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VCMP Unfold · 5 practical checks

5 steps from a document to data your team can review

Extract a useful set of fields, check each important value against the source and export a clean record.

  1. Choose the first fields somebody will use

    For an invoice, start with supplier, invoice number, date and total. Add a field only when the person who reviews or imports it can explain what they will do with it.

  2. Use a sample with one difficult line

    Pick an example with a faint value, two dates or an awkward table. Compare what comes back from the extraction with the source and mark any field that needs a human decision.

  3. Open the evidence beside the value

    Trace the tax and total back to their excerpts. Review them with someone who understands the document and correct any ambiguity before it reaches the export.

  4. Check two document layouts before batching

    Compare two sample suppliers and ask whether the same field names make sense for both. Note which layout consistently needs more review and set a separate rule for it.

  5. Open the CSV or JSON where it will be used

    Check the date format, decimal separators and missing fields in a test destination. Compare one exported row to the approved source and agree who can release a batch.

Your next step

Choose a sample you have permission to use and agree who reviews the result.

See the Unfold trial
5 steps from a document to data your team can review