Document Intelligence Custom Use Case

[AlbertoV]

Need assistance with a detailed solution.

Our requirement is to fill a smart assessment form from the portal by uploading attachments that contain questions and answers. The Document Intelligence solution should extract the data from these attachments and automatically populate the answers on the screen.

Currently, we are facing a technical limitation with the out-of-the-box (OOB) Document Intelligence capability, as it supports importing only one record at a time for a trigger. but we need to fill multiple questions (unique record per question) when the user redirected to Assessment page.

[sanjaygupta]

The limitation is that OOB Document Intelligence processes one record per trigger, while your requirement is to populate multiple assessment questions from a single attachment.

You can handle this by using a staging table and a Flow Designer flow to process multiple question-answer pairs.

• Configure Document Intelligence to extract the questions and answers from the uploaded attachment.
• Store the extracted data in a staging table linked to the assessment.
• Use Flow Designer or a server-side script to loop through the extracted answers.
• Map each answer to the correct assessment question and create the corresponding response in asmt_assessment_instance_question.
• Verify that all answers are populated correctly before redirecting the user to the assessment page.

Refer to the ServiceNow Document Intelligence documentation.

This approach requires custom logic, so test it in a sub-production instance first.

Hope you find this helpful, if so do gives a thumbs up.