What is IDP?

Intelligent document processing (IDP) is automating the process of manual data entry from paper-based documents or document images to integrate with other digital business processes.  For example, consider a business process workflow that automatically issues orders to suppliers when stock levels are low.

What is MuleSoft IDP?

MuleSoft IDP is an advanced tool within the Anypoint Platform that allows organizations to submit documents, effortlessly extract data, and perform in-depth content analysis using sophisticated AI capabilities. By integrating third-party data extraction technologies like AWS Textract and Salesforce Einstein, IDP offers a smooth user experience through its interface, enabling you to configure all aspects of document analysis without needing to subscribe to additional external services.

Reasons to embrace MuleSoft IDP:

• IDP uses AI to intelligently extract essential information from your documents, conserving time and resources.
• IDP seamlessly integrates with existing MuleSoft products like RPA and Flow, enabling you to automate entire document processing workflows.
• With pre-configured models for typical document types, IDP enables rapid automation setup, speeding up your business operations.
• IDP’s AI capabilities ensure higher accuracy in extracted information.
• IDP can handle increasing document volumes without sacrificing efficiency.
• The seamless integration with MuleSoft robotic process automation (RPA), Mule applications, and other systems allows for end-to-end automation of your document workflows.

Document Actions:

A document action is a multi-step process aimed at converting unstructured and semi-structured documents into a structured format. It comprises essential components such as a data model definition specifying the fields to be extracted from the document, an AI model responsible for extracting these fields, and an API for executing this process programmatically.

Creating document actions allows you to define mandatory fields, omit certain fields from the JSON response, and establish minimum confidence scores for each field.

The primary goal of a document action is to simplify and enhance the efficiency of data extraction from documents, enabling your applications to easily access the required information. Whether you need to extract specific numbers, dates, or other data points, document actions offer a systematic approach to achieve this.

IDP journey:

The IDP journey consists of five key steps: create, publish, execute, review, and retrieve. This journey used to IDP to automate document processing.

Create: In this step is to create document actions which contains configuration need to process document effectively.

Publish: Publish the created documents in to Anypoint Exchange, By publishing the document actions, they become available for consumption through the IDP API, which enables you to process documents programmatically from MuleSoft RPA, Mule applications, or other systems.

Execute: After document actions are created and published, you can start consuming them by calling the IDP API. During this step, an RPA process or an application sends the documents to process to the IDP API and triggers the necessary document action to extract valuable information from the documents efficiently.

Review: In some cases, after document execution, a document may require human intervention for review. If a document is missing any required field or the extracted values have confidence scores lower than the minimum allowed, it goes into a review queue. A user needs to manually review the document in IDP and submit it after verification to ensure accuracy.

Retrieve: Finally, after a document extraction finishes successfully, or an extraction queued for review is reviewed and submitted, the results become available for consumption. You can retrieve the results by calling the IDP API, which retrieves the JSON response with the extracted information that you can use for further analysis or processing by integrating with other applications.

Conclusion

MuleSoft IDP is a revolutionary tool for businesses seeking to automate document processing and streamline workflows. With its AI-powered approach, IDP offers a path to increased efficiency, reduced costs, and improved accuracy.