Form-Recognizer-Accelerator

This solution accelerator helps in clustering / segregating data into templates. Data once segregated to templates can be used from training Form Recognizer "Train with Labels" models.

Input Data

• This solution expects input data to be placed on Azure Blob Storage containers
• It accepts data in pdf, png, tif and jpeg formats

Pre-requisites

• Azure subscription (If you don't already have a subscription, create a free account before you begin).

• Azure Blob Storage account (If you don't have an Azure Storage account, refer to the quickstarts before you begin).

• Azure Form Recognizer resource (If you don't have a Form Recognizer resource, refer to the quickstart)

• Azure Machine Learning service compute instance or an Azure Machine Learning Python SDK installed on your local compute (refer to this link for the Installation of Azure Machine Learning SDK for Python).

  NOTE: In the case of working on your local compute, please note that the following packages needs to be installed:

  • nbformat: - Python package for Jupyter Notebook format

    pip install nbformat

  • pikepdf - Python library for reading and writing PDF files

    pip install pikepdf

  • img2pdf - Convert images to PDF via direct JPEG inclusion.

    pip install img2pdf

How to use the solution

1. Download the repo to you local compute or Azure AML compute instance

2. Create 2 containers on storage account, one for the "input" data and one for the "results" (refer to this link on how to create a container in your storage account).

   1. Upload your input data to the "input" container created.
   2. Make sure that your "results" container you've created is still empty.

3. Update the following parameters in "main.ipynb" notebook, under the "code" directory.

   Populate the below parameters, src_container and dst_container, with the names of the containers you created before in the previous step.

   

   NOTE: See below more information on the parameters :

   • storage_conn_string : it's the storage account connection string (refer to this resource on how to find it)
   • src_container - it's the Container name where your input data is stored
   • dst_container - is the "Container name where results are uplaoded".

4. Create a "config.json" file in "code" folder and update your Form Recognizer endpoint and key as shown below.

   {
     "endpoint": "YOUR_FORM_RECOGNIZER_ENDPOINT",
     "apim-key": "YOUR_FORM_RECOGNIZER_API_KEY"
   }  
   

   NOTE: You can check out this resource on how to retrieve the Form Recognizer key and endpoint.

5. Run "main.ipynb" notebook.

The solution will segregate the input data into templates. You can notice the progress by observing the comments. you will also notice that new sub-folders under data directory where results will be saved.

Results are uploaded to blob, once the run completes

How does this work

• Data is sampled for training Form Recognizer "Train without labels" Model
• All documents in input data are inferred using the trained model
• If a document is assigned a cluster id (Template ID), its moved to template location and removed from original population
• Above 3 steps are repeated, until one of the termination conditions are reached
• Termination conditions
  • All input data is considered for training
  • Percentage of data segregated to templates <5% of population

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.opensource.microsoft.com.

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This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.

Trademarks

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