Expectations for both consumer and commercial products have changed. Consumers want products that evolve with their needs, adapt to their preferences, and stay up-to-date over time. Manufacturers, in turn, need to create products that provide engaging customer experiences not only to better compete in the marketplace, but also to provide new monetization opportunities. 

However, embedding intelligence into new and existing products is challenging. Updating hardware is costly, and existing connected products do not have the capability to add new features. Furthermore, manufacturers do not have sufficient customer insights due to product telemetry and customer data silos, and may lack the AI expertise to quickly develop and deploy these features. 

That’s why today we’re launching Intelligent Products Essentials, a solution that allows manufacturers to rapidly deliver products that adapt to their owners, update features over-the-air using AI at the edge, and provide customer insights using analytics in the cloud. The solution is designed to assist manufacturers in their product development journeys—whether developing a new product or enhancing existing ones. 

With Intelligent Products Essentials, manufacturers can:

• Personalize customer experiences: Provide a compelling ownership experience that evolves over the lifetime of the product. For example, a chatbot that contextualizes responses based on product status and customer profile.
• Manage and update products over-the-air: Deploy updates to products in the field,  gather performance insights and evolve capabilities over time with monetization opportunities.
• Predict parts and service issues: Detect operating thresholds, anomalies and predict failures to proactively recommend service using AI, reducing warranty claims, decreasing parts shortages and increasing customer satisfaction.

In order to help manufacturers quickly deploy these use cases and many more, Intelligent Products Essentials provides the following:

• Edge connections: Connect and ingest raw or time-series product telemetry from various device platforms utilizing IoT Core or Pub/Sub and enable deployment and management of firmware over-the-air and machine learning models with Vertex AI at the edge.
• Ownership App Template: Easily build connected product companion apps that work on smartphones, tablets, and computers. Use a pre-built API and accompanying sample app that can incorporate product or device registration, identity management, and provide application behavior analytics using Firebase.
• Product fleet management: Manage, update and analyze fleets of connected products via APIs, Google Kubernetes Engine, and Looker.
• AI services: Create new features or capabilities for your products using AI and machine learning products such as DialogFlow, Vision AI, AutoML, all from Vertex AI.

Enterprise data integration: Integrate data sources such as Enterprise Asset Management (EAM), Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) systems and others using Dataflow and BigQuery.

Intelligent Products Essentials helps manufacturers build new features across consumer, industrial, enterprise, and transportation products. Manufacturers can implement the solution in-house, or work with one of our certified solution integration partners like Quantifi and Softserve. 

“The focus on intelligent products that Google Cloud is deploying provides a digital option for manufacturers and users. At its heart, systems like Intelligent Product Essentials are all about decision making. IDC sees faster and more effective decision-making as the fundamental reason for the drive to digitize products and processes. It’s how you can make faster and more effective decisions to meet heightened customer expectations, generate faster cash flow, and better revenue realization,” said Kevin Prouty, Group Vice President at IDC. “Digital offerings like Google’s Intelligent Product Essentials potentially go the last mile with the ability to connect the digital thread all the way through to the final user.”

Customers adopting Intelligent Products Essentials

GE Appliances, a Haier company, are enhancing their appliances using new AI-powered intelligent features to enable:

• Intelligent cooking: Help cook the perfect meal to personal preferences, regardless of your expertise and abilities in the kitchen.
• Frictionless service: Build smart appliances that know when they need maintenance and make it simple to take action or schedule services.
• Integrated digital lifestyle: Make appliances useful at every step of the way by integrating them with digital lifestyle services – for example, automating appliance behaviors according to customer calendars, such as oven preheating or scheduling the dishwasher to run in the late evening.

“Intelligent Products Essentials enhances our smart appliances ecosystem, offering richer consumer habit insights. This enables us to develop and offer new features and experiences to integrate with their digital lifestyle.“ —Shawn Stover, Vice-president Smart Home Solutions at GE Appliances.https://www.youtube.com/embed/zaWAJN8aKOw?enablejsapi=1&

Serial 1, Powered by Harley-Davidson, is using Intelligent Product Essentials to manage and update its next generation eBicycles, and personalize its customers’ digital ownership experiences. 

