Combined Document Intelligence release notes for upgrades from Xanadu to Zurich
Summarize
Summary of Combined Document Intelligence release notes for upgrades from Xanadu to Zurich
This consolidated release notes document helps ServiceNow customers understand the key updates, new features, changes, and deprecations for Document Intelligence from the Xanadu release through to Zurich. It is designed to assist with preparation and execution of upgrades by summarizing essential information across multiple releases in one place.
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New Features
- Security Enhancements: Starting in Xanadu Patch 10, access control lists (ACLs) improve security for document and visual insights AI agents, allowing AI agents to operate with defined privileges.
- AI Agent Automation: From Xanadu Patch 9, AI agents assist in analyzing and extracting data from documents and images, enabling fully automated document data extraction without manual review.
- Virtual Agent Integration: Document chat functionality integrates with Virtual Agent to provide AI-driven chat responses based on document content.
- Now Assist Enhancements: Introduced in Xanadu Patch 3 and expanded in Yokohama, Now Assist leverages generative AI to extract information from contract documents and answer defined questions, supporting multiple AI model providers including Google Gemini and AWS Claude in Zurich.
- Data Normalization and Extraction Tools: Features such as a draw tool for selecting document areas, data interpretation for ambiguous values, and reference field types help standardize and improve extracted data accuracy.
- Monitoring Dashboards: Admin experience includes dashboards to monitor Document Intelligence performance at an overall and use case level.
- Localization: Support for Simplified Chinese and Japanese document processing was added in Xanadu.
Changes
- Yokohama Patch 6 enhanced the AI agent to generate summaries of document and image attachments.
- No functional changes were noted in the Zurich release.
Removed and Deprecated Features
- Starting in Xanadu, the Platform Document Intelligence Usage dashboard is no longer available; performance metrics are now accessed via the Document Intelligence Admin experience.
- In Zurich, the traditional document extraction feature is hidden for new instances and slated for future deprecation. Customers are encouraged to use Now Assist in Document Intelligence for document information extraction.
- The Document Intelligence Admin plugin is planned for deprecation in a future release (B release).
Installation and Activation
Document Intelligence is installed by requesting it from the ServiceNow Store. It requires the Document Intelligence application and dependent plugins including Predictive Intelligence and the Document Intelligence UIB component. This process has remained consistent across releases from Xanadu through Zurich.
Accessibility and Browser Requirements
Accessibility improvements include support for reflow in the sn-docintel-iframe component, enabling content zoom up to 400% without loss of functionality, assisting users with low vision. No changes to browser requirements were noted across releases.
Key Outcomes for ServiceNow Customers
- Enhanced security controls on AI agents ensure compliance and governance during automated document processing.
- Improved automation and AI capabilities reduce manual effort in document data extraction and analysis.
- Integration with Virtual Agent and Now Assist allows interactive and AI-driven document querying and chat responses.
- Expanded AI model provider options provide flexibility in choosing underlying AI services.
- Monitoring dashboards enable administrators to track the health and performance of Document Intelligence implementations effectively.
- Preparation for deprecations guides customers to transition smoothly to newer AI-powered extraction tools, maintaining continuous capabilities.
Consolidated page of all release notes for Document Intelligence from Xanadu to Zurich.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Document Intelligence release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Xanadu to Zurich.
Important information for upgrading Document Intelligence to Zurich
Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.
| Release | Release notes |
|---|---|
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
New features
Between your current release family and Zurich, new features were introduced for Document Intelligence.
| Release | Release notes |
|---|---|
Xanadu |
|
Yokohama |
|
Zurich |
|
Changes
Between your current release family and Zurich, some changes were made to existing Document Intelligence features.
| Release | Release notes |
|---|---|
Xanadu |
No updates for this release. |
Yokohama |
|
Zurich |
No updates for this release. |
Removed
Between your current release family and Zurich, some Document Intelligence features or functionality were removed.
| Release | Release notes |
|---|---|
Xanadu |
Starting in the Xanadu release, the Platform Document Intelligence Usage dashboard is no longer supported or available through the Document Intelligence application. Performance metrics are available in the Document Intelligence Admin experience. For more information, see Document Intelligence monitoring dashboard. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Deprecations
Between your current release family and Zurich, some Document Intelligence features or functionality were deprecated.
| Release | Release notes |
|---|---|
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
|
Activation information
Review information on how to activate Document Intelligence.
| Release | Release notes |
|---|---|
Xanadu |
Install Document Intelligence by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. The Document Intelligence application (sn_docintel) depends on the Document Intelligence plugin (com.glide.platform_ml_di), the Predictive Intelligence plugin (com.glide.platform_ml), and the Document Intelligence UIB component (com.sn_docintel_iframe). For more details, see Install Document Intelligence. |
Yokohama |
Install Document Intelligence by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. The Document Intelligence application (sn_docintel) depends on the Document Intelligence plugin (com.glide.platform_ml_di), the Predictive Intelligence plugin (com.glide.platform_ml), and the Document Intelligence UIB component (com.sn_docintel_iframe). For more details, see Install Document Intelligence. |
Zurich |
Install Document Intelligence by requesting it from the ServiceNow Store. The Document Intelligence application (sn_docintel) depends on the Document Intelligence plugin (com.glide.platform_ml_di), the Predictive Intelligence plugin (com.glide.platform_ml), and the Document Intelligence UIB component (com.sn_docintel_iframe). For more details, see Install Document Intelligence. |
Additional requirements
If any additional requirements were introduced or changed for Document Intelligence we have noted them here.
| Release | Release notes |
|---|---|
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Browser requirements
If any specific browser requirements were introduced or changed for Document Intelligence we have noted them here.
| Release | Release notes |
|---|---|
Xanadu |
No updates for this release. |
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Accessibility information
Review details on accessibility information for Document Intelligence, such as specific requirements or compliance levels.
| Release | Release notes |
|---|---|
Xanadu |
|
Yokohama |
No updates for this release. |
Zurich |
Localization information
If there are specific localization considerations for Document Intelligence we have noted them here.
| Release | Release notes |
|---|---|
Xanadu |
|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Highlight information
If there are specific highlight considerations for Document Intelligence we have noted them here.
| Release | Release notes |
|---|---|
Xanadu |
Xanadu Patch 9
Xanadu Patch 3
Early Availability
See Document Intelligence for more information. |
Yokohama |
Yokohama Patch 6
Yokohama Patch 3
Early Availability
See Document Intelligence for more information. |
Zurich |
See Document Intelligence for more information. |