Generic Indexing

The Generic Indexing action takes the fields produced by the AI Generic Extraction action and writes them into your Record Type fields. It is the general-purpose sibling of Invoice Indexing: instead of a fixed set of invoice fields, every mapping is one you define by name, so it works for any document type.

Use this action after AI Generic Extraction. That action stores each extracted value on the Record as temporary data — header fields as Index_<name> and line-item fields as IndexLine_<name> — and Generic Indexing copies those values into the real Record fields you select.


WORKS WITH: the AI Generic Extraction action. Run that action earlier in the same process so the Index_* / IndexLine_* data exists for this action to map.

How it differs from Invoice Indexing

  • Invoice Indexing offers named rows for the standard invoice fields (Vendor, Invoice Number, Amount, and so on) plus optional custom mappings.
  • Generic Indexing has no standard rows at all — you map every field yourself. Each mapping pairs an AI Field Name (the name you gave the field in AI Generic Extraction) with the Record field to write it to.

Options

The action's settings are grouped into two tabs.

Header Fields

Each row maps one extracted header field to a Record field:

  • AI Field Name — The name of the field as you defined it in the AI Generic Extraction action's Extra Instructions (for example PatientName). This is matched to the Index_<name> data on the Record.
  • Record Field Name — The Record Type field to write the value into. Leave blank to skip the mapping.
  • Clean Up — Optionally normalize the value as it is written:
    • No Clean Up — write the value as-is.
    • Currency — apply [CLEANCUR()] to strip symbols and separators to a plain number.
    • Date — apply [CLEANDATE()] to normalize the date.

Use Add Header Field to add rows, and the duplicate and delete icons to manage them.

Line Item Fields

The same mapping, applied to each line item the extraction produced. AI Field Names here are matched to the IndexLine_<name> data and written once per line.

ENTERPRISE: The Line Item Fields tab is available on Enterprise-licensed sites. Header field mapping is available on all AI-licensed sites.

TIPS

  1. The AI Field Name must match the name you used in AI Generic Extraction exactly — if the extraction instruction said "capture the policy number as PolicyNumber", enter PolicyNumber here.
  2. Put per-document values on the Header Fields tab and per-line values on the Line Item Fields tab. A field extracted per-line will not be found by a header mapping, and vice versa.
  3. Use Clean Up to convert AI text into typed values — Currency for amounts, Date for dates — so downstream searching, sorting and totals behave correctly.
  4. If a mapped field comes through empty, confirm the extraction actually produced it (check the workflow log for the Index_* / IndexLine_* values) and that the AI Field Name and header/line placement match.