Create Schema for Custom Documents

1. Open the SAP Document AI basic UI, as described in the tutorial: Use Trial to Set Up Account for SAP Document AI and Go to Application or Use Free Tier to Set Up Account for SAP Document AI and Go to Application.

   If you HAVE NOT just used the Set up account for SAP Document AI booster to create a service instance for SAP Document AI and subscribe to the SAP Document AI basic UI, observe the following:

   • To access the Schema Configuration and Template features, ensure that you use the blocks_of_100 plan to create the service instance for SAP Document AI Trial.

   

   • And make sure you’re assigned to the role collection: Document_Information_Extraction_UI_Templates_Admin_trial (or Document_Information_Extraction_UI_Templates_Admin if you’re using the free tier option). For more details about how to assign role collections, see step 2 in the tutorial: Use Trial to Subscribe to the SAP Document AI Basic UI, or step 3 in the tutorial: Use Free Tier to Subscribe to SAP Document AI Basic UI.

   

   • After assigning new role collections, Log Off from the UI application to see all features you’re now entitled to try out.

   

2. In the left navigation pane, click Schema Configuration.

   

Here, you find the SAP schemas. The SAP Document AI basic UI provides preconfigured SAP schemas for the following standard document types:

• Purchase order
• Payment advice
• Invoice

In addition, there’s an SAP schema for custom documents (SAP_OCROnly_schema). You can use SAP schemas unchanged to upload documents.

NOTE: You can’t edit or delete original SAP schemas. Always create a copy and then edit the default fields, as required.

CAUTION:

When using the free tier option for SAP Document AI or a trial account, be aware of the technical limits listed in Free Tier Option and Trial Account Technical Constraints.

To create your own schema, click Create.

In the dialog that appears, enter a name for your schema, power_of_attorney_schema, for example. Note that the name cannot include blanks. Further, select Custom as your Document Type and Document for OCR Engine Type.

Click Create to create the schema.

Now, your schema shows up in the list. Access the schema by clicking on the row.

To define your first header field, click Add.

For each field, you have to enter a name, a data type, and a setup type. Adding a description is optional. Default extractors aren’t available for custom documents. The available data types are string, number, date, discount, currency, and country/region.

The available setup types are auto and manual. The setup type auto supports extraction using the solution’s machine learning models. You must specify a default extractor (standard fields supported by SAP Document AI) for this setup type. It can only be used in schemas created for standard document types. The setup type manual supports extraction using a template. It’s available in schemas created for standard or custom document types.

If you’d like to find out more about setup types and how they relate to document types, extraction methods, and default extractors, see Setup Types.

As your first header field, add the shipper number of your power of attorney document.

1. Enter an appropriate name for your field, shipperNumber, for example.

2. Select string for the Data Type. Note that a shipper number is a string, even though it consists of numbers, as it is an arbitrary combination of numbers without meaning. In contrast, price is an example of the data type number.

3. Select manual for the Setup Type and click Save to add the header field.

   

The field now displays in your list of header fields, where you again find all the information that you’ve just entered. You can edit or delete the field by clicking the respective icons on the right.

Click Add again to open the Header Field dialog.

1. Enter a name for your second header field, fullName, for example.

2. Select string for the Data Type.

3. Select manual for the Setup Type and click Save to add the field.

   

Go ahead and add the header fields shown in the table and image below. Pay attention to the different data types. Feel free to extend or reduce the list of header fields.

NOTE: The SAP Document AI basic UI also includes a feature that allows you to group schema fields by category. To use this feature, you must first activate it under UI Settings. For simplicity’s sake, we haven’t included the feature in this tutorial. If you’d like to find out more about it, see Schema Field Categories.

Once you’ve added all fields, the schema needs to be activated so that it can be used to extract information from documents. Right now, the schema has the status DRAFT, indicating that it cannot be used yet.

To activate the schema, click Activate.

Now, the status of your schema changes to ACTIVE. To make changes to your schema, you have to Deactivate it first.

Congratulations, you’ve created and activated your own schema for power of attorney documents.

In the next tutorial: Create Template for Custom Documents, you’ll create a template that uses your schema, and associate documents with your template to show SAP Document AI where each field is located in the document.