Learn about the Kailing OCR intelligent data extraction platform: features, functions, and operation process

Enterprises face many challenges in document management and data processing, such as many types of internal documents, few sample data, high data confidentiality requirements, time-consuming document classification rule formulation and training, many and scattered file types, and difficult classification and retrieval. To solve these problems, Kailing Technology's AI OCR intelligent data extraction platform emerged.

Kailing Technology OCR Intelligent Data Extraction PlatformHas the following features and functions:

1. Directly process enterprise internal documents:Enterprise internal documents can be processed directly through the platform, reducing repeated data transmission between personnel.

2. Reduce labor costs:Achieve rapid document processing with minimal manual effort plus an automated platform, reducing labor costs in document processing.

3. Unified platform for document processing:All documents are processed through a unified platform, completing data extraction and rapid classification with a small number of existing samples.

4. Achieve intelligent document management:OCR is needed to digitize and store paper or electronic documents, enabling intelligent document management, rapid location and query, and rapid archiving of materials.

Kailing Technology OCR Intelligent Data Extraction PlatformIt can recognize all categories of tax invoices, including shipping passenger tickets, taxi itinerary receipts, train refund fees, various machine-printed invoices, fixed-amount invoices, passenger bus tickets, toll invoices, train tickets, VAT special/general invoices, motor vehicle purchase/used vehicle purchase invoices, air transport electronic ticket itinerary receipts, VAT electronic general invoices, blockchain invoices, roll invoices, taxi tickets, fully digitalized e-invoices, shopping receipts, tax payment certificates, etc.

In addition, it can also recognize the original materials of electronic accounting archives and various original vouchers, such as bank receipts, customs export goods declaration forms, fiscal bills, customs import VAT payment statements, VAT sales lists, bank statements, medical bills, sales orders, outbound orders, inbound orders, purchase orders, contracts, reports, financial statements, tax filing, and other original documents.

Kailing Technology OCR Intelligent Data ExtractionPlatformThe operation process is as follows:

Kailing Technology OCR Intelligent Data Extraction enables rapid expansion through the same interface to recognize all categories of tax invoices, non-tax fiscal invoices, common licenses and certificates, financial vouchers, personalized templates, and more.

1. Create model:According to project requirements, create a requirements model and preset extraction fields.

2. Data annotation:Upload samples and perform classification annotation and data extraction annotation according to preset fields.

3. Model training:After data annotation is completed, model training is performed on the uploaded samples, and training results can be viewed in real time after training.

4. Model invocation:Custom model activation, generating unified interfaces and documents for invocation.

AtKailing Technology OCR Intelligent Data Extraction Platformin, with the following functions:

1. Intelligent model configuration:Support arbitrary template information extraction and recognition by creating new template types and preset fields, support content annotation, extraction, and recognition for standard certificates, internally reprinted documents, table-type files, and non-formatted documents, and provide field attributes, field types, and parts of speech to assist users in better defining templates and accurately extracting. The field name is the interface field output, which can be defined by yourself for rapid development.

2. Classification and labeling:Strictly according to actual business logic, add classification labels, perform classification labeling by box selection, select the key feature values of the template as classification identifiers, allow multiple selections, support manual modification of the content after box selection, and optimize recognition accuracy.

3. Field annotation:By selecting and annotating key-value content, it supports annotation of pure value information and one-to-many value information, supports selection and annotation recognition of character-type and table-type document content, requires annotation of only the header and first row in tables, supports multi-row recognition, supports manual modification of selected content, and optimizes recognition accuracy.

4. Sample set management:SmartKailing Technology OCR Intelligent Data Extraction PlatformThrough powerful general and table-based basic recognition engines for full-document OCR recognition and field extraction, classification and recognition training for the corresponding model can be achieved with a small number of samples. In sample management, samples can be added or modified at any time for classification annotation and field annotation, and the annotation status is automatically updated and training is performed. Only 3-5 samples are needed to complete initial model building, and 20-50 samples are enough to achieve model optimization training.

5. Test set management:SmartKailing Technology OCR Intelligent Data Extraction PlatformSupports uploading test sets, creating test tasks, editing expected results, and evaluating the accuracy of trained models. It supports testing the accuracy of the same model on different test sets, and also supports evaluating different models on the same test set, enabling more scientific evaluation of accuracy under different test samples and selection of the model version with higher accuracy.

6. Results display:After model samples are annotated, wait for training to finish, then upload images or PDFs in real time for verification. Test samples and recognized fields are displayed on the same interface for easy field checking and testing of the model's recognition performance. Those containing tables are displayed separately in a kv list structure.

7. Model management:When the platform establishes multiple templates, corresponding services can be customized, enabled, or disabled for use by various business departments as needed. The number of annotated model samples and training status are displayed intuitively, and sample lists can be viewed or data can be directly retrieved and tested from the corresponding model. Model field changes and additions and incremental annotation are supported. Authorized templates can directly retrieve and test data, and built-in OCR recognition capabilities of other models can be used directly without further sample training. More than 50 official models are available for selection, with more to be added continuously.

8. Unified interface recognition:Through annotation of document keywords/titles for model classification training, combined with field feature assistance, rapid classification is achieved. Automatic document classification and field recognition are realized through a single API interface. Integration is simple, providing two types of interfaces—pure classification and classification with data extraction—for selective use in actual application scenarios.

9. Platform integration capability

Kailing Technology OCR Intelligent Data Extraction PlatformIt also has convenient service management functions, with intelligent invoice recognition service reflected as a modular capability inPlatformSupports direct calls to categorized data retrieval interfaces, unified management of functional services such as general text recognition, table recognition and restoration, intelligent image processing, contract information extraction, and intelligent document comparison, merging account balances, with sub-accounts under the same appkey supporting activation of multiple services.

Kailing Technology OCR Intelligent Data Extraction PlatformWith its powerful functions and convenient operation process, it provides enterprises with efficient and accurate document management and data processing solutions，Meet enterprises' diverse needs, helping enterprises reduce costs, improve efficiency, and achieve digital transformation.

Kailing Technology provides enterprise business-finance-tax digital product lines according to enterprise needs:

Solutions for businesses including sales contract management system, procurement contract management system, fully digitalized Leqi interface project, output automatic invoicing system, employee expense control and reimbursement system, input VAT invoice management system, supply chain collaborative reconciliation system, image OCR recognition system, automatic financial bookkeeping system, and electronic accounting archives system, professionally and efficiently supporting the transformation and upgrading of enterprise business-finance-tax digital management.

If you have any business-finance-tax digital transformation needs, welcome to contact us. Beijing Kailing Technology will serve you wholeheartedly.