@uipath/skills 1.195.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/.claude-plugin/marketplace.json +33 -0
- package/.claude-plugin/plugin.json +34 -0
- package/CODEOWNERS +141 -0
- package/LICENSE +21 -0
- package/README.md +164 -0
- package/agents/uipath-project-discovery-agent.md +333 -0
- package/assets/cli-versions.json +15 -0
- package/assets/uip-catalog-snapshot.json +1275 -0
- package/commands/install-permissions.md +97 -0
- package/hooks/ensure-uip.sh +220 -0
- package/hooks/hooks.json +23 -0
- package/hooks/suggest-permissions.sh +36 -0
- package/hooks/validate-skill-descriptions.sh +58 -0
- package/package.json +44 -0
- package/skills/uipath-admin/SKILL.md +217 -0
- package/skills/uipath-admin/references/audit-commands.md +216 -0
- package/skills/uipath-admin/references/audit-workflow-guide.md +297 -0
- package/skills/uipath-admin/references/authorization/authorization-commands.md +443 -0
- package/skills/uipath-admin/references/authorization/check-access.md +139 -0
- package/skills/uipath-admin/references/authorization/grant-permissions.md +132 -0
- package/skills/uipath-admin/references/authorization/permission-catalog.md +62 -0
- package/skills/uipath-admin/references/authorization/role-assignment-management.md +178 -0
- package/skills/uipath-admin/references/authorization/role-management.md +308 -0
- package/skills/uipath-admin/references/external-app-management.md +142 -0
- package/skills/uipath-admin/references/group-management.md +67 -0
- package/skills/uipath-admin/references/identity-commands.md +662 -0
- package/skills/uipath-admin/references/ip-restriction/bypass-rule-management.md +80 -0
- package/skills/uipath-admin/references/ip-restriction/enforcement-management.md +86 -0
- package/skills/uipath-admin/references/ip-restriction/ip-range-management.md +125 -0
- package/skills/uipath-admin/references/ip-restriction/ip-restriction-commands.md +318 -0
- package/skills/uipath-admin/references/organization-management.md +146 -0
- package/skills/uipath-admin/references/organizations-commands.md +175 -0
- package/skills/uipath-admin/references/pat-management.md +73 -0
- package/skills/uipath-admin/references/robot-account-management.md +36 -0
- package/skills/uipath-admin/references/smtp-management.md +73 -0
- package/skills/uipath-admin/references/tenant-management.md +308 -0
- package/skills/uipath-admin/references/tenants-commands.md +354 -0
- package/skills/uipath-admin/references/user-management.md +105 -0
- package/skills/uipath-agents/SKILL.md +79 -0
- package/skills/uipath-agents/assets/solutions/metadata.json +199 -0
- package/skills/uipath-agents/references/authentication.md +83 -0
- package/skills/uipath-agents/references/coded/capabilities/batch-transform/api-reference.md +38 -0
- package/skills/uipath-agents/references/coded/capabilities/batch-transform/impl-python.md +115 -0
- package/skills/uipath-agents/references/coded/capabilities/batch-transform/planning.md +90 -0
- package/skills/uipath-agents/references/coded/capabilities/context-grounding.md +253 -0
- package/skills/uipath-agents/references/coded/capabilities/conversational-agents.md +86 -0
- package/skills/uipath-agents/references/coded/capabilities/deeprag/api-reference.md +38 -0
- package/skills/uipath-agents/references/coded/capabilities/deeprag/impl-python.md +117 -0
- package/skills/uipath-agents/references/coded/capabilities/deeprag/planning.md +58 -0
- package/skills/uipath-agents/references/coded/capabilities/file-attachments.md +99 -0
- package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails-recommend.md +284 -0
- package/skills/uipath-agents/references/coded/capabilities/guardrails/guardrails.md +250 -0
- package/skills/uipath-agents/references/coded/capabilities/human-in-the-loop.md +208 -0
- package/skills/uipath-agents/references/coded/capabilities/integration-service.md +318 -0
- package/skills/uipath-agents/references/coded/capabilities/process-invocation.md +131 -0
- package/skills/uipath-agents/references/coded/capabilities/sdk-services.md +244 -0
- package/skills/uipath-agents/references/coded/capabilities/tracing.md +247 -0
- package/skills/uipath-agents/references/coded/embedding-in-flows.md +97 -0
- package/skills/uipath-agents/references/coded/flow-integration.md +88 -0
- package/skills/uipath-agents/references/coded/frameworks/agent-patterns.md +411 -0
- package/skills/uipath-agents/references/coded/frameworks/coded-functions.md +240 -0
- package/skills/uipath-agents/references/coded/frameworks/langgraph-integration.md +411 -0
- package/skills/uipath-agents/references/coded/frameworks/llamaindex-integration.md +404 -0
- package/skills/uipath-agents/references/coded/frameworks/openai-agents-integration.md +365 -0
- package/skills/uipath-agents/references/coded/lifecycle/bindings-reference.md +1114 -0
- package/skills/uipath-agents/references/coded/lifecycle/build.md +54 -0
- package/skills/uipath-agents/references/coded/lifecycle/deployment.md +143 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluate.md +101 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluations/best-practices.md +222 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluations/creating-evaluations.md +187 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluation-sets.md +203 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluations/evaluators.md +321 -0
- package/skills/uipath-agents/references/coded/lifecycle/evaluations/running-evaluations.md +145 -0
- package/skills/uipath-agents/references/coded/lifecycle/file-sync.md +109 -0
- package/skills/uipath-agents/references/coded/lifecycle/local-workspace.md +67 -0
- package/skills/uipath-agents/references/coded/lifecycle/running-agents.md +92 -0
- package/skills/uipath-agents/references/coded/lifecycle/setup.md +126 -0
- package/skills/uipath-agents/references/coded/quickstart.md +333 -0
- package/skills/uipath-agents/references/coded-vs-lowcode-guide.md +115 -0
- package/skills/uipath-agents/references/context-grounding-patterns.md +52 -0
- package/skills/uipath-agents/references/lowcode/agent-definition.md +388 -0
- package/skills/uipath-agents/references/lowcode/agent-prompting-guide.md +149 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/analyze-attachments.md +115 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/api-reference.md +38 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/impl-json.md +97 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/batch-transform/planning.md +62 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/built-in-tools.md +75 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/api-reference.md +38 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/impl-json.md +84 -0
