The document schema configuration defines the fields and tables that UDP extracts from the uploaded documents. For each field, enter a Name and an API Name.
Important
Use the schema configuration details and API names provided in this section only if you’re using the default Omniscripts. For custom solutions, define your own field names and configurations.
1. From the App Launcher, find and open **Process Content**, and then select **Document AI**.
2. Click **New**.
3. Select **Without a Source Object**, select **Create Manually**, and then click **Next**.
4. On the Fields tab, click **Add Field**.
5. Enter these document schema name details.
- Name: Head Of Household Details
- API Name: IE\_Head\_Of\_Household\_Details
6. Click **Add**.
7. To extract and prefill data from a document to Omniscript fields, map the schema field names to the API names of the Omniscript fields.
1. Open the Omniscript and then click the **Set Values** action.
2. In the Household Application Omniscript, click the **Set Multi Doc Upload Properties** action.
The action name may vary for each Omniscript where you need to change the mappings.
3. Click **Edit as JSON**.
4. Define the field mapping.
Here's a sample mapping for the Household Application Omniscript:
```
"HoHFieldNameMapping": {
"First Name": "FirstName",
"Last Name": "LastName",
"Middle Name": "MiddleName",
"Gender": "Gender",
"Date of Birth": "DateOfBirth",
"Phone Number": "PhoneNumber",
"Email": "Email",
"Nationality": "Nationality",
"Social Security Number": "SocialSecurityNumber",
"Ethnicity": "Ethnicity",
"Preferred Communication Method": "PreferredCommunicationMethod",
"Home Address": "HomeAddress",
"Mailing Address": "MailingAddress"
}
```
8. Repeat the steps to configure the document schema for the different stages. Define the fields you want to extract data from the uploaded documents.
- Members
- Income
- Expenses
- Assets
- LIHEAP
Important
The API names of the default document schema should match the names in this table.
| Purpose | API Name |
| --- | --- |
| Household Members ID Proof | IE\_Member\_Details |
| Income Proof | IE\_Member\_Income\_Details |
| Expense Proof | IE\_Member\_Expense\_Details |
| Assets Proof | IE\_Member\_Asset\_Details |
| LIHEAP Energy Bill Proof | IE\_LIHEAP\_Energy\_Bill\_Details |