AI quote extraction
Convert vendor quote PDFs into structured line items with a deterministic-first pipeline, explicit fallbacks, and evidence-first review — built for procurement workflows that must stay auditable.
Extraction approach
Deterministic-first parsing
Prefer deterministic extraction when the document structure is strong. This keeps outputs explainable, repeatable, and easier to validate.
- ✓Structured row/column inference
- ✓Math tolerance checks and sanity constraints
- ✓Configurable thresholds (per agent/workflow)
LLM fallback for messy documents
When deterministic parsing is insufficient (e.g., scans, inconsistent tables), fall back to LLM extraction with budget guards and explicit uncertainty.
- ✓Fallback is explicit, not silent
- ✓Uncertainty routes to review
- ✓Hard limits to avoid runaway OCR/vision costs
Structured line items for downstream workflows
Output line items in a structured form so teams can compare quotes and prepare award-ready packs without rekeying.
- ✓Line item rows (qty, unit, price, totals)
- ✓Header/metadata extraction (terms, dates, vendor)
- ✓Evidence is preserved and linkable
Controls and auditability
Evidence-first review
Extraction is useful only if it stays reviewable. Keep evidence attached so reviewers can validate outputs quickly and consistently.
- ✓Review queues for exceptions
- ✓Diff-friendly drafts (draft → reviewed → approved)
- ✓No silent overwrite of source documents
Fail-closed for commitments
Quote extraction can run fast, but money and commitments must remain controlled: approvals, policies, and audit logs.
- ✓Approvals for award decisions and PO issuance
- ✓Explicit autonomy per action (assist/execute/approve)
- ✓Tenant-safe execution with traceability
Safe reruns
Rerun safely when inputs change. Make retries and reprocessing deterministic and auditable rather than manual guesswork.
- ✓Retry without duplicating records
- ✓Idempotent processing patterns where applicable
- ✓Audit trail of what ran and when
Related
Follow the runtime and governance surface into specific product workflows.
FAQ
Clear answers for teams evaluating governance and runtime design.
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