- package/skills/uipath-agents/references/lowcode/capabilities/built-in-tools/deeprag/planning.md +49 -0
- package/skills/uipath-agents/references/lowcode/capabilities/context/attachments.md +54 -0
- package/skills/uipath-agents/references/lowcode/capabilities/context/context.md +40 -0
- package/skills/uipath-agents/references/lowcode/capabilities/context/datafabric.md +52 -0
- package/skills/uipath-agents/references/lowcode/capabilities/context/index.md +264 -0
- package/skills/uipath-agents/references/lowcode/capabilities/escalation/escalation.md +268 -0
- package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails-recommend.md +227 -0
- package/skills/uipath-agents/references/lowcode/capabilities/guardrails/guardrails.md +1107 -0
- package/skills/uipath-agents/references/lowcode/capabilities/inline-in-flow/inline-in-flow.md +371 -0
- package/skills/uipath-agents/references/lowcode/capabilities/integration-service/integration-service.md +350 -0
- package/skills/uipath-agents/references/lowcode/capabilities/memory/memory.md +186 -0
- package/skills/uipath-agents/references/lowcode/capabilities/process/process.md +257 -0
- package/skills/uipath-agents/references/lowcode/capabilities/process/solution-files.md +548 -0
- package/skills/uipath-agents/references/lowcode/critical-rules.md +76 -0
- package/skills/uipath-agents/references/lowcode/evaluations/evaluate.md +91 -0
- package/skills/uipath-agents/references/lowcode/evaluations/evaluation-sets.md +153 -0
- package/skills/uipath-agents/references/lowcode/evaluations/evaluators.md +280 -0
- package/skills/uipath-agents/references/lowcode/evaluations/orchestrator-eval-run.md +210 -0
- package/skills/uipath-agents/references/lowcode/evaluations/running-evaluations.md +207 -0
- package/skills/uipath-agents/references/lowcode/lowcode.md +101 -0
- package/skills/uipath-agents/references/lowcode/model-selection-guide.md +69 -0
- package/skills/uipath-agents/references/lowcode/project-lifecycle.md +408 -0
- package/skills/uipath-agents/references/lowcode/solution-resources.md +290 -0
- package/skills/uipath-api-workflow/SKILL.md +313 -0
- package/skills/uipath-api-workflow/assets/templates/api-workflow-template.json +58 -0
- package/skills/uipath-api-workflow/assets/templates/conditional-workflow-example.json +276 -0
- package/skills/uipath-api-workflow/assets/templates/connector-call-example.json +125 -0
- package/skills/uipath-api-workflow/assets/templates/loop-aggregation-example.json +184 -0
- package/skills/uipath-api-workflow/assets/templates/nested-control-flow-example.json +292 -0
- package/skills/uipath-api-workflow/assets/templates/solution-connection-resource-template.json +28 -0
- package/skills/uipath-api-workflow/assets/templates/vendor-curated-call-example.json +105 -0
- package/skills/uipath-api-workflow/references/cli-reference.md +421 -0
- package/skills/uipath-api-workflow/references/connector-activity-discovery.md +750 -0
- package/skills/uipath-api-workflow/references/control-flow-patterns.md +265 -0
- package/skills/uipath-api-workflow/references/expressions-and-context.md +269 -0
- package/skills/uipath-api-workflow/references/http-retry-config.md +156 -0
- package/skills/uipath-api-workflow/references/task-types.md +482 -0
- package/skills/uipath-api-workflow/references/troubleshooting.md +628 -0
- package/skills/uipath-api-workflow/references/workflow-file-format.md +205 -0
- package/skills/uipath-coded-apps/SKILL.md +186 -0
- package/skills/uipath-coded-apps/assets/templates/action-app-template.md +303 -0
- package/skills/uipath-coded-apps/assets/templates/web-app-template.md +333 -0
- package/skills/uipath-coded-apps/references/commands-reference.md +284 -0
- package/skills/uipath-coded-apps/references/create-action-app.md +344 -0
- package/skills/uipath-coded-apps/references/create-web-app.md +212 -0
- package/skills/uipath-coded-apps/references/debug.md +513 -0
- package/skills/uipath-coded-apps/references/file-sync.md +165 -0
- package/skills/uipath-coded-apps/references/oauth-client-setup.md +671 -0
- package/skills/uipath-coded-apps/references/oauth-scopes.md +244 -0
- package/skills/uipath-coded-apps/references/pack-publish-deploy.md +342 -0
- package/skills/uipath-coded-apps/references/patterns.md +1023 -0
- package/skills/uipath-coded-apps/references/sdk/action-center.md +278 -0
- package/skills/uipath-coded-apps/references/sdk/conversational-agent.md +736 -0
- package/skills/uipath-coded-apps/references/sdk/data-fabric.md +244 -0
- package/skills/uipath-coded-apps/references/sdk/feedback.md +142 -0
- package/skills/uipath-coded-apps/references/sdk/imports.md +58 -0
- package/skills/uipath-coded-apps/references/sdk/maestro.md +391 -0
- package/skills/uipath-coded-apps/references/sdk/orchestrator.md +358 -0
- package/skills/uipath-coded-apps/references/sdk/pagination.md +84 -0
- package/skills/uipath-data-fabric/SKILL.md +241 -0
- package/skills/uipath-data-fabric/references/bulk-import.md +73 -0
- package/skills/uipath-data-fabric/references/choice-sets.md +138 -0
- package/skills/uipath-data-fabric/references/entity-schema.md +391 -0
- package/skills/uipath-data-fabric/references/file-attachments.md +65 -0
- package/skills/uipath-data-fabric/references/filter-platform-contract.md +55 -0
- package/skills/uipath-data-fabric/references/records-query.md +246 -0
- package/skills/uipath-feedback/SKILL.md +350 -0
- package/skills/uipath-governance/SKILL.md +91 -0
- package/skills/uipath-governance/references/access-policy/access-policy-commands.md +234 -0
- package/skills/uipath-governance/references/access-policy/access-policy-overview-guide.md +342 -0
- package/skills/uipath-governance/references/access-policy/planning-arch.md +314 -0
- package/skills/uipath-governance/references/access-policy/planning-impl.md +126 -0
- package/skills/uipath-governance/references/access-policy/plugins/actor/impl.md +203 -0
- package/skills/uipath-governance/references/access-policy/plugins/actor/planning.md +178 -0
- package/skills/uipath-governance/references/access-policy/plugins/executable/impl.md +167 -0
- package/skills/uipath-governance/references/access-policy/plugins/executable/planning.md +122 -0
- package/skills/uipath-governance/references/access-policy/plugins/selector/impl.md +169 -0
- package/skills/uipath-governance/references/access-policy/plugins/selector/planning.md +98 -0
- package/skills/uipath-governance/references/access-policy/plugins/tags/impl.md +153 -0
- package/skills/uipath-governance/references/access-policy/plugins/tags/planning.md +117 -0
- package/skills/uipath-governance/references/access-policy/policy-manage-guide.md +403 -0
- package/skills/uipath-governance/references/access-policy/resource-lookup-guide.md +289 -0
- package/skills/uipath-governance/references/access-policy/sample-policy-guide.md +119 -0
