Knowledge mining in business process management

Cognitive Search
Form Recognizer

Solution ideas

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This solution demonstrates how to use knowledge mining in business process management.

Potential use cases

This solution is ideal for the finance industry. When organizations task employees with the review and research of technical data, it can be tedious to read page after page of dense text. Knowledge mining helps employees quickly review these materials. Knowledge mining can help avoid costly mistakes in scenarios where bidding competition is fierce or where you have to diagnosis problems quickly or in near real time. Examples include the following areas:

  • Sales
  • IT service management
  • Finances
  • Logistics

Architecture

Diagram that shows how to use knowledge mining in business process management.

Download a Visio file of this architecture.

Dataflow

There are three steps in knowledge mining: ingest, enrich, and explore.

  • Ingest

    The ingest step aggregates content from a range of sources, including structured and unstructured data.

    For business process management, you can ingest different types of content like project-related items including SOWs, requests for proposal, and sales team correspondence. Or, financial-related content can be ingested including: invoice archives, W2 forms, receipts, healthcare claim forms, bank statements, legal agreements, balance sheets, income statements, cash flow statements, company disclosures, SEC documents, and annual reports.

  • Enrich

    During the enrich step, the AI capabilities of Azure Applied AI Services are used to extract information, find patterns, and deepen understanding.

    During this step, you can use optical character recognition (OCR) and forms recognition on the documents. You can use Azure Computer Vision for OCR and Azure Form Recognizer for forms recognition. Form Recognizer provides prebuilt models for documents like invoices, identity documents, and receipts. For more flexibility, you can build a custom model.

  • Explore

    The explore step is exploring the data via search, bots, existing business applications, and data visualizations.

    Explore the content by automatically populating data from invoices into ELP systems, databases, or compile enriched documents in the knowledge store and project them into tabular or object stores. These physical stores can surface trends in an analytics dashboard, such as frequent issues, popular products, and much more.

Components

These are the key technologies used for this technical content review and research:

Contributors

This article is maintained by Microsoft. It was originally written by the following contributors.

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Next steps