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Reconcile Doc Extraction Smart Service

Overview

The Reconcile Doc Extraction node allows you to assign an interface to review and update extracted data from a doc extraction run, started by the started by the Extract from Document smart service, which leverages the Document Extraction AI Skill.

See also:

Note:  The Reconcile Doc Extraction smart service uses new inputs in 23.2. To adapt an older document extraction process to use the Extract from Document smart service, you'll need to remove the old Reconcile Doc Extraction smart service and replace it with the updated node to use the new inputs.

Properties

  • Category: Document Management

  • Icon:

  • Assignment Options: Attended/Unattended

Configuration options

This section contains tab configuration details specific to this smart service. For more information about common configurations see the Process Node Properties page.

Data tab

This tab displays all the Node Inputs and Node Outputs for the Service Node. You can add additional inputs and outputs, if needed.

Node inputs

The default inputs are:

Input Data Type Required Multiple Description
Document Extraction Id String Yes No ID of the doc extraction run.

Use the Doc Extraction Id output from the Extract from Document smart service in this field.
Title Text No No Text for the title of the interface. Default is Reconcile [name of document].
Submit Button Label Text No No Label for the "Submit" button. Default is Submit.
Mark As Invalid Button Label Text No No Label for the "Mark as Invalid" button. Default is Mark as Invalid.

Node outputs

Name Data Type Description
Reconciled Data Any Type The data reconciled by the user. Returns the extracted data in the form of the data structure defined in the AI skill.
Is Submit Boolean User selected the "Submit" button.
Is Invalid Boolean User selected the "Mark as Invalid" button.

To save the Reconciled Data into a process variable:

  1. Select the Outputs property sheet (tab).
  2. Click Reconciled Data on the Results list. The result properties are displayed.
  3. Create a new process variable to store the result, or select an existing process variable with data type of your input Data Type Number from the available list.

Usage considerations

The doc extraction reconciliation interface can only be accessed by a user who has permissions to the original document.

Appian will delete document extraction runs after 30 days, or when the total amount of data surpasses 10 GB. If you attempt to access a run that has been deleted, you will see an error. Appian will not delete the documents you uploaded.

Open in Github Built: Wed, Apr 10, 2024 (06:57:10 PM)

Reconcile Doc Extraction Smart Service

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