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Custom Models are used to train documents and to map the fields that are needed to create transactions in i21.
Prerequisites
- Setup any default values you want to include - IDP Default Settings
- Create a Folder Path and add documents - at least 5 documents to train in the Form Training Tool - Form Training Documents screen.
How to Create Custom Models1.
- From
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- the IDP module, click Custom Models.
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- The Form Training Tool screen will appear.
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- Click the Use Custom to train a model with labels and get key value pairs
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- Click New Project
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- Enter all the required fields and click Save Project
- Display Name - The project name
- Folder Path - The folder path of the documents
- Form recognizer service URI - The Endpoint URI provided by iRely
- API Key - The API Key provided by iRely
- Description - The project connection description
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- All documents from the
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- entered Folder Path will now display on the created project.
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- Map the following tags
- TransactionDate
- Tax
- Subtotal
- Total
- InvoiceId
- Items
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- Go to
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- the Train menu
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- Enter the Model name and click the Train button
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- The created Model will now display on
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- the Model Compose menu
Overview
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