Certifications Document capture and automation
Certified AI Intelligent Document Processing Specialist
Credential designation AI-IDP
Design, train and run document capture that reads forms, invoices, correspondence and records, with measured accuracy and controlled human review.
What you will be able to do
- Analyze a document population and design a capture approach
- Choose among templates, trained models and language models for extraction
- Set confidence thresholds and validation rules
- Design human review stations that are efficient and accurate
- Measure straight-through processing and field accuracy
- Integrate capture output with records and line-of-business systems
Modules
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1Document populations
Sampling and analyzing the documents before choosing any tool.
- Structured, semi-structured and unstructured documents
- Volume, variety and image quality
- Sampling for analysis
- Document classes and splitting
Exercise. Analyze a sample of 100 documents and group them into classes with volume estimates.
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2Extraction approaches
Templates, trained extraction models and large language models each suit different document types and volumes.
- OCR and ICR fundamentals
- Template and zonal extraction
- Trained extraction models
- Language-model extraction and its risks
Exercise. Recommend an extraction approach for three document classes and explain the choice.
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3Validation and confidence
Rules and thresholds decide what goes straight through and what a person checks.
- Field-level and document-level confidence
- Cross-field and lookup validation
- Threshold tuning against error cost
- Handling hallucinated values
Exercise. Write validation rules for an invoice: totals, tax, supplier lookup and date checks.
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4Human review design
Review stations that show the person what to check and capture their corrections for retraining.
- Exception-only review
- Keying versus verifying
- Capturing corrections
- Reviewer productivity and accuracy
Exercise. Sketch a review screen that lets a clerk confirm five fields in under twenty seconds.
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5Measuring performance
Field accuracy, document accuracy and straight-through rate, measured against a ground-truth set.
- Ground-truth sets
- Field and document accuracy
- Straight-through processing rate
- Cost per document
Exercise. Calculate straight-through rate and field accuracy from a set of sample results.
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6Integration and records capture
Passing results to downstream systems and filing the source image as a record with its metadata.
- Export formats and APIs
- Filing to records systems
- Audit trail of capture decisions
- Retention of images and extracted data
Exercise. Design the integration that files each processed document with its extracted metadata and capture audit trail.