Public Sector Digital Services AI agent collection Help on performing verification of Document Verification Tasks for a Record

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

    • Agentic workflows.

    This feature ensures the verification of documents attached to Document Verification Tasks through the following steps:

    1. Document Classification
 The system identifies and classifies the type of attached document per Document Verification Task (DVT) for a record.

    2. Validation & Update
 Using document category of a Document Verification Task (DVT), the system validates if the classified attached document is a valid document and updates the Document Verification Task with the verification result.

    You can use the Help on performing verification of Document Verification Tasks for a Record agentic workflow to:
    • Classify uploaded documents into predefined categories (e.g., Budget, Project Narrative, Letter of Support).
    • Validation Against Expected Type, Comparing the detected category with the expected document type in the application checklist, and mark the document as valid or invalid.
    • Error Notification and Recommendations, If invalid, alerts the user or agent and provides a reason (e.g., “Expected: Budget; Detected: Project Narrative”). and Recommends re-uploading the correct document type
    • View validation results next to each uploaded document in the grant application interface and allow users to confirm or dispute the AI’s classification if needed (future extensibility).
    This feature will validate whether submitted documents match the required type via these three steps:
    1. Perform the Document Classification of each attached document per Document Verification Task (DVT) for a given record.
    2. Compare the attached document classification with the document category of corresponding Document Verification Task (DVT).
    3. Update each Document Verification Task (DVT) based on the outcome of Document Verification.

    AI agents used in the Help manage public information requests workflow

    The AI agents used for the Help on performing verification of Document Verification Tasks for a Record agentic workflow are as follows:

    Tabela 1. Help on performing verification of Document Verification Tasks for a Record
    AI Agent name Description
    Document Text Extraction and Classification AI Agent Classifies uploaded documents, checks them against expected types, and alerts users to mismatches with corrective suggestions. Helps agents draft messages to constituents requesting corrected documentation.
    Document Validation AI Agent Validates and identifies the document type (e.g., Driver License, W2, etc.)
    Document Validation AI Agent (PSDS Scope Only) Validates expiration date, data of birth, name match, etc. Relies on extracted JSON data.

    To use the Help on performing verification of Document Verification Tasks for a Record agentic workflow, you must confirm or perform the following:

    1. The Now Assist for Public Sector Digital Services (PSDS) plugin (sn_psds_gen_ai) plugin is installed and configured.
    2. Navigate to All > Now Assist admin > Skills > PSDS. On the Now Assist Experience tab, verify the Now Assist panel for users is turned on.

    For more information, see Configure Now Assist for Public Sector Digital Services (PSDS).

    To access the Help on performing verification of Document Verification Tasks for a Record agentic workflow:

    1. Navigate to All > AI Agent Studio > Overview.
    2. Select Help on performing verification of Document Verification Tasks for a Record.

    To modify the agentic workflow, duplicate it by selecting the duplicate (Duplicate icon) icon, and adjust the settings according to your requirements. You can activate the duplicated agentic workflow template by making triggers active and setting the display settings to include the Now Assist panel.

    Importante:
    When you modify an agentic workflow, AI agent, or tool, make sure that you update all instructions accordingly.

    Roles required to activate and access the workflow

    The roles required to activate and access the workflow are as follows:

    Tabela 2. Roles and responsibilities
    Roles Responsibilities
    PSDS AI admin [sn_gsm_ai_agents.admin]
    • Configure the agentic workflow.
    • Change AI settings.
    • Create and manage new workflows and AI agents.
    • Access and update Autonomous AI Assistant tables.
    PSDS AI agent [sn_aia_agent] Read, create, update, and delete records in the AI agent table.
    PSDS ICM Manager [sn_gsm_icm_req.manager] Receive output from the AI agents.

    Activating the agentic workflow

    To activate the agentic workflow, perform the following steps:
    1. Navigate to agentic workflow Help on performing verification of Document Verification Tasks for a Record and duplicate it. It duplicates any triggers associated with that agentic workflow.
    2. Navigate to the duplicated workflow and activate the trigger Information Request Fee Estimation and Review is created or updated.