Find out how Mercury Nexus automatically extracts data from uploaded identity documents, and how to review and apply that data to your opportunity.
What this feature does
When an identity document is uploaded to an opportunity, Mercury Nexus extracts key data fields from the document and presents them for your review. You can then compare the extracted data against information already in the CRM and apply any fields you want to keep.
You can use this feature to:
view extracted data fields from uploaded identity documents
compare extracted data against information already entered in the CRM
identify mismatches between extracted and entered data
apply extracted data to the relevant CRM fields
Note: Document classification is handled separately by DocIQ. This feature covers the extraction and review of data from documents that have already been uploaded and classified.
Supported identity document types
Mercury Nexus currently supports data extraction from the following identity documents:
Australian Driver Licence (front and back)
Passport (Australian and foreign)
Medicare card
Credit and debit cards
More documents will be supported soon.
Review and apply extracted data
Step 1: Open the opportunity
Open the relevant opportunity in Mercury Nexus.
Navigate to the Attachments section.
Step 2: Open the extraction results
Locate the uploaded identity document.
Click the attachment you want to view the extracted data from.
Click the "Extract Data" button
Select the contact you want to create a record for.
Step 3: Review the extracted fields
Review the extracted data fields displayed alongside the document.
Compare the extracted values against the information already entered in the CRM.
What you may see:
extracted fields for the document type, such as name, document number, and expiry date
a mismatch indicator where extracted data does not match data already entered in the CRM. If there is no data to compare to, the indicator will state "Different".
Step 4: Apply extracted data to the CRM
Review the extracted fields presented for the document.
Click “Create Record” to create a new Identification record on the selected contact.
Important: Always review extracted data before applying it. Mercury Nexus highlights mismatches to help you identify where extracted and entered information differs, but you are responsible for confirming accuracy before saving.
Step 5: Resolve flagged documents
If a document has been flagged, review the flag type and take the relevant action:
Mismatch indicator — extracted data differs from what has been entered in the CRM. Review both values and correct or confirm as appropriate.
What happens next
After you apply extracted data:
You will see a “View Extracted Data” button, if you click this button you will be taken to the Identification record that was created.
Need help?
If you need help reviewing extracted document data in Mercury Nexus, contact your Partnership Manager or email [email protected]