├── .gitignore ├── CODE_OF_CONDUCT.md ├── CONTRIBUTING.md ├── Deployment ├── Data │ ├── FormsRecognizerLabelData │ │ └── Invoices │ │ │ ├── Invoice_1.pdf │ │ │ ├── Invoice_1.pdf.labels.json │ │ │ ├── Invoice_1.pdf.ocr.json │ │ │ ├── Invoice_2.pdf │ │ │ ├── Invoice_2.pdf.labels.json │ │ │ ├── Invoice_2.pdf.ocr.json │ │ │ ├── Invoice_3.pdf │ │ │ ├── Invoice_3.pdf.labels.json │ │ │ ├── Invoice_3.pdf.ocr.json │ │ │ ├── Invoice_4.pdf │ │ │ ├── Invoice_4.pdf.labels.json │ │ │ ├── Invoice_4.pdf.ocr.json │ │ │ ├── Invoice_5.pdf │ │ │ ├── Invoice_5.pdf.labels.json │ │ │ ├── Invoice_5.pdf.ocr.json │ │ │ └── fields.json │ └── Invoices │ │ ├── Invoice_1.pdf │ │ ├── Invoice_2.pdf │ │ ├── Invoice_3.pdf │ │ ├── Invoice_4.pdf │ │ ├── Invoice_5.pdf │ │ ├── Invoice_6.pdf │ │ └── Invoice_7.pdf ├── Deployment.md ├── PowerBI │ └── Invoice-PBI-Report.pbix ├── deploy.json ├── deploylogicapp.json └── img │ ├── CreateCustomModel.png │ ├── FR_image1.png │ ├── FR_image2.png │ ├── FR_image3.png │ ├── FR_image4.png │ ├── FR_image5.png │ ├── Get-Model-ID.png │ ├── InvoiceProcessAutomation.png │ ├── InvoiceSAArchitecture.png │ ├── LA-Blob-Connection-with-MID.png │ ├── LABlobwithMID.png │ ├── LACosmosDB.png │ ├── LACosmosDBConnection.png │ ├── LACosmosDBwithAAD.png │ ├── LA_BlobConnection.png │ ├── LA_OutlookConnection.png │ ├── LA_OutookConnection.png │ ├── LA_blob_container.png │ ├── LA_image14.png │ ├── LA_image6.png │ ├── PBI-Account-Key.png │ ├── PBI-Add-Text-Filter.png │ ├── PBI-Advanced-Query-Editor.png │ ├── PBI-Azure-CosmosDB-1.png │ ├── PBI-Azure-CosmosDB-2.png │ ├── PBI-Azure-CosmosDB-Permission.png │ ├── PBI-Edit-Parameter-CosmosURI.png │ ├── PBI-Invoices-by-Category.png │ ├── PBI-Replace-Cosmos-URI-with-Parameter.png │ ├── PBI-Set-Parameter.png │ ├── PBI-w-Text-Search.png │ ├── PBITransformData.png │ ├── PowerBIDataSource.png │ ├── PowerBIDataSourceEditParam.png │ ├── PowerBIRefresh.png │ ├── ProcessFlow.png │ ├── Project-and-Model-ID.png │ └── deploy-firewall.png ├── LICENSE ├── NOTICE.txt ├── PRIVACY.md ├── README.md ├── SECURITY.md └── SUPPORT.md /.gitignore: -------------------------------------------------------------------------------- 1 | ## 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There are many ways to contribute: 4 | * [Submit issues](https://github.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/issues) to report bugs and make suggestions. 5 | * Review the [source code changes](https://github.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/compare). 6 | * Contribute features and fixes by forking the repository and creating a [pull request](https://github.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/pulls). 7 | 8 | ## Contributor License Agreement 9 | This project welcomes contributors 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](https://cla.opensource.microsoft.com). 10 | 11 | When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., status checks, comments). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA. 12 | 13 | ## Microsoft Open Source Code of Conduct 14 | This project has adopted the [Microsoft Open Source Code](https://opensource.microsoft.com/codeofconduct/) of Conduct. For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments. 15 | -------------------------------------------------------------------------------- /Deployment/Data/FormsRecognizerLabelData/Invoices/Invoice_1.pdf: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/76b488a86b456ed3c7b8d8e0521f38f1869b5182/Deployment/Data/FormsRecognizerLabelData/Invoices/Invoice_1.pdf -------------------------------------------------------------------------------- /Deployment/Data/FormsRecognizerLabelData/Invoices/Invoice_1.pdf.labels.json: -------------------------------------------------------------------------------- 1 | { 2 | "$schema": "https://schema.cognitiveservices.azure.com/formrecognizer/2021-03-01/labels.json", 3 | 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| 0.16425454545454546 58 | ] 59 | ] 60 | }, 61 | { 62 | "page": 1, 63 | "text": "way", 64 | "boundingBoxes": [ 65 | [ 66 | 0.1824235294117647, 67 | 0.15735454545454547, 68 | 0.21116470588235292, 69 | 0.15735454545454547, 70 | 0.21116470588235292, 71 | 0.16674545454545456, 72 | 0.1824235294117647, 73 | 0.16674545454545456 74 | ] 75 | ] 76 | }, 77 | { 78 | "page": 1, 79 | "text": "Suite", 80 | "boundingBoxes": [ 81 | [ 82 | 0.21664705882352941, 83 | 0.15484545454545454, 84 | 0.2522941176470588, 85 | 0.15484545454545454, 86 | 0.2522941176470588, 87 | 0.16434545454545454, 88 | 0.21664705882352941, 89 | 0.16434545454545454 90 | ] 91 | ] 92 | }, 93 | { 94 | "page": 1, 95 | "text": "6000", 96 | "boundingBoxes": [ 97 | [ 98 | 0.09434117647058823, 99 | 0.17236363636363636, 100 | 0.12930588235294116, 101 | 0.17236363636363636, 102 | 0.12930588235294116, 103 | 0.18176363636363638, 104 | 0.09434117647058823, 105 | 0.18176363636363638 106 | ] 107 | ] 108 | }, 109 | { 110 | "page": 1, 111 | "text": 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-------------------------------------------------------------------------------- 1 | { 2 | "$schema": "https://schema.cognitiveservices.azure.com/formrecognizer/2021-03-01/fields.json", 3 | "fields": [ 4 | { 5 | "fieldKey": "VendorName", 6 | "fieldType": "string", 7 | "fieldFormat": "not-specified" 8 | }, 9 | { 10 | "fieldKey": "VendorAddress", 11 | "fieldType": "string", 12 | "fieldFormat": "not-specified" 13 | }, 14 | { 15 | "fieldKey": "CustomerName", 16 | "fieldType": "string", 17 | "fieldFormat": "not-specified" 18 | }, 19 | { 20 | "fieldKey": "CustomerAddress", 21 | "fieldType": "string", 22 | "fieldFormat": "not-specified" 23 | }, 24 | { 25 | "fieldKey": "InvoiceNumber", 26 | "fieldType": "number", 27 | "fieldFormat": "not-specified" 28 | }, 29 | { 30 | "fieldKey": "InvoiceDate", 31 | "fieldType": "date", 32 | "fieldFormat": "not-specified" 33 | }, 34 | { 35 | "fieldKey": "DueDate", 36 | "fieldType": "date", 37 | "fieldFormat": "not-specified" 38 | }, 39 | { 40 | "fieldKey": "InvoiceCharges", 41 | "fieldType": "number", 42 | "fieldFormat": "not-specified" 43 | }, 44 | { 45 | "fieldKey": "VatId", 46 | "fieldType": "string", 47 | "fieldFormat": "not-specified" 48 | } 49 | ], 50 | "definitions": {} 51 | } -------------------------------------------------------------------------------- /Deployment/Data/Invoices/Invoice_1.pdf: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/76b488a86b456ed3c7b8d8e0521f38f1869b5182/Deployment/Data/Invoices/Invoice_1.pdf -------------------------------------------------------------------------------- /Deployment/Data/Invoices/Invoice_2.pdf: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/76b488a86b456ed3c7b8d8e0521f38f1869b5182/Deployment/Data/Invoices/Invoice_2.pdf 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-------------------------------------------------------------------------------- /Deployment/Deployment.md: -------------------------------------------------------------------------------- 1 | # Deployment Guide 2 | Please follow the steps below to set up the Azure environment 3 | 4 | ## Step 1: Download Files 5 | Clone or download this repository and navigate to the project's root directory. 6 | 7 | ## Step 2: Setting up Azure Data Lake Storage 8 | The Azure Data Lake Storage (ADLS) is used to receive and store the invoice files. The Logic Apps will send the invoice files stored in ADLS to the Form Recognizer model to extract fields. In addition, if you upload invoice files to the same location, and the Logic Apps will pick up the new files or updated files and process them. 9 | 10 | 1. Go to the [Azure Portal](portal.azure.com) and select the Storage Account that was created as part of the Azure Resources Creation process. 11 | 2. In the menu pane on the left, under `Data storage`, select `Containers`. 12 | 3. Select the `invoiceadlsfs` container and add two new directories - `samples` and `uploaded` 13 | 4. In the `samples` folder created in the previous step, upload all the files from [Data/FormsRecognizerLabelData/Invoices](./Data/FormsRecognizerLabelData/Invoices) folder 14 | 15 | ## Step 3: Train Form Recognizer Models for Invoices 16 | ### Step 3.1: Train Invoice Model 17 | In this step you will train a custom Form Recognizer models for invoices 18 | 19 | 1. Go to [Form Recognizer Studio](https://formrecognizer.appliedai.azure.com/studio), scroll down and select "Custom Model", click "Create new" 20 | 21 | ![Create custom model](./img/CreateCustomModel.png) 22 | 23 | 2. Select "+Create a project" to create a project for labeling. 24 | 3. Enter Project name: `InvoicesProject` or any other project name of your choice. 25 | 4. Enter Description: `Custom form recognizer model with sample invoices` and click "Continue". 26 | 5. This step connects the form recognizer studio to form recognizer resource in your subscription. Select your Subscription, Resource Group, and Form Recognizer resource, which was created during the deployment and select the latest API Version. Click "Continue" 27 | 28 | ![form recognizer setup](./img/FR_image5.png) 29 | 30 | 6. This step connects the form recognizer studio to ADLS storage/container resource in your subscription to access the training data. Select subscription, Resource Group, storage account, container: `invoiceadlsfs` and folder `samples`, which was created during the deployment. Click "Continue". Review Information and click "Create Project" 31 | 32 | ![image1](./img/FR_image1.png "image1") 33 | 34 | 7. After the project is created, forms with OCR, Key-Value pair labels will appear like below 35 | 36 | ![image2](./img/FR_image2.png "image2") 37 | 38 | 8. Click `Train`, fill in information as below, and select the dropdown "Build Mode" to `Template`, and then click `Train` 39 | > Be sure to set the model Id to `Invoicesmodel`, as this is used in later steps 40 | 41 | ![image3](./img/FR_image3.png "image3") 42 | 43 | 9. Once the training is done, the model will be located in Models tab with confidence score of each field. 44 | 45 | ![image4](./img/FR_image4.png "image4") 46 | 47 | 10. This is the modelID which will be used in calling the form recognizer model from Logic App 48 | 49 | ![image5](./img/Project-and-Model-ID.png "Project-and-Model-ID") 50 | 51 | 52 | ### Step 3.2: Set up System Assigned Identity 53 | 1. Go to the [Azure Portal](portal.azure.com) and select the Form Recognizer service that was deployed in previous steps 54 | 2. Select `Identity` under "Resource Management" on the left switch the "status" to `On` under "System assigned" and click "Save" at the top 55 | 56 | ### Step 3.3: Update Storage Account Permissions 57 | In order to perform the necessary actions in Logic Apps, you will need to grant more access. 