You are here:
Pre-populate Application Forms with Data Cloud Document AI
Applicants upload a resume to an application form, and Agentforce for Public Sector automatically extracts the data to pre-populate the form fields.
Required Editions
| View supported product editions. |
With Unstructured Document Processing, applicants can upload a resume when they apply for a position through your agency's portal. Agentforce for Public Sector automatically extracts structured data from the resume and pre-populates the application form fields. This reduces manual data entry and helps applicants complete their applications faster.
Data Cloud Document AI powers the extraction. It processes uploaded files and extracts fields such as name, contact information, work experience, and education. Extracted data maps to the application form fields automatically.
Unstructured Document Processing supports resume parsing for Talent Recruitment Management (TRM) for both external applicants applying through a constituent portal and internal employees applying through the employee portal.
How It Works
When an applicant uploads a resume:
- The resume upload component sends the file for processing.
- Data Cloud Document AI processes the file and extracts structured fields based on your Document Schema Configuration.
- The extracted data is stored in the Extracted Data field on the Document Checklist Item (DCI) record.
- The extracted data maps to the OmniScript application form fields.
- The applicant reviews the pre-populated form, makes any corrections, and submits the application.
Supported File Formats and Limits
- File formats: PDF, JPG, and PNG
- Maximum file size: 10 MB
- Maximum PDF pages: 25 pages per document
- API rate limit: 20 requests per minute
Required Editions, Licenses, and Permissions
Unstructured Document Processing supports three user types. Each user type requires an add-on license. For the permission set licenses required for Public Sector features, see View and Assign Permission Set Licenses in Public Sector.
| User Type | Portal Type | Add-On License |
|---|---|---|
| Internal staff (Agentforce for Public Sector) | Internal app | Public Sector: Generative AI Tools |
| External constituent | Constituent portal | Public Sector: Generative AI Tools for Customer Community |
| Internal employee | Employee portal | Public Sector: Generative AI Tools for Company Community |
These items are also required for all user types.
- Org permission: Public Sector: Generative AI Tools
- Org preference: Document AI for Public Sector is enabled
- Agentforce is enabled in your org
- Field-level security for the Extracted Data field on the Document Checklist Item object
| User Permissions Needed | |
|---|---|
Unstructured Document Processing
(UnstructuredDocProcAccess) |
Use Unstructured Document Processing as a standard user. |
Access Unstructured Document Processing as a Constituent
(UnstructuredDocProcCmtyAccess) |
Use Unstructured Document Processing as an external constituent. |
Document AI Access for Internal Employees
(UnstructuredDocProcCoCmtyAccess) |
Use Unstructured Document Processing as an internal employee (platform user). |
- Enable Unstructured Document Processing
Enable Unstructured Document Processing, then configure the permissions, licenses, and org preferences that applicants need to upload resumes. - Configure the Resume Upload Component
Add the recordId attribute to the resume upload FlexCard and confirm that the idpConfigApiName value matches the Document Schema Configuration name. - Configure a Document Schema for Resume Processing
Create a Document Schema in Data Cloud that defines the fields Document AI extracts from resumes. Name it to match the resume upload component. - Configure a Document Type for Application Documents
Create a Document Type that classifies files uploaded to a Document Checklist Item (DCI) record. Match the API name in the resume upload component. - Add the Extracted Data Field to the DCI Page Layout
Add the Extracted Data field to the Document Checklist Item page layout so admins and agents can view the data that Document AI extracts from a resume. - Configure DCI Status Metadata
If DCI status metadata wasn't deployed automatically when you enabled Unstructured Document Processing, create the metadata manually.
