Allows platforms to receive PDF files and extract key bits of data to populate either an assessment or any number of server-side use cases. Users can upload PDF files, and the system can attempt to extract data and map it against your own custom data model or predefined requirements.
The following visual animation videos demonstrate possible use cases of the File and Data Extraction module. These are only imaginary examples of receipt uploads. Actual user implementations would vary widely.
Admins define extraction templates before any user uploads occur. A PDF sample is uploaded and parsed to surface candidate field labels. The admin confirms which labels to keep, saves them to the database, and optionally maps each field to an assessment question or other server-side entity. The activated template is then available for live document processing.
End-to-end document ingestion pipeline: users upload PDF files, the system extracts structured data from document content, and the extracted fields are mapped against a configurable data model or predefined requirement set. Extracted data can flow directly into assessment population, workflow triggers, or any server-side use case. Batch job support handles multi-file processing at scale.
Internal code areas in the licensed Full-Stack codebase that back this module.
ApiFileExtractionBackground extraction job workersA quick visual of how File & Data Extraction participates across the CleenUI stack, alongside the named operations it adds to the API surface.
Each operation maps to an endpoint in the licensed C# Web API surface.