58 | 1. Go to the Azure Data Lake Storage Account that was deployed in the previous step 59 | 2. Go to the `Access Control (IAM) > + Add > Add role assignment` 60 | 3. Now search and select the `Storage Blob Data Contributor` role and click "Next" 61 | 4. Select `Managed identity` for "Assigned access to" 62 | 5. Click "+ Select members", search and select your Form Recognizer that was deployed in the previous steps and click "Select" 63 | 6. Click Review and assign at the bottom 64 | 65 | ## Step 4: Deploy Logic Apps 66 | 67 | In this step you will deploy the required resources to process invoices sent via email. 68 | The logic apps we are going to build will help us ingest the invoices and process them. 69 | 70 | ### Deploy the Logic Apps 71 | The button below will deploy Azure Logic Apps into the resource group you are using for this solution: 72 | 73 | [![Deploy to Azure](https://aka.ms/deploytoazurebutton)](https://portal.azure.com/#create/Microsoft.Template/uri/https%3A%2F%2Fraw.githubusercontent.com%2Fmicrosoft%2FAzure-Invoice-Process-Automation-Solution-Accelerator%2Fmain%2FDeployment%2Fdeploylogicapp.json) 74 | 75 | ### **Configuring the ARM template** 76 | In order for the logic apps to work, we need to configure the following variables. 77 | 78 | ![image14](./img/LA_image14.png "image14") 79 | 80 | Populate the variables accordingly: 81 | 82 | 1. **Resource group**: Use the `same resource group` where the previous ARM template was deployed. 83 | 84 | 2. **Region**: This field will be auto-filled 85 | 86 | 3. **Suffix Name**: Insert a `suffix name` (e.g. Your initials) 87 | 88 | 4. **ADLS Name**: Provide the `same Storage Account` name that was created in previous steps 89 | 90 | 5. **Ocp-Apim-Subscription-Key**: The `forms recognizer access key`. 91 | * Navigagte to the Form Recognizer resource in your resource group 92 | * Select `Keys and Endpoint` on the left and copy `Key 1` 93 | 94 | ![image6](./img/LA_image6.png "image6") 95 | 96 | 97 | 98 | ## Step 5: Setting up Connectivity from Key Logic App Components 99 | 100 | There are two Logic Apps in this solution. One is referred as "**Email Processing Logic App**", the other "**Invoice Processing Logic App**" in the [**Solution Architecture Diagram**](./img/InvoiceSAArchitecture.png). 101 | 102 | In this step you will set up the connectivity to Office 365 Outlook, Azure Blob Storage, and Azure Form Recognizer. 103 | 104 | 105 | ### Step 5.1: Enable Managed Identity in the Email Processing Logic Apps 106 | 1. Go to the [Azure Portal](portal.azure.com) and select the logic app for email processing. You should see one that looks like `xxxxemail` 107 | 2. Select `Identity` on the left side and select `User assigned` at the top 108 | 3. Select "+ Add", search and select the user assigned managed identity that you are using for this soltution 109 | 4. Click "Add" 110 | 111 | ### Step 5.2: Set up connection for the "Email Processing Logic App" 112 | > `Note: This step assumes that you've already created an outlook account that can receive invoices as attachments.` 113 | 114 | 1. Go to the [Azure Portal](portal.azure.com) and select the logic app for email processing. You should see one that looks like `xxxxemail` 115 | 2. Select the Logic app designer on the left and click on the `Outlook` connection, and sign in to your Outlook account 116 | 117 | ![outlook connection](./img/LA_OutlookConnection.png) 118 | 119 | 3. Select the `For each` step, select the `Condition` step and select the blob `Connection` under `False`, click "Add new", 120 | 121 | ![blob connection](./img/LA_BlobConnection.png) 122 | 123 | 4. Provide `azureblob` for the name of the connection, under authentication type select `Logic Apps Managed Identity (preview)` and select "Create" 124 | 125 | ![blob connection](./img/LABlobwithMID.png) 126 | 127 | 5. Click "Save at the top 128 | 129 | * We use "Office 365 Outlook" connection to extract invoices as email attachment, leveraging the "When a new email arrives" trigger. This trigger will prompt you to sign into Outlook with your credentials. Detailed instructions are provided here: [Connect to Office 365 Outlook - Azure Logic Apps | Microsoft Docs](https://docs.microsoft.com/en-us/azure/connectors/connectors-create-api-office365-outlook) 130 | 131 | * For detailed instruction on how to create and manage user defined identities, please refer to [Manage user-assigned managed identities - Azure AD | Microsoft Docs](https://docs.microsoft.com/en-us/azure/active-directory/managed-identities-azure-resources/how-manage-user-assigned-managed-identities?pivots=identity-mi-methods-azp). 132 | 133 | * For detailed instructions on how to set up authentication using managed identities, please refer to this document, and pay attention to the section for user defined managed identity: [Authenticate connections with managed identities - Azure Logic Apps | Microsoft Docs](https://docs.microsoft.com/en-us/azure/logic-apps/create-managed-service-identity?tabs=consumption). 