Cross

Knowledge and controlled action

Turn messy documents into records people can verify

Your team rekeys forms, PDFs and scans into business systems because extraction breaks on real documents.

Who this helps

COO, CIO, Operations head, Document process owner

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The situation

A team rekeys forms, PDFs and scans into business systems. Layout changes, missing pages and handwritten corrections make a clean extraction demo unreliable in daily work. OCR can read a number correctly and still assign it to the wrong row or unit. A model confidence score does not prove that a business-critical field is correct.

What we build

We build an extraction pipeline that keeps every value tied to its place on the page.

  • The system checks file integrity and document type, extracts text and layout, maps fields to the agreed schema and keeps page coordinates for each value.
  • Deterministic checks run on dates, totals, identifiers and cross-field rules, based on the approved field schema and labeled reference records.
  • Doubtful values are shown beside the source. A reviewed staging record is saved before an approved connector writes to the destination system.
  • Unsupported layouts, corrupt files and conflicting fields go to review. Retries keep the original document ID and cannot create duplicates. A destination rejection leaves a staging record with a clear correction path.
  • Document access is limited to the handling team and the authorized extraction service. Source images stay out of broad logs. We trace files, processing services, staging records and backups across the data boundary.

What you get

  • Structured records. Each value carries the page coordinates it came from, so reviewers can check it at the source.
  • An exception queue. Missing fields and failed validation checks are queued for review, not passed through.
  • Reviewed exports. Approved records carry document and schema versions before an approved connector writes them.

Where people stay in control

  • A reviewer resolves ambiguous identifiers, handwritten changes and critical financial fields.
  • The process owner approves new document families.
  • Reviewed values are kept separately from the raw extraction.

When another approach fits

Existing capture software or deterministic forms may be enough when layouts are standardized. Custom extraction fits when document variation and downstream exceptions remain material.

Related work

Scope it with us

Bring the workflow, the data you can share and the decision it supports. We agree how the work will be evaluated before anything is built.

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