Document Screening

Overview

This skill adds a document screening stage before extraction or fulfillment workflows in ServiceNow®. It helps teams:

• Validate document completeness and format readiness
• Identify policy-sensitive or high-risk submissions early
• Route documents to automated extraction or human review lanes
• Record auditable screening rationale in work notes

Use this when your intake process receives mixed document quality, high volume, or compliance-sensitive content.

Prerequisites

• Roles: admin, sn_doc_intelligence_admin, or equivalent intake operations role
• Plugins: Document Intelligence app enabled where extraction is required
• Access: Read/write access to sys_attachment, sn_doc_template, sn_doc_intelligence_extraction, and task
• Inputs: Defined screening rules (required fields, prohibited content, confidence thresholds)