134 | 135 | ### Step 5.3: Enable Managed Identity in the Invoice Processing Logic Apps 136 | 1. Go to the [Azure Portal](portal.azure.com) and select the logic app for email processing. You should see one that looks like `xxxxinvoice` 137 | 2. Select `Identity` on the left side and select `User assigned` at the top 138 | 3. Select "+ Add" search and select the user assigned managed identity that you are using for this soltution 139 | 4. Click "Add" 140 | 141 | 142 | ### Step 5.4: Set up connection for "Invoice Processing Logic App" 143 | 144 | Connectivity and invocations to Azure Form Recognizer are established by three actions: 145 | 146 | 1. Go to the [Azure Portal](portal.azure.com) and select the logic app for Invoice processing. You should see one that looks like `xxxxinvoice` 147 | 2. Select the Logic app designer on the left and click on the blob `Connection` connection, click "+Add new" 148 | 149 | ![blob connection](./img/LA_BlobConnection.png) 150 | 151 | 3. Provide `azureblob` for the name of the connection, under authentication type select `Logic Apps Managed Identity (preview)` and select "Create" 152 | 153 | ![blob connection](./img/LABlobwithMID.png) 154 | 155 | 4. Select the container path `/invoiceadlsfs/uploaded/` 156 | 157 | ![blob container](./img/LA_blob_container.png) 158 | 159 | 160 | 5. Select the `Azure Cosmos DB` connection, click "+Add new" 161 | 162 | ![cosmos db connection](./img/LACosmosDBConnection.png) 163 | 164 | 6. Provide `documentdb` for the name of the connection, provide the Access Key for your Cosmos DB account, the Account ID and click "Create" 165 | * To get the Access Key, go to the [Azure Portal](portal.azure.com) and select the Cosmos DB resource you are using for this solution, click `Keys` under "Settings" and copy the "Primary Key" 166 | * The Account ID is the name of the Cosmos DB account you are using for this solution 167 | 168 | ![cosmos db connection](./img/LACosmosDB.png) 169 | 170 | 7. Click "Save at the top 171 | 172 | 173 | 174 | ## Step 6: Testing Logic Apps 175 | 1. To test the "Email Processing Logic App," you can send an email with sample invoice [Sample Test Invoice](https://github.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/tree/main/Deployment/Data/Invoices) as attachment to the the mailbox you set up in the "Email Processing Logic App". 176 | 177 | > `Note: The attachment should be less than 3MB in order for the Logic App to work.` 178 | 179 | 2. Before sending the email, open the Logic App interface and click 'Run Trigger'. The Logic App should start working. 180 | 181 | 3. To test the "Invoice Processing Logic App", click 'Run Trigger', and upload invoices files to specific Azure Data Lake Store container and folder that was set up in the Logic App. 182 | 183 | ## Step 7: Power BI Set Up 184 | 185 | 1. Open the [Power BI report](PowerBI/Invoice-PBI-Report.pbix) in this repository. 186 | 187 | 2. Click the Transform data dropdown and click `Edit Parameters`, as illustrated below: 188 | 189 | ![PowerBIDataSource](img/PowerBIDataSourceEditParam.png) 190 | 191 | 3. Fill in the URI of your Cosmos DB account, as illustrated below, and click Ok. Please note: You need to replace '`cosmosdbaccountname`' below with your own Azure Cosmos DB account name. 192 | 193 | ![PowerBIDataSource](img/PBI-Edit-Parameter-CosmosURI.png) 194 | 195 | 4. Click the Transform data dropdown and click `Data source settings`, as illustrated below: 196 | 197 | 198 | 199 | ![PowerBIDataSource](img/PowerBIDataSource.png) 200 | 201 | 5. Select `Change Source ...`, Select Azure Cosmos DB symbol, Select `Edit Permissions...`, click `Edit...` , and fill in your Cosmos DB Account Key, as illustrated below 202 | 203 | ![PBI-Azure-CosmosDB-Permission](img/PBI-Azure-CosmosDB-Permission.png) 204 | 205 | 206 | 207 | ## Step 8 (Optional): Develop Your own Power BI Report 208 | 209 | Optionally, if you would like to develop Power BI Models afresh, you can open your PowerBI desktop, Select `Get Data Source ...`, choose Azure Cosmos DB, and click 'Connect', as illustrated in below steps. 210 | 211 | 1. Connect to Azure Cosmos DB 212 | 213 | ![PBI-Azure-CosmosDB](img/PBI-Azure-CosmosDB-1.png "PBI-Azure-CosmosDB-1") 214 | 215 | 2. Fill in the information as illustrated below: 216 | 217 | ![PBI-Azure-CosmosDB-2](img/PBI-Azure-CosmosDB-2.png "PBI-Azure-CosmosDB-2") 218 | 219 | 3. Load and transform data as desired, and develop visualized reports as desired. 220 | 221 | 4. Add Text Filter Extension to Visualization, as illustrated in below picture. 222 | 223 | ![PBI-Add-Text-Filter](img/PBI-Add-Text-Filter.png) 224 | 225 | 5. You can parameterize the Azure Cosmos DB account URI, by selecting your Power BI table where you pull Azure Cosmos DB data into, for example, `fieldlistcustom_source`, click `advanced editor` in the query pane, review the code, and replace the original Azure Cosmos DB URI with the parameter you defined, for example, `CosmosDbURI`. You need to create a parameter named `CosmosDbURI`, and the refer to Step 7 on how to set the value of the parameter. 226 | 227 | ![PBI-Set-Param](img/PBI-Set-Parameter.png) 228 | -------------------------------------------------------------------------------- /Deployment/PowerBI/Invoice-PBI-Report.pbix: -------------------------------------------------------------------------------- https://raw.githubusercontent.com/microsoft/Azure-Invoice-Process-Automation-Solution-Accelerator/76b488a86b456ed3c7b8d8e0521f38f1869b5182/Deployment/PowerBI/Invoice-PBI-Report.pbix -------------------------------------------------------------------------------- /Deployment/deploy.json: -------------------------------------------------------------------------------- 1 | { 2 | "$schema": "https://schema.management.azure.com/schemas/2019-04-01/deploymentTemplate.json#", 3 | "contentVersion": "1.0.0.0", 4 | 5 | "parameters": { 6 | "suffixName": { 7 | "type": "string", 8 | "defaultValue": "z12", 9 | "minLength": 3, 10 | "maxLength": 10, 11 | "metadata": { 12 | "description": "Name the suffix between 3-10 characters with only characters and numbers" 13 | } 14 | } 15 | }, 16 | 17 | "variables": { 18 | "location": "[resourceGroup().location]", 19 | "rgId": "[resourceGroup().id]", 20 | 21 | "tenantId": "[subscription().tenantId]", 22 | "paramName": "[parameters('suffixName')]", 23 | "storageContainer": "invoiceadlsfs", 24 | 25 | "uniqueName": "[substring(uniqueString(variables('rgId')),0,4)]", 26 | "storageName": "[replace(replace(toLower(concat( variables('paramName'), variables('uniqueName') )),'-',''),'_','')]", 27 | 28 | "formrecognizername": "[concat(variables('paramName'),variables('uniqueName'), 'fr')]", 29 | 30 | "cosmosdbaccountname": "[replace(replace(toLower(concat(concat('cosmosdb',variables('paramName')),variables('uniqueName'))),'-',''),'_','')]", 31 | "cosmosdbname": "Invoices", 32 | "cosmosdbcontainer": "fieldlistcustom", 33 | "userAssignedIdentities":"[concat(variables('paramName'),variables('uniqueName'), '-UAId')]", 34 | "StorageBlobDataContributor": "ba92f5b4-2d11-453d-a403-e96b0029c9fe" 35 | }, 36 | 37 | "resources": [ 38 | { 39 | "type": "Microsoft.Storage/storageAccounts", 40 | "apiVersion": "2019-06-01", 41 | "name": "[variables('storageName')]", 42 | "location": "[variables('location')]", 43 | "sku": { 44 | "name": "Standard_LRS", 45 | "tier": "Standard" 46 | }, 47 | "kind": "StorageV2", 48 | "properties": { 49 | "isHnsEnabled": true, 50 | "networkAcls": { 51 | "bypass": "AzureServices", 52 | "virtualNetworkRules": [], 53 | "ipRules": [], 54 | "defaultAction": "Allow" 55 | }, 56 | "supportsHttpsTrafficOnly": true, 57 | "encryption": { 58 | "services": { 59 | "file": { 60 | "enabled": true 61 | }, 62 | "blob": { 63 | "enabled": true 64 | } 65 | }, 66 | "keySource": "Microsoft.Storage" 67 | }, 68 | "accessTier": "Hot" 69 | } 70 | }, 71 | { 72 | "type": "Microsoft.Storage/storageAccounts/blobServices", 73 | "apiVersion": "2019-06-01", 74 | "name": "[concat(variables('storageName'), '/default')]", 75 | "dependsOn": [ 76 | "[resourceId('Microsoft.Storage/storageAccounts', variables('storageName'))]" 77 | ], 78 | "properties": { 79 | "cors": { 80 | "corsRules": [ 81 | { 82 | "allowedOrigins": [ 83 | "https://formrecognizer.appliedai.azure.com" 84 | ], 85 | "allowedMethods": [ 86 | "GET", 87 | "POST", 88 | "DELETE", 89 | "HEAD", 90 | "MERGE", 91 | "OPTIONS", 92 | "PUT", 93 | "PATCH" 94 | ], 95 | "maxAgeInSeconds": 120, 96 | "exposedHeaders": [ 97 | "*" 98 | ], 99 | "allowedHeaders": [ 100 | "*" 101 | ] 102 | } 103 | ] 104 | }, 105 | "deleteRetentionPolicy": { 106 | "enabled": false 107 | } 108 | } 109 | }, 110 | { 111 | "type": "Microsoft.Storage/storageAccounts/blobServices/containers", 112 | "apiVersion": "2019-06-01", 113 | "name": "[concat(variables('storageName'), '/default/', variables('storageContainer'))]", 114 | "dependsOn": [ 115 | "[resourceId('Microsoft.Storage/storageAccounts/blobServices', variables('storageName'), 'default')]", 116 | "[resourceId('Microsoft.Storage/storageAccounts', variables('storageName'))]" 117 | ], 118 | "properties": { 119 | "publicAccess": "None" 120 | } 121 | }, 122 | 123 | 124 | { 125 | "type": "Microsoft.CognitiveServices/accounts", 126 | "apiVersion": "2021-04-30", 127 | "name": "[variables('formrecognizername')]", 128 | "location": "[variables('location')]", 129 | "sku": { 130 | "name": "F0" 131 | }, 132 | "kind": "FormRecognizer", 133 | "identity": { 134 | "type": "None", 135 | "userAssignedIdentities": {} 136 | }, 137 | "properties": { 138 | "customSubDomainName": "[variables('formrecognizername')]", 139 | "networkAcls": { 140 | "defaultAction": "Allow", 141 | "virtualNetworkRules": [], 142 | "ipRules": [] 143 | }, 144 | "publicNetworkAccess": "Enabled" 145 | } 146 | }, 147 | { 148 | "name": "[variables('cosmosdbaccountname')]", 149 | "type": "Microsoft.DocumentDB/databaseAccounts", 150 | "apiVersion": "2019-12-12", 151 | "location": "[variables('location')]", 152 | "tags": {}, 153 | "kind": "GlobalDocumentDB", 154 | "properties": { 155 | "consistencyPolicy": { 156 | "defaultConsistencyLevel": "Session", 157 | "maxStalenessPrefix": 1, 158 | "maxIntervalInSeconds": 5 159 | }, 160 | "locations": [ 161 | { 162 | "locationName": "[variables('location')]", 163 | "failoverPriority": 0 164 | } 165 | ], 166 | "databaseAccountOfferType": "Standard", 167 | "enableAutomaticFailover": false 168 | } 169 | }, 170 | { 171 | "type": "Microsoft.DocumentDB/databaseAccounts/sqlDatabases", 172 | "apiVersion": "2021-10-15", 173 | "name": "[concat(variables('cosmosdbaccountname'), '/', variables('cosmosdbname'))]", 174 | "dependsOn": [ 175 | "[resourceId('Microsoft.DocumentDB/databaseAccounts', variables('cosmosdbaccountname'))]" 176 | ], 177 | "properties": { 178 | "resource": { 179 | "id": "[variables('cosmosdbname')]" 180 | } 181 | } 182 | }, 183 | { 184 | "type": "Microsoft.DocumentDB/databaseAccounts/sqlDatabases/containers", 185 | "name": "[concat(variables('cosmosdbaccountname'), '/', variables('cosmosdbname'), '/', variables('cosmosdbcontainer'))]", 186 | "apiVersion": "2021-04-15", 187 | "dependsOn": [ 188 | "[resourceId('Microsoft.DocumentDB/databaseAccounts/sqlDatabases', variables('cosmosdbaccountname'), variables('cosmosdbname'))]" 189 | ], 190 | "properties": { 191 | "resource": { 192 | "id": "[variables('cosmosdbcontainer')]", 193 | "partitionKey": { 194 | "paths": [ 195 | "/id" 196 | ], 197 | "kind": "hash" 198 | }, 199 | "indexingPolicy": { 200 | "indexingMode": "consistent", 201 | "includedPaths": [ 202 | { 203 | "path": "/*", 204 | "indexes": [ 205 | { 206 | "kind": "Hash", 207 | "dataType": "String", 208 | "precision": -1 209 | } 210 | ] 211 | } 212 | ], 213 | "excludedPaths": [ 214 | { 215 | "path": "/\"_etag\"/?" 