Where it Helps
The Document Extraction agent extracts structured fields, identity, financial, and business, from customer-uploaded documents such as IDs, bank statements, pay stubs, and incorporation records. Downstream workflows get clean, structured data instead of a raw file to interpret. Every extracted field carries a per-field confidence score. Low-confidence fields are flagged for review rather than silently accepted, so extraction quality never becomes a hidden weak point in decisioning.
Key Capabilities
Multi-Document Type Support
IDs, pay stubs, bank statements, tax forms, and incorporation documents all parsed through one pipeline.
Per-Field Confidence Scoring
Every extracted value ships with a confidence score, not just a pass or fail result.
Tampering and Quality Detection
Flags image quality issues, MRZ or barcode inconsistencies, and signs of document tampering.
Low-Confidence Routing
Fields below the configured threshold route to manual review instead of feeding decisioning silently.
Native Workflow Integration
Extracted fields populate workflow variables automatically, no manual re-entry.
Configurable Field Schemas
Admins define which fields to extract per document type and use case.
Full Auditability
The original document, extracted fields, and confidence scores are all retained for review.
How it Works
1
Customer Uploads a Document
The document arrives via the application flow or a case management upload.
2
Agent Classifies and Extracts
Document type is identified, then relevant fields are parsed and structured.
3
Confidence Is Scored Per Field
Each extracted value is scored, and flagged fields are routed for review.
4
Structured Data Feeds the Workflow
Clean, validated fields populate downstream rules and case records automatically.





