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Salesforce Uses AWS Textract For Intelligent Document Automation

The healthcare domain has received all-time higher attention because of the current pandemic. Medical organizations have felt the heat of managing a heavier workload, mostly because of medical paperwork. Various companies have come up with solutions to reduce the person-hours in handling patient data. One of the major names, Salesforce, has been capturing the ground by offering Health Cloud as a Patient Management Service. Salesforce is using AWS Textract API to provide the Intelligent Document Automation service in its Health Cloud. Salesforce has integrated IDA into the Health Cloud to automate the manual entry of medical forms and digitize paperwork silos of the past.

The AWS Textract service is based on Optical Character Recognition (OCR) that can extract text, forms, and tables from structured documents. As of now, Salesforce service works with PDF, JPG, and PNG image files. For printed documents, English, Spanish, German, Italian, Portuguese, and French are supported.

The API detects a document’s layout and the key elements on the page, like tables and forms. It also understands the relationships between data of the embedded forms or tables and extracts everything without altering its context. Textract service was upgraded recently to enable hand-writing recognition. Currently, English is the only supported language for handwritten documents.

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From a privacy point of view, Salesforce seems to have chosen the right API because the Textract API is compliant with Service Organization Control (SOC), International Organization for Standardization (ISO) standards, and regulations like PCI, HIPAA, and GDPR. The extracted values like patient information, such as diagnoses or prescriptions, extracted from documents used in the patient intake process are encrypted for adding another layer of security.

With an increasing number of innovations like this, Salesforce consistently emerged as a leader as accredited in The Forrester Wave™: Healthcare CRM Providers, Q1 2020, KLAS, 2018, 2019, and 2020.

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Pradyumna Sahoo
Pradyumna Sahoo
Pradyumna Sahoo is a data science practitioner who likes to write about AI/ML research. Email:


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