216 | } 217 | ] 218 | } 219 | }, 220 | "options": {} 221 | } 222 | }, 223 | { 224 | "type": "Microsoft.ManagedIdentity/userAssignedIdentities", 225 | "apiVersion": "2018-11-30", 226 | "name": "[variables('userAssignedIdentities')]", 227 | "location": "[variables('location')]" 228 | }, 229 | { 230 | "scope": "[concat('Microsoft.Storage/storageAccounts/', variables('storageName'))]", 231 | "type": "Microsoft.Authorization/roleAssignments", 232 | "apiVersion": "2020-04-01-preview", 233 | "name": "[guid(uniqueString(variables('storageName')))]", 234 | "location": "[variables('location')]", 235 | "properties": { 236 | "roleDefinitionId": "[resourceId('Microsoft.Authorization/roleDefinitions', variables('StorageBlobDataContributor'))]", 237 | "principalId": "[reference(resourceId('Microsoft.ManagedIdentity/userAssignedIdentities', variables('userAssignedIdentities'))).principalId]", 238 | "principalType": "ServicePrincipal" 239 | }, 240 | "dependsOn": [ 241 | "[resourceId('Microsoft.ManagedIdentity/userAssignedIdentities', variables('userAssignedIdentities'))]" 242 | ] 243 | }, 244 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including without limitation the rights 8 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 9 | copies of the Software, and to permit persons to whom the Software is 10 | furnished to do so, subject to the following conditions: 11 | 12 | The above copyright notice and this permission notice shall be included in all 13 | copies or substantial portions of the Software. 14 | 15 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 16 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 17 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 18 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 19 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 20 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 21 | SOFTWARE 22 | -------------------------------------------------------------------------------- /NOTICE.txt: -------------------------------------------------------------------------------- 1 | NOTICES AND INFORMATION 2 | Do Not Translate or Localize 3 | 4 | This software incorporates material from third parties. 5 | Microsoft makes certain open source code available at https://3rdpartysource.microsoft.com, 6 | or you may send a check or money order for US $5.00, including the product name, 7 | the open source component name, platform, and version number, to: 8 | 9 | Source Code Compliance Team 10 | Microsoft Corporation 11 | One Microsoft Way 12 | Redmond, WA 98052 13 | USA 14 | 15 | Notwithstanding any other terms, you may reverse engineer this software to the extent 16 | required to debug changes to any libraries licensed under the GNU Lesser General Public License. 17 | 18 | -------------------------------------------------------------------------------- /PRIVACY.md: -------------------------------------------------------------------------------- 1 | # Privacy 2 | 3 | When you deploy this template, Microsoft is able to identify the installation of the software with the Azure resources that are deployed. Microsoft is able to correlate the Azure resources that are used to support the software. Microsoft collects this information to provide the best experiences with their products and to operate their business. The data is collected and governed by Microsoft's privacy policies, which can be found at [Microsoft Privacy Statement](https://go.microsoft.com/fwlink/?LinkID=824704). 4 | 5 | To disable this, simply remove the following section from [deploy.json](./Deployment/deploy.json) and [deploylogicapp.json](./Deployment/deploylogicapp.json) before deploying the resources to Azure: 6 | 7 | ```json 8 | { 9 | "apiVersion": "2020-10-01", 10 | "name": "pid-cecbb919-a93d-5409-91f6-0ce2403a32fd", 11 | "type": "Microsoft.Resources/deployments", 12 | "properties": { 13 | "mode": "Incremental", 14 | "template": { 15 | "$schema": "https://schema.management.azure.com/schemas/2019-04-01/deploymentTemplate.json#", 16 | "contentVersion": "1.0.0.0", 17 | "resources": [] 18 | } 19 | } 20 | } 21 | ``` 22 | 23 | You can see more information on this at https://docs.microsoft.com/en-us/azure/marketplace/azure-partner-customer-usage-attribution. -------------------------------------------------------------------------------- /README.md: -------------------------------------------------------------------------------- 1 | --- 2 | page_type: sample 3 | languages: 4 | - python 5 | products: 6 | - azure-form-recognizer 7 | - azure-logic-apps 8 | - power-bi 9 | --- 10 | 11 | ![InvoiceProcessAutomation](./Deployment/img/InvoiceProcessAutomation.png) 12 | 13 | # Azure Invoice Process Automation Solution Accelerator 14 | 15 | Invoice generation and processing are vital for businesses. Manually processing invoices are costly and error prone. Conventionally programmed or automated processes can be rigid, costly to maintain, and difficult to enhance. 