Custom Models are used to train documents and to map the fields that are needed to create transactions in i21.

Prerequisites

  1. Create a Folder and add at least 5 documents to train in the IDP - Form Training Documents screen.


How to Create Custom Models

  1. From the IDP module, click Custom Models.
  2. The Form Training Tool screen will appear.
  3. Click the Use Custom to train a model with labels and get key value pairs
  4. Click New Project
  5. 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
  6. All documents from the entered Folder Path will now display on the created project.
  7. Map the following tags
    1. TransactionDate
    2. Tax
    3. Subtotal
    4. Total
    5. InvoiceId
    6. Items
  8. Go to the Train menu
  9. Enter the Model name and click the Train button
  10. The created Model will now display on the Model Compose menu


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