- package/skills/uipath-governance/references/aops-policy/aops-governance-recipes-guide.md +226 -0
- package/skills/uipath-governance/references/aops-policy/aops-policy-commands.md +463 -0
- package/skills/uipath-governance/references/aops-policy/aops-policy-deploy-guide.md +371 -0
- package/skills/uipath-governance/references/aops-policy/aops-policy-deployed-guide.md +135 -0
- package/skills/uipath-governance/references/aops-policy/aops-policy-manage-guide.md +425 -0
- package/skills/uipath-governance/references/aops-policy/aops-policy-overview-guide.md +280 -0
- package/skills/uipath-governance/references/aops-policy/configure-aops-policy-data-guide.md +375 -0
- package/skills/uipath-governance/references/disambiguation-guide.md +67 -0
- package/skills/uipath-human-in-the-loop/SKILL.md +322 -0
- package/skills/uipath-human-in-the-loop/references/hitl-node-apptask.md +412 -0
- package/skills/uipath-human-in-the-loop/references/hitl-node-coded-action-app.md +334 -0
- package/skills/uipath-human-in-the-loop/references/hitl-node-quickform.md +392 -0
- package/skills/uipath-human-in-the-loop/references/hitl-patterns.md +154 -0
- package/skills/uipath-ixp/SKILL.md +84 -0
- package/skills/uipath-ixp/references/cli-reference.md +113 -0
- package/skills/uipath-ixp/references/improve-prompts-guide.md +283 -0
- package/skills/uipath-ixp/references/label-documents-guide.md +175 -0
- package/skills/uipath-ixp/references/project-setup-guide.md +90 -0
- package/skills/uipath-maestro-bpmn/.maintenance/README.md +241 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-all.sh +41 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-anchors.sh +83 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-depth.sh +132 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-link-text.sh +123 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-links.sh +70 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-orphans.sh +93 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-plugin-pairs.sh +39 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-real-pack.sh +79 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-template.sh +42 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-uip-commands.sh +266 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-validation-fixtures.py +1255 -0
- package/skills/uipath-maestro-bpmn/.maintenance/check-validation-fixtures.sh +8 -0
- package/skills/uipath-maestro-bpmn/SKILL.md +75 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/README.md +94 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/agent-invocation.bpmn +62 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/bindings_v2.json +37 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/entry-points.json +21 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/agent-invocation/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/bindings_v2.json +68 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/contract-variants.bpmn +270 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/entry-points.json +25 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/contract-variants/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/bindings_v2.json +19 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/entry-points.json +25 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/gateway-boundary-error.bpmn +91 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/gateway-boundary-error/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/bindings_v2.json +4 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/entry-points.json +25 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/imported-brownfield-preservation.bpmn +63 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/imported-brownfield-preservation/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/bindings_v2.json +52 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/entry-points.json +21 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/integration-service-enriched.bpmn +65 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/integration-service-enriched/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/bindings_v2.json +4 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/entry-points.json +25 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/linear-process.bpmn +55 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/linear-process/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/bindings_v2.json +20 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/entry-points.json +17 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/operate.json +9 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/package-descriptor.json +10 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/project.uiproj +7 -0
- package/skills/uipath-maestro-bpmn/fixtures/validation/registry-coverage-matrix/registry-coverage-matrix.bpmn +207 -0
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- package/skills/uipath-troubleshoot/references/products/orchestrator/playbooks/queue-items-failing.md +38 -0
- package/skills/uipath-troubleshoot/references/products/orchestrator/playbooks/robot-credentials.md +43 -0
- package/skills/uipath-troubleshoot/references/products/orchestrator/presentation.md +9 -0
- package/skills/uipath-troubleshoot/references/products/orchestrator/summary.md +13 -0
- package/skills/uipath-troubleshoot/references/runtime-exceptions/investigation_guide.md +61 -0
- package/skills/uipath-troubleshoot/references/runtime-exceptions/overview.md +35 -0
- package/skills/uipath-troubleshoot/references/runtime-exceptions/playbooks/argument-null-exception.md +47 -0
- package/skills/uipath-troubleshoot/references/runtime-exceptions/playbooks/null-reference-exception.md +47 -0
- package/skills/uipath-troubleshoot/references/runtime-exceptions/summary.md +8 -0
- package/skills/uipath-troubleshoot/references/summary.md +112 -0
- package/skills/uipath-troubleshoot/references/templates/playbook-template.md +29 -0
- package/skills/uipath-troubleshoot/schemas/evidence.schema.md +70 -0
- package/skills/uipath-troubleshoot/schemas/hypotheses.schema.md +56 -0
- package/skills/uipath-troubleshoot/schemas/scope-check.schema.md +27 -0
- package/skills/uipath-troubleshoot/schemas/state.schema.md +70 -0
- package/skills/uipath-troubleshoot/scripts/strip-ha-images.ps1 +61 -0
- package/skills/uipath-troubleshoot/scripts/strip-ha-images.sh +41 -0
- package/version-manifest.json +5 -0
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# Coded App Review Checklist
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Quality checklist for UiPath Coded Web Applications — apps built with web frameworks (React, Angular, Vue, etc.) and deployed through the UiPath platform.
