9. October 2019
“You really impressed me today!” This was the concluding sentence of a manager (responsible for Financial Automation, Automotive Industry) at the presentation of our then AI MVP (Minimal Viable Product) for the automatic extraction of data from documents. Full of pride and fortunately with a large portion of naivety, the Blumatix team set out from then on to shape this AI prototype into a product.

Today – about three years later – we can look back on the successful development of our product. Our BLU DELTA service is now used by SME clients, partners and also major clients and saves many finance departments and tax advisors costs and effort.
The road from prototype to product is a rocky one and is often completely underestimated – we were no exception. Three aspects played a central role in our successful development: data quality, benchmarks and development speed.
Data quality
Today, everyone knows that data is needed to develop, train and measure the quality of AI models. Companies that have a lot of data relevant to their business (at BLU DELTA we always talk about ‘data treasure’) have a bright future ahead of them – as long as they know how to use this data today.
Of course, AI is only as good as its data. Amazon provided a negative example here (see also the article at mobilegeeks.de).
Data has to be realistic, verified and available in the appropriate quantity for the application. Active data management with appropriate tools in the background is needed to provide large amounts of data with high quality. Our data management framework allows us to specifically control so-called data labellers with tasks. The data annotated in this manner is checked or adapted on the basis of rules by the AI and, in the last instance, also by an expert. Only at the end of such a process is data explicitly released. Only such data may be used for development and training. In this way, the quality of the data and thus also that of the artificial intelligence can be kept high.

BLU DELTA AI invoice entry QA
Abbildung 1: High Level BLU DELTA QA KPIs
Mit Benchmarks wird die Qualität eines Modells gemessen. Dazu wird eine repräsentative Menge und Qualität(!) an Referenzdaten mit dem Ergebnis eines KI-Modells verglichen. Ähnlich wie ein Continuous-Integration-Prozess in der Softwareentwicklung erlaubt unser Data–Management-Framework die automatisierte Messung bei Modelländerungen oder neuen Trainings. Neue Benchmarks werden laufend hinzugefügt und machen unsere Fortschritte automatisiert sichtbar.

BLU DELTA AI improvement of invoice number and VAT
Abbildung 2: BLU DELTA KI Accuracy Verbesserung
Dabei messen wir sowohl einzelne Modellergebnisse (bei Rechnungen z. B. ein Modell für den Bruttogesamtbetrag) oder auch den speziellen Mehrwert für Kunden (z. B. Gesamterkennungsrate von mehreren Rechnungsdetails für spanische Rechnungen). Die Messungen fokussieren dabei auf Genauigkeit und falsch positive Ergebnisse. In der Finanzwelt ist ein fehlender Wert meist besser als ein falscher.
Speed of development for complex topics
AI without agility is unthinkable! Apart from wrong applications, AI is more or less exclusively used for solutions in complex problem areas. That means you know what you want – but not how to get to that solution. The classic approach is therefore agility – build – measure – learn (see also the Build-Measure-Learn article by Mindtools). The decisive factor here is to complete this cycle with high quality in as short a time as possible, i.e. to reflect and measure as soon as possible whether the last implementation step was taken in the right direction (i.e. towards solving the problem) – or whether corrections are necessary for this path.
In order to keep the development speed high and targeted, it is also necessary to apply a single assessment criterion for measuring new models (see also „Single Metric Best Practice“, Machine Learning Yearning by Andrew Ng).
For all three topics, a high degree of automation is necessary in addition to appropriate tool support, which is constantly being further developed and optimised. This is the only way to ensure that, for example, all benchmarks are carried out daily or that new labels can be continuously checked for possible approvals.
These three elements were the key to developing the BLU DELTA AI engine from a prototype into a leading quality AI product for invoice recognition!
BLU DELTA is a product for the automated capture of financial documents. Partners, but also finance departments, accounts payable accountants and tax advisors of our customers can use BLU DELTA to immediately relieve their employees of the time-consuming and mostly manual capture of documents by using BLU DELTA AI and Cloud.
BLU DELTA is an artificial intelligence from Blumatix Intelligence GmbH.
This article is a co-production by:

Author: Hans-Peter Haberlandner is Serial Entrepreneur, Head of Artificial Intelligence at Blumatix Intelligence GmbH and one of the initiators of the BLU DELTA product.

Author: Christian Weiler is the former General Manager of a global IT company based in Seattle/US. Since 2016, Christian Weiler has been increasingly active in the field of artificial intelligence in a variety of roles and has been part of the management team of Blumatix Intelligence GmbH since 2018.
Contact: c.weiler@blumatix.com