Features

Intelligent document processing and integration

Intelligent automation

Power document digitization with integrated AI

We build Ublion for organizations that need to digitize huge varieties and volumes of semi- and unstructured documents. These organizations rely on a platform that becomes smarter over time to retrieve full data sets, generate required digital formats, and automate workflows.

Intelligent document processing

FEATURE	FUNCTION
Trainable AI	Ublion comes with document AI models for documents but extra training can be needed to reach 100% processing automation. Training can be done through GUI or by connecting external systems to evaluate results.
Document classification – type	Ublion determines the document type based on the document input. The document will be tagged in case the this information should be used later on in the automation process.
Document classification – context	Ublion structures and attaches all document related meta data -like channel, document source, sender, receiver, document type, document size, and more- to the document to enable the processing.
Full, validated, data sets	Ublion captures and structures data from documents.
Document context determination gateway	Ublion uses a document context determination gateway to decide which processing pipeline must be used. For example, English written purchase invoices from a German business partner are processed in another ML pipeline than orders written in Dutch.
Multi-language, multi-region	Ublion compares the found captured data with the Latin Dictionary and corrects wrong captured data with the most likely alternative. A user can validate these corrections in the GUI if necessarry.
Cross data check – Invoices	Ublion validates amounts from the invoice header with the total amounts of the invoice item-lines. Bot the brut and net amounts are compared and validated.
Mandatory fields – invoices	To increase data quality, Ublion validates invoices on the mandatory fields. Regardless the region they are from.
Tax compliance – invoices	Keeping up with indirect tax (VAT, GST) regulations is challenging, especially when managing global suppliers. Ublion pre-validates country-specific tax requirements before issuing an invoice. Ublion is always up-to-date and currently supports the tax rules for European countries.
PDF invoice converter – invoices	Ublion process entire invoice documents -header, lines, text. Generate from a PDF invoice: – Electronic invoice file, such as UBL or ZUGFeRd, with embedded PDF (base 64); – PDF invoices with an embedded electronic invoice (as UBL); – JSON files.
Full data sets	Ublion processes entire documents. It’s designed to constantly seek patterns in documents (like humans), learn from experience (like humans) and self-select the appropriate responses in situations based on that (like humans).
Multi-entities	Managing invoices (and other documents) for businesses with multiple entities, administrations, and locations can be challenging, especially if each location is in a different country or has different processes in place. Ublion offers multi-entity businesses a unified, single document processing solution.
Analytics and reporting	Get all the management tooling necessary to optimize your process, from global communication KPIs to employee level metrics.
Compliance	We cover GDPR with event logging and make the Ublion cloud deployment work with your requirements, from the right standards to the right geography.
Document file formats	Ublion processes any file format without complex setup. Examples are JSON, XML, Text Delimited, text positional, Native PDF, Image Scan, Photo.
Format to format	Ublion uses an internal format to store the captured document data letting users free to generate literary any required format. Optionally, Ublion can validate these new generated formats on regulations, business rules, mandatory fields, and more.
Data validation – any source	Ublion can read data from any external source to validate, correct, or enrich the captured document data. For example for credibility checks, CRM integration, or to improve the AI learning by cross-checking the data.

Smart integration

Ublion offers a flexible infrastructure to process all the document types you need, and all the rules and integrations necessary for maximum automation.

FEATURE	FUNCTION
All-in-one document gateway	Ublion organizes and automatically process all your incoming document traffic. Regardless the channel, sender, receiver, type, format, language, tegion, and more.
Any channel	Ublion offers pre-configured inbound and outbound channels for document transport. Channels and priorities can be managed in the GUI or API.
Notifications and requests	To give users visibility and control, Ublion notifies users about each processing stage. Examples are processing confirmations, correction requests or status updates.
Channel authentication	Supported Authentication protocols are : oAuth 1.0 , 2.0 , http Basic, and many more.
Any source	To improve data quality, users can connect Ublion to any external source to enrich or auto-correct the captured document data. For example, you can make a connection with the chamber of commerce to validate, enrich, or correct supplier data.
Universal integration	Ublion enables a non- intrusive communication in between third parties systems with format-to-format conversion. Users can connect to any system without necessity of changes.
REST API	Ublion REST API enable users to be fully autonomous. They can build their own integrations and apps on top of Ublion.
GraphQL API	Ublion GraphQL API enable user to consume, manage and automate content document content. GraphQL offer flexibility as users can define their own content (analytics) models.
Low code iPaaS integration	Ublion partners with Blueway for companies who need low-code integrations. Blueway offers Process Governance to handle both IS (data) flows and human workflows, following the BPMN2 standard. Users can model master data repositories, determine the data quality criteria, automatically generate user interfaces and data acquisition/exposure web services, and have access to a pre-built connector library.
Flow control	Cloud-based automation does not mean losing control. We give you all the tools to manage the process – and keep improving it together.
Analytics and reporting	Get all the management tooling necessary to optimize your process, from global communication KPIs to employee level metrics.