“At Serial 1, we are dedicated to creating the easiest and most intuitive way to experience the fun, freedom, and adventure of riding a pedal-assist electric bicycle. Connectivity is a key component of delivering that mission, and working together to integrate Intelligent Product Essentials into our eBicycles will ensure that our customers enjoy the best possible user experience.”— Jason Huntsman, President, Serial 1. 

Magic Leap, an augmented reality pioneer with industry-leading hardware and software, is building field service solutions with Intelligent Products Essentials with the goal of connecting manufacturers, dealers, and customers to more proactive and intelligent service.

“We look forward to using Intelligent Products Essentials to enable us to rapidly integrate manufacturers’ product data with dealer service partners into our field service solution. We’re excited to partner with Google Cloud as we continue to push the boundaries of physical interaction with the digital world.” — Walter Delph, Chief Business Officer, Magic Leap

Intelligent Product Essentials is available today. To learn more, visit our website.

Some of the most important data at your company isn’t living in databases, but in documents, and most business processes begin, involve or end with a document. 

Yet most companies are still manually entering data and reliant on guesswork to make sense of it all as the volume and variety of data explodes. Organizations are also leaving heaps of value on the table in the form of new and better customer experiences that can be unlocked with artificial intelligence (AI) applied to documents. 

The latest releases of Document (Doc) AI platform, Lending DocAI and Procurement DocAI, built on decades of AI innovation at Google, bring powerful and useful solutions to these challenges. Under the hood are Google’s industry-leading technologies:

• Computer vision (including OCR) and Natural Language Processing (NLP) that creates pre-trained models for high-value, high-volume documents. 
• Google Knowledge Graph to validate and enhance the fields in your documents.
• Training and creation of your own custom document models. 
• Human interaction with AI to ensure accuracy where needed.

Google Cloud DocAI platform, Lending DocAI and Procurement DocAI are now generally available. Thousands of customers have tried these products in the preview phase—and DocAI has already processed tens of billions of pages of documents across lending, insurance, government and other industries.

“The vast majority of enterprise content still resides in unstructured sources like documents. Google Cloud’s Document AI brings a fresh new perspective to the problem informed by the company’s decades of experience making sense of the largest unstructured corpus in the world—the world wide web.” —Ritu Jyoti, VP of AI Research, IDC

Cut document processing costs by up to 60%

Lending DocAI helps banks, mortgage brokers and other lending institutions fast track the loan application process from weeks to days, dramatically reducing the cost of issuing a loan. And Procurement DocAI enables companies to automate procurement data capture at scale, lowering processing costs by up to 60%.

These solutions are built on DocAI platform, a unified console for document processing that lets you quickly access all parsers and tools. From the platform, you can automate and validate documents to streamline workflows, reduce guesswork, and keep data accurate and compliant. 

Get more value from AI with DocAI’s industry-specific solutions

According to Accenture’s AI: Built to Scale report: “Companies that scale successfully see 3x the return on their AI investments compared to those who have not fully rolled out AI capabilities.” 

Core to our strategy at Google Cloud is the creation of industry-specific solutions that help companies get maximum value out of their investments in AI. We announced Lending DocAI, our first solution designed specifically for the financial services industry, at the Mortgage Bankers Association convention last year. It processes borrowers’ income and asset documents using a set of specialized machine learning (ML) models, and automates routine document reviews so that mortgage providers can focus on more important work. 

Lending DocAI is now generally available and includes more specialized parsers for critical loan documents including paystubs, bank statements, and more. Our goal is to provide the right tools to help borrowers and lenders have a better experience and close home loans faster. For more, watch this video.

Procurement DocAI is also now generally available. This solution helps companies accelerate document processing for invoices, receipts, and other valuable documents in the procurement cycle. 

Automating data capture is helping our customers increase accuracy and also lower their procure-to-pay processing costs. We are continually expanding the types of documents Procurement DocAI can process—the latest is a utility parser for electric, water and other bills. In addition, Procurement DocAI leverages Google Knowledge Graph to validate and enrich parsed information to make the data even more useful. Check out this overview video for more details. 

