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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

  1. Setup any default values you want to include - IDP Default Settings
  2. 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.

  1. From

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  1. the IDP module, click Custom Models.

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  1. The Form Training Tool screen will appear.
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  1. Click the Use Custom to train a model with labels and get key value pairs

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  1. Click New Project

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  1. Enter all the required fields and click Save Project
    1. Display Name - The project name
    2. Folder Path - The folder path of the documents
    3. Form recognizer service URI - The Endpoint URI provided by iRely
    4. API Key - The API Key provided by iRely
    5. Description - The project connection description

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  1. All documents from the

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  1. entered Folder Path will now display on the created project.
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  1. Map the following tags
    1. TransactionDate
    2. Tax
    3. Subtotal
    4. Total
    5. InvoiceId
    6. Items

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  1. Go to

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  1. the Train menu
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  1. Enter the Model name and click the Train button
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  1. The created Model will now display on

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  1. the Model Compose menu
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