Async OCR pipelines (e.g. Textract + queues)
Separate upload, extraction, and processing so a long document does not block the user. Track progress and route unreadable or failed documents into a visible exception queue.
Artificial Intelligence · Playbook
OCR plus LLMs plus rules — turn PDFs, receipts, and intakes into structured, reviewable outputs.
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Separate upload, extraction, and processing so a long document does not block the user. Track progress and route unreadable or failed documents into a visible exception queue.
Define the fields and output structure before choosing the extraction approach. Check extracted values against business rules and retain source context for review.
Give reviewers the original document alongside the proposed values. Make uncertain fields easy to correct and keep approval explicit before the output reaches a downstream system.
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