Service provider

Launch and deliver document integration services

FEATURE	FUNCTION
Service catalog	Offer document processing and integration services to your users from curated catalogs.
Self-service	Your users can manage their own services.
Automation	Service provisioning can be partially or fully automated.
Multi-tenant	Provide specific tenants for different user groups.

Supported fields (Invoice Data Capture)

Field	Description	Supported by Ublion API
BASIC INFORMATION
Invoice document type	Possible values: credit_note, debit_note, tax_invoice (most typical), proforma, receipt, delivery_note or other	Yes, context recognition
Invoice document language	Entire Latin alphabet. For example ces, deu, eng, fra, slk, dutch.	Yes
Document ID	The ID of the document.	Yes
Customer ID	The number by which the customer is registered in the system of the supplier. Often the CoC.	Yes
Issue Date	Date of issue of the document.	Yes
Due data	The due date of the invoice.	Yes
Tax Point Date	The date of taxable event.	Yes
Vendor Order ID	Internal order ID in the suppliers system.	Yes
Delivery Note ID	Delivery note ID defined on the invoice.	Yes
Place of Supply	Place of supply (the name of the city or state where the goods will be supplied).	Yes
Payment Instructions
Account Number	Bank account number.	Yes
Bank Code	Sort code. Numerical code of the bank.	[BETA]
IBAN	Bank account number in IBAN format.	Yes
BIC/SWIFT	Bank BIC or SWIFT code.	Yes
Terms	Payment terms as written on the document (eg. “45 days”, “upon receipt”).	Yes
Constant Symbol	Statistical code on payment order.	[BETA]
Payment reference	In some countries used by the supplier to match the payment received against the invoice.	Yes
Specific Symbol	Payee id on the payment order, or similar.	No
Payment Method	Payment method text description defined on a document (e.g. “Cheque”, “Pay order”, “Before delivery”)	[BETA]
VAT & Amounts
Total amount	Subtotal over all items, including tax.	Yes
Amount Due	Final amount including tax to be paid after deducting all discounts and advances.	Yes
Total Without Tax	Base amount for tax calculation.	Yes
Total Tax	Total tax amount.	Yes
Amount Rounding	Remainder after rounding amount_total.	[BETA]
Amount Paid	Amount already paid.	Yes
Currency	The currency which the invoice is to be paid in. Possible values: czk, dkk, eur, gbp, nok, sek, usd or other.	Yes
VAT Rate	One of the tax rates in the tax breakdown.	Yes
VAT Base	Sum of tax bases for items with the same tax rate.	Yes
VAT Amount	Sum of taxes for items with the same tax rate.	Yes
VAT Total	Text on document describing tax code of the tax rate (e.g. “GST”, “CGST”, “DPH”, “TVA”). If multiple tax rates belong to one tax code on the document, the tax code will be assigned only to the first tax rate. (in future such tax code will be distributed to all matching tax rates.)	Yes
Vendor & Customer
Vendor Name	Name of the supplier.	Yes
Vendor Address	Address of the supplier.	Yes
Vendor Company ID	Business/organization identification number of the supplier.	Yes
Vendor VAT Number	VAT identification number of the supplier.	Yes
Vendor Email	Email of the sender.	Yes
Customer Name	Name of the customer.	Yes
Customer address	Address of the customer.	Yes
Customer company ID	Company identification number of the customer.	Yes
Customer VAT number	Customer VAT Number.	Yes
Customer Delivery Name	Name of the recipient to whom the goods will be delivered.	Yes
Customer Delivery Address	Address of the reciepient where the goods will be delivered.	Yes
Other
Notes	Reviewer’s notes.	[BETA]
Line Items
Code	Can be the SKU, EAN, a custom code (string of letters/numbers) or even just the line number.	Yes
Description	Line item description. Can be multi-line with details.	Yes
Quantity	Quantity of the item.	Yes
UOM	Unit of measure of the item (kg, container, piece, gallon, …).	Yes
Unit Price Without VAT	Unit price without tax.	Yes
VAT Rate	Tax rate for the line item.	Yes
VAT	Tax amount for the line.	Yes
Unit Price	Unit price with tax. Rule of thumb: amount = amount_base + tax.	Yes
Total Amount	The total amount to be paid for all the items including the tax.	Yes

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