OCR Workflow
Understand the full processing lifecycle from file upload to confirmed output.
Workflow Overview
Numora processing can be viewed as five stages:
- Intake: receive files from users or systems.
- Extraction: run OCR and parse target fields.
- Validation: evaluate confidence and consistency.
- Review: confirm or correct key values.
- Delivery: export data or trigger downstream actions.
Intake
Keep file naming, type grouping, and source labeling consistent. This improves tracking and troubleshooting.
Extraction
Extraction returns text plus candidate structured fields.
For mixed layouts, start with narrower document categories to improve predictability.
Validation and Review
Use confidence and business rules together. A high-confidence value can still be invalid if it breaks your business constraints.
Recommended review targets:
- IDs and references.
- Amount fields.
- Date fields.
- Counterparty names.
Delivery
Confirmed output can be consumed by dashboards, internal tools, or external systems.
Add logging and status tracking so failed deliveries can be retried safely.
Authentication and First CRM Delivery
Recommended first integration path for authenticating with Numora and delivering already-reviewed documents into a CRM workflow.
Document Lifecycle
How current internal OCR states map to the future public document status model in the Numora Public API developer preview.