Use DocIntel Extract information from documents Skill/ ServiceNow AI Lens to fill form in ec

[MehakU]

Hi Community,

I have a record producer 'Update Bank Details' for employees to update their bank details. I have given 'HR Workforce Admin' table for this record producer. Note that record producer variables are not present in HR Workforce table fields. Retrieved data is captured in 'description' field when case is created in Workforce table.

I have created a use case in NowAssist 'Extract information from document' skill to capture bank name, account number, and IFSC code and fill it in the fields from the given attachment. (Table: sys_attachment)

Also, a process task is created with condition based on table being 'HR workforce admin' table.

Business Requirement:

As soon as user uploads an attachment of cancelled cheque/ passbook, the created use case should be triggered, and fields should be auto-populated to reduce end user efforts.

Issue(s):

I have referred few NowAssist videos on YouTube, and read documentations. In most of the scenarios,AI use case is used by Agent in the Instance upon case creation, instead of being used by end user before case creation.

Solution required:

The AI use case should trigger before case is created/submitted by end user, and fields need to be populated based on attachment uploaded by end user. I need to build a connect/ integration between my record producer and AI use case.

Attaching ss for reference.