One company that lives and breathes AI-enabled document management is AODocs. It uses Procurement DocAI to simplify invoice processing for enterprise customers and launched a new Gmail add-on, Invoice to Sheet, for SMB customers who just want to track their invoices in Google Sheets.

“Google Cloud’s Procurement DocAI service allows our document management platform to better automate the processing of invoices; AODocs customers who have tested our new account payables workflow estimate that the productivity of their A/P team has more than doubled, thanks to the reduction of manual data input brought by the Procurement DocAI.”—Stéphan Donzé, Founder and CEO, AODocs

The new specialized parsers for Lending and Procurement DocAI can be used alongside our existing AutoML Text & Document Classification and AutoML Document Extraction services. These technologies provide a state-of-the-art toolset for creating new document models and have been widely deployed by customers in financial services and other industries. 

Partner to accelerate your AI deployment and results

Having the right partner to ease the complexity of rolling out your AI-strategy in mortgage document processing is critical to transforming your customers’ experience. We’re excited to announce a partnership with Mr. Cooper, a leader in mortgage servicing, to provide customers with more automation and workflow tools throughout their entire mortgage life cycle. As part of this agreement, both companies will collaborate on digitizing Mr. Cooper’s core mortgage platform, creating a more personal customer experience utilizing AI, and driving a broader culture of innovation to imagine and develop services and solutions that will transform the mortgage experience for American homeowners.

“Over the last few years, we have made substantial investments in our servicing technology and core mortgage platform that have revolutionized the customer experience, while providing dramatic efficiencies in operating cost. Our partnership with Google Cloud AI will build on those advances and help make these technologies available for the mortgage industry.” —Jay Bray, Chairman and CEO, Mr. Cooper Group

This builds upon the robust partner ecosystem we’re creating to help customers revolutionize the home loan experience, which includes last year’s partnership announcement with Roostify.

Integrate human review into ML predictions 

Next up is the general availability of Human-in-the-Loop AI, a new DocAI feature that will help companies achieve higher document processing accuracy with the assurance of human review. Adding human review can increase accuracy and help businesses interpret predictions using purpose-built tools to enable those reviews. 

Processing documents quickly and cost-effectively is important. But it’s often necessary to have a high level of assurance on data accuracy for compliance. CIOs and IT decision-makers need highly accurate ML predictions to fulfill compliance requirements, improve employee experience (e.g. less rework), and raise customer satisfaction (e.g. fewer data errors). Including human participation in ML processes allows AI and humans to work together for the best possible results.

Human-in-the-Loop AI provides the workflow to manage human review tasks and produces a percentage confidence score of how “sure” it is that the AI ingested the document correctly. Document AI extracts data from documents with ML, and when paired with Human-in-the-Loop AI, human reviewers are able to verify the data captured. This system is customizable, providing the flexibility to set different thresholds and assign individual groups of reviewers to various stages of the workflow. With Human-in-the-Loop AI, developers can choose trusted reviewers to assign to the task; these reviewers can be from within their own or partner organizations.

More Document AI resources

To learn more, check out the Document AI webpage and watch a demo of how to process sample forms in AI Platform notebooks to inspect data extraction and confidence scores. For more on how customers and partners like Workday, AODocs, and Mr. Cooper are using Document AI, listen to our fireside chat. And stay tuned for the exciting evolution of these technologies in future releases of DocAI.

Data science can be applied to business problems to improve practices and help to strengthen customer satisfaction. In this blog, we address how the addition of Looker extends the value of your Google Cloud investments to help you understand your customer journey, unlock value from first-party data, and optimize existing cloud infrastructure.    

Data is a powerful tool 

While everyone doesn’t need to understand the nuts and bolts of data technologies, most people do care about the value data can create for them — how it can help them do their jobs better. Within the data space, we are seeing a trend of ongoing failure to make data accessible to “humans” –   the industry still hasn’t figured out how to put data into the hands of people when and where they need it, how they need it. 

What if everyone in your organization could analyze data at scale, and make more-informed, fact-based decisions?   Data and insights derived from data are valuable but only if your users see it.  We think Looker helps solve that. 

