---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Review and submit values predicted by Document Intelligence

# Review and submit values predicted by Document Intelligence {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Agents can extract, validate, and update the key values from valid attachments in the
case using the Document Intelligence interface.

## Before you begin

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_csm_ml_task.ti_admin, ti_admin

## About this task

The task definition includes an extraction mode that determines how the system handles the extracted values: straight through processing, auto-fill, or recommendations. Regardless of the extraction mode, agents can view valid
attachments in the Document Intelligence interface and confirm or correct the values.

## Procedure

1. Open a case in CSM Configurable Workspace.
2. Select Review in DocIntel to open the [Document Intelligence workspace](https://www.servicenow.com/docs/access?context=doc-intel-workspace&version=yokohama&pubname=yokohama-intelligent-experiences&ft:locale=en-US) in a separate tab and view the attachments and extracted values.  
   In this tab:  
   * Attachments appear in the list of attachments on the left side of the tab.
   * An image of the selected attachment appears in the center of the tab.
   * Extracted fields appear in a list on the right side of the tab.
   {#csm-doc-intel-review-values__ul_pgr_z2y_b5b}
3. Select an attachment to view an image of that attachment in the center of the tab.
4. Review the extracted fields and confirm or correct the values.
   1. If a value for a field is correct, select in the field and press Enter to confirm.  
      Confirmed values have a blue check mark.
   2. If a value for a field isn't correct, select in the field, select the correct value from the drop-down list, and press Enter.
   3. If a value for a field isn't correct and the correct value doesn't appear in the drop-down list, select the more actions button next to the field and select Missing in this document.
   {#csm-doc-intel-review-values__substeps_pyb_hwy_b5b}
5. Select Submit to add these values to the fields on the Case form.