Document & field assessment
Identify document families, required values, variations, quality issues and downstream decisions.
Documents rarely arrive in one perfect format. Juan Infotech combines OCR, document classification, structured extraction, business validation and human review so approved information can enter a workflow without hiding uncertainty.
The service can support forms, invoices, statements, applications, correspondence and other recurring documents where manual capture is slow and each extracted value must remain traceable to its source.
The exact scope is agreed after discovery, with dependencies and responsibilities made visible before implementation.
Identify document families, required values, variations, quality issues and downstream decisions.
Prepare documents, recognise content and return structured values with source references and confidence information.
Apply deterministic checks and route missing, conflicting or low-confidence values to an authorised reviewer.
Send approved data and document status to the relevant application, queue or API with operational diagnostics.
Each phase produces something reviewable before the next commitment is made.
Review representative documents, variations and expected outputs.
Define classification, extraction, validation and exception rules.
Measure field-level quality with a labelled test set.
Connect approved results and review tasks to the business workflow.
Track exceptions and document changes that affect quality.
No. OCR recognises content, while a dependable workflow also needs field mapping, validation, exception handling and accountable review.
Suitability depends on writing quality, layout and the required accuracy. Representative samples should be tested before committing to an approach.
Data boundaries, retention, provider processing and user access must be agreed for the document type and applicable obligations.