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Module 02 · reading the paperwork

Extract

Any document in, typed fields out — with a pointer to where each fact came from.

Priya uploaded four documents: her RC, the policy, the garage estimate, the invoice. To a human reviewer that’s twenty minutes of squinting. Extract’s job is to make the paperwork machine-readable in seconds — not by "understanding documents" in the abstract, but by answering exactly the questions the pack’s schema asks.

What we're going to build

Schema-driven extraction

The pack defines document schemas — the entities and fields that matter (policy number, dates, line items, amounts). Extract returns only what the schema asks for. A health pack asks different questions of different documents; the engine does not change.

Model bindings via the gateway

OCR and vision-language models are commodities we route to through the Model Gateway — swappable, versioned, benchmarked per pack. We do not marry a vendor.

Confidence + provenance per field

Every extracted field carries a confidence score and a source span — the exact region of the page it came from. Provenance is what makes a downstream fraud flag defensible.

Structured-table handling

Estimates and invoices are line-item tables; totals must reconcile with their rows. Table extraction is a first-class capability, not an afterthought — one of our moat checks ("estimate total differs from its line items") depends on it.

Correction loop

When a human fixes a field in the Review Console, the correction is stored as a label against that document type and model version. Extraction accuracy is designed to be measured and published per pack (Phase 2+).

The contract (platform — never changes)

In: documents (PDF/JPG/PNG). Out: typed field signals with confidence + source spans. Sync for one document, async for batches. Sold per document or page.

What the pack supplies (per domain)

Document schemas · model/prompt bindings · language handling · field validation rules.

For engineers & architectsimplementation notes

Open questions — for the room

  1. First document set: RC + policy + estimate + invoice — is FIR in or out for Phase 1?
  2. OCR vendor vs VLM-first: which is primary, which is fallback?
  3. Handwriting: how common is it in our pilot insurers’ paperwork, and do we defer it?
  4. Correction UX: who at the client corrects fields — their ops team or ours during pilots?
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