Glossary

Attachment A supplementary file (image, PDF, Word, Excel, PowerPoint, or text document) added to a document alongside its primary page image.

Batch Job An upload session in which one or more PDF files are submitted for processing against a chosen Document Type.

Catalogue A reusable, named list of key/value pairs that a Catalog or List field can match extracted text against.

Confidence A score attached to an extracted field's value, indicating how sure the platform is that the value is correct. Required fields below the confidence threshold are flagged for review.

Document A single processed record, created from one page of an uploaded file, containing values for every field defined by its Document Type.

Document Identifier The unique reference used to identify a document - either extracted from the page itself or automatically generated by the platform.

Document Type A template defining the name, identifier configuration, and set of fields the platform should extract from a given kind of document.

Export Preset A saved template mapping document fields to CSV columns and headers, used to produce consistent exports.

Field A single data point defined on a Document Type - for example, an invoice number, a date, or a total. See Field Types.

Field Rule An administrator-defined instruction (see Prompt Rule) attached to a specific field or identifier to guide its extraction.

Instant Processing A batch job type optimised for speed, recommended for smaller batches.

Lazy Processing A batch job type optimised for accuracy, recommended for larger batches.

Linked Document A manually created connection between two related document records.

Organisation An isolated workspace within the platform, with its own users, documents, Document Types, and Catalogues.

Prompt Rule A reusable, named extraction instruction, defined by a Super Administrator, made available for selection as a Field Rule.

Required Field A field that must have a value, and whose confidence is checked when determining whether a document needs review.

Review Mode A toggle on the document detail page that filters the visible fields down to those needing attention.

Review Required A field-level setting that always flags a field for human review, regardless of its confidence score.

Search Preset A saved set of Advanced search filters that can be re-applied later.

Super Administrator A platform-wide role (separate from organisation roles) with access to the Administration area, including Organisations and Prompt Rules.