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> **Unit of Work:** Before running the technical checks below, complete Step 3a (Unit of Work Discovery) from SKILL.md. For coded apps the declared unit is the entry point input schema (`operate.json` / `entry-points.json`). The actual unit is what each endpoint/page action produces. If a single user action triggers N unbounded downstream calls over a sub-collection of input, that is a Granularity Mismatch (see [rpa-common-issues.md](../rpa/rpa-common-issues.md) for the generic pattern).
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## 1. Project Structure
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### Required Files
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| Check | Severity | How to Verify |
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|---|---|---|
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| `package.json` exists | Critical | `ls package.json` |
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| `.uipath/` directory exists (project metadata) | Critical | `ls -d .uipath/` |
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| `app.config.json` exists (after first publish) | Info | `ls app.config.json` |
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| Build output directory exists (`dist/` or equivalent) | Warning | `ls dist/` |
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| `operate.json` present | Info | `ls operate.json` |
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| `bindings.json` present (if using UiPath resources) | Warning | `ls bindings.json` |
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| `entry-points.json` present | Warning | `ls entry-points.json` |
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| `package-descriptor.json` present | Info | `ls package-descriptor.json` |
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### package.json Quality
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| Check | Severity | How to Verify |
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|---|---|---|
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| `name` field is set and valid | Warning | Read package.json |
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| `version` field is set | Warning | Read package.json |
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| Build script defined (`scripts.build`) | Critical | Read package.json |
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| Dependencies properly declared (not all in devDependencies or vice versa) | Info | Review dependency sections |
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| No unnecessary dependencies | Info | Review dependency list |
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| Lock file exists (`package-lock.json` or `yarn.lock`) | Warning | Check for lock file |
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## 2. Build Verification
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| Check | Severity | How to Verify |
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|---|---|---|
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| `npm run build` completes successfully | Critical | Run build command |
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| `dist/` (or configured output) contains expected files | Critical | `ls dist/` |
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| Build output includes an `index.html` entry point | Critical | `ls dist/index.html` |
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| No build warnings about missing dependencies | Warning | Check build output |
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| Bundle size is reasonable (no massive unoptimized bundles) | Info | Check dist/ file sizes |
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## 3. Pack Readiness
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| Check | Severity | How to Verify |
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|---|---|---|
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| Dry-run pack succeeds | Critical | `uip codedapp pack dist --dry-run` |
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| `.uipath/` metadata is consistent with package.json | Warning | Compare versions and names |
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| No sensitive files included in build output | Critical | Check dist/ for .env, credentials, etc. |
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| No source maps in production build (security risk) | Warning | Check for `.map` files in dist/ |
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## 4. Performance
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### Page Complexity Limits
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| Limit | Maximum | Severity if Exceeded |
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|---|---|---|
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| Controls per page | 200 | Warning |
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| Complex controls per page (tables, grids) | 5 | Warning |
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| Tabs per Tab control | 10 | Warning |
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| Nested containers | 5 levels | Warning |
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| Nested rules in an event | 10 | Warning |
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| Read-only records in Table controls | 200 | Warning |
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### Asset Optimization
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| Check | Severity | How to Verify |
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|---|---|---|
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| Images optimized (not full-resolution for thumbnails) | Info | Check image file sizes |
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| Image sizes >50% of original dimensions | Info | Check resize ratios |
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| Video uses embed links, not direct file hosting | Info | Check for video elements |
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| No unnecessary large assets in build output | Warning | Check dist/ file sizes |
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## 5. Security
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| Check | Severity | How to Verify |
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|---|---|---|
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| No hardcoded API keys, tokens, or secrets | Critical | Grep for `apiKey`, `secret`, `token`, `password` in source |
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| No `.env` file included in build output | Critical | `ls dist/.env` |
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| No source maps in production (`*.map` files) | Warning | `find dist/ -name "*.map"` |
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| Authentication properly configured | Warning | Check auth patterns |
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| API calls use HTTPS (not HTTP) | Warning | Grep for `http://` in source |
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| No sensitive data in client-side storage (localStorage, cookies) | Warning | Check storage usage patterns |
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| Content Security Policy configured | Info | Check meta tags or headers |
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| No known vulnerable dependencies | Warning | `npm audit` |
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## 6. Code Quality
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| Check | Severity | How to Verify |
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|---|---|---|
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| Consistent framework usage (not mixing React/Angular/Vue patterns) | Warning | Review imports and component patterns |
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| Component modularity (no god components with 500+ lines) | Warning | Check file sizes |
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| Error boundaries implemented (React) or error handlers (Angular/Vue) | Warning | Check error handling patterns |
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| Loading states handled for async operations | Info | Check for loading indicators |
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| Form validation present for user inputs | Warning | Check form handling |
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| Accessibility basics (alt text, ARIA labels, keyboard navigation) | Info | Check for a11y attributes |
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| No TODO/FIXME/HACK comments in production code | Info | Grep for TODO, FIXME, HACK |
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| Consistent code style (linting configured) | Info | Check for `.eslintrc` or equivalent |
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## 7. UiPath Integration
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| Check | Severity | How to Verify |
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|---|---|---|
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| Bindings correctly reference UiPath resources | Warning | Read bindings.json |
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| Process invocations use correct process names/versions | Warning | Verify referenced processes |
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| Connection references are valid | Warning | Check connection configs |
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| Error handling for UiPath API calls | Warning | Check error handling patterns |
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## 8. Deployment Configuration
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| Check | Severity | How to Verify |
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|---|---|---|
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| App type correctly set (Web App / Action App) | Warning | Check app.config.json |
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| Version management in place | Warning | Check version fields |
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| Environment-specific configuration externalized | Warning | No hardcoded env-specific URLs |
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| Deployment target correctly configured | Warning | Check deploy config |
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## 9. Deployment Lifecycle Verification
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The complete deployment lifecycle:
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```
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1. Build: npm run build → dist/
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2. Pack: uip codedapp pack dist → .uipath/*.nupkg
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3. Publish: uip codedapp publish → registers with Apps service
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4. Deploy: uip codedapp deploy → deploys to UiPath platform
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```
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| Check | Severity | How to Verify |
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|---|---|---|
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| Full lifecycle completes without errors | Critical | Run each step |
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| Published version matches expected version | Warning | Check version after publish |
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| App accessible after deployment | Critical | Verify app URL |
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| Upgrade path works (not just fresh deploy) | Info | Test upgrade scenario |
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# DevOps Readiness Checklist
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Source control, CI/CD, and deployment governance checks. Applies to ALL project types (RPA, agents, flows, coded apps).
