Who this is for
- Document-heavy operations teams
- Regulated knowledge workflows
- SaaS products processing mixed-format content
Workflows
- Document intake and classification
- Structured extraction
- Evidence-linked question answering
- Comparison and review workflows
What we need
- Representative documents and images
- Target schemas and decisions
- Access and retention rules
- Human review criteria
What you receive
Extraction and retrieval pipeline
Source-linked responses
Validation and review interface
Evaluation set and error taxonomy
Acceptance and handover
Define field-level accuracy, missing-field handling and acceptable review workload. Sample document variants and difficult scans separately. Record access controls, retention and deletion requirements before choosing a hosted or private processing architecture.
Integration and deployment
Connect approved document stores and export schemas. Preserve document version and page references, and enforce permissions before retrieval.
Select OCR and model providers only after checking data classification, retention and contractual requirements. Redacted examples support initial scoping.
Security and human review
Missing fields, conflicting totals and weak source support go to a reviewer. Extracting a value does not authorize a payment or regulated decision.
Boundaries
Scans and complex layouts require representative testing
Generated summaries must remain linked to source evidence
Regulated decisions require qualified human review