At enterprises across industries, documents are at the center of core business processes. Documents store a treasure trove of valuable information whether it’s a company’s invoices, HR documents, tax forms and much more. However, the unstructured nature of documents make them difficult to work with as a data source. We call this “dark data” or unstructured data that businesses collect, process and store but do not utilize for purposes such as analytics, monetization, etc. These documents in pdf or image formats, often trigger complex processes that have historically relied on fragmented technology and manual steps. With compute solutions on Google Cloud and Document AI, you can create seamless integrations and easy to use applications for your users. Document AI is a platform and a family of solutions that help businesses to transform documents into structured data backed by machine learning. In this blog post we’ll walk you through how to use Serverless technology to process documents with Cloud Functions, and with workflows of business processes orchestrating microservices, API calls, and functions, thanks to Workflows.

At Cloud Next 2021, we presented how to build easy AI-powered applications with Google Cloud. We introduced a sample application for handling incoming expense reports, analyzing expense receipts with Procurement Document AI, a DocAI solution for automating procurement data capture from forms including invoices, utility statements and more. Then organizing the logic of a report approval process with Workflows, and used Cloud Functions as glue to invoke the workflow, and do analysis of the parsed document.

We also open sourced the code on this Github repository, if you’re interested in learning more about this application.

In the above diagram, there are two user journeys: the employee submitting an expense report where multiple receipts are processed at once, and the manager validating or rejecting the expense report. 

First, the employee goes to the website, powered by Vue.js for the frontend progressive JavaScript framework and Shoelace for the library of web components. The website is hosted via Firebase Hosting. The frontend invokes an HTTP function that triggers the execution of our business workflow, defined using the Workflows YAML syntax. 

Workflows is able to handle long-running operations without any additional code required, in our case we are asynchronously processing a set receipt files. Here, the Document AI connector directly calls the batch processing endpoint for service. This API returns a long-running operation: if you poll the API, the operation state will be “RUNNING” until it has reached a “SUCCEEDED” or “FAILED” state. You would have to wait for its completion. However, Workflows’ connectors handle such long-running operations, without you having to poll the API multiple times till the state changes. Here’s how we call the batch processing operation of the Document AI connector:

  - invoke_document_ai:
    call: googleapis.documentai.v1.projects.locations.processors.batchProcess
    args:
        name: ${"projects/" + project + "/locations/eu/processors/" + processorId}
        location: "eu"
        body:
            inputDocuments:
                gcsPrefix:
                    gcsUriPrefix: ${bucket_input + report_id}
            documentOutputConfig:
                gcsOutputConfig: 
                    gcsUri: ${bucket_output + report_id}
            skipHumanReview: true
    result: document_ai_response

Machine learning uses state of the art Vision and Natural Language Processing models to intelligently extract schematized data from documents with Document AI. As a developer, you don’t have to figure out how to fine tune or reframe the receipt pictures, or how to find the relevant field and information in the receipt. It’s Document AI’s job to help you here: it will return a JSON document whose fields are: line_item, currency, supplier_name, total_amount, etc. Document AI is capable of understanding standardized papers and forms, including invoices, lending documents, pay slips, driver licenses, and more.

A cloud function retrieves all the relevant fields of the receipts, and makes its own tallies, before submitting the expense report for approval to the manager. Another useful feature of Workflows is put to good use: Callbacks, that we introduced last year. In the workflow definition we create a callback endpoint, and the workflow execution will wait for the callback to be called to continue its flow, thanks to those two instructions:

  - create_callback:
    call: events.create_callback_endpoint
    args:
        http_callback_method: "POST"
    result: callback_details
...
- await_callback:
    try:
        call: events.await_callback
        args:
            callback: ${callback_details}
            timeout: 3600
        result: callback_request
    except:
        as: e
        steps:
            - update_status_to_error:
              ...

In this example application, we combined the intelligent capabilities of Document AI to transform complex image documents into usable structured data, with Cloud Functions for data transformation, process triggering, and callback handling logic, and Workflows enabled us to orchestrate the underlying business process and its service call logic.

