Business Documents offer a semantic representation of backend records, allowing for their creation, updating, or viewing. Table values can be either auto-populated through AI services or input manually.
These documents effectively capture data from various sources, including email messages, case subjects, descriptions, and attachments across multiple file types, as well as through manual entry. Generative AI, utilizing large language models, is employed to extract data from attachments and entities.
As an administrator, you can design business document schemas tailored to represent data patterns for various scenarios. Schemas define the data to be included in your business documents and dictate the desired formatting within your solution. Once business documents are activated for a specific case type, you'll find a Business Documents tab in the case detail view. Conditions can be applied to make certain fields in business documents required, read-only, or hidden.
The business document will be visible in a case as an additional tab, that must be added via adaptation.
The following image shows the ‘Document Extraction’ preview interface where you can see the extracted data such as invoice number and invoice date. On the right side, the extracted fields can be seen. At the top of the header fields and below the line items. The extracted data have been marked with squares on the document and displayed with different colors on the right to showcase the confidence score of the AI.
