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            Create a Document Schema Configuration Manually

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            Create a Document Schema Configuration Manually

            Configure a document schema to represent data extracted from your source files into a Data Lake Object (DLO). Use the document schema builder to manually define the structure of the document schema by adding fields and tables.

            Required Editions

            Available in: All Editions supported by Data 360. See Data 360 edition availability.
            User Permissions Needed
            To create Document AI configurations:

            Permission set:

            • Data Cloud Architect

            If you choose, you can create Document AI configurations using the Data Cloud Connect API. See the Data Cloud Connect API reference for details.

            Before you begin, ensure that you’ve followed the unstructured data workflow and have created an unstructured data model object (UDMO) to reference your source files.

            See Also

            Turn On Einstein Generative AI

            Before getting started, turn on Einstein to use generative AI features in Document AI. After you turn on Einstein, we’ll need a few minutes while we sync Einstein and Data Cloud.

            1. System admin: From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
              Note
              Note If you can’t find Einstein Setup, ensure that your org meets the prerequisites for any generative AI features you plan to use. For more support, contact your Salesforce Account Executive (AE).
            2. Enable Turn on Einstein.

            Create an output DLO

            Configure an output DLO to represent the schema definition of the data extracted from your source file.

            1. From the App Launcher, select Data Cloud.
            2. Click Process Content | Document AI | New.
            3. Click From a Source Object.
            4. Select a UDMO that contains documents for processing, and click Next.
            5. Use the toggles to select which file types are available for your document schema configuration, and click Next.
            6. Select which LLM you want to use, and click Next.
            7. On the Configure a Data Lake Object page, click Add.
            8. Click From Scratch, and in the New Data Lake Object dialog, supply values for the DLO Name and API Name, and then click Next.

            Add Fields to Extract

            Configure the fields to extract and define the structure of the document schema.

            1. In the document schema builder, click Create Manually and then click Confirm.
            2. In the Outputs panel, select the Fields tab and then click Add Field.
            3. Provide a name, API Name, and Category for the field.
            4. To add more fields, click Add.
            5. Click Test and verify the results of the extraction.
            6. Click Save.

            Add Tables to Extract

            Configure the tables to extract.

            1. In the Outputs panel, select the Tables tab.
            2. Click Add Table.
            3. Provide a name, API Name, and Category for the table.
            4. Click the Columns tab, click Add New Column, and provide a name, API Name, and Category for the column.
            5. Continue adding columns until the table is complete.
            6. To configure more tables, click Add New and repeat the steps to add the table columns.
            7. Click Test and verify the results of the extraction.
            8. Click Save.

            You can view the document schema configuration on the details page.

            See Also

             
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