How Unstructured extraction works

Unstructured extraction processes PDF, DOC, DOCX, PPTX, HTML, RTF, TXT, JPEG, and PNG files. It analyzes a document and extracts information identified by an extraction template or by the One time upload workflow. It maps the extracted information to Reltio entities, attributes, and relationships.

You can review the source document, extracted JSON, and field mappings before using the output in Reltio. This review helps you identify incorrect or incomplete values and correct their mappings before the information is published according to the selected workflow.

OCR Support

Unstructured extraction uses optical character recognition (OCR) to extract text from scanned, handwritten, image-based, PDFs and from JPEG and PNG image files.

During extraction-template creation, Unstructured extraction analyzes the uploaded sample document and recommends OCR when the document contains scanned text or images.

You can accept the recommendation or override it by turning the Use OCR for scanned/handwritten documents toggle toggle on or off when you upload the sample document. Unstructured extraction saves the selected OCR setting with the extraction template and applies it when automated pipelines process documents with that template.

Unstructured extraction workflows

Unstructured extraction supports the following workflows:

• One time upload: Upload and process a single document without first creating an extraction template or pipeline. Unstructured extraction extracts its information and maps it to the selected Reltio tenant.

• Automated bulk extraction: Use a published extraction template, configured document source, and pipeline to process multiple documents manually or on a schedule.

For more information, see Unstructured augmentation workflow.

When to use Unstructured extraction

Use Unstructured extraction when information stored in documents needs to become structured Reltio data. Common uses include:

• Processing contracts and agreements.

• Extracting information from onboarding forms.

• Processing invoices and financial documents.

• Extracting information from compliance and regulatory records.