The ServiceNow® Document Intelligence application is an artificial intelligence (AI) solution that quickly and accurately categorizes and extracts information from documents. Document Intelligence was enhanced and updated in the Vancouver release.

Document Intelligence highlights for the Vancouver release

  • Increase efficiency and automation by using the new document classifier features to categorize documents.
  • Leverage data that is automatically transformed by DocIntel into a standardized format.
  • Support finer-grained automation of document processing by defining a document’s required fields.
  • Save time setting up DocIntel by copying and importing trained use cases.
  • Install document extraction and classification features easily as a single plugin.

See Document Intelligence for more information.

Important: Document Intelligence is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes.

Important information for upgrading Document Intelligence to Vancouver

Document Intelligence 3.0 and later includes an updated schema to support its transition from a scoped application to a Now Platform plugin. For upgrade details, see Upgrade to Document Intelligence 3.0 or later from version 2.4 or earlier.

New in the Vancouver release

Duplicate, export, and import use cases

Easily copy, export, and import trained use cases right from the use case page.

New document classification features
Expedite the classification of documents by:
  • defining document categories.
  • labeling documents.
  • setting up and training a document classification model.
  • verifying or correcting classification predictions.
Draw tool for data extraction
Extract data from tables easily using the draw tool to select a document area and extract the information.

UI changes

Terminology changes

The straight-through-processing setting is described as full automation. Additional labels are updated to reflect terminology updates made in the Utah release.

Usability improvements
Various features throughout Document Intelligence are updated to create a more consistent user experience.
In-product help
Help text is added for several features to provide guidance using Document Intelligence.

Changed in this release

Required fields
Define a document’s required fields to support the full automation of document processing.
Data normalization
Standardize data extracted from documents with the following improvements:
  • Base system support to transform common field types (dates, numbers) into a normalized format.
  • Interface for agents to visualize applied normalizations and modify them as needed.
  • Integration setup approach to seamlessly transfer normalized data to a workflow.
Increase to default limits
The file size limit for attachments is increased to 10 MB. The maximum number of document tasks processed per instance per day is increased to 2,000.
Improvements to AI quality for invoices
Improve extraction outcomes by leveraging more powerful AI models, prebuilt use case configurations, and user-defined hints.

Activation information

Install Document Intelligence by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. The Document Intelligence application (sn_docintel) depends on the Document Intelligence plugin (com.glide.platform_ml_di), Predictive Intelligence (com.glide.platform_ml), and Document Intelligence UIB Component (com.sn_docintel_iframe). For more details, see Install Document Intelligence.

Browser requirements

For browser requirements, see Browser support.

Accessibility information

Dark theme
Enable a dark theme or mode in Document Intelligence. This option is commonly used to alleviate eye strain and improve readability.
General accessibility enhancements
Various Document Intelligence features were updated to create a more accessible user experience.
  • Updated controls and messages to provide correct labels and other relevant information to Assistive Technology users (for example, screen reader users).
  • Provided alternative text for informative images and icons so that the purpose of those images is conveyed to Assistive Technology users.
  • Improved color contrast for text and images to meet minimum standard guidelines:
    • Regular sized text has a minimum contrast ratio of at least 4.5:1.
    • Graphics and user-interface components have a minimum contrast ratio of at least 3:1.
  • Standardized design patterns for components to improve screen reader detection.
  • Updated Call to actions (CTAs) and tooltips so they can be dismissed via a keyboard – for example, using the Escape key - without moving a mouse or pointer.
  • Corrected focus order issue with Auto-fill mode check box controls.
  • Corrected focus order issue with the Auto-fill mode thumbnail sidebar.
  • Updated Auto-fill mode – Custom Select to provide additional visual cues to convey selected state info, instead of using color only to convey the information.
  • Updated Auto-fill mode – Custom Select to programmatically indicate the ABC toggle control’s selected state.
  • Updated so that text size can be increased to 200% through your browser settings without loss of content or functionality.
  • Updated to allow changes to text spacing without loss of content or functionality. For example, some users apply custom text spacing styles to browser content to improve readability.

Localization information

Document Intelligence added support for documents in Czech, Danish, Finnish, Norwegian, and Swedish. For more details, see Hard limits in Document Intelligence.

Related ServiceNow applications and features

Customer Service Management
Use Document Intelligence for Customer Service Management (CSM) to extract relevant information from email and case attachments, such as account numbers or customer addresses, and add that information to cases.
Financial Services Operations
Use Document Intelligence integrated with the digital workflows in the Financial Services Operations applications to help your organization quickly automate document processing and accurately extract information from documents to the Now Platform.
Accounts Payable Operations
Use Document Intelligence for Accounts Payable Operations to quickly and accurately extract information from invoice documents that are received as attachments via email, and create invoice records in the Accounts Payable Operations application.
Automation Center
Use Document Intelligence for Automation Center to discover automation opportunities for document processing using DocIntel automation metrics.