Solutions tell a larger story of how it all fits together 

Across all verticals and industries,  businesses benefit from knowing and understanding their customers better. Many business goals are to increase revenue by improving product recommendations and pricing optimization, improving the user experience through targeted marketing and personalization, and reducing churn while improving retention rates.  To help reach  these goals, key strategies should focus on understanding customer needs, their motivations, likes and dislikes, and using all available data – in other words, put yourself in the shoes of your customer.    

Our goal with Looker solutions is to offer the right level of out-of-box support that allows customers to get to value quickly, while maintaining the necessary flexibility. We aim to offer a library of data-driven solutions that accelerate data projects. Many solutions include Looker Blocks (pre-built pieces of code that accelerate data exploration environments) and Actions (custom integrations) that get customers up and running quickly and lets you build business-friendly access points for Google Cloud functionality like BQML, App Engine and Cloud Functions.  

Below, you’ll find a sampling of the newest Looker solutions. 

Listening to customers by looking at the data

Looker’s solution for Contact Center AI (CCAI), helps businesses gain a deeper understanding and appreciation of their customers’ full journey by unlocking insights from all their company’s first-party data. Call centers can converse naturally with customers and deliver outstanding experiences by leveraging artificial intelligence. CCAI‘s newest product —CCAI Insights — reviews conversations support agents are having, finding and annotating the data with the important information, and identifying the calls that need review. We’ve partnered with the product teams at CCAI to build Looker’s Block for CCAI Insights, which sets you on the path to integrating the advanced insights into your first-party data in Looker, overlaying business data with the customer experience.

Businesses can better understand contact center experiences and take immediate action when necessary to make sure the most valuable customers receive the best service. 

Realizing full business value of First-Party data

Looker for Google Marketing Platform (GMP) provides marketers the power to unlock the value of their company’s first-party data to more effectively target audiences.  The Looker Blocks and Actions for GMP offer interactive data exploration, slices of data with built-in ML predictions and activation paths back to the GMP.  This strategic solution continues to evolve with the Looker Action for Google Ads (Customer Match), the Looker Action for Google Analytics (Data Import) and the Looker Block for Google Analytics 4 (GA4).

• The Looker Action for Customer Match allows marketers to send segments and audiences based on first-party data directly into Google Ads. Reach users cross-device and across the web’s most powerful channels such as Display, Video, YouTube, and Gmail.  The entire process is performed within a single screen in Looker, and is able to be completed in a few minutes by a non-technical user. 
• The Looker Action for Data Import can be used to enhance user segmentation and remarketing audiences in Google Analytics by taking advantage of user information accessible in Looker, such as in CRM systems or transactional data warehouses.
• The Looker Block for Google Analytics 4 (GA4) expands the solution’s support with out-of-the-box dashboards and pre-baked BigQuery ML models for the newest version of Google Analytics.The Looker Block offers up reports with flexible configuration capabilities to unlock custom insights beyond the standard GA reporting. Customize audience segments, define custom goals to track and share these reports with teams who do not have access to the GA console.

From clinical notes to patient insights at scale

Taking a look at the Healthcare vertical, the Looker Healthcare NLP API Block serves as a critical bridge between existing care systems and applications hosted on Google Cloud providing a managed solution for storing and accessing healthcare data in Google Cloud. The Healthcare NLP API uses natural language models to extract healthcare information from medical text,  rapidly unlocking insights from unstructured medical text and providing medical providers with simplified access to intelligent insights.  Healthcare providers, payers, and pharma companies can quickly understand the context and relationships of medical concepts within the text, such as medications, procedures, conditions, clinical history, and begin to link this to other clinical data sources for downstream AI/ML.   

Specifically, the natural language processing (NLP) Patient View (pictured below) allows you to review a single selected patient of interest, surfacing their clinical notes history over time. It informs clinical diagnosis with family history insights, which is not currently captured in claims, and captures additional procedure coding for revenue cycle purposes.

The dashboard below shows the NLP Term View which allows users to focus on chosen medical terms across the entire patient population in the dataset so they can start to view trends and patterns across groups of patients. 

This data can be used to: 

• Enhance patient matching for clinical trials 
• Identify re-purposed medications
• Drive advancements for research in cancer and rare diseases
• Identify how social determinants of health impact access to care

Managing Costs Across Clouds

Effective cloud cost management is important for reasons beyond cost control — it provides you the ability to reduce waste and predictably forecast both costs and resource needs. Looker’s solution for Cloud Cost Management offers quick access to necessary reporting and clear insights into cloud expenditures and utilization. 

