Efficient document processing with SAP Business AI

The "Document Information Extraction" service

In today’s business world, the ability to process large volumes of data efficiently and accurately is a decisive competitive factor. With the SAP Business Technology Platform (BTP) service “Document Information Extraction (DOX) SAP offers an intelligent solution to automate the processing and analysis of business documents and thus significantly increase efficiency in companies.

What is the "Document Information Extraction" service?

“Document Information Extraction” is an AI-supported solution that automatically analyzes business documents such as invoices, orders or payment advice notes and extracts their content. Machine learning (ML), optical character recognition (OCR) and predefined templates are used to recognize relevant data from various document types and provide it in a structured form.

DOX: A central component of SAP Business AI

As an integral part of the SAP Business Technology Platform, DOX not only enables the automation of document processes, but also seamless integration into existing SAP systems. This enables companies to optimize their workflows, improve data quality and free up valuable resources for strategic tasks.

Briefly explained: SAP Document Information Extraction

SAPs Document Information Extraction automates the extraction of relevant data from business documents using AI and OCR. The service reduces manual input, minimizes errors and improves efficiency in processes such as invoice verification, order reconciliation and payment advice. Ideal for companies looking to scale and optimize their document processing.

"Document Information Extraction": This is how it works!

The service follows a clearly structured process that ensures information is extracted accurately and efficiently:

Uploading the document: Users upload the document to be processed (e.g. invoice or order) to the service.
Checking machine-readable data: DOX recognizes formats such as Factur-X or ZUGFeRD and extracts the machine-readable information they contain.
Recognition and processing of barcodes: If barcodes are present, they are identified and their data extracted.
Optical character recognition (OCR): The service applies OCR to extract text elements from scanned or unstructured documents.
Use of AI: ML models supplement the extraction by predicting missing fields and their values.
Provision of the results: The extracted data is output in a structured JSON file that can be used for further processing.

DOX offers these advantages in your business process

The implementation of DOX offers numerous advantages that optimize the entire business process:

Automation and efficiency: The processing of documents, which was previously done manually, is now automated. This significantly reduces the workload and speeds up processes such as invoice verification, payment reconciliation and order management.
Reduction of errors: Manual data entry is prone to errors. DOX uses AI to extract data with high precision and minimize sources of error.
Time and cost savings: Companies can drastically reduce the time spent processing receipts, freeing up resources for other important tasks.
Scalability: Whether small businesses or large corporations - DOX supports large amounts of data and offers multitenancy support so that several users or teams can work simultaneously.
Adherence to compliance requirements: The standardized processing and documentation of data facilitates compliance with legal and internal regulations.

From theory to practice: use cases

The service is suitable for a wide range of industries and scenarios:

Financial accounting: Automated processing of invoices and payment advice notes
Purchasing: Management of orders and supplier data
Human resources: Analysis of application documents or employee contracts
Insurance companies: Processing of claims and policies

What you should bear in mind when using DOX

To achieve the best results, it is advisable to observe the following best practices:

Quality of input data: Make sure that the uploaded documents are of good quality (e.g. clear scans or machine-readable PDFs). This increases the accuracy of the OCR and AI results
Validate the extraction data: Review critical data to ensure it has been extracted correctly. DOX provides a user interface for quick validation and correction
Use feedback: Activate the function for data feedback. Confirmed extraction results can be used to continuously improve the underlying ML models
Integration with existing systems: Use DOX's API to integrate the service into existing workflows and applications, such as SAP S/4HANA or other ERP systems

Technical features and extensions

Support for templates and generative AI: The service enables the use of templates that can be combined with AI. This ensures maximum flexibility and precision
Multitenancy support: DOX is optimized for multi-tenant applications so that several user groups can access the service simultaneously
Improved machine learning models: The continuous improvement of ML models ensures higher extraction quality, especially for invoices, orders and payment advice notes
Comprehensive API functions: The API offers developers the possibility to integrate DOX into their systems and thus develop customized solutions

Intelligent document processing for your company

With the SAP BTP service “Document Information Extraction”, companies can make the processing of business documents more efficient, faster and error-free. Whether finance departments, purchasing teams or HR managers – DOX offers a powerful solution to optimize workflows and drive the digitalization of processes.

Get started today and benefit from the advantages of modern AI technologies in your company. You can find more information in the SAP Discovery Center or contact us for an individual consultation.

JAN OSTERMANN
Head of Technology & AI