Merge pull request #250484 from laujan/156644-concept-model-overview-update

156644 concept model overview update

Author: American-Dipper

articles/ai-services/.openpublishing.redirection.ai-services-from-applied.json

@@ -585,6 +585,11 @@
       "source_path_from_root": "/articles/ai-services/document-intelligence/concept-insurance-card.md",
       "redirect_url": "/azure/ai-services/document-intelligence/concept-health-insurance-card",
       "redirect_document_id": true
+    },
+    {
+      "source_path_from_root": "/articles/ai-services/document-intelligence/concept-w2.md",
+      "redirect_url": "/azure/ai-services/document-intelligence/concept-tax-document",
+      "redirect_document_id": true
     }
   ]
 }

articles/ai-services/document-intelligence/choose-model-feature.md

@@ -39,7 +39,10 @@ The following decision charts highlight the features of each **Document Intellig
 
 | Document type | Data to extract | Your best solution |
 | -----------------|--------------|-------------------|
-|**U.S. W-2 tax form**|You want to extract key information such as salary, wages, and taxes withheld.|[**W-2 model**](concept-w2.md)|
+|**US W-2 tax form**|You want to extract key information such as salary, wages, and taxes withheld.|[**US tax W-2 model**](concept-tax-document.md)|
+|**US Tax 1098 form**|You want to extract mortgage interest details such as principal, points, and tax.|[**US tax 1098 model**](concept-tax-document.md)|
+|**US Tax 1098-E form**|You want to extract student loan interest details such as lender and interest amount.|[**US tax 1098-E model**](concept-tax-document.md)|
+|**US Tax 1098T form**|You want to extract qualified tuition details such as scholarship adjustments, student status, and lender information..|[**US tax 1098-T mode**l](concept-tax-document.md)|
 |**Health insurance card** or health insurance ID.| You want to extract key information such as insurer, member ID, prescription coverage, and group number.|[**Health insurance card model**](./concept-health-insurance-card.md)|
 |**Invoice** or billing statement.|You want to extract key information such as customer name, billing address, and amount due.|[**Invoice model**](concept-invoice.md)
  |**Receipt**, voucher, or single-page hotel receipt. |You want to extract key information such as merchant name, transaction date, and transaction total.|[**Receipt model**](concept-receipt.md)|

articles/ai-services/document-intelligence/concept-business-card.md

@@ -86,11 +86,11 @@ See how data, including name, job title, address, email, and company name, is ex
 
 1. On the Document Intelligence Studio home page, select **Business cards**.
 
-1. You can analyze the sample business card or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample business card or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/business-card-analyze.png" alt-text="Screenshot of analyze business card menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
     > [!div class="nextstepaction"]
     > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=businessCard)

articles/ai-services/document-intelligence/concept-contract.md

@@ -50,11 +50,11 @@ See how data, including customer information, vendor details, and line items, is
 
 1. On the Document Intelligence Studio home page, select **Tax Documents**
 
-1. You can analyze the sample tax documents or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample tax documents or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/invoice-analyze.png" alt-text="Screenshot of the analyze invoice menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
 > [!div class="nextstepaction"]
 > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=invoice)

articles/ai-services/document-intelligence/concept-general-document.md

@@ -72,11 +72,11 @@ You need the following resources:
 
 1. On the Document Intelligence Studio home page, select **General documents**
 
-1. You can analyze the sample document or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample document or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/general-document-analyze-1.png" alt-text="Screenshot of analyze general document menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
     > [!div class="nextstepaction"]
     > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=document)

articles/ai-services/document-intelligence/concept-health-insurance-card.md

@@ -52,9 +52,9 @@ See how data is extracted from health insurance cards using the Document Intelli
 
 1. You can analyze the sample insurance card document or select the **➕ Add** button to upload your own sample.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/insurance-card-analyze.png" alt-text="Screenshot of analyze health insurance card window in the Document Intelligence Studio.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
     > [!div class="nextstepaction"]
     > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=healthInsuranceCard.us)

articles/ai-services/document-intelligence/concept-id-document.md

@@ -128,11 +128,11 @@ Extract data, including name, birth date, and expiration date, from ID documents
 
 1. On the Document Intelligence Studio home page, select **Identity documents**
 
-1. You can analyze the sample invoice or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample invoice or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/id-document-analyze.png" alt-text="Screenshot of analyze ID document menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
     > [!div class="nextstepaction"]
     > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=idDocument)

articles/ai-services/document-intelligence/concept-invoice.md

@@ -105,11 +105,11 @@ See how data, including customer information, vendor details, and line items, is
 
 1. On the Document Intelligence Studio home page, select **Invoices**
 
-1. You can analyze the sample invoice or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample invoice or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/invoice-analyze.png" alt-text="Screenshot of analyze invoice menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
 > [!div class="nextstepaction"]
 > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=invoice)
@@ -203,7 +203,7 @@ See how data, including customer information, vendor details, and line items, is
 | • CAD | Canadian Dollar (`ca`) |
 | • CLP | Chilean Peso (`cl`) |
 | • CNY | Chinese Yuan (`cn`) |
-| • COP | Columbian Peso (`co`) |
+| • COP | Colombian Peso (`co`) |
 | • CRC | Costa Rican Coldón (`us`) |
 | • CZK | Czech Koruna (`cz`) |
 | • DKK | Danish Krone (`dk`) |

articles/ai-services/document-intelligence/concept-layout.md

@@ -104,11 +104,11 @@ See how data, including text, tables, table headers, selection marks, and struct
 
 1. On the Document Intelligence Studio home page, select **Layout**
 
-1. You can analyze the sample document or select the **+ Add** button to upload your own sample.
+1. You can analyze the sample document or upload your own files.
 
