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This paper presents a method using Case Based Reasoning (CBR) to extract structures from invoices, allowing for recognition without prior training. The CBR-DIA method is tested on 923 invoices, achieving
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How to fill out A case based reasoning approach for invoice structure extraction

01
Identify the common components of invoices, such as date, invoice number, vendor name, and total amount.
02
Collect a dataset of sample invoices for analysis, ensuring to include various formats and layouts.
03
Create a case library by categorizing invoices based on their structures and patterns.
04
Develop extraction rules that relate to the identified components and their variations in different cases.
05
Implement a reasoning mechanism that selects the appropriate case and extraction rule based on the invoice input.
06
Test the case-based reasoning model with unseen invoices to evaluate its accuracy and adjust the rules as needed.
07
Continuously update the case library with new invoice formats and refine the extraction rules for improved performance.

Who needs A case based reasoning approach for invoice structure extraction?

01
Businesses that rely on automated invoice processing to save time and reduce errors.
02
Accounting firms looking to streamline their invoicing workflow.
03
Data extraction vendors and software developers creating solutions for invoice parsing.
04
Organizations requiring compliance and audit trails through accurate invoice data management.
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Case-based reasoning is a machine learning method in the field of artificial intelligence. This approach uses past experiences to solve new but similar problems, relying on analogy. The core idea of this experience-based method is that similar problems tend to have similar solutions.
Rule-based and case-based reasoning are two popular approaches used for problem solving in intelligent systems. They are natural alternatives in knowledge representation. Rules usually represent general knowledge, whereas cases encompass knowledge accumulated from specific (specialized) situations.
Case-based reasoning technique makes use of the knowledge about past cases to draw conclusions for new cases. This can be especially useful when it is hard to formulate rules or build complete domain models for reasoning purposes.
Invoice data extraction and processing, a critical function of any company's Accounts Payable department is the process of extracting relevant data from invoices such as invoice number, supplier name, address, amount, etc.; validating the extracted data, uploading it to an ERP software, determining a match (against
Rule-based systems represent domain knowledge as IF-THEN production rules, while case-based reasoning solves new problems by adapting solutions from similar past cases. The document also outlines other reasoning approaches like constraint-based, model-based, and diagrammatic reasoning.
Case-based reasoning is any kind of problem-solving approach that uses past solutions to solve similar problems.

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A case-based reasoning approach for invoice structure extraction involves utilizing previous cases or examples to identify and extract relevant data from various invoice formats. This method allows for the adaptation of past solutions to new instances, enhancing accuracy and efficiency in processing invoices.
Typically, businesses and organizations that handle large volumes of invoices and need to automate their data extraction processes would require this approach. This includes accounting firms, financial institutions, and any companies involved in procurement or billing.
To implement this approach, users should collect historical invoice data, define key variables that need extraction, develop a case library, and create algorithms that can compare new invoices against stored cases to extract relevant information accurately.
The purpose of employing a case-based reasoning approach for invoice structure extraction is to streamline the invoice processing workflow, reduce manual data entry errors, enhance the speed of data extraction, and facilitate better decision-making based on historical data.
Key information that must be reported includes the invoice number, date, supplier details, item descriptions, quantities, pricing, total amount, tax information, and any other relevant metadata necessary for effective invoice management.
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