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Using OCI AI Document Understanding to Add Expenses to JD Edwards

Learn how to create an orchestration that uses the Oracle Cloud Infrastructure (OCI) Document Understanding service to read receipts and add those expenses to an EnterpriseOne expense report.

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inetrmediate Intermediate
duration 90 Min
modules 10 Modules

Learning Path Contents

Module Sections Topics and more

  • Overview
      duration 2 Min
     
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    • Using the OCI Document Understanding service to read and interpret values on documents such as receipts can provide valuable automation to an enterprise. Starting with Tools Release 9.2.8.2, you can create orchestrations to call OCI REST services, including Document Understanding, to incorporate helpful functionality into EnterpriseOne automations.

      In this learning path you will learn how to:

      • Use a Document Understanding in OCI to find key values in a receipt image.
      • Create an Orchestrator connection with authentication and endpoint definition to the OCI Object Storage API and OCI Document Understanding API.
      • Create a connector to put the receipt image in Object Storage.
      • Create a connector to call the Document Understanding service to find key values in the uploaded image.
      • Create a connector to download the JSON that is the result of the Document Understanding service.
      • Create various orchestration steps to gather the information from the result, add it to EnterpriseOne records and attachments.

      Enroll: Enroll to track your progress. An overall percent complete replaces the Enroll option and each task is marked as complete as you progress through the learning path.

      Navigation: Click a topic to view the associated content. When you reach the end of the content, use the arrows at the bottom of the page to move between topics.

      Audience: This learning path is intended for developers or business analysts who are proficient with REST APIs and can create complex orchestrations, JRuby scripts, and logic extensions.

  • Before You Begin
      duration 2 Min
     
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    • Scenario

      For this learning path, consider a scenario where you want to create an orchestration that uses the OCI Document Understanding service to read receipts and add those expenses to an EnterpriseOne expense report.

      What Do You Need?

      • JD Edwards EnterpriseOne Tools Release 9.2.8.2 or later.
      • Subscription to OCI Service.
      • User Authorization to use the relevant OCI Services (Object Storage, Document Understanding).
  • Enabling Access to OCI Services
      duration 3 Min
    This module provides an overview of the OCI services you can access through JD Edwards Orchestrator. These OCI services include AI services such as Generative AI, Generative AI agents, Digital assistants, OCI Vision, and Document Understanding.
     
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  • Preparing to Connect to OCI Serviecs
      duration 15 Min
    Describes how to generate API Keys and gather important information needed to configure Oracle Cloud Infrastructure (OCI) connections in Orchestrator.
     
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  • Using OCI Object Storage
      duration 60 Min
    Describes how to create an orchestration to generate a .csv file and upload it to OCI Object Storage.
     
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  • Using Document Understanding
      duration 15 Min
    Describes how to use document understanding to gather the receipt information.
     
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  • Creating Connections and Connectors
      duration 65 Min
    Describes how to create a connection to object storage service and connect to document understanding and create a logic extension.
     
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  • Creating the Orchestration
      duration 25 Min
    Describes how to use process recorder to create a Form Request that updates the existing expense report with a new expense and add to an orchestration.
     
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  • Testing the Orchestration
      duration 60 Min
    Describes how to build and test the orchestration.
     
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  • Learn More
      duration 2 Min
     
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