---
schema_version: "1"
id: 305dee2827f69750458b5549002f04529b20a2a6d0b00cd7e72407138f8d44a6
title: Step 1 - Create a Document AI Schema Config
collection: developer
version: current
locale: en-us
portal_url: https://docs.salesforce.com/developer/current/en-us/data-ae/loan-agent/guides/aes-create-document-ai-schema-config.md
canonical_url: https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-create-document-ai-schema-config.html
source_site: developer.salesforce.com
content_type: documentation
content_hash: 28ad447bf40a200ecdd603ce2103a7bf7f79c368ae70164bcb2ea8d6a0b08421
products:
  - Loan Prequalification Agent
  - data-ae
---
# Step 1 - Create a Document AI Schema Config

Set up the Data 360 Document AI processor configuration for a bank statement data extraction. This configuration uses an LLM model to analyze an uploaded bank statement, define the structured fields for extraction, and ensure the output is delivered as a clean, structured JSON schema.
Learn more about [Document AI](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai.htm&type=5).

## 1. Create a New Configuration

1. On the **App Launcher**, find and select the **Data 360** app (it may appear as **Data Cloud**).
2. Go to the **Unstructured Data** tab (in some orgs, this may be labeled **Process Content**).
3. On the left-hand navigation menu, click **Document AI**.
4. Click **New** to create a new configuration.
5. Choose how you want to create your document schema configuration by selecting **Without a source object**.

## 2. Configure Data Extraction

1. Prepare your bank documents for upload. In the document schema builder, click **Upload Files** and select your bank statement.
2. On the top left, select any LLM model. Gemini 2.0 Flash is recommended for PDF analysis.
3. Configure extraction fields:

   - On the right, under **Outputs**, click **Create Manually** and then click **Next**. Alternatively, you can use [auto-extraction](https://help.salesforce.com/s/articleView?id=data.c360_a_document_ai_new_config.htm&type=5) and change the fields to reflect what is shown below.
   - Click **Add Field** and add the following fields one-by-one.

| Name            | API Name          | Field Type | Prompt Instruction                                                            |
| :-------------- | :---------------- | :--------- | :---------------------------------------------------------------------------- |
| Monthly salary  | `Monthly_salary`  | string     | Based on the transactions, identify the average salary of the account holder. |
| home loan taken | `home_loan_taken` | boolean    | 1 if there are EMI transactions for home loan.                                |
| auto loan taken | `auto_loan_taken` | boolean    | 1 if there are EMI transactions for auto loan.                                |

![Extraction Fields](https://developer.salesforce.com/docs/media/loan-agent-step-1-2.png '{"class": "image-framed"}')

## 3. Test and Save

Verify the results of the bank statement data extraction.

1. Click **Test**.
2. Document AI processes the uploaded file and extracts the defined fields. Review the output to verify that all fields are extracted correctly.
3. Save the configuration:

   - Click **Save**.
   - Enter a **Document Schema Name** and **API Name**: `bank_stmt_analyzer`. Copy and save the API name for next steps.
   - Click **Save**.

You successfully created your Document AI processor configuration for bank statement data extraction. For an example JSON schema, see the [complete document schema configuration](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-document-ai-schema-configuration.md).

## Next Step

[Step 2 - Create Flow to Retrieve File ID from Email Address](https://developer.salesforce.com/docs/ai/loan-agent/guide/aes-create-flow-to-retrieve-file-id.md): Create a screen flow to identify the bank statement file from the customer's email address.