This solution brings together billing data from different cloud providers in a phased approach: get up and running quickly with Blocks optimized for where the data is today (Google Cloud, AWS or Azure) as you work towards more sophisticated analysis for cross-platform planning and even cloud spend optimization with the mapping of tags, labels and cost centers across clouds.

The Looker Cloud Cost Management solution provides operational teams struggling to monitor, understand, and manage the costs and needs associated with their cloud technology with a comprehensive view into what, where and why they are spending money.

Making better decisions with Looker-powered data

Leading companies are discovering ways to get value from all of that data beyond displaying it in a report or a dashboard. They want to enable everyone to make better decisions but that’s only going to happen if everyone can ask questions of the data, and get reliable, correct answers without using outdated or incomplete data and without waiting for it. People and systems need to have data available to them in the way that makes the most sense for them at that moment.  

It’s clear that successful data-driven organizations will lead their respective segments not because they use data to create reports, but because they use it to power data experiences tailored to every part of the business, including employees, customers, operational workflows, products and services.   

As people’s way of experiencing data has evolved, more than ever before, dashboards alone are not enough. You can use data as fuel for data-driven business workflows, and to power digital experiences that improve customer engagement, conversions, and advocacy. 

From Nov. 9 – 11th, Looker is hosting its annual conference JOIN, where we’ll be showing new features, including how we help to:

• Build data experiences at the speed of business
• Accelerate the business value with packaged experiences 
• Unleash more insights for more people in the right way – Deliver data experiences at scale

There is no cost to attend JOIN.  Register here and learn how Looker helps organizations build and deliver custom data-driven experiences that goes beyond just reports and dashboards, scales and grows with your business, allows developers to build innovative data products faster, and ensures data reaches everyone.

If you’ve been exploring recently-launched consumer generative AI tools like Bard and thinking about how to build similar experiences for your business, Generative AI App Builder, or Gen App Builder for short, is here to get you started.

Gen App Builder is part of Google Cloud’s recently announced generative AI offerings and lets developers, even those with limited machine learning skills, quickly and easily tap into the power of Google’s foundation models, search expertise, and conversational AI technologies to create enterprise-grade generative AI applications. 

“Google Cloud’s leading AI technology enables STARZ customers to discover more relevant content, increasing engagement with, and the likelihood of completing the content served to them,” says Robin Chacko, EVP Direct-to-Consumer, STARZ. “We’re excited about how generative AI-powered search will help users find the most relevant content even easier and faster.”

Gen App Builder is exciting because unlike most existing generative AI offerings for developers, it offers an orchestration layer that abstracts the complexity of combining various enterprise systems with generative AI tools to create a smooth, helpful user experience. Gen App Builder provides step-by-step orchestration of search and conversational applications with pre-built workflows for common tasks like onboarding, data ingestion, and customization, making it easy for developers to set up and deploy their apps. With Gen App Builder developers can: 

• Build in minutes or hours. With access to Google’s no-code conversational and search tools powered by foundation models, organizations can get started with a few clicks and quickly build high-quality experiences that can be integrated into their applications and websites. 
• Combine the power of foundation models with information retrieval to find relevant, personalized information. Enterprises can build apps that understand user intent via natural language, and surface the right information with associated citations and attributions from a company’s public and private data. They can also fully control what data their applications access and the content or topics they want to address.
• Build multimodal apps that can respond with text, images, and other media. Gen App Builder supports not just text, but also other modalities such as images and videos. It allows developers to build apps using a combination of text and images as inputs to find information across documents, photos, and video content, enabling richer customer interactions. 
• Combine natural conversations with structured flows. Developers can granularly blend the output of foundation models with controls to ground answers in enterprise content, and step-by-step conversation orchestration to guide customers to the right answers.
• Provide the ability to transact and connect to third party apps and services. Gen App Builder makes it simple to create digital assistants and bots that not only serve content, but also connect to purchasing and provisioning systems to enable transactions from the conversational UI, and escalate customer conversations to a human agent when the context demands. 