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## Source Control Hygiene
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| Check | Severity | How to Verify |
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8
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|---|---|---|
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9
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| Repository under version control (Git, Azure Repos, etc.) | Warning | `git rev-parse --is-inside-work-tree` should succeed |
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10
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| `.gitignore` present at project / solution root | Warning | `ls .gitignore` |
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11
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| `.gitignore` excludes Studio runtime artifacts: `.local/`, `.codedworkflows/`, `.objects/` (Object Repository binary cache), `.tmh/`, `.entities/` runtime dirs | Warning | Read `.gitignore` and verify these patterns are present |
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12
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| `.gitignore` excludes `.nupkg` package artifacts and `bin/` / `obj/` build outputs | Warning | Verify exclusions |
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13
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| `.gitignore` excludes `.env` files, credential files (`*.pfx`, `*.key`, `credentials.json`) | Critical | Verify exclusions; cross-check no such files in `git ls-files` |
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14
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| `.gitignore` excludes IDE/OS noise (`.DS_Store`, `Thumbs.db`, `*.user`, `.vs/`) | Info | Verify exclusions |
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15
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| No binary files committed (Excel data files, screenshots beyond informative ones, large media) | Warning | `git ls-files | xargs -I {} stat -c "%s {}" {} | sort -rn | head` — flag large binaries |
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16
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| No secrets in commit history | Critical | Use a secret scanner (`trufflehog`, `gitleaks`) on the repo. Even one historical commit with a secret = compromised credential, must rotate |
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17
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| Agent prompts (`agent.json`, system prompts) are version-controlled (not stored only in Studio Web UI) | Warning | For agent projects, `agent.json` should be in the repo with the rest of the source |
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18
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19
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## Branching and Code Review
|
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20
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|
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21
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| Check | Severity | How to Verify |
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22
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+
|---|---|---|
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23
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| Long-lived branches per environment OR trunk-based with environment configuration | Info | Check branch structure |
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24
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| Pull requests required before merge to main / production branches | Warning | Check repo settings for branch protection rules |
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25
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+
| Code review approval required for production-bound changes | Warning | Check PR policy |
|
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26
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| CI runs on PRs (validation, tests, Workflow Analyzer) | Warning | Check CI config (`.github/workflows/`, `azure-pipelines.yml`, etc.) |
|
|
27
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|
|
28
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## CI/CD Pipeline
|
|
29
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|
|
30
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+
| Check | Severity | How to Verify |
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|
31
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+
|---|---|---|
|
|
32
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+
| Automated build pipeline exists | Warning | Check for CI config files |
|
|
33
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| Pipeline runs validation (`uip rpa validate` / `uip maestro flow validate` / `uip agent validate`) on every commit | Warning | Inspect pipeline steps |
|
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34
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| Pipeline runs Workflow Analyzer with project's analyzer rule set, fails on Error-level violations | Warning | Inspect pipeline; check for analyzer step |
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35
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| Pipeline runs unit / smoke tests | Warning | Inspect pipeline test step |
|
|
36
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+
| Pipeline publishes packages to a feed (not manual Studio publish) | Critical | Check pipeline; verify production publishes go through pipeline only |
|
|
37
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+
| Pipeline supports environment promotion (Dev → Test → UAT → Prod) with separate package versions or environment-specific deployment | Warning | Check pipeline structure |
|
|
38
|
+
| Pipeline failure blocks production deployment | Critical | Check pipeline gates |
|
|
39
|
+
|
|
40
|
+
## Configuration Separation
|
|
41
|
+
|
|
42
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+
| Check | Severity | How to Verify |
|
|
43
|
+
|---|---|---|
|
|
44
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+
| Per-environment configs are NOT all committed in plaintext to the same branch (use environment-specific assets, not duplicated config files in the repo) | Warning | Check for `config.dev.json` / `config.prod.json` containing environment-specific URLs / IDs / tokens — these belong in Orchestrator assets per environment |
|
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45
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| Environment names (dev / test / prod) NOT hardcoded in source — environment is determined by the Orchestrator folder the bot runs in | Warning | Grep source for `"prod"` / `"production"` / `"dev"` hardcoded strings outside config / environment-aware logic |
|
|
46
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| Secrets pulled from Orchestrator Credential assets / external vault at runtime, not embedded in config files | Critical | Verify no plaintext credentials in any committed file |
|
|
47
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+
|
|
48
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## Governance Alignment for Agents and Maestro
|
|
49
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+
|
|
50
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| Check | Severity | How to Verify |
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51
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|---|---|---|
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52
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| Agent prompts changes go through PR review (same governance as RPA code) | Warning | Check whether `agent.json` modifications are reviewed before merge |
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|
53
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| Agent evaluation runs in CI; deployment blocked if eval score regresses below threshold | Warning | Check pipeline for eval execution + threshold gate |
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54
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| Maestro `.bpmn` / `.flow` changes go through PR review | Warning | Verify orchestration files are not edited directly in the Maestro UI on production |
|
|
55
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| Production agent deployments require approval (manual gate in pipeline OR separate approval workflow) | Warning | Check pipeline / Orchestrator approval policy for AI-bearing artifacts |
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# Document Understanding Review Checklist
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2
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3
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Quality checklist for UiPath projects that use Document Understanding (DU) — extracting structured data from unstructured documents (invoices, contracts, forms, receipts).
