Upload Structured Data to an Existing System

[samanthannoor]

User Story: As a program administrator, I want to upload extracted structured data (CSV/JSON) into my agency's document management system (e.g., Salesforce, Qdocs, AEM) so that I can streamline my workflow, reduce redundancies, and automate the integration of essential information—eliminating the need for manual data entry and maximizing efficiency.

Acceptance Criteria:

• The system provides a downloadable CSV/JSON file containing extracted structured data.
• The system supports at least one format that existing document management systems accept (CSV, JSON, or API integration).
• The system offers an upload option to directly transfer extracted data into a supported document management system.
• Logs capture successful/failed uploads for troubleshooting.
• The administrator receives confirmation of a successful upload.

Technical Details
Input Handling:

• System ingests documents via standard intake pipeline (web upload, API, or batch SFTP drop).
• OCR or structured data extraction occurs, generating machine-readable structured data (CSV/JSON).
• Extracted data is normalized to ensure compatibility across targeted document types (W-2, 1099, pay stub, etc.).

Output Format and Mapping:

• CSV and JSON schema align to pre-defined field mappings required by the target document management system.
• Optional custom field mapping configuration supports minor variations between systems.
• Schema versioning is logged for traceability and audit.

Integration Options:

• Manual upload via UI.
• Direct programmatic integration via REST API (for systems like Salesforce or AEM).
• Configurable webhook support for real-time transfers into document management systems that support push notifications.

Error Handling and Logging:

• Structured logs capture upload attempts, including:
• Source file metadata (name, size, hash)
• Extracted data artifact metadata (record count, field completeness)
• Target system response (HTTP status, error message if applicable)
• Timestamps for every step (extraction, packaging, upload)
• Logs are reportable artifacts supporting system evaluation and incident resolution.

Administrator Notifications:

• Email, in-app notification, or dashboard alert provides confirmation of successful upload, including essential transaction details (record count, target system confirmation ID, processing time).
• Notifications align with established program management communication standards.