Skip to content

Document Intelligence – Prebuilt Models

Overview

The Document Intelligence – Prebuilt Models service in AIForged allows you to instantly extract structured data from common document types using Microsoft’s rich library of pre-trained models. With no need for training or manual labelling, you can rapidly process a wide array of standardized forms—including invoices, receipts, ID documents, bank statements, tax forms, and more.

Info

Prebuilt Models let you start extracting data from supported forms right away—simply select a model and upload your documents. No training or labelling required.

Supported Content Types

  • PDF
  • Images (JPEG, PNG, TIFF, etc.)

Info

If your content is in a different format, use the AIForged PDF Converter to generate a compatible file.

Possible Use Cases

  • Instantly extract structured data from invoices, receipts, or identity documents.
  • Automate business processes such as expense reporting, onboarding, or compliance.
  • Digitize and validate standard forms for downstream workflows without model configuration.
  • Rapidly prototype or deploy solutions for well-known document types.

Service Setup

Follow these steps to add and configure the Prebuilt Models service to your agent:

  1. Open the Agent View:
    Navigate to the agent where you want to add the service.
  2. Add the Prebuilt Models Service:
    Click the Add Service button.
  3. Select Service Type:
    Choose Document Intelligence – Prebuilt Models from the available service types.

  4. Configure the Service Wizard Open the Service Configuration Wizard.

    or

    • Step 1: Service:
      Select your desired Prebuilt Model from the dropdown (e.g., Invoices, Receipts, IdDocuments, USPersonalTax, BankStatements, Checks, CreditCards, BusinessCards, Contracts, Layout, and more).

      Info

      Each prebuilt model is tailored for a specific document type and returns structured key-value pairs, tables, and fields optimized for that format.

    • Step 2: Categories:
      Optionally, create document categories for organizational or workflow purposes.

    • Step 3: Verification:
      Use this step to verify the keys/fields extracted by the selected prebuilt model.

Service Configuration Settings

Most users can proceed with the default settings. Key configuration options include:

Setting Description
Enabled Enable or disable this service.
Prebuilt Model Select the Microsoft prebuilt model to use for extraction.
Auto Execution Automatically process documents as they are uploaded.
Output Content Type Define the output format for extracted data.
Allow Process Table Creation Enable to create new table definitions for unknown tables.
Save OCR Layout Save OCR layout including lines and words.

Info

No training, labelling, or dataset upload is needed for prebuilt models—just select your model and start processing.

Available Prebuilt Models

  • Document:
    General document extraction (key-value pairs, tables, etc.)
  • Invoices:
    Extraction of invoice fields, totals, vendor details, line items, and more.
  • Receipts:
    Extraction of merchant, transaction, and line item information from receipts.
  • IdDocuments:
    Extraction of information from identity documents (passports, ID cards, driver’s licenses).
  • USHealthInsurance:
    Extraction from US health insurance cards.
  • USPersonalTax:
    US personal tax forms (general).
  • USPersonalTaxW2:
    US IRS W-2 wage and tax statement forms.
  • USPersonalTax1098:
    US IRS 1098 mortgage interest statement forms.
  • USPersonalTax1098E:
    US IRS 1098-E student loan interest statement forms.
  • USPersonalTax1098T:
    US IRS 1098-T tuition statement forms.
  • USMortgage1003:
    US mortgage loan application (1003) forms.
  • USMortgage1004:
    US mortgage appraisal (1004) forms.
  • USMortgage1005:
    US verification of employment (1005) forms.
  • USMortgage1008:
    US mortgage transmittal summary (1008) forms.
  • USPayStubs:
    US payroll/pay stub documents.
  • UBankStatements:
    US bank statements.
  • USChecks:
    US bank checks.
  • CreditCards:
    Credit card statements and related documents.
  • USMarriageCertificates:
    US marriage certificates.
  • Contracts:
    Legal contract extraction.
  • BusinessCards:
    Business card extraction (contact details, organization, etc.).
  • OCR:
    Optical Character Recognition (raw text extraction and layout).
  • Layout:
    Extraction of tables, lines, and structural layout from documents.

Add and Process Documents

To upload and process documents using the Prebuilt Models service:

  1. Open Service:
    In the Prebuilt Models service, click the Upload button or drag and drop files over the document grid.
  2. Select Category (Optional):
    If you have defined categories, select the appropriate one; otherwise, select No category.
  3. Process Documents:
    After uploading, select the documents to process and click on the Process button.

Info

Tip: For new services, process a small batch first to verify the results before scaling up.

View Processed Documents

  • Select Outbox in the usage filter in the Prebuilt Models service.
  • Open any processed document to view and verify the extracted results.

Troubleshooting Tips

  • Missing or Incorrect Data?
    • Ensure uploaded documents are clear and legible. Poor quality scans or images reduce extraction accuracy.
    • Confirm the document matches the selected prebuilt model (e.g., don’t use an invoice model for a bank statement).
  • Upload or Processing Errors?
    • Try re-uploading the document or using a different sample to rule out file-specific issues.
    • Check that your Azure credentials and API version are correct.
  • Performance Issues?
    • Large batches may take longer to process. Start with a small batch to ensure responsiveness.

Best Practices

  • Always select the prebuilt model that best matches your document type for optimal results.
  • Use high-quality scans or digital originals.
  • Review the extracted data fields for each document type to understand model outputs.
  • Keep your Azure Document Intelligence API credentials up to date.