Platform Overview & Operational Dashboard

Unified intelligence hub tracking ingestion, multi-engine extraction, classification, validation, and structured business records.

Total Documents
0
In Processing
0
Approved Records
0
Needs Human Review
0
Failed / Flagged
0

12-Step Product Workflow

Steps 1–4

Schema & Profiles

Define document types, custom fields, and publish versioned schemas.

Steps 5–6

Multi-Format Ingest

Upload PDF, image, DOCX, and XLSX files for multi-engine extraction.

Steps 7–8

Human Review Queue

Inspect low confidence extractions, correct fields, and revalidate.

Step 9

Structured Records

Search, filter, and inspect field provenance and source evidence.

Step 10

AI Chat Planner

Query records in natural language with restricted query planning.

Step 11

Exports & Reports

Export Excel, PDF, CSV, and Word reports with full field provenance.

Recent Document Ingestion & Processing Activity

Original Filename Processing Profile Extraction Engine Confidence Current State Processed Date Action

Processing Profiles & Form Schemas Intelligence Hub

Manage enterprise processing profiles, versioned document schemas, dynamically configured fields, and dedicated form intelligence workspaces.

← Back to Profiles & Forms Hub / Form Workspace

Form Schema Workspace

Profile PUBLISHED v1

Dedicated document intelligence workspace for this specific business form.

Configured Dynamic Schema Fields:
Total Ingested
0
Approved Records
0
Needs Human Review
0
Extraction Coverage
100%
← Back to Profiles & Forms Hub / Profile Workspace

Processing Profile

v1 DRAFT

Profile description

Form Schemas
0
Total Structured Records
0
Approved Records
0
Needs Human Review
0

Configured Form Schemas

Each form/document type defines its own dynamic fields, validation rules, and structured data records.

← Back to Profile Editor

Document Type Name

key_name

Description

Custom Field Definitions

Define dynamic fields extracted and normalized for this document type.

Order Display Name & Key Data Type Flags Aliases Status Actions

Upload & Ingest Documents

Select a published profile and upload PDF/image/Office documents for automated multi-engine extraction.

Only profiles with a published schema version are selectable for reproducible ingestion.
📄
Drag and drop document files here
or click to browse from your computer
Supported: PDF, PNG, JPG, JPEG, Word (.doc, .docx), Excel (.xls, .xlsx) • Max 25MB/file • Max 20 files/batch

Documents & Processing Pipeline

Track real-time multi-engine extraction, classification, structuring, and validation pipeline stages.

Original Filename Processing Profile Extraction Engine File Size Status Upload Date Actions

Human Review Exception Center

Controlled exception-handling workspace to resolve uncertain classifications, field discrepancies, duplicate warnings, and arithmetic anomalies before final business approval.

Pending Reviews
0
Classification Issues
0
Field Issues
0
Validation Failures
0
High Priority 🔥
0
Document Document Type Review Category & Reason Issues Priority Status Assigned Reviewer Uploaded Action

Structured Business Records & Search Workspace

Search, filter, and inspect completed business records organized across dynamic company forms and profiles.

Company Form Schemas & Records Workspaces:
Original Filename Document Type Schema Version Extracted Field Summary Status Processed Date Action

AI Assistant & Structured Query Planner

Ask natural language questions over processed business records using restricted query planning and strict grounding.

AI Query Planner Active

Hello! I can answer questions, summarize metrics, or aggregate data over your structured document records. Ask me anything like "What is the total spend in August?" or "Count records by document type".

💰 Total Spend Sum 📊 Count by Document Type ⚠️ Review Items Count 🕒 Recent 5 Records

Export & Business Reporting

Generate multi-format exports (CSV, XLSX, JSON, PDF, DOCX) and view PostgreSQL analytics for approved records.

Enterprise Multi-Format Exporter
All Profiles & Document Types Selected
⚡ Matching: Ready for Export

1. Scope & Format Selection

2. Data Options & Fields