Exploring Document Intelligence

Document Intelligence helps you to quickly and accurately classify and extract information from documents using artificial intelligence (AI).

Important :

Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article [KB0867184] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see Now Assist in Document Intelligence.

Document Intelligence overview

Document Intelligence uses optical character recognition (OCR) together with AI models to detect and extract information from documents with various structures and formatting. This enables you to accurately extract information and automate document processing.

Document Intelligence workflow

With Document Intelligence (DocIntel) you can process single or multi-page documents in JPEG, PNG, or PDF formats. You can process documents that contain typed text such as forms, invoices, identity documents, and more.

The following diagram shows how document extraction works in Document Intelligence.

Figure 1. Document Intelligence flow

In this workflow:

1. A document is uploaded for processing in a document task.
2. DocIntel extracts the data from the document using OCR and AI models.
3. The user provides input to validate or correct the DocIntel recommendations.
4. The models are updated and trained to provide more accurate results.

Document Intelligence benefits

Figure 2. Benefits of Document Intelligence

Document Intelligence provides the following benefits.

Benefit	Feature	User
Start fast with a no-code set-up that enables data extraction from many document types including PDF and scanned paper documents​.	Set up document extraction use cases	DocIntel Admin [sn_docintel.admin] DocIntel Manager [sn_docintel.manager]
Enable categorization for any type of document you define.	Set up document classification use cases	DocIntel Admin [sn_docintel.admin] DocIntel Manager [sn_docintel.manager]
Automate intelligently with responsible, feedback-driven AI for continual learning.	Configure data extraction modes	DocIntel Admin [sn_docintel.admin] DocIntel Manager [sn_docintel.manager]
Seamlessly integrate document processing steps into workflows​.	Integrating Document Intelligence with other applications	DocIntel Admin [sn_docintel.admin] DocIntel Manager [sn_docintel.manager]
Accelerate extraction of structured and semi-structured documents such as forms, invoices, IDs, and more​.	Extract fields using the Document Intelligence workspace	DocIntel Creation Agent [sn_docintel.creation_agent] DocIntel Extraction Agent [sn_docintel.extraction_agent]
Accelerate classification of single and multi-page documents.	Classify documents using the Document Intelligence workspace	DocIntel Creation Agent [sn_docintel.creation_agent] DocIntel Extraction Agent [sn_docintel.extraction_agent]