Guides
Security and Compliance
Baseline guidance for handling OCR data safely in production.
Data Classification
Classify documents by sensitivity before rollout (for example public, internal, confidential).
Apply stricter review and access controls for confidential document types.
Access Control
Use least-privilege access:
- Limit who can upload files.
- Limit who can review extracted content.
- Limit who can export or integrate outputs.
Storage and Retention
Define retention by legal and business needs.
A common model is:
- Keep raw files for a limited window.
- Keep structured outputs for operational reporting.
- Remove data that is no longer required.
Logging and Auditing
Track key actions:
- Upload events.
- Extraction runs and status.
- Human corrections.
- Export and integration events.
Audit logs make incident response and compliance reviews faster.
Security Operations
Before production, establish:
- Incident response owner and contact path.
- Backup and recovery plan.
- Key rotation and secret management process.
- Periodic permission review.
For privacy-related obligations, review your legal requirements and your published policies.