Document Intelligence and Catalog Item Assistance

[shayna]

I am utilizing the Document Intelligence feature with the goal of extracting PDF invoices into a catalog item.

I have created the Use Case, but I am unsure which table should store the extracted values for my specific catalog item, 'Submit Invoice.'

Our team is currently testing Document Intelligence to assess its potential in reducing manual data entry within ServiceNow.

Is it possible to extract data from documents and map invoice line items into a Multi-Row Variable Set (MRVS) within a catalog item?

Since this is new to our team, any feedback, ideas, or confirmation on whether this is possible (or not) would be helpful. I was unable to find any relevant YouTube videos or answers through my own research for this specific use case.

[Diogo Ramos]

Did you have a look at this video, specially the draw tool : 
https://youtu.be/a0fllfx_fmg

The solution you are going for, will be tricky to make with doc intel, because it takes sometime to process the document you pass to it. So if a user would have to wait for the processing for that then to populate the variables that is not the best experience. 

I think you should have your catalog item create (via record producer for example) and invoice record with the attachments. Then from your use case you create an integration, to trigger when a new invoice record is created, that will check the attachments, and generate invoice lines automatically like shown in the video. 

Other option could also be to have the catalog item submitted, but only fill the variables on the backend (you could use the requested item table for example), and you could have tasks trigger after the variables are filled for example.

Cheers
Diogo

[anmolRustagi181]

Hey , did you get an answer to this? I am looking to do something very similar. 

Please let me know