Platform Agent

Document Extraction

Document Extraction

Structured, confidence-scored fields extracted from any customer document.

Structured, confidence-scored fields extracted from any customer document.

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.

Popular Use Cases

Identity Document Verification

Passport and ID fields extracted and cross-checked against application data during onboarding.

Income/Financial Verification

Pay stub and bank statement data extracted to support underwriting decisions.

Business Document Processing

Incorporation documents and UBO certifications parsed to support KYB and EDD workflows.