Overview

Document Field Configurations on Document Verification Templates define how extracted or Documents AI-generated insights are stored and referenced across Persona products like Workflows, Cases, and API responses.

These configurations ensure data from a Document Verification run are stored as structured data, enabling you to later automatically flag, route, or act on documents based on your specific compliance and business requirements.

Configuring Document Fields

1. Navigate to the Dashboard, and click on Inquiries > Templates (or Verifications > Templates).
2. Find and select an Inquiry template with Document AI, or Create a new template.
3. In the left panel, click Verifications.

4. In the left navigation, click Document Groups, and select the document group you wish to configure. (Learn more about document groups in this article.)
5. In the document group configuration panel, click on Document Fields.

6. To add a new document field, click the Add field button.
7. In the right side panel, fill out the following fields:
   1. Label (required): A name for this field or attribute that allows you to identify what the value represents. If saving an Insight to this newly created field, it is recommended to provide a label that will help you understand how the value of this field was generated.
   2. Key (required): Auto-generated from the name. Used in API responses and across Persona products.
   3. Type (required): Choose String (default) or Array. Depending on which type is picked there may be additional fields to fill out. See Type Table below.
   4. Redaction policy: Choose Redactable (default) or Not redactable.
   5. Write policy: Choose Writable (default) or Writable once.
8. Click Save on the top right to save all changes to your template.

Type Table

Why Document Field Configurations are important

Document Field Configurations define the data structure or schema that supports your ability to store Document AI-driven Insights and extracted data from a Document Verification run, and the ability to action on that structured data. They’re essential for ensuring that data is consistently stored and can be referenced reliably across your Persona ecosystem.

They’re especially useful when you need to:

• Standardize data storage for Extractions and Insights across templates, Workflows, and Cases.
• Use Document AI-generated outputs from Insight Configurations in downstream decisioning or automation.

By defining fields that capture both extracted and Document AI-generated data, Document Field Configurations give you a unified, compliant structure for all document-based intelligence within Persona.

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We're here to chat through your specific needs. Feel free to reach out to your Customer Success Manager or contact the Persona support team.