C · Intake, extraction, and mapping
Extract structured information
Choose a field schema to propose structured values from document text, tables, and locators. Every value is linked to source evidence and remains unconfirmed until review.
- Version
- 1.5.1
- Editions
- Standard · Pro
- Last verified build
1.5.1-private-commercial-r9
If the app is not installed, the link falls back to the safe download guide. It carries no file path, question, account, token, or evidence text.
WHEN TO USE IT
When this task is useful
Choose a field schema to propose structured values from document text, tables, and locators. Every value is linked to source evidence and remains unconfirmed until review.
PREPARE
Check these items before you start
Prepare field names, data types, required flags, and the target documents.
STEP BY STEP
Complete these steps in order
Prepare field names, data types, required flags, and the target documents.
Select a schema and documents in Extraction, then run Preview.
Verify value, normalized value, confidence, and source locator on the same row.
Field proposals and evidence appear, while missing required fields remain NEEDS_REVIEW.
FOR EXAMPLE
Installed synthetic procurement-audit Demo
These files and values are automatically verified against the synthetic Demo shipped with Orbivell; they are not personal or company data.
- Files
- Approval_Log.csv, Purchase_Orders.xlsx, Invoices.pdf, Delivery_Confirmations.pdf
- Question
- Link the approval, invoice, and delivery evidence for PO-2026-014.
- Orbivell result
- Orbivell links PO-2026-014, INV-2026-032, and DC-2026-014 and shows the CSV row, Excel cell, and PDF page locations.
- User action
- Review extracted fields, correct only misread values, and approve them.
- Final result
- Only approved links are included in the audit draft and manifest.
CHECK THE RESULT
How to know the task is complete
- Verify value, normalized value, confidence, and source locator on the same row.
- Field proposals and evidence appear, while missing required fields remain NEEDS_REVIEW.
EVIDENCE STATE AND NEXT ACTION
Read the state, then make the decision
Even SUPPORTED claims should be adopted only after opening the source location. PARTIAL, CONFLICT, NOT_FOUND, and NEEDS_REVIEW are never silently finalized; choose the appropriate next action: open the source, correct a value, add evidence, or exclude the item.
LOCAL/EXTERNAL AI AND COST
Review transfer and cost before execution
Local only
Indexing, keyword search, opening sources, and reviewing existing results can run with zero external AI requests and zero AI credits.
When external AI is selected
Orbivell shows the provider, excerpt scope, estimated credits, and cap, and sends only after one-time approval. Actual usage is reconciled with an append-only ledger.
LIMITS AND ERRORS
What Orbivell does not silently finalize
Signatures, seals, and complex handwriting are not auto-confirmed; low-confidence OCR requires review.
Error or state code: EXTRACTION_REQUIRED_FIELD_MISSING
If the state repeats, follow the next action shown in Status. Do not alter the source or delete failure records; request support with a redacted diagnostics bundle.