We define which document types the system handles, such as invoices, forms, or contracts. Intake is configured to accept files from your existing channels, with clear logging of every submission.
Extraction, Classification, and Schemas
The system extracts fields and classifies documents according to schemas you approve. We document all extraction logic and make no claims about accuracy beyond what we can test with your data.
Validation and Confidence Thresholds
Each extracted field is assigned a confidence score. Fields below your threshold are automatically routed to an exception queue for human review. You set the thresholds, and we track performance over time.
Sensitive Data Handling and Retention
We configure the system to handle sensitive data according to your policies. Retention schedules are defined, and all exports are logged. We never claim compliance or security guarantees—only that we follow your specified rules.
What the engagement can produce
Practical deliverables
Document Type Registry
A list of supported document types, their schemas, and the fields extracted for each.
Confidence Threshold Config
A documented set of confidence thresholds for each field, with routing rules for below-threshold items.
Exception Queue Interface
A human review queue where flagged documents are displayed with extracted data and original files side by side.
Audit Log
An audit record for the supported intake, extraction, review, decision, and export events available from the selected processing systems.
Let us define supported documents, schemas, confidence thresholds, validation, exception queues, human review, retention, exports, evaluation, and audit records.