Use Unstructured Document Processing to extract supported invoice information and populate claims in the Service Provider Portal.
Required Editions
| View supported product editions. |
How Invoice Extraction Works
In Experience Builder, configure the Service Provider Portal to extract invoice information with Unstructured Document Processing. Experience Builder uses predefined JSON properties to map the extracted information to payment request fields.
When providers upload invoices, the extracted information appears in the corresponding claim fields. Providers review the information, correct or complete it as needed, and then submit the claim. If you don’t configure invoice extraction, providers enter the claim and invoice information manually.
- 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. - Add the Document Schema to the Provider Portal
Add the Unstructured Document Processing configuration to the Provider Portal so invoice data maps correctly to payment requests. - Claim Submission Objects and Fields
Review the Objects and Fields used in the Service Provider Portal. - Invoice Extracted Fields Mapping
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.
See Also
- Configure a Document Schema for Invoices
- Add the Document Schema to the Provider Portal
- Invoice Extracted Fields Mapping
- Create an Experience Cloud Site from the Service Provider Portal Template in Public Sector Solutions
- Set Up Data 360 for Public Sector
- Set Up Unstructured Document Processing
- View and Assign Permission Set Groups in Public Sector
- Permission Set Licenses and Permission Sets