-1. Select the **Analyze** button:
+1. Select the **Run analysis** button and, if necessary, configure the **Analyze options** :
 
-    :::image type="content" source="media/studio/layout-analyze.png" alt-text="Screenshot of analyze layout menu.":::
+    :::image type="content" source="media/studio/run-analysis-analyze-options.png" alt-text="Screenshot of Run analysis and Analyze options buttons in the Document Intelligence Studio.":::
 
    > [!div class="nextstepaction"]
    > [Try Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/layout)

articles/ai-services/document-intelligence/concept-model-overview.md

@@ -43,7 +43,7 @@ monikerRange: '<=doc-intel-3.1.0'
 | [General document](#general-document) | Extract key-value pairs in addition to text and document structure information.|
 |**Prebuilt models**||
 | [Health insurance card](#health-insurance-card) | Automate healthcare processes by extracting insurer, member, prescription, group number and other key information from US health insurance cards.|
-| [W-2](#w-2) | Process W2 forms to extract employee, employer, wage, and other information.  |
+| [US Tax document models](#us-tax-documents) | Process W2 forms to extract employee, employer, wage, and other information.  |
 | [Invoice](#invoice)  | Automate invoices. |
 | [Receipt](#receipt)  | Extract receipt data from receipts.|
 | [Identity document (ID)](#identity-document-id)  | Extract identity (ID) fields from US driver licenses and international passports. |
@@ -61,7 +61,6 @@ For all models, except Business card model, Document Intelligence now supports a
 * [`ocr.font`](concept-add-on-capabilities.md#font-property-extraction)
 * [`ocr.barcode`](concept-add-on-capabilities.md#barcode-extraction)
 
-
 ### Read OCR
 
 :::image type="icon" source="media/studio/read-card.png" :::
@@ -115,18 +114,25 @@ The health insurance card model combines powerful Optical Character Recognition
 > [!div class="nextstepaction"]
 > [Learn more: Health insurance card model](concept-health-insurance-card.md)
 
-### W-2
+### US tax documents
+
+:::image type="icon" source="media/studio/tax-documents.png":::
 
-:::image type="icon" source="media/studio/w2.png":::
+The US tax document models analyze and extract key fields and line items from a select group of tax documents. The API supports the analysis of English-language US tax documents of various formats and quality including phone-captured images, scanned documents, and digital PDFs. The following models are currently supported:
 
-The W-2 form model extracts key information reported in each box on a W-2 form. The model supports standard and customized forms from 2018 to the present, including single and multiple forms on one page.
+  |Model|Description|ModelID|
+  |---|---|---|
+  |US Tax W-2|Extract taxable compensation details.|**prebuilt-tax.us.W-2**|
+  |US Tax 1098|Extract mortgage interest details.|**prebuilt-tax.us.1098**|
+  |US Tax 1098-E|Extract student loan interest details.|**prebuilt-tax.us.1098E**|
+  |US Tax 1098-T|Extract qualified tuition details.|**prebuilt-tax.us.1098T**|
 
 ***Sample W-2 document processed using [Document Intelligence Studio](https://formrecognizer.appliedai.azure.com/studio/prebuilt?formType=tax.us.w2)***:
 
 :::image type="content" source="./media/studio/w-2.png" alt-text="Screenshot of a sample W-2.":::
 
 > [!div class="nextstepaction"]
-> [Learn more: W-2 model](concept-w2.md)
+> [Learn more: Tax document models](concept-tax-document.md)
 
 ### Invoice
 
@@ -237,7 +243,10 @@ A composed model is created by taking a collection of custom models and assignin
 |:-----|:----:|:----:|:----:|:----:|:----:|:----:|:----:|:----:|
 | [prebuilt-read](concept-read.md#data-detection-and-extraction) | ✓ | ✓ |  |  | ✓ |   |  |   |
 | [prebuilt-healthInsuranceCard.us](concept-health-insurance-card.md#field-extraction) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
-| [prebuilt-tax.us.w2](concept-w2.md#field-extraction) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
+| [prebuilt-tax.us.w2](concept-tax-document.md#field-extraction-w-2) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
+| [prebuilt-tax.us.1098](concept-tax-document.md#field-extraction-1098) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
+| [prebuilt-tax.us.1098E](concept-tax-document.md#field-extraction-1098-e) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
+| [prebuilt-tax.us.1098T](concept-tax-document.md#field-extraction-1098-t) | ✓  |   |  ✓  |  | ✓ |    |  | ✓ |
 | [prebuilt-document](concept-general-document.md#data-extraction)| ✓  |   |  ✓ | ✓ | ✓  |    | ✓  |  |
 | [prebuilt-layout](concept-layout.md#data-extraction)  | ✓  |   | ✓ | ✓ | ✓  | ✓  |  |  |
 | [prebuilt-invoice](concept-invoice.md#field-extraction)  | ✓ |   | ✓  | ✓ | ✓ |   | ✓ | ✓ |