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4
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5
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> Use this checklist alongside [rpa-review-checklist.md](../rpa/rpa-review-checklist.md). DU projects are RPA projects with DU-specific packages and activities. Review both checklists.
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6
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|
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7
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## 1. Detection — Is This a DU Project?
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8
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9
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A project uses Document Understanding if **any** of these signals are present:
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10
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11
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| Signal | Where to Check |
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12
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|---|---|
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13
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| `UiPath.IntelligentOCR.Activities` in dependencies | `project.json` → `dependencies` |
|
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14
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| `UiPath.DocumentUnderstanding.ML.Activities` in dependencies | `project.json` → `dependencies` |
|
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15
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| `UiPath.DocumentProcessing.Contracts` in dependencies | `project.json` → `dependencies` |
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16
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| `Digitize Document` activity in XAML | Grep `.xaml` for `DigitizeDocument` |
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17
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| `Classify Document Scope` activity in XAML | Grep `.xaml` for `ClassifyDocumentScope` |
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18
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| `Data Extraction Scope` activity in XAML | Grep `.xaml` for `DataExtractionScope` |
|
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19
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| `Present Validation Station` activity in XAML | Grep `.xaml` for `PresentValidationStation` |
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|
20
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| Document Understanding Process Template usage | Check project template origin |
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21
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|
|
22
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If none of these signals are present, skip this checklist.
|
|
23
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+
|
|
24
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## 2. Pipeline Architecture
|
|
25
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|
|
26
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### Four-Stage Pipeline
|
|
27
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|
|
28
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Every DU project must implement the four-stage pipeline. Verify each stage is present:
|
|
29
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|
|
30
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+
| Stage | Required Activity | Severity if Missing |
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31
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|---|---|---|
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|
32
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| 1. Digitization | `Digitize Document` (OCR) | Critical — no text extraction without it |
|
|
33
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| 2. Classification | `Classify Document Scope` with at least one classifier | Warning — unclassified documents cannot route to correct extractors |
|
|
34
|
+
| 3. Extraction | `Data Extraction Scope` with at least one extractor | Critical — no data extraction without it |
|
|
35
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+
| 4. Validation | `Present Validation Station` or auto-validation logic | Warning — no human review for low-confidence results |
|
|
36
|
+
|
|
37
|
+
### Template Usage
|
|
38
|
+
|
|
39
|
+
| Check | Severity | How to Verify |
|
|
40
|
+
|---|---|---|
|
|
41
|
+
| DU Process Template used as base (not built from scratch) | Info | Check project template metadata or workflow structure |
|
|
42
|
+
| Pipeline stages are in correct order (Digitize → Classify → Extract → Validate) | Critical | Read workflow structure — verify activity sequence |
|
|
43
|
+
| Each document type routes to its own extraction configuration | Warning | Check classifier-to-extractor mapping |
|
|
44
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+
| Pipeline handles multi-page documents correctly | Warning | Verify document splitting/merging logic |
|
|
45
|
+
|
|
46
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## 3. Digitization / OCR Configuration
|
|
47
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+
|
|
48
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### OCR Engine Selection
|
|
49
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+
|
|
50
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+
| Document Quality | Recommended Engine | Flag If Wrong |
|
|
51
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+
|---|---|---|
|
|
52
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+
| High-quality scans, digital PDFs | UiPath Document OCR | Using expensive cloud OCR unnecessarily (Info) |
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|
53
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+
| Poor-quality scans, faded/skewed | Google Cloud Vision or Azure Computer Vision | Using basic OCR on poor scans (Warning) |
|
|
54
|
+
| Handwritten text | Specialized OCR or GenAI extraction | Using standard OCR on handwritten (Warning) |
|
|
55
|
+
| Multiple languages in one document | Verify engine supports all languages | Missing language support (Warning) |
|
|
56
|
+
|
|
57
|
+
### OCR Checks
|
|
58
|
+
|
|
59
|
+
| Check | Severity | How to Verify |
|
|
60
|
+
|---|---|---|
|
|
61
|
+
| OCR engine is explicitly configured (not relying on default) | Warning | Check `Digitize Document` activity properties |
|
|
62
|
+
| OCR language setting matches document language | Warning | Check language configuration |
|
|
63
|
+
| Image pre-processing configured for poor-quality inputs | Info | Check for deskew, rotation, noise removal settings |
|
|
64
|
+
| OCR engine tested with representative document samples | Info | Check for test results or evaluation notes |
|
|
65
|
+
| No unnecessary OCR on already-digital PDFs | Info | Check if digital PDF bypass is configured |
|
|
66
|
+
|
|
67
|
+
## 4. Classification Stage
|
|
68
|
