQ Bot feature. This license is installed
from the Control Room.
11. How many tables can I configure to extract in a Bot?
You can configure unlimited number of tables for extraction.
12. Can I test a document different than that used for training?
Yes, you can. Use the Preview option to navigate to other documents to verify if training was effective.

Learning

1. Does IQ Bot learn from user inputs?

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 Automation Anywhere FAQs for IQ Bot Trials

IQ Bot learns from the user inputs over time.

For example: If a date is extracted often with an extra character such as spaces and dots between
numbers, and the user corrects it a dozen times, IQ Bot would automatically correct the error when it
encounters a similar problem the next time.
2. How does IQ Bot differ from OCR solutions?
OCR is one of the underlying technologies in IQ Bot but is used only as a first step. IQ Bot is designed
for business users, so anyone can start training an IQ Bot after a 3-hour training. The setup costs are
10x lower.
Automation Anywhere is the only vendor that combines the best of RPA solution with cognitive
automation to significantly reduce the cost and complexity in automating document-centric processes.
3. How many templates do I have to train the IQ Bots on before it is ready for use?
The training requirement has been kept to a minimum, and in most cases, you should be able to get
the desired value in just one pass.

Capabilities

1. What are supported file types for IQ Bot?

The following are supported file types:
• PDF (Vector PDF, Raster PDF or Hybrid PDF)
• TIF or TIFF
• JPG or JPEG
• PNG

2. Does IQ Bot support handwritten documents?

No, not yet. Processing handwritten document to achieve high STP is a challenge, but it is part of our
roadmap.
3. Does IQ Bot support tabular data extraction?
Yes, it does. IQ Bot has advanced table extraction features to support complex use cases such as:
Explanation of Benefits.
4. What are supported languages for IQ Bots?
IQ Bot supports the following languages out of box:
• English
• Spanish
• French
• German
• Italian
• Additionally, it also supports over 25+ languages including all Latin scripts.

5. Does IQ Bot support documents other than invoices?

Yes, IQ Bot supports a variety of domains, and you can quite easily add new domains as well.
The following domains are available in the trial version:
• Invoices
• Purchase orders
• Bank statements

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 Automation Anywhere FAQs for IQ Bot Trials

• Pay stubs
• Electricity bills

Note: You can select the desired domain when you create a Learning Instance.

6. Does IQ Bot support documents with multiple color text?

Yes, but this is true for darker shades of color only.
7. Can I remove the default (pre-loaded) sample document for training and replace it with another from
the group in a Bot?
Yes. If the default training document on the Train tab reflects all documents in that group, you can
remove that document from the Train tab and upload a different one from the same group, and train it.
8. Can I stop document analysis or processing in between?
No, you cannot stop a document analysis or processing mid-way.
9. What is the maximum number of Bots I can create? What is the maximum number of IQ Bots that can
simultaneously exist in the system at once?
There is no limit to the number of IQ Bots you can create or that can exist simultaneously in the
system at a time.
10. Is there a restriction to the number of characters for naming a Learning Instance?
You cannot exceed 50 characters when naming a Learning Instance.
11. What is the average time to process a single page document? Is the time dependent on the complexity
of the page?
There is no fixed time for processing a single page document as this depends on the following factors:
• CPU strength and availability
• Available free RAM
• Page clarity OR noise level
• Data on page

12. Can I process MS Excel invoices using IQ Bot?

If the invoices have a standard format, they can be processed using RPA tasks. In case the Excel
formats vary, they need to be converted to PDFs, so they can be processed in IQ Bot.

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 Automation Anywhere Useful tips

Useful tips
This topic suggests useful information that will assist you during your participation in the IQ Bot Trials.

Correcting incorrect field mappings

Click on the Draw icon next to the field name from the left pane and drag and click on the correct label
name on the document to correct incorrect field mappings. Similarly, map and correct the value of the field
by clicking on the Draw icon.

Make sure to define the best column for row detection and end of table indicator for a table. The data
extraction fails if you do not define them.

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