Screen an uploaded document type using the Document Screening Al skill

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • View the document, explains why, and identify corrective actions with AI-powered document screening.

    Antes de Iniciar

    Role required: sn_gsm.business_agent, sn_gsm.agency_agent, sn_gsm.constituent_agent, sn_gsm.agency_constituent_agent

    Por Que e Quando Desempenhar Esta Tarefa

    Importante:
    This Now Assist skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see Now Assist skills, agents, and agentic workflows on by default.

    The Document screening generative AI skill automatically analyzes documents uploaded by applicants, identifies the type or category of each document (for example, driver's license, passport, budget, or narrative), and validates whether the uploaded document matches what was requested in an application checklist. If there is a mismatch, the agent flags it and helps government employees generate Al-assisted messages requesting corrected documentation.

    Procedimento

    1. Navigate to a social benefits, license and permit, or information request case in the CSM Configurable Workspace.
    2. Complete the activities in the Review stage once the constituent has uploaded their documents and other supporting information through the Government Service Portal and the case is moved from Intake to Review stage.
      Figura 1. Verify documents activity with document screening skill
      Asset analysis summary with comprehensive asset information and list of action items
    3. Select the document record that you want to analyze.
      Review any documents in the pre-flagged state. Select View pre-screen summary to view the reasons why the documents was flagged.
    4. Enter a message in the the ‘Message for applicant’ text area to provide reasoning to the applicant and request a re-upload the pre-flagged documents, then select Request Documents.
      Manually type the reasons, or select Compose message for applicant to compose the reason summary into an ai-generated message to the applicant. Refine the reasons in a pop-up modal by selecting on the sparkle icon inside the text area to either shorten or elaborate on what was generated. Select Insert to add this text to the message to the applicant.
      Figura 2. Now Assist-generated correspondence to applicant
      Asset analysis summary with comprehensive asset information and list of action items
    5. Select Request Documents action to request the constituent to re-upload the ‘Pre-Flagged’ documents.
      The Upload additional documents activity will display in the sidebar of the playbook, allowing the agent to review all pre-flagged, re-uploaded documents that the constituent has sent via the Government Service Portal. The agent can also re-upload ‘Pre-Flagged’ documents on behalf of the constituent. The Document screening skill will then re-analyze and mark the documents ‘pre-screened’ or ‘pre-flagged’.
      As an agent, you can manually override the result of a document screening by selecting Undo, moving the Document to the Unverified stage, where you can:
      • Manually verify the document by selecting the checkmark icon
      • Manually flag the document by selecting the flag icon
      • Re-run the Document screening process for all unverified documents by selecting Retry pre-screen in the Screening incomplete modal.
    6. Select Confirm and complete to mark the activity as complete once all of the documents have been uploaded, screened, and marked as Pre-screened or Verified.
    7. Select Confirm to proceed.
      Any documents in the Pre-Screened state are changed to Verified.