---
schema_version: "1"
id: b874cda2966e87372a28b9ba043358056340af72ad309958fef82d58dc054e2f
title: Configure a Document Schema for Invoices
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_claims_create_document_ai.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_claims_create_document_ai.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5e7221cf49f0518a6002b13eb2dbfc67f455b9a55d63c98f15d1f22e557c9d3c
description: Configure Unstructured Document Processing in Data Cloud by importing and publishing a JSON schema that extracts invoice details and payment request line items.
products:
  - Public Sector
release: "264"
---
# Configure a Document Schema for Invoices

Configure Unstructured Document Processing in Data Cloud by importing and publishing a JSON schema that extracts invoice details and payment request line items.

Before you begin, complete the steps in [Claims Submission Setup Prerequisites](https://help.salesforce.com/s/articleView?id=ind.aps_claims_submission_prerequisites.htm&release=264.0.0&type=5 "Enable settings, turn on related features, and assign permissions before you configure claim submissions in Public Sector.").

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-public_sector_solutions-264-0-0-production-enus/25746429-1b1c-4bf3-b014-cf92f9531212/images/icon_note.png)

Note Use the JSON property names and nesting exactly as provided. Property names are case-sensitive. Renaming a property or changing its location in the schema can prevent the corresponding information from appearing during claim submission.

1. From the App Launcher, open **Data Cloud**.
2. Open **Process Content**.
3. Select **Document AI**, and then click **New**.
4. Select **Without a Source Object**, and click **Next**.
5. Select **Show More Options**.
6. Select **Import from JSON**, and click **Next**.
7. Paste the JSON schema as provided.
    
    ```json
    {
      "title": "Payment Request Invoice Extraction",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "ReferenceNumber": {
          "type": "string",
          "description": "Invoice or reference number printed on the document"
        },
        "SubmittedDate": {
          "type": "string",
          "description": "Invoice date in MM/DD/YYYY format"
        },
        "ReceivedDate": {
          "type": "string",
          "description": "Date the invoice was received in MM/DD/YYYY format"
        },
        "DueDate": {
          "type": "string",
          "description": "Payment due date shown on the invoice in MM/DD/YYYY format"
        },
        "PaymentRequestLines": {
          "type": "array",
          "description": "Line items extracted from the invoice",
          "items": {
            "type": "object",
            "properties": {
              "ServiceAmount": {
                "type": "number",
                "description": "Line total price"
              },
              "RequestedAmount": {
                "type": "number",
                "description": "Amount requested for payment on this line"
              },
              "AdjustmentAmount": {
                "type": "number",
                "description": "Discount, copay, or deductible adjustment amount"
              },
              "Quantity": {
                "type": "number",
                "description": "Number of units or quantity of service"
              },
              "UnitPrice": {
                "type": "number",
                "description": "Price per unit"
              },
              "StartDateTime": {
                "type": "string",
                "description": "Line-level service start date and time in MM/DD/YYYY HH:MM:SS format"
              },
              "EndDateTime": {
                "type": "string",
                "description": "Line-level service end date and time in MM/DD/YYYY HH:MM:SS format"
              }
            },
            "required": ["ServiceAmount"]
          }
        }
      },
      "required": ["ReferenceNumber"]
    }
    ```
8. Select **Insert**.
9. Select **Publish**.
10. Enter a document schema name.
11. Select **Save**.

#### See Also

- [Configure Invoice Extraction for Claim Submission](https://help.salesforce.com/s/articleView?id=ind.aps_claims_invoice_extraction_overview.htm&release=264.0.0&type=5 "Use Unstructured Document Processing to extract supported invoice information and populate claims in the Service Provider Portal.")
- [Add the Document Schema to the Provider Portal](https://help.salesforce.com/s/articleView?id=ind.aps_claims_add_configuration_provider_portal.htm&release=264.0.0&type=5 "Add the Unstructured Document Processing configuration to the Provider Portal so invoice data maps correctly to payment requests.")
- [Invoice Extracted Fields Mapping](https://help.salesforce.com/s/articleView?id=ind.aps_claims_invoice_extracted_fields.htm&release=264.0.0&type=5 "Learn which invoice data is extracted into fields with Unstructured Document Processing from the Provider Portal, including invoice dates, reference numbers, line-item amounts, quantities, prices, adjustments, and required formats.")
- [Set Up Unstructured Document Processing](https://help.salesforce.com/s/articleView?id=ind.psc_recruitment_enable_unstructured_document_processing.htm&release=264.0.0&type=5 "Enable Unstructured Document Processing, then configure the permissions that users need to upload documents and extract data.")
- [Set Up Data 360 for Public Sector](https://help.salesforce.com/s/articleView?id=ind.psc_set_up_data_cloud_for_public_sector_solutions.htm&release=264.0.0&type=5 "Before you ingest Public Sector data into Data 360, you must set up and configure Data 360.")