AI agent use case
Read the documents you already hold and turn them into structured records
A document role reads, extracts and summarizes from documents your organization holds, producing structured output in your format and flagging anything it could not read with confidence.
What this fixes
The operating problem
- Key terms live inside PDFs and scans that nobody has time to read end to end.
- The same document is summarized differently by different people.
- Extracted data is typed into a spreadsheet and drifts from the source.
Capabilities
What the role does
Capabilities are configured per engagement. What this role is permitted to do in your operation is documented during architecture and approved before deployment.
Extraction to your fields
Pull the defined data points into the structure your records expect, with a link back to the source page.
Summaries in your language
Produce a consistent summary using your terminology and required sections.
Comparison across versions
Highlight what changed between versions of a document set for a human to confirm.
Low-confidence flagging
Mark anything unreadable or ambiguous for review rather than filling the field.
Inputs and outputs
What it works from, what it produces
Works from
- Documents in your governed storage
- The field definitions for each document type
- Your naming and formatting standards
Produces
- Structured records with source references
- Consistent summaries
- A review queue of flagged items
Human checkpoints
Where a person stays in control
- 01
Extracted values are reviewable against the source before they are relied on.
- 02
Document access is limited to the sets the role is permitted to read.
- 03
Nothing leaves the organization without human release.
Questions
Common questions
What happens when a document is unclear?
It is flagged rather than guessed. Low-confidence extractions go to a review queue so a person decides.
Where do the documents live?
In your own governed storage. The role reads from the locations it is permitted to access, defined during architecture.
Client portal
See document and record work in your own Command Center
Sign in to the client portal to open the model built from your assessment — the roles configured for you, the modules and integrations they touch, and the stage your engagement is in.
No assessment yet? Start the Architecture Assessment. Already have a results link? Open your Command Center.
Next step
Define how document and record work should work in your operation
The Architecture Assessment maps your operating model and data reality, then documents the roles, scope and checkpoints for your build.