Workflow

A clear path from source document to usable output.

The pilot centers on a repeatable analyst loop: import, observe, review, finalize, find, and export. Every stage has a visible outcome.

01

Import

Open a DOCX report in the Windows desktop application. Source files remain in the approved local or team environment.

DOCX input
02

Observe

Select evidence and assign it to structured fields, projects, versions, and analyst-defined facts.

03

Review

Resolve missing or conflicting fields and check every observation against its source context.

Human review
04

Finalize

Commit a named analyst decision to the configured LocalDB or team SQL database.

05

Find and export

Retrieve finalized facts by value and export approved rows to a structured XLSX workbook.

Fact search XLSX output

The evidence chain

The output does not erase its source.

The analyst can move from a structured value back to the source context and see the finalization decision. That traceability is the product's core operating principle.

See whether the workflow fits your team.

The analyst guide documents the full controlled-pilot path.

Read the guide