Work on a document verification task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 2 Minuten Lesedauer

    • Document verification tasks are individual tasks for an applicant to upload a single document.

    Vorbereitungen

    Role required: admin, sn_doc_processor.agent​

    Warum und wann dieser Vorgang ausgeführt wird

    Each individual DVT component represents one individual document verification task record. “Document verification task” is a table available in the doc processor plugin similar to a case task. The Document verification task table stores all the document verification tasks in an instance. This table extends the Task [task] table.

    The task falls upon the applicant to upload a document that matches a specific document category. The category seen above is Proof of identity. Initially, the task state is "not submitted". The category seen above is Proof of identity. Initially, the task state is "not submitted".

    This is what a document verification task looks like within the ServiceNow platform. You can see fields such as the document category and state reflected here. You can navigate to the list of DVTs by going to Document Processor > Document Verification > All in the “All” menu in platform. Alternatively, you can search sn_doc_processor_verification_task.list. Also notice the document for field represents the applicant the task is assigned to.

    Again, each individual DVT component represents one of these document verification tasks. Once the applicant uploads a file, the state is changed to submitted and the file is linked to the task. The upload button in the component turns into a trash can, in which the applicant can delete the attachment if they so choose. They can also click the link to view the attachment.

    DVT components are nested within GDVT (Grouped Document Verification Tasks) components. This component groups a set of DVT components by the assigned applicant.

    The Upload Documents / Provide Credentials activities are case tasks assigned to the applicant that use the grouped DVT component in the activity UI. They appear next to each other under Intake stage in Workflow Studio.

    You can decide which documents show up in these activities. These are determined by document categories (sn_doc_processor_category). Out of box, the Upload Documents activity displays the “Proof of identity” document category. To edit categories, see Create and define document categories in Public Sector Digital Services.

    Prozedur

    1. Navigate to Financial Services Operations > Workspace.
    2. Select the lists icon (dynamic related records icon.).
    3. In the Lists tab, under Document verification, open the task list.
      • For your assigned tasks, select Assigned to me.
      • For all document verification tasks, select All.
    4. In the list, select the document verification task that you want to work on.
      To work on a verification task that is not assigned to you yet, assign it to yourself by selecting Assign to me.
    5. Verify the completeness of all documents that are submitted.
      If a document has been processed through OCR, you can select Open in DocIntel to review the document and update document field values, or check the Field values tab to review extracted document field values. For more information, see .
    6. Wahlweise: From the Notes and Activity tab in the Work notes field, enter any comments.
    7. Select one of the following options.
      TaskAction
      Verify Select Verify if the document details are sufficient.
      Reject You can reject a document verification task if the details are insufficient.
      1. From the Rejection reason field, select the reason from the following options.
        • Information mismatch
        • Incorrect document
        • Expired document
        • Scanning issues
        • Fraudulent document
      2. Select Reject.