Document Intelligence roles
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- UpdatedFeb 1, 2024
- 2 minutes to read
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Document Intelligence is installed with these roles.
To learn more about managing per-user subscriptions, see Managing per-user subscriptions in Subscription Management and contact your account representative.
DocIntel Admin [sn_docintel.admin]
Has full access to the Document Intelligence application, except for modifying a subset of system properties, and the billing and internal tables.
Contains Roles
List of roles contained within the role.
- platform_ml_di.admin
- action_designer
- flow_designer
- sn_ace.ace_user
- canvas_user
- usage_admin
Groups
List of groups this role is assigned to by default.
None.
Special considerations
DocIntel Viewer [sn_docintel.viewer]
Has view-only access on Document Intelligence document tasks that they are authorized to view.
Contains Roles
List of roles contained within the role.
- snc_read_only
- platform_ml_di.viewer
Groups
List of groups this role is assigned to by default.
None.
Special considerations
DocIntel Extraction Agent [sn_docintel.extraction_agent]
Extracts information from documents using the Document Intelligence workspace.
Contains Roles
List of roles contained within the role: platform_ml_di.extraction_agent.
Groups
List of groups this role is assigned to by default.
None.
Special considerations
DocIntel Creation Agent [sn_docintel.creation_agent]
Extracts information from documents using the Document Intelligence workspace. Also enables users to create Document Intelligence document tasks and submit them for processing.
Contains Roles
List of roles contained within the role: platform_ml_di.creation_agent.
Groups
List of groups this role is assigned to by default.
None.
Special considerations
DocIntel Manager [sn_docintel.manager]
Creates and edits use cases, fields, field groups, and document tasks. Views, measures, and analyzes the usage and effectiveness of Document Intelligence using the Platform Document Intelligence Usage dashboard. Grants access to submit document tasks and interact with the Document Intelligence workspace.
Contains Roles
List of roles contained within the role.
- platform_ml_di.manager
- action_designer
- flow_designer
- sn_ace.ace_user
- canvas_user
- usage_admin
Groups
List of groups this role is assigned to by default.
None.
Special considerations
On this page
Related Content
- Components installed with Document Intelligence
Several types of components are installed with activation of the Document Intelligence plugin, including tables and user roles.
- Confidence scores
A confidence score is a measurement (percentage) of how reliable DocIntel is in providing a recommendation for a field. The higher the score, the more reliable the recommendation.
- Data normalization
Certain types of data extracted from documents are converted into a standard format so that they appear the same across all fields.
- Document Intelligence forms
Use forms to view and update Document Intelligence information.
- Document Intelligence properties
Document Intelligence (DocIntel) system properties control the behavior of the Document Intelligence application.
- Document task statuses
The following is a list of the statuses for DocIntel document tasks. These statuses apply to tasks for both document classification and data extraction.
- Domain separation and Document Intelligence
This domain separation overview relates to Document Intelligence. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.
- Hard limits in Document Intelligence
The following is a list of hard limits in Document Intelligence, which can’t be changed.
- Terminology
Before getting started with Document Intelligence (DocIntel), it's important to understand some key concepts used in the application.