STEP 01
Document Intake and Inventory
Identify the types and volumes of all document assets and prioritize refinement targets.
Step Deliverable
Document inventory, type classification table
Process
From raw documents to working systems, in seven steps.
This is not a file conversion pipeline. Each step has a clear judgment criterion and a concrete deliverable that hands off cleanly to the next.
Execution Flow
Seven-Step Refinement Process
STEP 02
Document Type Classification
Classify documents by business purpose and separate refinement directions.
Step Deliverable
Document type classification framework
STEP 03
First-Pass Refinement Diagnosis
Diagnose the refinement-ready range based on document condition, format, and data quality.
Step Deliverable
Refinement feasibility report
STEP 04
Structuring and Refinement Execution
Extract text, tables, and metadata according to standardized schemas.
Step Deliverable
Structured datasets
STEP 05
Quality Assurance and Rule Refinement
Verify extraction accuracy and refine the refinement rules.
Step Deliverable
Quality assurance report
STEP 06
RAG and System Integration
Build a RAG-ready dataset and connect it to working systems.
Step Deliverable
RAG-ready dataset, API integration
STEP 07
Monthly Operations and Continuous Improvement
Continuously improve the refinement pipeline as needs evolve.
Step Deliverable
Monthly operations report
Next Step
How far could your documents go through these seven steps?
The first diagnosis shows within one to two weeks what is refinable, what reaches RAG, and what stays out of scope for now.