Document taxonomy and schemas
Define the supported types, required records and handling of attachments, duplicates and incomplete packages.
Intelligent document processing
Documents into usable data, with the source still in view.
Turn agreed document types into structured, validated records. Preserve source references, expose missing information and route uncertain cases to reviewers before the data enters the next business workflow.
Workflow design
A document pipeline with an explicit review boundary
Classification selects the processing route, extraction proposes values and validation checks their suitability. Reviewers need source context and a clear way to resolve exceptions rather than accepting a document because processing completed.
- 01
Receive and classify
Track incoming files and identify supported document types, incomplete packages and unreadable inputs.
Output
A document record and processing route
- 02
Extract with context
Capture required fields and tables while retaining references to the source pages or regions where supported.
Output
Structured values linked to source material
- 03
Validate and review
Check required information and business rules; let reviewers inspect conflicting or uncertain results.
Output
A validated record with review history
- 04
Deliver to the workflow
Send accepted data through an agreed interface and retain status for rejected or interrupted deliveries.
Output
A downstream reference and delivery status
Controls across the workflow
- Supported document types
- Source traceability
- Reviewer ownership
- Retention rules
Decisions that shape the scope
- What is the unit of work?
- Decide whether a case is one document or a package of related files. Missing attachments and contradictory versions need a case-level rule, not only page-level extraction.
- How much source evidence can reviewers inspect?
- Choose source references and review interfaces suited to the selected extraction tools. Reviewers must be able to verify consequential values against the original material.
- Where does the document lifecycle end?
- Define retention, deletion and access for originals, extracted records and processing logs. Sending the output downstream does not resolve ownership of the source files.
Evidence before expansion
Define what better means.
These are proposed evaluation measures, not reported client results. Agree the baseline, sample and acceptance threshold before the pilot, then review the evidence with the workflow owner.
- Classification quality
- Compare processing routes with reviewed document labels and inspect errors separately for each supported type.
- Required-field completeness
- Measure correct and missing required values against a reviewed sample; include poor-quality inputs in the evaluation.
- Exception resolution
- Track why documents need review and whether reviewers can resolve them with the source context and available controls.
Before you commit
Is this the right engagement?
Teams receive mixed documents that must be classified, checked and turned into usable records before the next business step can begin.
- What we need from you
- Representative document packages, permitted formats and languages, field definitions, reviewed examples, retention requirements and target-system interfaces.
- How you accept the work
- Test classification and required-field extraction by document type, verify source references, and exercise missing-file, unreadable-document and delivery-failure paths.
- Scope & alternatives
- Support is scoped by document types, quality and business rules. Specialist legal, clinical or regulatory decisions remain with the appropriate reviewers; invoice-specific posting is a separate workflow.
Capabilities
Implementation scope
The proposal selects the relevant components and records the systems, review responsibilities and exceptions covered.
Extraction and validation pipeline
Implement extraction and checks around the agreed examples, including clear treatment of unreadable or unsupported inputs.
Reviewer and downstream workflow
Connect source inspection, corrections and accepted-record delivery with access controls and a traceable processing state.
Pricing
Engagement options and pricing factors.
A proposal follows review of the workflow and its dependencies. It identifies implementation deliverables, client responsibilities, acceptance criteria and any platform or operating charges separately.
Discovery and scope
Representative document packages, permitted formats and languages, field definitions, reviewed examples, retention requirements and target-system interfaces.
Defined implementation
Combine document intake, extraction and validation with an exception path and a defined downstream record.
Ongoing operation
Agree maintenance, coverage, exception ownership and changes as an explicit operating scope.
Frequently asked questions
Questions before starting
01Which documents should a pilot include?
Which documents should a pilot include?
Include common documents as well as difficult scans, unusual layouts, missing attachments and known exceptions. A pilot based only on clean examples will not describe the operating workload.
02Can handwritten or multilingual documents be supported?
Can handwritten or multilingual documents be supported?
Evaluate the selected languages, handwriting and image quality using permitted samples. Support and review requirements depend on the observed performance of the chosen extraction approach.
03Do we need to replace our document-management system?
Do we need to replace our document-management system?
Not necessarily. Existing repositories can remain the source of record if their interfaces and permissions support the workflow. We define where processing state and approved outputs live.
04Can reviewers correct extracted values?
Can reviewers correct extracted values?
A review interface can expose the source and proposed values, record corrections and preserve the decision history. The exact controls follow the business process and audit requirements.
05When should we use the invoice-processing solution instead?
When should we use the invoice-processing solution instead?
Use it when the main requirement includes invoice totals, vendor or purchase-order validation and ERP posting. This broader solution addresses document classification, extraction and downstream records across other processes.
Related
Related capabilities and workflow options
Start a conversation
Map the workflow before expanding the scope.
Bring the process, representative inputs and the systems involved. We will help define the next useful increment and the evidence needed to accept it.