Document / PDF Intake Ledger

Setup inputs

• Document samples
• Target fields
• Naming rules
• Exception examples
• Review owner

Sample sources

• five PDFs or scans
• target field list
• example completed report
• exception examples

First run workflow

1. Load sample documents
2. Extract target fields
3. Flag missing or uncertain fields
4. Attach source trace
5. Export review ledger

Outputs

• document ledger
• missing field queue
• confidence notes
• source trace links

Owner

• First action: Approve the first proof target: Five sample documents extracted into a clean table with confidence notes, missing fields, and source links.
• Approval focus: Scope, price, payment route, external sends, connector writes, and first production run.
• Success signal: Owner can decide whether the worker saves time, reduces risk, or moves revenue before any recurring claim.

Operator

• First action: Collect the starting source pack: five PDFs or scans, target field list, example completed report.
• Approval focus: Confirm sample quality, missing fields, edge cases, and whether the first proof matches daily work.
• Success signal: Operator can repeat the workflow with less manual checking and fewer missed follow-ups.

Technical admin

• First action: Map the approved source boundary for professional services data before any connector access.
• Approval focus: Accounts, permissions, API/export path, audit logs, vaulting, and rollback plan.
• Success signal: Technical admin can explain what the worker can read, what it cannot do, and how every action is logged.