Going further 

If you’re looking to make sense of your documents, turning dark data into structured information, be sure to check out what Document AI offers. You can also get your hands on a codelab to get started quickly, in which you’ll get a chance at processing handwritten forms. If you want to explore Workflows, quickstarts are available to guide you through your first steps, and likewise, another codelab explores the basics of Workflows. As mentioned earlier, for a concrete example, the source code of our smart expense application is available on Github. Don’t hesitate to reach out to us at @glaforge and @asrivas_dev to discuss smart scalable apps with us.

Editor’s note: We invited partners from across our retail ecosystem to share stories, best practices, and tips and tricks on how they are helping retailers transform during a time that continues to see tremendous change. This original blog post was published by OnlineSales.ai. Please enjoy this updated entry from our partner.

Tata’s online healthcare entity, Tata 1mg, aims to revolutionize how a consumer finds the right healthcare professional for their needs. The platform offers e-pharmacy services, diagnostics, and health content and has more than 200,000 active brands in its rapidly expanding list of suppliers, sellers and manufacturers. Several of these brands would need regular involvement from the marketplace team in order to set up and run ad campaigns. As one of the largest platforms, Tata 1mg approached OnlineSales.ai to address their growing needs for an efficient Retail Media Monetisation suite to help scale up their existing monetisation efforts. 

Tata 1mg needed more data-driven insights and customizability for their monetisation efforts

Tata 1mg saw several challenges that they needed to address.

1. Manual effort: Tata 1mg marketplace team’s monetization process was largely manual and required heavy time and resource investment to activate advertisers, which subsequently ate into their overall ad revenues.
2. Non-scalable framework: Given the fast-growing number of advertisers on their marketplace – well into the hundreds of thousands – it became increasingly clear that their existing monetization framework was not scalable.
3. Inadequate reporting & analytics: The existing framework facilitated only simple reporting, and brands were not able to draw the deep insights they needed to make data-led decisions and refine their advertising ROIs.
4. Steep learning curve: Several brands lacked dedicated advertising experts who could bring the experience and skills needed to plan successful ad campaigns and optimize budgets. The involved learning curve led to increased advertiser-churn.
5. Lack of personalized offerings: The manual nature of Tata 1mg’s monetization framework left little room for customizability, and account managers could offer very little in terms of tailored ad-buying experiences to different types of advertisers.

All of these issues led to regular revenue leakage. Tata 1mg realized the need for a central platform that addressed the above-mentioned issues and would also be able to cater to new ad channels and the requirements thereof. Developing such a solution in house was evaluated, but was found to be expensive and would require a lot of time to build.

OnlineSales.ai’s AI/ML-powered solution on Google Cloud offered the automation and flexibility to support modern omnichannel advertising needs

Therefore, Tata 1mg looked to OnlineSales.ai Monetize, an AI/ML-powered retail media monetisation suite on Google Cloud, to help address their needs for a cloud-based monetisation platform that offered the flexibility to support omnichannel advertising models, had automation built in to reduce manual tasks, provided detailed intelligence and analytics, and delivered quick, reliable scalability.

1. White labeled self-serve platform: OnlineSales.ai’s retail media platform was implemented within a short 4 weeks. After thorough testing and implementation, the platform was successfully launched, and enabled sellers to run ads on a fully self-serve platform. This required zero involvement from the Tata team.
2. Unified omni channel buying: The team at OnlineSales.ai worked closely with the platform’s core teams to activate and mobilize various advertising products through a self-serve platform, while simultaneously addressing any unique requirements they had.
3. Omnichannel analytics with AI-led suggestions: Sellers are now also able to generate detailed reports that provide them critical insights into campaigns, and help them make better use of their budgets – enhancing their experience and interest in advertising on the platform.
4. Personalized buying experiences: The tailored UX offered by OnlineSales.ai’s Monetize helped Tata engage brands of all levels in technical aptitude to use the platform easily. This also allowed admins to configure what types of inventories were available to different brands or advertiser segments.

OnlineSales.ai makes use of Google Cloud Dataflow to facilitate computations on real-time streaming. Microservices are deployed on the Google Kubernetes Engine (GKE) platform due to the solution’s well-known ability to handle scale.

In addition, Dataproc is used by the company to run batch processing apps while Cloud Load Balancing helps manage traffic across different regions; all at scale. Onlinesales.ai also uses Memorystore as a database for their ad servers in order to have very low latency, and deploys BigQuery to run analytical applications and facilitate powerful reporting. The bulk of their office applications are deployed on different VMs on Compute Engine, and the company also makes use of Cloud Storage for data storage and transfers between applications.