A new generation of conversational AI experiences and assistants 

Consumers of enterprise applications expect to interact with technology in a seamless, conversational way to quickly find the information they need and act on it. Gen App Builder can help reinvent these customer and employee experiences by ingesting large, complex datasets that are specific to your company–from websites, documents, and transactional systems like billing and inventory, to emails, chat conversations, and more. These AI-powered apps can synthesize information across all of these sources to provide specific, actionable responses, using only the data you have provided. 

Some of the most popular uses are in customer service, where generative apps can contribute to increasing revenue, customer satisfaction, and customer loyalty. For example, if a retail customer reaches out to modify an order, a virtual agent can help them change it to another product. The customer doesn’t even need to provide the new product name—they can just upload an image and let the agent guide them through the rest. Watch this demo to see how a retail chatbot can use multimodal capabilities to help a consumer navigate various options on the website, including giving the customer ideas on how to use the product and even helping them complete the purchase with the ability to transact within the conversational UI. This scenario could apply to multiple industries and use cases, ranging from consumer goods and public services, to finance and internal corporate systems like intranets.

Combining the power of Google-quality search with foundation models

Finding the right information from data across the organization is a critical requirement within any enterprise. Yet it can be challenging to build high-quality enterprise search experiences with existing tools. Current systems struggle to understand user intent, are difficult to implement and customize, and don’t provide a high-quality user experience. 

One of the most exciting features of Gen App Builder is the ability to combine the power of Google-quality search with generative AI to help enterprises find the most relevant and personalized information when they need it. With Gen App Builder, enterprises can build conversational search experiences across their public and private data in minutes or hours with no coding experience. 

Enabling multimodal search across text, images and video within the enterprise is a key aspect of the search experiences in Gen App Builder. In addition to providing high-quality search results, Gen App Builder can conveniently summarize the results and provide corresponding citations in a natural, human-like fashion. Gen App Builder also automatically extracts key information from the data and enables personalized results for users. Watch this demo to see how these capabilities can come together to transform the search experience for employees at a financial services firm. The ability to integrate Google-quality search within the enterprise’s applications means they can enjoy a new level of data utilization, drive increased process efficiencies, and provide delightful experiences to their employees and customers.

“Customers have been shopping at Macy’s for generations. Being able to deliver 360° personalization and contextual recommendations will help ensure that Macy’s is still providing future generations of shoppers with a seamless, exceptional experience,” said Bennett Fox-Glassman, Senior Vice-President, Customer Journey, Macy’s. “We’ve already realized an increase in revenue per visit and conversion rates had great success using Google Cloud’s AI technology and are looking forward to exploring how these latest announcements bring together Natural Language Processing and Generative AI capabilities to deliver next-gen search and conversational experiences for our customers.”

The ability to intuitively interact with complex data across a variety of sources allows organizations to better serve their customers and deliver more relevant offerings. Combined with conversational and fulfillment abilities, the potential for improving customer engagement and employee productivity is immense. We’re excited to see how developers and enterprises use a mix of these capabilities to power new experiences and revenue opportunities.

If you’re interested in a closer look at the Gen App Builder, tune into this session at the Data Cloud & AI Summit. Take a step forward to getting hands-on and join the waitlist for our trusted tester program. And finally, bookmark our generative AI landing page to keep abreast of the latest news, updates and possibilities from this exciting new world of Gen Apps.

In the United States, Tax Season descends upon the country every April, requiring millions of Americans to spend hours deciphering cryptic documents and performing complex math just to figure out what they owe. Wouldn’t it be grand if there was a way for a computer to take all the relevant documents and extract out exactly what the IRS is looking for? Lending Document AI from Google Cloud supports common document types used for Income Tax Filing, such as W-2s and 1099s. These advancements in machine learning technology now makes it possible to alleviate some anxiety leading up to April 15th.

