Content extraction methods
The Extract information from documents skill (Information Extraction skill) supports three extraction methods—field, table, and Q&A—each suited for different types of document data. Understanding which method to use helps you capture and store the right information in ServiceNow.
The Information Extraction skill uses AI-assisted parsing to extract data from documents (invoices, purchase orders, and contracts) and then populates records in ServiceNow. Select a method or combination of methods that matches the type of information you want to capture and store in ServiceNow tables.
Field extraction
Field extraction captures specific, isolated data points from a document—values that appear exactly once—and maps each to a single field on a ServiceNow record.
Use field extraction for data such as:
- Invoice numbers, purchase order numbers, or document identifiers
- Vendor or customer names
- Dates, such as an invoice date, due date, or contract start date
- Monetary totals or tax amounts
- Addresses or other contact details
You can bundle related single fields into a logical group. For example, a Billing Address group can capture Street, City, State, and ZIP from the same region of a document.
Table extraction
Table extraction captures dynamic, multi-row data from documents where the number of entries varies between documents, such as invoice line items or expense report details. A table acts as a two-dimensional grid of rows and columns that captures a list of related records.
Use table extraction for data such as:
- Invoice or purchase order line items (quantity, description, unit price, total)
- Expense report breakdowns
- Parts lists or bills of materials
- Multi-page flight itineraries or timesheet entries
Q&A extraction
Q&A extraction uses generative AI to answer open-ended, natural language questions about the contents of a document. It is suited for unstructured text that does not fit neatly into a predefined field or table schema. The extraction processes meaning rather than matching a fixed pattern.
Use Q&A extraction for questions such as:
- The reason for termination
- Special shipping or delivery terms
- The designated project manager
- Narrative clauses or conditional language from contracts
You can also use Q&A extraction to categorize documents.
Selecting an extraction method
Use the following guidance to choose the appropriate extraction method.
| Extraction method | When to use | Example |
|---|---|---|
| Field extraction | Use when the data point appears once and has a well-defined type. | A number, date, or name. |
| Table extraction | Use when the document contains a list or grid of repeating items where the row count is unknown or varies across documents. | Line items in an invoice or purchase order. |
| Q&A extraction | Use when the information is embedded in narrative text and requires interpretation rather than pattern matching. | An answer based on contract terms or policy text. |
You can combine multiple methods within a single use case to handle all of the data types present in a document.