設定發票的文件結構描述

在 Data Cloud 中設定非結構化文件處理,作法是匯入和發佈 JSON 結構描述,此結構描述會提取發票詳細資料和付款要求條列項目。

開始之前,請先完成「索賠提交設定先決條件」 中的步驟。

備註 請依照提供的方式使用 JSON 內容名稱和巢狀。內容名稱區分大小寫。重新命名內容或變更其在結構描述中的位置可能會讓對應資訊在索賠提交期間無法顯示。

1. 進入 App Launcher,開啟「Data Cloud」。
2. 開啟「流程內容」。
3. 選取「文件 AI」,然後按一下「新增」。
4. 選取「不含來源物件」,然後按一下「下一步」。
5. 選取「顯示更多選項」。
6. 選取「從 JSON 匯入」,然後按一下「下一步」。
7. 如提供貼上 JSON 結構描述。

   {
     "title": "Payment Request Invoice Extraction",
     "$schema": "http://json-schema.org/draft-07/schema#",
     "type": "object",
     "properties": {
       "ReferenceNumber": {
         "type": "string",
         "description": "Invoice or reference number printed on the document"
       },
       "SubmittedDate": {
         "type": "string",
         "description": "Invoice date in MM/DD/YYYY format"
       },
       "ReceivedDate": {
         "type": "string",
         "description": "Date the invoice was received in MM/DD/YYYY format"
       },
       "DueDate": {
         "type": "string",
         "description": "Payment due date shown on the invoice in MM/DD/YYYY format"
       },
       "PaymentRequestLines": {
         "type": "array",
         "description": "Line items extracted from the invoice",
         "items": {
           "type": "object",
           "properties": {
             "ServiceAmount": {
               "type": "number",
               "description": "Line total price"
             },
             "RequestedAmount": {
               "type": "number",
               "description": "Amount requested for payment on this line"
             },
             "AdjustmentAmount": {
               "type": "number",
               "description": "Discount, copay, or deductible adjustment amount"
             },
             "Quantity": {
               "type": "number",
               "description": "Number of units or quantity of service"
             },
             "UnitPrice": {
               "type": "number",
               "description": "Price per unit"
             },
             "StartDateTime": {
               "type": "string",
               "description": "Line-level service start date and time in MM/DD/YYYY HH:MM:SS format"
             },
             "EndDateTime": {
               "type": "string",
               "description": "Line-level service end date and time in MM/DD/YYYY HH:MM:SS format"
             }
           },
           "required": ["ServiceAmount"]
         }
       }
     },
     "required": ["ReferenceNumber"]
   }

8. 選取「插入」。
9. 選取「發佈」。
10. 輸入文件結構描述名稱。
11. 選取「儲存」。