Learn more about OnlineSales.ai available on the Google Cloud Marketplace.

^{About OnlineSales.ai}

^{OnlineSales.ai, offers a fully white labeled retail media platform which helps retailers unlock additional revenue by activating advertising real estate on their platform. With its AI/ML-powered solution, OnlineSales.ai allows retailers to turn brands of all sizes into advertisers – at scale. Its self-serve platform simplifies the ad buying process, and enhances outcomes with smart automation, boosting ad retailers’ ad revenues by multiples.}

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.

Editor’s note:  With Google Cloud’s datasets solution, you can access an ever-expanding resource of the newest datasets to support and empower your analyses and ML models, as well as frequently updated best practices on how to get the most out of any of our datasets. We will be regularly updating this blog with new datasets and announcements, so be sure to bookmark this link and check back often.

August 2021

New dataset: Google Cloud Release Notes

• Looking for a new way to access Google Cloud Release Notes besides the docs, the XML feed, and Cloud Console? Check out the Google Cloud Release Notes dataset. With up-to-date release notes for all generally available Google Cloud products, this dataset allows you to use BigQuery to programmatically analyze release notes across all products, exploring security bulletin updates, fixes, changes, and the latest feature releases. 
• Access the dataset

July 2021

Best practice: Use Google Trends data for common business needs

• The Google Trends dataset represents the first time we’re adding Google-owned Search data into Datasets for Google Cloud. The Trends data allows users to measure interest in a particular topic or search term across Google Search, from around the United States, down to the city-level. You can learn more about the dataset here, and check out the Looker dashboard here! These tables are super valuable in their own right, but when you blend them with other actionable data you can unlock whole new areas of opportunity for your team. To learn how to make informed decisions with Google Trends data, keep reading.
• Access the dataset

New dataset: COVID-19 Vaccination Search Insights

• With COVID-19 vaccinations being a topic of interest around the United States, this dataset shows aggregated, anonymized trends in searches related to COVID-19 vaccination and is intended to help public health officials design, target, and evaluate public education campaigns. Check out this interactive dashboard to explore searches for COVID-19 vaccination topics by region.
• Access the dataset

June 2021

New dataset: Google Diversity Annual Report 2021

• Since 2014, Google has disclosed data on the diversity of its workforce in an effort to bring candid transparency to the challenges technology companies like Google face in recruitment and retention of underrepresented communities. In an effort to make this data more accessible and useful, we’ve loaded it into BigQuery for the first time ever. To view Google’s Diversity Annual Report and learn more, check it out.
• Access the dataset

New dataset: Google Trends Top 25 Search terms

• The most popular and surging Google Search terms are now available in BigQuery as a public dataset. View the Top 25 and Top 25 rising queries from Google Trends from the past 30-days, including 5 years of historical data across the 210 Designated Market Areas (DMAs) in the US. Keep reading.
• Access the dataset

New dataset: COVID-19 Vaccination Access

• With metrics quantifying travel times to COVID-19 vaccination sites, this dataset is intended to help Public Health officials, researchers, and Healthcare Providers to identify areas with insufficient access, deploy interventions, and research these issues. Check out how this data is being used in a number of new tools.
• Access the dataset

Best practice: Leveraging BigQuery Public Boundaries datasets for geospatial analytics 

• Geospatial data is a critical component for a comprehensive analytics strategy. Whether you are trying to visualize data using geospatial parameters or do deeper analysis or modeling on customer distribution or proximity, most organizations have some type of geospatial data they would like to use – whether it be customer zipcodes, store locations, or shipping addresses. However, converting geographic data into the correct format for analysis and aggregation at different levels can be difficult. In this post, we’ll walk through some examples of how you can leverage the Google Cloud platform alongside Google Cloud Public Datasets to perform robust analytics on geographic data. Keep reading.
• Access the dataset

Get the metadata and try BigQuery sandbox 

When you’ve learned about many of our datasets and pre-built solutions from across Google, you may be ready to start querying them. Check out the full dataset directory and read all the metadata at g.co/cloud/marketplace-datasets, then dig into the data with our free-to-use BigQuery sandbox account, or $300 in credits with our Google Cloud free trial.