CSAI

Enterprise AI Platform

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Documents & entities

Manage document and entity definitions for the selected profile.

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Discard draft?

New configuration

Categories, documents, entities, mappings and module definitions are copied together. The copy is independent and links only to profiles.

Share configuration with another profile

Sharing is explicit: saved changes apply to every sharing profile. Copy from profile creates an independent configuration. Profiles share the current configuration. Maintain organisation, application and capability scope links on the profile page.

Save shared configuration?

Use Make independent on the configuration screen if this change should apply only to the selected profile.

Configuration sections

Document categories

No Document Categories

Start by adding your first document category

Documents

No Documents

Start by adding your first document

No Entity Categories

Start by adding your first entity category

No Entities

Start by adding your first entity

No Document Mappings

Start by mapping entities to documents

Add document category

Technical references
Category ID

Add document

Separate multiple parties with commas.

Technical references
Document ID

Add entity category

Technical references
Category ID

Add entity

The full text is used during extraction. Keep recognition rules and exclusions here.
Technical references
Entity ID
Document-specific destinations are maintained in Document mappings.

Add Document Mapping

Auto-generated unique ID for this mapping
Select entity - category will be auto-populated
Optional description for the mapping
Add custom Module/Function/FormField rows directly in the document mapping.
Module Function Form Field Actions
No mappings added yet.
Auto-populated system level mapping from the selected entity. This value is saved in systemLevelMappings.
Module Form Field Actions
Optional: Select existing modules and form fields related to this document
Technical references

Add field mapping

Auto-populated system level mapping from the selected entity.
Module Form Field Actions
Optional: Select existing modules and form fields related to this document
Module Function Form Field Actions
No mappings added yet.
Add custom Module/Function/FormField rows directly in the document mapping.
Technical references