Ultimate Guide to Identity Document Automation Using AI Builder and Power Platform

Unlock rapid, secure, and accurate identity verification for passports, US driver licenses, social security cards, and green cards—powered by AI Builder and Microsoft Power Platform. learn.microsoft

Introduction

Manual identity document processing is inefficient and risky, burdening businesses with data entry errors, delays, and compliance worries. Today, Power Platform’s AI Builder provides an automated, no-code solution for extracting essential information from a wide range of identity documents, streamlining your workflows and improving accuracy.​

What Is Identity Document Automation?

Identity document automation uses artificial intelligence to extract data fields from physical or digital IDs—including passports, driver licenses, social security cards, and green cards—without manual intervention. Automation means faster onboarding, reduced fraud risk, and real-time data capture for healthcare, financial services, travel, and HR applications.​

Core Capabilities of the AI Builder Identity Document Reader

• Supported Documents: Global passports, US driver licenses, green cards, social security cards.​

• Extracted Data: First and last name, date of birth, gender, place/country of birth, nationality, address, ID number, issue and expiration dates, and more (varies by document type).​

• File Formats: Supports JPG, PNG, and PDF up to 20 MB per file—including multi-page PDFs (first 2,000 pages processed).​

• Privacy: Uploaded images deleted instantly post-processing; no biometric or facial data extracted.​

• Accuracy: Each data field receives a confidence score for workflow-based quality control.

Extract information from identity documents​

Source : https://learn.microsoft.com/en-gb/ai-builder/prebuilt-id-reader

Step-by-Step Workflow in Power Platform

1. Trigger: Upload ID document or scan to SharePoint/OneDrive.

2. AI Processing: Use AI Builder’s “Extract information from identity documents” action to automate data extraction.​

3. Data Handling: Map extracted fields (name, date of birth, etc.) into Excel, Dataverse, or custom databases for automated downstream processing.​

4. Quality Control: Use confidence scores to flag low-certainty extractions for manual review or escalation.​

5. Notifications: Alert stakeholders with successful (or failed) identity checks.

Key Business Use Cases

• Healthcare: Accelerate patient onboarding, verify insurance, and improve claim accuracy.

• Financial Services: Automate KYC checks, reduce fraud risk, and streamline customer onboarding.​

• Travel and Hospitality: Speed up check-ins, enhance guest experience, and verify global passports efficiently.​

• Human Resources: Record employee IDs for onboarding, compliance, and payroll.​

Security, Privacy & Compliance

AI Builder's architecture ensures sensitive documents are processed securely and deleted immediately after extraction, supporting GDPR and US data privacy requirements. No images or data are stored post-processing, helping you maintain regulatory compliance in every workflow.​

Licensing, Credits & Cost Management

AI Builder operates on a credit-based model, where each document processed consumes credits. Credits are available via Power Platform licenses or as standalone add-ons, and can be managed centrally. This flexibility supports scalable budget management for businesses of all sizes.​

Best Practices for Implementation

• Use high-quality scans or photos against contrasting backgrounds.

• Set appropriate confidence score thresholds to ensure extraction accuracy.​

• Integrate fallback steps for failed extractions or poor-quality images.​

• Continuously monitor credit usage and extraction performance.

Get Started: Resources & Next Steps

learn.microsoft

• Explore step-by-step tutorials for Power Automate integration.​

• Test sample documents via AI Builder’s public portal. ​

• Review Microsoft’s official learn modules and certifications.​

• Learn more about optimizing licensing and credit management for your needs.​

Ready to transform your onboarding, verification, or compliance processes? Start using the AI Builder Identity Document Reader today for scalable, accurate, and secure automation.

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