16 | 17 | We'd like to introduce a low cost and low code solution that utilizes **Azure Form Recognizer** and **Azure Logic App**. The Azure Form Recognizer is a cloud-based Azure Applied AI service that uses machine learning models to extract and analyze fields, text, and tables from documents or images. The Azure Form Recognizer enables businesses to process a variety of documents, including invoices, receipts, driver licenses, passports, and business cards. Azure Logic App enables solution developers to quickly design and deploy an end to end invoice processing solution. The Custom Form Recognizer Model can be easily created using Azure Form Recognizer Studio. 18 | 19 | 20 | **Who can leverage this solution?** Businesses that receive large number of invoices with a variety of predicable formats. 21 | 22 | **Outcome of the solution**: Key inventory fields are extracted from invoice files or images, stored in Azure Cosmos DB, visualized reports produced in PowerBI dashboard. From the dashboard, users can search invoices by customer name, invoice date, due date, and invoice charges. 23 | This solution is easily enhanced to extract additional invoice fields, without architectural changes. To process invoices in previously unseen format, a new model can be trained quickly using Azure Form Recognizer Studio. The new model can be merged with the existing model. 24 | 25 | **Possible extension**: Businesses can utilize invoice data fields stored in Azure Cosmos DB to perform further processing, such as validation, search, payment, analysis, and reporting. 26 | 27 | 28 | ![Process flow](./Deployment/img/ProcessFlow.png "Process flow") 29 | 30 | ## Prerequisites 31 | 32 | To use this solution accelerator, you will need access to an [Azure subscription](https://azure.microsoft.com/en-us/free/). An understanding of Azure Form Recognizer, Azure Form Recognizer Studio, Azure Logic Apps, Azure Cosmos DB, and PowerBI will be helpful. 33 | 34 | For additional training and support, please review: 35 | 36 | 1. [Azure Form Recognizer](https://azure.microsoft.com/en-us/services/form-recognizer/) 37 | 2. [Azure Logic Apps](https://azure.microsoft.com/en-us/services/logic-apps/#overview) 38 | 3. [Azure Blob Storage](https://azure.microsoft.com/en-us/services/storage/blobs/#overview) 39 | 4. [Azure Cosmos DB](https://azure.microsoft.com/en-us/services/cosmos-db/) 40 | 5. [Power BI](https://docs.microsoft.com/en-us/power-bi/fundamentals/power-bi-overview) 41 | 42 | 43 | ## Getting Started 44 | Start by deploying the required resources to Azure. The button below will deploy Azure User Assigned Identity, Azure Form Recognizer, Logic Apps, and Cosmos DB. 45 | 46 | [![Deploy to Azure](https://aka.ms/deploytoazurebutton)](https://portal.azure.com/#create/Microsoft.Template/uri/https%3A%2F%2Fraw.githubusercontent.com%2Fmicrosoft%2FAzure-Invoice-Process-Automation-Solution-Accelerator%2Fmain%2FDeployment%2Fdeploy.json) 47 | 48 | > **Note**: by deploying this, the managed identity will automatically be assigned the role `Storage Blob Data Contributor` on the storage account 49 | 50 | * Go to the [Deployment Guide](./Deployment/Deployment.md) to set up your Azure environment and create necessary Azure resources. 51 | 52 | ## Architecture 53 | Below architecture diagram illustrates the main components and information flow of this solution accelerator. 54 | 55 | ![Invoice Automation Architecture Diagram](./Deployment/img/InvoiceSAArchitecture.png "Invoice Automation Architecture Diagram") 56 | 57 | ## Power BI Dashboard 58 | 59 | Below PowerBI dashboard illustrates results of invoice processing, with key fields extracted from invoices that are in .pdf format. You can also search invoices by customer name, invoice date, due date, invoice number, and invoice charges. 60 | 61 | ![Invoice Dashboard](./Deployment/img/PBI-w-Text-Search.png "Invoice Dashboard") 62 | 63 | In addition, you can have a quick overview of the invoice charges categorized by Invoice Date, Due Date, Customer Name, or Vendor Name. 64 | 65 | ![Invoice Dashboard](./Deployment/img/PBI-Invoices-by-Category.png "Invoice Dashboard") 66 | 67 | ## License 68 | MIT License 69 | 70 | Copyright (c) Microsoft Corporation. 71 | 72 | Permission is hereby granted, free of charge, to any person obtaining a copy 73 | of this software and associated documentation files (the "Software"), to deal 74 | in the Software without restriction, including without limitation the rights 75 | to use, copy, modify, merge, publish, distribute, sublicense, and/or sell 76 | copies of the Software, and to permit persons to whom the Software is 77 | furnished to do so, subject to the following conditions: 78 | 79 | The above copyright notice and this permission notice shall be included in all 80 | copies or substantial portions of the Software. 81 | 82 | THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR 83 | IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, 84 | FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE 85 | AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER 86 | LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, 87 | OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE 88 | SOFTWARE 89 | 90 | 91 | ## Contributing 92 | 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. 93 | 94 | When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., status check, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA. 95 | 96 | This project has adopted the [Microsoft Open Source Code of Conduct](https://opensource.microsoft.com/codeofconduct/). For more information see the [Code of Conduct FAQ](https://opensource.microsoft.com/codeofconduct/faq/) or contact [opencode@microsoft.com](mailto:opencode@microsoft.com) with any additional questions or comments. 