Define what matters
Agree on document types, required fields, validation rules and representative samples.
Turn incoming business documents into structured data that can be checked and used by downstream systems. Treat uncertain extraction as a review task, not as trusted data.
Agree on document types, required fields, validation rules and representative samples.
Read documents, normalise values and check consistency against business rules.
Send uncertain or inconsistent results to a reviewer before the information reaches downstream systems.
No. Layout variation, poor scans and missing information create exceptions. The workflow should make those cases easy to review.
Yes, where an appropriate integration is available and authorised. Validation and duplicate handling should happen before records are created.