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            Create a Document Schema Configuration Without a Source Object

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            Create a Document Schema Configuration Without a Source Object

            Configure a document schema to use in programmatic API workflows. Use the document schema builder to define a new document schema.

            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.

            Note
            Note When you create a schema configuration without a source object, Data Cloud does not create an output DLO as it doesn't store any data when you use this option.
            1. 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.
            2. From the App Launcher, select Data Cloud.
            3. Click Process Content | Document AI | New.
            4. Click Without a Source Object.
            5. In the document schema builder, click Create Manually and then click Confirm.
            6. In the Outputs panel, select the Fields tab and then click Add Field.
            7. Provide a name, API Name, and Category for the field.
            8. (Optional) Add a prompt to provide Document AI with specific instructions about how to populate the field.
            9. To add more fields, click Add.
            10. In the Outputs panel, select the Tables tab, and then click Add Table.
            11. Provide a name, API Name, and Category for the table.
            12. (Optional) Add a prompt to provide Document AI with specific instructions about how to populate the table.
            13. Click the Columns tab, click Add New Column, and provide a name, API Name, and Category for the column.
            14. Continue adding columns until the table is complete.
            15. To configure more tables, click Add New and repeat the steps to add the table columns.
            16. In the Outputs panel, select the Schema tab.
            17. (Optional) Add a prompt to provide Document AI with global instructions that apply to the entire document. For example, you can set instructions to ignore specific sections or define a primary extraction language.
            18. Click Test and verify the results of the extraction.
            19. Click Save.

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

            See Also

             
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