97 | 98 | ## Trademarks 99 | This project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft trademarks or logos is subject to and must follow [Microsoft's Trademark & Brand Guidelines](https://www.microsoft.com/en-us/legal/intellectualproperty/trademarks/usage/general). Use of Microsoft trademarks or logos in modified versions of this project must not cause confusion or imply Microsoft sponsorship. Any use of third-party trademarks or logos are subject to those third-party's policies. 100 | 101 | ## Data Collection 102 | The software may collect information about you and your use of the software and send it to Microsoft. Microsoft may use this information to provide services and improve our products and services. You may turn off the telemetry as described in the repository. There are also some features in the software that may enable you and Microsoft to collect data from users of your applications. If you use these features, you must comply with applicable law, including providing appropriate notices to users of your applications together with a copy of Microsoft's privacy statement. Our privacy statement is located at https://go.microsoft.com/fwlink/?LinkID=824704. You can learn more about data collection and use in the help documentation and our privacy statement. Your use of the software operates as your consent to these practices. 103 | -------------------------------------------------------------------------------- /SECURITY.md: -------------------------------------------------------------------------------- 1 | 2 | 3 | ## Security 4 | 5 | Microsoft takes the security of our software products and services seriously, which includes all source code repositories managed through our GitHub organizations, which include [Microsoft](https://github.com/Microsoft), [Azure](https://github.com/Azure), [DotNet](https://github.com/dotnet), [AspNet](https://github.com/aspnet), [Xamarin](https://github.com/xamarin), and [our GitHub organizations](https://opensource.microsoft.com/). 6 | 7 | If you believe you have found a security vulnerability in any Microsoft-owned repository that meets [Microsoft's definition of a security vulnerability](https://docs.microsoft.com/en-us/previous-versions/tn-archive/cc751383(v=technet.10)), please report it to us as described below. 8 | 9 | ## Reporting Security Issues 10 | 11 | **Please do not report security vulnerabilities through public GitHub issues.** 12 | 13 | Instead, please report them to the Microsoft Security Response Center (MSRC) at [https://msrc.microsoft.com/create-report](https://msrc.microsoft.com/create-report). 14 | 15 | If you prefer to submit without logging in, send email to [secure@microsoft.com](mailto:secure@microsoft.com). If possible, encrypt your message with our PGP key; please download it from the [Microsoft Security Response Center PGP Key page](https://www.microsoft.com/en-us/msrc/pgp-key-msrc). 16 | 17 | You should receive a response within 24 hours. If for some reason you do not, please follow up via email to ensure we received your original message. Additional information can be found at [microsoft.com/msrc](https://www.microsoft.com/msrc). 18 | 19 | Please include the requested information listed below (as much as you can provide) to help us better understand the nature and scope of the possible issue: 20 | 21 | * Type of issue (e.g. buffer overflow, SQL injection, cross-site scripting, etc.) 22 | * Full paths of source file(s) related to the manifestation of the issue 23 | * The location of the affected source code (tag/branch/commit or direct URL) 24 | * Any special configuration required to reproduce the issue 25 | * Step-by-step instructions to reproduce the issue 26 | * Proof-of-concept or exploit code (if possible) 27 | * Impact of the issue, including how an attacker might exploit the issue 28 | 29 | This information will help us triage your report more quickly. 30 | 31 | If you are reporting for a bug bounty, more complete reports can contribute to a higher bounty award. Please visit our [Microsoft Bug Bounty Program](https://microsoft.com/msrc/bounty) page for more details about our active programs. 32 | 33 | ## Preferred Languages 34 | 35 | We prefer all communications to be in English. 36 | 37 | ## Policy 38 | 39 | Microsoft follows the principle of [Coordinated Vulnerability Disclosure](https://www.microsoft.com/en-us/msrc/cvd). 40 | 41 | -------------------------------------------------------------------------------- /SUPPORT.md: -------------------------------------------------------------------------------- 1 | # Support 2 | 3 | ## How to file issues and get help 4 | 5 | This project uses GitHub Issues to track bugs and feature requests. Please search the existing 6 | issues before filing new issues to avoid duplicates. For new issues, file your bug or 7 | feature request as a new Issue. 8 | 9 | For help and questions about using this project, please **REPO MAINTAINER: INSERT INSTRUCTIONS HERE 10 | FOR HOW TO ENGAGE REPO OWNERS OR COMMUNITY FOR HELP. COULD BE A STACK OVERFLOW TAG OR OTHER 11 | CHANNEL. WHERE WILL YOU HELP PEOPLE?**. 12 | 13 | ## Microsoft Support Policy 14 | 15 | Support for this **PROJECT or PRODUCT** is limited to the resources listed above. 16 | --------------------------------------------------------------------------------