+
|
|
69
|
+
### Classifier Configuration
|
|
70
|
+
|
|
71
|
+
| Check | Severity | How to Verify |
|
|
72
|
+
|---|---|---|
|
|
73
|
+
| At least one classifier configured in `Classify Document Scope` | Critical | Read XAML — check classifier activities inside scope |
|
|
74
|
+
| Multiple classifiers chained for reliability | Info | Check for >1 classifier in the scope |
|
|
75
|
+
| Classifier order follows reliability escalation (Keyword → ML → GenAI) | Info | Verify classifier sequence |
|
|
76
|
+
| Confidence threshold configured per document type | Warning | Check classifier confidence settings |
|
|
77
|
+
| Fallback handling for unrecognized document types | Warning | Check for default/unknown classification path |
|
|
78
|
+
|
|
79
|
+
### Classifier Chaining Strategy
|
|
80
|
+
|
|
81
|
+
| Classifier Type | When to Use | Detection |
|
|
82
|
+
|---|---|---|
|
|
83
|
+
| Keyword Classifier | Documents with distinctive headers/keywords (e.g., "INVOICE", "PURCHASE ORDER") | Grep for `KeywordClassifier` in XAML |
|
|
84
|
+
| Intelligent Keyword Classifier | Enhanced version with ML-backed keyword matching | Grep for `IntelligentKeywordClassifier` |
|
|
85
|
+
| ML Classifier | Complex documents, many types, layout variations | Grep for `MLClassifier` or `DocumentClassifier` |
|
|
86
|
+
| GenAI Classification | Zero-shot for new document types, prototyping | Grep for GenAI classifier activities |
|
|
87
|
+
|
|
88
|
+
### Classification Quality Checks
|
|
89
|
+
|
|
90
|
+
| Check | Severity | How to Verify |
|
|
91
|
+
|---|---|---|
|
|
92
|
+
| Documents below confidence threshold route to human review | Warning | Check classification confidence branching logic |
|
|
93
|
+
| Classification results logged for monitoring | Info | Check for logging after classification |
|
|
94
|
+
| All expected document types have classifier coverage | Warning | Compare configured types against PDD/requirements |
|
|
95
|
+
| Unrecognized documents do not silently fail | Critical | Verify exception path for unknown types |
|
|
96
|
+
|
|
97
|
+
## 5. Extraction Stage
|
|
98
|
+
|
|
99
|
+
### Extractor Configuration
|
|
100
|
+
|
|
101
|
+
| Check | Severity | How to Verify |
|
|
102
|
+
|---|---|---|
|
|
103
|
+
| At least one extractor configured in `Data Extraction Scope` | Critical | Read XAML — check extractor activities inside scope |
|
|
104
|
+
| Extractors chained per document type for coverage | Warning | Check for >1 extractor per type |
|
|
105
|
+
| Extractor order follows cost-efficiency (RegEx → Form → ML → GenAI) | Info | Verify extractor sequence |
|
|
106
|
+
| Per-field confidence thresholds set based on business criticality | Warning | Check field-level confidence settings |
|
|
107
|
+
| All required fields defined in extraction taxonomy | Critical | Compare extracted fields against PDD/requirements |
|
|
108
|
+
|
|
109
|
+
### Extractor Type Appropriateness
|
|
110
|
+
|
|
111
|
+
| Extractor Type | Best For | Flag If Misused |
|
|
112
|
+
|---|---|---|
|
|
113
|
+
| RegEx Extractor | Structured fields: dates, amounts, IDs, phone numbers | Used for free-text fields (Warning) |
|
|
114
|
+
| Form Extractor | Fixed-layout forms with consistent field positions | Used for variable-layout documents (Warning) |
|
|
115
|
+
| ML Extractor | Variable layouts, trained on document samples | Used without training data for production (Warning) |
|
|
116
|
+
| GenAI Extraction | New document types, zero-shot, prototyping, low volume | Used for high-volume production without ML (Info) |
|
|
117
|
+
|
|
118
|
+
### Extraction Quality Checks
|
|
119
|
+
|
|
120
|
+
| Check | Severity | How to Verify |
|
|
121
|
+
|---|---|---|
|
|
122
|
+
| High-criticality fields (amounts, dates, IDs) have stricter confidence thresholds | Warning | Compare threshold values per field |
|
|
123
|
+
| Extraction handles missing/optional fields gracefully | Warning | Check for null/empty field handling |
|
|
124
|
+
| Table extraction configured for line-item documents (invoices, POs) | Warning | Check for table extraction activities if documents contain tables |
|
|
125
|
+
| Extraction results mapped to correct output variables | Critical | Verify field-to-variable mapping |
|
|
126
|
+
| No hardcoded field names that differ from taxonomy definitions | Warning | Compare extraction config against taxonomy |
|
|
127
|
+
| Business rule validation used for cross-field checks (e.g., net + tax = total) | Warning | Check for post-extraction validation logic using regex or formula checks |
|
|
128
|
+
|
|
129
|
+
### Confidence Threshold Guidance
|
|
130
|
+
|
|
131
|
+
Confidence thresholds are a **safety net / fallback**, not the primary error detection method:
|
|
132
|
+
- Confidence can never be 100% — there is always a small percentage of correct predictions with low confidence and wrong predictions with high confidence
|
|
133
|
+
- A **missing field has NO confidence** — thresholds cannot catch missing-field errors. Add explicit null/empty checks.
|
|
134
|
+
- Check BOTH Extraction Confidence AND OCR Confidence for each value
|
|
135
|
+
- Sort test results by confidence to identify where errors begin; set threshold above that level
|
|
136
|
+
|
|
137
|
+
## 6. Validation & Human-in-the-Loop
|
|
138
|
+
|
|
139
|
+
| Check | Severity | How to Verify |
|
|
140
|
+
|---|---|---|
|
|
141
|
+
| Validation Station configured for human review | Warning | Grep for `PresentValidationStation` |
|
|
142
|
+
| Auto-validation for high-confidence results (skip human review) | Info | Check for confidence-based branching before Validation Station |
|
|
143
|
+
| Validation Station shows only fields that need review (not entire document) | Info | Check Validation Station configuration |
|
|
144
|
+
| Validated corrections feed back to improve ML models | Info | Check for `Train Classifiers Scope` or `Train Extractors Scope` |
|
|
145
|
+
| Action Center configured for routing (if multi-user validation) | Info | Check Action Center integration |
|
|
146
|
+
| Validation timeout configured (documents not stuck indefinitely) | Warning | Check timeout settings |
|
|
147
|
+
|
|
148
|
+
## 7. Model Management
|
|
149
|
+
|
|
150
|
+
| Check | Severity | How to Verify |
|
|
151
|
+
|---|---|---|
|
|
152
|
+
| ML model retraining process documented | Info | Check project documentation |
|
|
153
|
+
| Training data versioned and stored securely | Warning | Check for training data management |
|
|
154
|
+
| Model performance metrics tracked (accuracy, F1 score) | Info | Check for monitoring/reporting |
|
|
155
|
+
| GenAI used for prototyping, ML models for high-volume production | Info | Verify model strategy matches volume |
|
|
156
|
+
| Model version pinned in production (not auto-updating) | Warning | Check model version configuration |
|
|
157
|
+
|
|
158
|
+
### Tenant Migration (Critical Production Issue)
|
|
159
|
+
|
|
160
|
+
DU model references are **tenant-specific**. When publishing from DEV to PROD, the model ID baked into the workflow points to the DEV tenant. The automation fails with "The resource requested on StartDigitization cannot be found."
