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Unlocking data extraction from physical documents with Intelligent Document Processing

Unlocking data extraction from physical documents with Intelligent Document Processing

What is MuleSoft Intelligent Document Processing?

MuleSoft Intelligent Document Processing (IDP) enables organizations to automate the extraction, processing, and analysis of data from physical documents. By leveraging machine learning and natural language processing, IDP transforms unstructured data - such as PDFs, images, and scanned documents - into structured data that can be seamlessly integrated into business processes.

Unlocking data extraction from physical documents with Intelligent Document Processing

Why use MuleSoft Intelligent Document Processing?

  • Drive Efficiency and Free Up Resources. Automating the document processing workflow significantly reduces the time and effort required to handle large volumes of documents. By using IDP, employees can focus on more strategic tasks rather than time-consuming data entry.
  • Reduced Errors and Increase Accuracy. Manual data entry is prone to errors, which can lead to costly mistakes. IDP minimizes these errors by automating the extraction and processing of data, ensuring higher accuracy and reliability.
  • Scalability. MuleSoft IDP is designed to handle large volumes of documents, making it an ideal solution for businesses of all sizes. Whether processing a few documents or thousands, IDP can efficiently manage the workload. The technology’s scalability means it can adapt to your organization’s evolving needs without costly expansions or adjustments.
  • Cost Savings through Automation. Automating document workflows reduces the need for labor-intensive processes and accelerates processing times, contributing to significant cost savings. IDP’s speed and accuracy also enhance operational efficiency, which positively impacts your bottom line.
  • Strengthen Compliance and Security. Maintaining regulatory compliance is essential across industries. MuleSoft IDP enhances data handling accuracy, ensuring that sensitive information is processed securely and in alignment with industry standards, which reduces compliance risks.

How Does MuleSoft IDP Work?

Under the hood, Mule IDP leverages Amazon Textract for extracting data from the document, while Einstein AI does the content analysis based on the provided prompts. The extracted information is then formatted in a structured format (e.g., JSON) to integrate seamlessly into your business workflows.

Unlocking data extraction from physical documents with Intelligent Document Processing

The configuration settings for this process are called "document actions," which can be customized for different extraction needs. Once set up, the document action is published to MuleSoft Exchange, where it can be accessed through a RESTful API or used in applications like Anypoint Studio or RPA Builder for further automation.

For more information, please refer to Integrating IDP with Anypoint Studio and Automate Document Processing with RPA.

How is this different from what it already is on the market?

Traditional Optical Character Recognition (OCR) tools have been widely used for extracting data from documents, but they require systematic selection and delimitation of document areas before data extraction. When dealing with dynamic documents lacking a consistent template, OCR solutions need training for each template, requiring significant maintenance.

MuleSoft Intelligent Document Processing (IDP) goes beyond OCR by utilizing document analysis and extraction through a Large Language Model (LLM), a type of Artificial Intelligence (AI) trained to dynamically identify where desired information resides in any document. This approach requires less maintenance compared to OCR. With consistent and concise queries, MuleSoft IDP can dynamically locate information without configuring specific document areas before extraction.

How does it look like?

Demo: Invoice Processing

Using MuleSoft IDP, data is extracted from invoices in English, allowing for swift, automated processing with options for manual review when confidence in data extraction is low.

Creating and Publishing the Document Action

Unlocking data extraction from physical documents with Intelligent Document Processing Video1

Visualizing the Exchange asset, and calling the API through Postman

Unlocking data extraction from physical documents with Intelligent Document Processing Video2

Triggering the manual review

In cases where the IDP isn’t confident about the extracted data, a manual review can be triggered for further verification.

Unlocking data extraction from physical documents with Intelligent Document Processing Video3

Demo: Custom Document Processing IDP can handle multiple languages, as seen in the extraction of information from Portuguese documents, making it an ideal solution for global businesses with diverse document needs.

Creating and Publishing the Document Action

Unlocking data extraction from physical documents with Intelligent Document Processing Video4

Visualizing the Exchange asset, and calling the API through Postman

Unlocking data extraction from physical documents with Intelligent Document Processing Video5

Do you want to know more?

MuleSoft’s Intelligent Document Processing solution brings speed, accuracy, and security to your document workflows. Reach out to discover how this solution can be implemented to transform your business workflows or explore our MuleSoft services to unlock the full potential of MuleSoft for your organization.

Contact us today to discover how we can tailor Salesforce solutions to your unique business needs.

Disclaimer: Northern Trail Outfitters is a fictional company used for illustrative purposes in this article.

Leonardo Tome

Author: Leonardo Tome

Leonardo is a Technical Architect with expertise in Salesforce and MuleSoft, dedicated to designing innovative solutions that drive digital transformation. With a strong focus on aligning technology with business needs, Leonardo delivers practical, effective implementations to help organizations achieve their goals.