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Configure Document Schema for Integrated Application

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Configure Document Schema for Integrated Application

Create a document schema configuration that defines the fields and tables Unstructured Document Processing (UDP) extracts from the uploaded documents.

Required Editions

User Permissions Needed
To configure schema configuration: Customize Application

The document schema configuration defines the fields and tables that UDP extracts from the uploaded documents. For each field, enter a Name and an API Name.

Important
Important

Use the schema configuration details and API names provided in this section only if you’re using the default Omniscripts. For custom solutions, define your own field names and configurations.

  1. From the App Launcher, find and open Process Content, and then select Document AI.
  2. Click New.
  3. Select Without a Source Object, select Create Manually, and then click Next.
  4. On the Fields tab, click Add Field.
  5. Enter these document schema name details.
    • Name: Head Of Household Details
    • API Name: IE_Head_Of_Household_Details
  6. Click Add.
  7. To extract and prefill data from a document to Omniscript fields, map the schema field names to the API names of the Omniscript fields.
    1. Open the Omniscript and then click the Set Values action.
    2. In the Household Application Omniscript, click the Set Multi Doc Upload Properties action.
      The action name may vary for each Omniscript where you need to change the mappings.
    3. Click Edit as JSON.
    4. Define the field mapping.

      Here's a sample mapping for the Household Application Omniscript:

      "HoHFieldNameMapping": {
  "First Name": "FirstName",
  "Last Name": "LastName",
  "Middle Name": "MiddleName",
  "Gender": "Gender",
  "Date of Birth": "DateOfBirth",
  "Phone Number": "PhoneNumber",
  "Email": "Email",
  "Nationality": "Nationality",
  "Social Security Number": "SocialSecurityNumber",
  "Ethnicity": "Ethnicity",
  "Preferred Communication Method": "PreferredCommunicationMethod",
  "Home Address": "HomeAddress",
  "Mailing Address": "MailingAddress"
}
  8. Repeat the steps to configure the document schema for the different stages. Define the fields you want to extract data from the uploaded documents.
    • Members
    • Income
    • Expenses
    • Assets
    • LIHEAP
    Important
    Important

    The API names of the default document schema should match the names in this table.

    Purpose API Name
    Household Members ID Proof IE_Member_Details
    Income Proof IE_Member_Income_Details
    Expense Proof IE_Member_Expense_Details
    Assets Proof IE_Member_Asset_Details
    LIHEAP Energy Bill Proof IE_LIHEAP_Energy_Bill_Details
 
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