Use cases / Document processing & review
Document processing with checks and human review
Extract information from approved documents, check it, and send reviewed results to your existing systems.
Illustrative example; not a completed customer project.
- 01Approved documents
- 02Extract and validate
- 03Human review
- 04Update the system
Use cases
Workflow steps
Intake and extraction
Read agreed files from an upload, inbox, or API. Extract required fields and retain a link to the source document and page.
Checks and exception handling
Check formats, totals, dates, duplicates, and required values. Send incomplete or conflicting records to a reviewer before updating another system.
Reports and integrations
Send approved results to the agreed application, database, or report. Record review decisions and the state of each processing job.
Illustrative workflow
Example: a financial research pack
Illustrative example; not a completed customer project.
A research team receives approved financial reports in PDF format. The proposed workflow extracts selected amounts, reporting periods, and currencies, retaining page references. Missing currencies or conflicting values go to a reviewer.
After approval, the system prepares a research pack with structured records and source links. Release remains a separate decision. Tests compare extracted fields with an agreed reference set and check that unapproved records cannot be released.
Where this workflow can help
The same pattern can support legal document intake, financial reporting, or administrative requests. Each project needs its own field definitions, source permissions, review rules, and acceptance tests.
Setup and scheduled workflow reviews
Start with an assessment or prototype, then agree the processing workflow, integration, and operating owner. Record a baseline for extraction quality, exceptions, review effort, and processing cost.
Ongoing work can include scheduled quality checks, exception reviews, usage reports, and maintenance. Agree document volumes, review frequency, response windows, and included changes. New document types and integrations need their own scope.
Define the limits before implementation
Agree file types, languages, document volume, data retention, and permitted destinations. Check whether existing software already meets the need. A prototype should establish the quality and operating cost for your documents before a wider release.
What you receive
What we can deliver
A workflow map, document scope, field definitions, and review rules.
An extraction and validation pipeline, a review interface, and an agreed system integration.
A test set and results for field accuracy, exceptions, permissions, and processing cost.
An operating handover and, when included, a schedule for quality reviews and maintenance.
Related services and examples
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Scope your document workflow
Describe one document type, the fields you need, the person who approves them, and the destination system. We can define a bounded assessment or prototype and the evidence needed to accept it.
Discuss your document workflow