Lending Document AI is a Document Understanding solution that allows for classification and parsing of documents commonly used in the mortgage lending industry. The data in these unstructured files is then converted into a structured format, which can be stored in a database or used for analysis and calculations. You can read more about the product in the announcement blog post. For this tax filing use case, we will focus on automatically classifying and parsing the 2020 editions of the following forms:

W-2

1099-DIV

1099-INT

1099-MISC

1099-NEC

This sample application creates an automated pipeline where the user can bulk upload a collection of PDFs, the Lending Document Splitter & Classifier will classify each document and send each PDF to the appropriate specialized parser to extract the data, which can then be used to calculate an individual tax return and fill out a 1040 Form.

Overview

Let’s explore how this application works. You can check out the sample code in this GitHub Repository.

Here is an outline of the architecture of this application. As you can see, it utilizes Cloud Run and Firestore in Native Mode for the web application in addition to Document AI.

The User uploads multiple PDF files to the web application, hosted on Cloud Run.

An API call is made to the Lending Document Splitter & Classifier for each PDF file.

The output of the classifier (e.g. W-2, 1099-MISC, etc.) is then mapped to an appropriate specialized parser in the Google Cloud Project.

Each document file is sent to the appropriate specialized parser that matches the document type.

The entities are extracted by the parser processor and the data is written to Firestore.

The raw data is now retrieved from Firestore and displayed to the User showing the file classification and extracted values from each form.

The data values from all the forms are used together to calculate an individual income tax return.

The Calculated Tax Rates/Incomes/Deductions are displayed to the User in a Tabular Format matching the IRS Form 1040. The app also displays which form data was used for each field. (Some output fields use values from multiple forms, such as line 25b.)

Step-by-Step directions

Want to try this out for yourself? Here’s how you can deploy and run this application using a Google Cloud Project. You can run this in Cloud Shell (Quickstart) or on your local machine.

NOTE: The Lending Processors in this Demo are in Limited GA as of March 2022. If you have a business use case for these processors, you can fill out and submit the Document AI limited access customer request form.

Install dependencies

1. Clone the GitHub Repository to get the sample code.

git clone https://github.com/GoogleCloudPlatform/document-ai-samples.git

2. Enter the directory for the tax pipeline demo

cd document-ai-samples/tax-processing-pipeline-python

3. Install Python and the Google Cloud SDK if they aren’t already installed.
4. Install the python libraries:

pip install -r requirements.txt

5. Create a new Google Cloud project, and enable billing if you don’t already have one.
6. Enable the Document AI API:

gcloud services enable documentai.googleapis.com

7. Setup application default credentials:
   gcloud auth application-default login

Deploy demo application

1. Edit the config.yaml file, adding your own Project Details docai_processor_location: us # Document AI Processor Location (us OR eu)
   docai_project_id: YOUR_PROJECT_ID # Project ID for Document AI Processors
   firestore:
   collection: tax_demo_documents # Set with your preferred Firestore Collection Name
   project_id: YOUR_PROJECT_ID # Project ID for Firestore Database
2. Run setup scripts to create the processors and Cloud Run app in your project. python3 setup.py
   gcloud run deploy tax-demo –source .
3. Visit the Deployed Web Page (You should get a link from the deployment command)

Calculate Tax Returns Homepage

4. Upload Documents. I created some sample documents you can download from the sample-docs folder of the repository.

This demo currently supports the following Document Types (2020 Editions)

W-2
1099-DIV
1099-INT
1099-MISC
1099-NEC

5. Click “Upload” Button, wait for processing to complete.
   The page will display the steps completed for each document file. These are also written to stdout for troubleshooting purposes.

6. View the extracted values from each file.

7. Click “Calculate Taxes” to see the tax calculation output

Conclusion

Warning: This is NOT financial advice, for educational purposes only.

Congratulations! You now have a fully functional tax processing application that can also be modified for use with other workflows that require data from multiple specialized documents.

The Document AI API is flexible and modular enough that most of the code in this example can be reused for any specialized processor.

Now tax returns can be filed with minimal manual effort!

If you want to learn more about Document AI, check out the Cloud Documentation and these videos:

• Getting started with the Document AI platform
• Process billions of pages and cut operational costs with DocAI

And if you want more hands-on experience, I recommend following these step-by-step codelabs to get started with the key features of Document AI:

• Optical Character Recognition (OCR) with Document AI (Python)
• Form Parsing with Document AI (Python)
• Specialized Processors with Document AI (Python)
• Managing Document AI processors with Python