Configuring Document Intelligence

Configuring TraceGains Document Intelligence defines how attribute data is extracted from supplier- and item-level documents. Configuration determines which attributes are extracted, how extraction results are handled, and how documents move through the document processing flow.

Configuration is completed using AI Settings, which are defined per document type and applied consistently during document processing.

How to Configure AI Settings for a Document Type

Step 1: Go to Configuration → AI Settings. From the AI Settings list, select the edit icon for the document type you want to configure.

In this example, you will review AI Settings for a GFSI Certificate configured as a supplier-level document.

Step 2: Document Information

This section defines the context for this configuration.

 

Here, you can identify the Use for the document, the Document Type being configured, and whether Process On Approval behavior is enabled.

 

This section establishes which document type these AI Settings apply to.

Step 3: Process Settings

The Processing Settings section defines how documents move through the processing flow after the initial data extraction process is complete.

 

In this example, Automated Processing is turned off, which means extracted values must be verified before they are written to their corresponding record.

Step 4: Extraction Attributes

This section defines which attribute data Document Intelligence extracts from the document.

 

Each attribute can be set as:

• Required
• Optional

This determines whether processing can proceed when values are missing.

To add extraction attributes, select Add Attributes. In the pop-up window, select one or more attributes, then click Add Selected. 

 

The selected attributes appear in the Extraction Attributes list for that document type.

 

Watch the short video below to see how attributes are added.

Step 5: When configuration is complete, select Save.

Saving applies AI Settings to the document type and defines how future matching documents are processed.

Summary

Configuring Document Intelligence establishes how data is extracted and processed for each document type using AI Settings.

To continue, proceed to the next article: Uploading Documents & Initiating Processing.