Screen an uploaded document type using the Document Screening Al skill
Use Now Assist for PSDS gen-AI to screen documents in the Social Benefits Playbook, classifying document types, validating them against what's expected for the case, flagging issues and providing clear explanations, and giving agents Al-composed messages to send back to constituents with specific resubmission instructions.
Before you begin
Role required: sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.constituent_agent, sn_gsm.agency_constituent_agent
About this task
The Document screening generative AI skill automatically analyzes documents uploaded by applicants, identifies the type or category of each document (for example, driver's license, passport, budget, or narrative), and validates whether the uploaded document matches what was requested in an application checklist. If there is a mismatch, the agent flags it and helps government employees generate Al-assisted messages requesting corrected documentation.
Procedure
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Complete the activities in the Review stage once the constituent has uploaded their documents and other supporting information through the Government Service Portal and the case is moved from Intake to Review stage.
Figure 1. Verify documents activity with document screening skill -
Enter a message in the the ‘Message for applicant’ text area to provide reasoning to the applicant and request a re-upload the pre-flagged documents, then select Request Documents.
Manually type the reasons, or select Compose message for applicant to compose the reason summary into an ai-generated message to the applicant. Refine the reasons in a pop-up modal by selecting on the sparkle icon inside the text area to either shorten or elaborate on what was generated. Select Insert to add this text to the message to the applicant.
Figure 2. Now Assist-generated correspondence to applicant