Preview and Validate Extraction in Real Time

Ensure faster and accurate template creation by using a real-time playground to validate extraction behavior and experiment with prompt variations during template setup. Preview extracted results instantly by uploading a sample file to confirm the accuracy of the results before saving them. Identify missing or incorrect fields early in the process to reduce trial and error. Improve data quality and deliver cleaner, structured outputs that align with the Health Cloud data model.

Where: This change applies to Lightning Experience in Enterprise and Unlimited editions of Health Cloud with the Agentforce for Health Cloud add-on license.

Who: This feature is available to users with the Health Cloud Foundation, Data Cloud User, Disease Surveillance, and Document AI permission sets.

How: In Setup, on the Document AI for Health page, select an existing template or create one, and then go to the Playground tab. Upload a file to see the extraction result on the Extraction Preview tab.