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The KYC Agent uses ABBYY Vantage (Document AI) to classify and extract data from customer documents. Set up ABBYY Vantage by creating a Public API client, building the KYC Document Skills, and collecting the values that the IBM watsonx Orchestrate connections need.

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Create a Public API client in ABBYY Vantage

A Public API client lets IBM watsonx Orchestrate authenticate to ABBYY Vantage over OAuth 2.0.
1

Log in to ABBYY Vantage

Log in to your ABBYY Vantage environment.
2

Open Public API Clients

Go to Admin & Configuration and select Public API Clients.
3

Create a client

Create a new API client, and then record the generated Client ID and Client Secret.
4

Assign the Skill User role

Assign the Skill User role to the client.
5

Enable the client credentials flow

In the OAuth 2.0 Flows Settings, enable Allow client credentials flow.
Screenshot of the ABBYY Vantage Public API Client page under Admin and Configuration, with the Client ID, Client Secrets, and the Allow client credentials flow option (Roles: Skill User) highlighted.
Use these credentials to populate the abbyy_vantage_oauth_abbyy_e073d849 connection in IBM watsonx Orchestrate. For more information, see Configure a Public API client.

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Create the KYC Document Skills

Create or import the Document Skills that the KYC workflow needs, such as:
  • Identity proof documents
  • Bank statement
  • Tax forms
Configure the classification and extraction activities in a Process Skill, and then publish the Skill to your ABBYY Vantage environment.
Screenshot of a Process Skill in the ABBYY Vantage Skill Designer with the Assemble, Classify, Extract, and Review activities highlighted.
You can also use the pre-trained, out-of-the-box Document Skills that are available for data extraction.
Screenshot of the Extract activity in the ABBYY Vantage Skill Designer showing three Document Skills: Bank Statement, Identity Documents, and IRS Tax Form 1040.
For more information about building skills, see Skill Designer.

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Obtain the ABBYY Vantage Skill ID

After you publish the Skill, get its Skill ID from the ABBYY Vantage URL. The Skill ID is the identifier at the end of the skill editor address.
In this example, the Skill ID is bfd66237-71ec-4d04-8ea3-960e353ffb9f.
Screenshot of the ABBYY Vantage Skill Designer with the Skill ID portion of the browser address highlighted.

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Collect the ABBYY Vantage configuration values

Gather the following values from your ABBYY Vantage environment. You enter them into the IBM watsonx Orchestrate connections in the next step.

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Map the values to the IBM watsonx Orchestrate connections

Enter the collected values into the two IBM watsonx Orchestrate connections:
  • abbyy_vantage_oauth_abbyy_e073d849 – The ABBYY Vantage server URL, Client ID, Client Secret, and token endpoint.
  • abbyy_key_value_abbyy_e073d849 – The vantage_skill_id. The remaining key-value entries come from ABBYY Timeline setup.
For the full connection reference, see System requirements. To finish configuring the connections, see Set up IBM watsonx Orchestrate.

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Next steps

Continue to Set up ABBYY Timeline (Process AI).