Documents and intake
How do I automatically pull information out of documents?
First identify the document types and the exact fields you need from each one. Extract the information into a consistent structure, validate required values, and then send approved data to the next system. Keep different document types separate so the extraction rules stay clear.
What to check
- Which document types are being received?
- Which fields are needed from each type?
- What validation must happen before the data is used?