Terminology

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Before getting started with Document Intelligence (DocIntel), it's important to understand some key concepts used in the application.

    Document Intelligence terminology

    Document task
    A document processing activity. Includes the information that you want to extract from the document or documents.
    Use case
    A use case is a template used to define the structure of a specific type of document you want to process. It’s made up of the use case record and its related fields, field groups, integrations, flows, and all the related machine learning (ML) models. The use case also includes the mode for how the extraction should occur.
    Field
    A single piece of information to extract from a document. For example, the date on a document. (Fields are sometimes called keys or attributes.)
    Field group
    A group of fields that belong together. Field groups are used to extract information from lists and tables. For example, a group named item includes the description, quantity, and unit price fields from a purchase order.
    Recommendation
    A bit of text found on a document, with information about its location in the document, meaning the page of a document and the location on that page.

    The recommendations that the AI provides to the user are sorted based on how likely the AI believes a given recommendation to be the correct value for the current field.

    Field values
    The final output of the Document Intelligence application. The output includes the values for the specified fields that were extracted for a given document task.
    Document class
    A field used to apply a category or label to a document and pages within a document. For example, for an identity document use case, the classes might be passport, driver’s license, birth certificate, and so on.

    New terminology

    Document Intelligence v2.3 and later includes updated terminology for Document Intelligence features.

    Table 1. Terminology updates
    New term Old term
    Document task Task, extraction task
    Field Key, attribute
    Field group Key group
    Field value Extracted value
    Integration Integration setup
    Recommendation Candidate, suggestion
    Fully automated Straight through processing
    Use case Task definition