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According to the UiPath documentation, the Taxonomy component is used in the Document Understanding Template to define the document types and the fields that are targeted for data extraction for each document type. The Taxonomy component is the metadata that the Document Understanding framework considers in each of its steps, such as document classification and data extraction. The Taxonomy component allows you to create, edit, import, or export the taxonomy of your project, which is a collection of document types and fields that suit your specific objectives. The Taxonomy component also allows you to configure the field types, details, and validations, as well as the supported languages and categories for your documents.

References:

Document Understanding - Taxonomy

Document Understanding - Taxonomy Overview

Document Understanding - Create and Configure Fields

When setting up a classification label in UiPath's Out Of the Box (OOB) labeling templates, you need to provide several key details: the name of the label, the classification type (which defines the kind of label), the input to be labeled, the attribute name that describes the label's context, a shortcut for quick access, and a color for visual distinction. These fields ensure the label is fully defined and easy to manage in workflows.

(Source: UiPath Document Understanding documentation)

To enable the Taxonomy Manager button in the Ribbon, the UiPath.IntelligentOCR.Activities package must be installed. This package includes all activities related to Document Understanding, including the Taxonomy Manager.

In UiPath Communications Mining, the Label Summary report tab provides a high-level overview and statistics on all labels. This summary gives insights into the performance and distribution of labels across the dataset, helping users understand how well the model is classifying different types of communications.

For more details, refer to:

UiPath Communications Mining Documentation: Label Summary Reports

UiPath provides three types of classifier trainers to optimize document classification: Keyword Based Classifier Trainer, Intelligent Keyword Classifier Trainer, and Machine Learning Classifier Trainer. These trainers are used to teach the system how to categorize documents based on keywords, intelligent learning patterns, or machine learning techniques for more complex classifications.(Source: UiPath Classifier Trainer documentation​

In UiPath Communications Mining, importing a taxonomy should be done before starting model training. The taxonomy, which includes labels and categories, defines how the data will be classified and structured during the training process. It is essential to have a well-defined taxonomy to ensure accurate predictions and classifications. Importing the taxonomy before training allows the model to learn from it, enhancing its performance. Changes to the taxonomy can be made later, but the initial import is crucial at the start of the training phase to guide the model effectively.

(Source: UiPath Docs on Communications Mining)

Labels in UiPath Communications Mining are user-defined categories that can be applied to communications data, such as emails, chats, and calls, to identify the topics, intents, and sentiments within them1. Labels are trained using supervised learning, which means that users need to provide examples of data that belong to each label, and the system will learn from these examples to make predictions for new data2. However, not all labels are equally easy to train, and some may require more examples than others to achieve good performance. Labels that have bias warnings are those that have relatively low average precision, not enough training examples, or were labelled in a biased manner3. Precision is a measure of how accurate the predictions are for a given label, and it is calculated as the ratio of true positives (correct predictions) to the total number of predictions made for that label. A label with 100% precision means that all the predictions made for that label are correct, but it does not necessarily mean that the label is well-trained. It could be that the label has very few predictions, or that the predictions are only made on a subset of data that is similar to the training examples. This could lead to overfitting, which means that the label is too specific to the training data and does not generalize well to new or different data. Therefore, labels with 100% precision may still have bias warnings if they lack training examples, because this indicates that the label is not representative of the underlying data distribution, and may miss important variations or nuances that could affect the predictions. To improve the performance and reduce the bias of these labels, users need to provide more and diverse examples that cover the range of possible scenarios and expressions that the label should capture.

References: 1: Communications Mining Overview 2: [Creating and Training Labels] 3: Understanding and Improving Model Performance : [Precision and Recall] : [Overfitting and Underfitting] : Fixing Labelling Bias With Communications Mining

According to the UiPath documentation, the ‘Teach’ training mode is used to improve the model’s predictions for a specific label by pinning it to more communications that match the label’s criteria. This helps the model learn from more examples and increase its confidence and accuracy. The ‘Teach’ mode also allows you to unpin the label from communications that do not match it, which helps the model avoid false positives. The other training modes are not as effective for this purpose, as they either focus on different aspects of the model performance or do not provide enough feedback to the model.

References:

Model training and labelling best practice

Overview of the model training process

Model Training FAQs

In UiPath Communications Mining, pinning a model ensures that the predictions shown in the Explore tab are generated from that specific model version. This feature allows users to control which version of the model is actively making predictions, particularly during evaluation or comparison stages. By pinning a model, the user ensures that the UI reflects the predictions from the selected version, helping maintain consistency when analyzing results or making changes.

For more details, refer to:

UiPath Communications Mining: Model Management and Pinning

UiPath AI Center Documentation: Managing Model Versions