Processing Pipeline

Folder Setup / ERAG Prep Folder

Create a designated folder where users can place files for processing. Define scope, file types, and access permissions.

Detect + File Inventory

System automatically detects new files and creates an inventory with metadata (filename, size, upload date, etc.)

Classify

Classify documents by type (Contract, PO, Invoice, Receipt, etc.) using AI-first classification with confidence scoring.

Parse / Extract / Chunk

Extract text, tables, and metadata from files. Break content into chunks with context for better retrieval.

Sensitive Data Detection + Mask

Detect and mask sensitive information (tax IDs, bank accounts, emails) while preserving business context.

Index + Knowledge Base

Create searchable indexes (keyword, metadata, vector) and build the knowledge base with access policies.

Smart Notification + Review Queue

Notify users of important items and create a review queue for files needing human attention.

AI Processing + Q&A

Use AI to answer questions based on retrieved relevant content from the knowledge base.

Result Display + Source References

Display AI answers with source references, showing which documents were used to generate the response.