Configuring Business Document Extraction Schema in ESM

Objective

After completing this lesson, you will be able to configure business document extraction schema and integrate business documents within ESM

Understanding Document Extraction Schemas

Schemas define the information to be extracted from attachments and how this data maps to the header and line item fields of business documents. The contents of this schema enables the large language model to better understand the document and identify the fields that need to be extracted.

You can utilize different schemas for various business document scenarios. An example would be to extract key information from a scanned image of a handwritten check, including the date, payee name, and amount, while identifying the layout and structure of the document.

SAP provides standard schemas that you can use directly or customize to suit specific requirements. Additionally, you have the option to create new schemas for unique scenarios. The standard schemas available include:

  • Invoice Payment,

  • Advice and

  • Purchase Order

Creating Document Extraction Schemas

Follow these steps to create a 'Business Document Extraction Schema'.

  1. To get started, navigate to your user profile menu and select: All Settings > Enterprise Service > Document Extraction (Beta).

    The ESM all settings window showing Document Extraction (BETA)

  2. Choose the plus icon to create a new schema. To copy an existing one, click on the copy icon.

    The Business Document Extraction section with yellow squares around the plus icon to create new business document schemas and the copy icon to copy existing ones.

  3. Input a Schema ID and Description. Proceed to add or modify header and body fields for your schema. For each header or line item field, provide the following details:

    • Field name

    • Label

    • Description

    • Data type*

    Custom schema, schema ID and description are highlighted

  4. Once done, choose one of the following options:

    • Select "Save" to preserve your schema, allowing for later activation.

    • Select "Save and Activate" to simultaneously save your schema and activate it for immediate use.

    Below you can see the business document schema section showing the various parameters.

    The business documents schema section showing several fields to label the schema and several options to define what values to add as header fields and line items. There is a yellow rectangle around the Save and Save and Activate button at the bottom of the page.

Configuring Business Document Extraction Schema

The following video demonstrates how to create a business document extraction schema in SAP ESM.

Lesson Summary

In this lesson, you learned about the purpose of creating business document schemas to enable ESM to extract information from attached documents in cases and provide it in a structured form.

Learning

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