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Artificial Intelligence · Playbook

Document AI & structured extraction

OCR plus LLMs plus rules — turn PDFs, receipts, and intakes into structured, reviewable outputs.

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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.

LLM extraction with a rules engine

Define the fields and output structure before choosing the extraction approach. Check extracted values against business rules and retain source context for review.

Human review where accuracy matters

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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