|
|
161
|
+
|
|
162
|
+
| Check | Severity | How to Verify |
|
|
163
|
+
|---|---|---|
|
|
164
|
+
| DU model references are environment-agnostic or parameterized | Critical | Check if model IDs are hardcoded in XAML or configurable via assets |
|
|
165
|
+
| DU project exists in target tenant before deployment | Critical | Verify DU project is created in each target environment |
|
|
166
|
+
| Model re-linking documented in deployment procedure | Warning | Check deployment documentation for DU-specific steps |
|
|
167
|
+
| Multi-tenant deployment strategy documented (if deploying to multiple tenants) | Warning | Check for per-tenant model management |
|
|
168
|
+
|
|
169
|
+
### Architecture Pattern
|
|
170
|
+
|
|
171
|
+
For complex DU projects, verify the three-tier separation:
|
|
172
|
+
|
|
173
|
+
| Tier | Purpose | Flag If Missing |
|
|
174
|
+
|---|---|---|
|
|
175
|
+
| **Initiator** | Classification, extraction, verification routing | Warning if monolithic process combines all tiers |
|
|
176
|
+
| **Validation Processor** | Human task coordination via Action Center / Validation Station | Warning if verification blocks remaining document processing |
|
|
177
|
+
| **Post-Processing** | Data export, model training feedback, downstream integration | Info if combined with initiator |
|
|
178
|
+
|
|
179
|
+
## 8. Exception Handling
|
|
180
|
+
|
|
181
|
+
| Check | Severity | How to Verify |
|
|
182
|
+
|---|---|---|
|
|
183
|
+
| Unrecognized document types handled (not silently dropped) | Critical | Check classification exception path |
|
|
184
|
+
| Digitization failures handled (corrupt, password-protected, unreadable) | Warning | Check for error handling around `Digitize Document` |
|
|
185
|
+
| Low-confidence extraction triggers human review (not auto-accepted) | Warning | Check confidence-based routing |
|
|
186
|
+
| Empty extraction results handled (no data found in document) | Warning | Check for empty result handling |
|
|
187
|
+
| Document processing errors logged with document identifier | Warning | Check logging in error paths |
|
|
188
|
+
| Failed documents tracked for reprocessing or manual handling | Warning | Check for failure queue or status tracking |
|
|
189
|
+
|
|
190
|
+
## 9. Performance and Optimization
|
|
191
|
+
|
|
192
|
+
| Check | Severity | How to Verify |
|
|
193
|
+
|---|---|---|
|
|
194
|
+
| Batch processing configured for high-volume scenarios | Info | Check for batch/queue-based document processing |
|
|
195
|
+
| OCR calls minimized (no redundant digitization of same document) | Info | Check for duplicate OCR calls |
|
|
196
|
+
| Large documents handled without memory issues | Warning | Check for document size limits or chunking |
|
|
197
|
+
| Cloud API calls tracked for cost monitoring (GenAI, Cloud OCR) | Info | Check for API call logging |
|
|
198
|
+
| Processing throughput matches PDD/SLA requirements | Info | Compare estimated throughput against requirements |
|
|
199
|
+
|
|
200
|
+
## 10. IXP vs Document Understanding Decision
|
|
201
|
+
|
|
202
|
+
UiPath IXP (Intelligent Xtraction and Processing) is the next-generation platform that unifies Communications Mining and Document Understanding. When reviewing a project, assess whether IXP or classic DU is more appropriate:
|
|
203
|
+
|
|
204
|
+
| Criterion | Use IXP | Use Classic DU |
|
|
205
|
+
|---|---|---|
|
|
206
|
+
| New document types with no training data | Yes (zero-shot generative extraction) | No (requires model training) |
|
|
207
|
+
| Mixed data sources (documents + emails + chat) | Yes (multi-modal processing) | No (documents only) |
|
|
208
|
+
| Rapid prototyping / proof of concept | Yes (works out-of-the-box) | Slower (needs trained models) |
|
|
209
|
+
| Agent-driven processes needing document processing | Yes (native agent tool) | Requires workflow wrapping |
|
|
210
|
+
| High-volume production with trained models | Either (IXP can use specialized models) | Yes (optimized throughput) |
|
|
211
|
+
| Specialized document types with custom models | Either | Yes (highest accuracy) |
|
|
212
|
+
| Regulatory/auditable extraction logic | Evaluate | Yes (deterministic rule-based extractors) |
|
|
213
|
+
|
|
214
|
+
| Check | Severity | How to Verify |
|
|
215
|
+
|---|---|---|
|
|
216
|
+
| IXP vs DU choice matches the use case (see decision table above) | Info | Compare project requirements against decision criteria |
|
|
217
|
+
| If using IXP: generative extraction used for prototyping, specialized models for production | Info | Check model strategy |
|
|
218
|
+
| If using IXP: extraction schemas clearly defined with field types and validation rules | Warning | Check IXP extraction configuration |
|
|
219
|
+
| If using IXP as agent tool: agent properly configured to invoke IXP | Warning | Check agent tool configuration |
|
|
220
|
+
|
|
221
|
+
## 11. Cost and Accuracy Antipatterns
|
|
222
|
+
|
|
223
|
+
| Check | Severity | How to Verify |
|
|
224
|
+
|---|---|---|
|
|
225
|
+
| Generative AI Extractor NOT used for fixed-layout structured documents | Info | For documents with consistent layouts (standard invoices from one vendor, government forms, internal templates), a RegEx or Form extractor is deterministic, faster, and free. Generative adds AI Unit cost, latency, and non-determinism |
|
|
226
|
+
| Validation Station / Action Center used for business-critical fields (not relying solely on confidence thresholds) | Warning | UiPath docs: "Confidence thresholds should only be used as a fallback, a safety net, but never as the main way to detect business-critical errors." Missing fields have NO confidence, so thresholds cannot catch them. Business rules + human review are the reliable detectors. For financial/medical/legal documents, flag as **Critical** if Validation Station absent |
|
|
227
|
+
| Business rule validation configured (cross-field checks — e.g., net + tax = total) | Warning | Business rules catch errors confidence thresholds cannot |
|