Interactive document profile

Map several wholesale PDF flows at once

Most wholesale processes do not depend on one document type, one intake pattern or one target workflow only. Select all relevant options and see how the profile changes the typical PEDIF-assisted journey.

1. Select document types

Choose every recurring wholesale document that should be part of the profile.

At least one document type remains selected.

2. Select intake patterns

Choose every way these documents usually arrive.

At least one intake pattern remains selected.

3. Select target workflows

Choose every downstream direction that should receive structured data.

At least one target workflow remains selected.

Interactive profile map

The map changes with your selections. It does not calculate ROI or guarantee automation; it visualizes the scope that should be assessed.

1. Document types→
2. Intake patterns→
3. PEDIF recognition and validation→
4. Target workflows

Document types

1 selected

Purchase order
Customer order intake, line items, references and quantities.

Intake patterns

1 selected

PDF from customer
The customer can continue sending PDF documents.

PEDIF recognition and validation

Recurring layouts are assessed, recognized and prepared as structured data with exception visibility.

1 conceptual flow(s)

Target workflows

1 selected

ERP
Order, goods, finance or operational workflow.

Typical journey for the selected profile

The journey below represents the selected profile: 1 document type(s), 1 intake pattern(s) and 1 target workflow(s). Each actual flow still needs document-set validation.

1PDF intakeRecurring business documents enter the wholesale workflow as PDFs or document attachments.Selected intake scope: Purchase order via PDF from customer.
2Layout recognitionPEDIF is positioned to recognize recurring document layouts instead of treating PDFs as generic OCR text.Each selected document type may require its own layout or fingerprint assessment.
3Field extractionRelevant business fields are prepared as structured data for the selected document types.The field scope can differ between Purchase order; it must be defined before implementation.
4Validation / exception checkRoutine flows may need less manual handling, while unclear fields, new layouts or business-rule issues remain visible.More selected flows usually means more exception rules to clarify before no-touch handling can be discussed.
5Structured handoffValidated data can be prepared for the selected downstream directions.Selected handoff scope: ERP. Specific integrations or APIs remain to be validated.

Conceptual result

For the selected wholesale profile — Purchase order received via PDF from customer and directed toward ERP — PEDIF may support a conceptual path from PDF intake to layout recognition, field extraction, validation / exception handling and structured downstream handoff.

This profile contains 1 conceptual document-flow combination(s). The number describes selection complexity, not volume, ROI, accuracy or guaranteed automation potential.

Document-type emphasis

Purchase orders emphasize customer order intake, line items, references, quantities and the target order workflow.

Intake-pattern emphasis

Customer PDFs can remain the incoming format while the receiving order or service workflow becomes more structured.

Target-workflow emphasis

ERP workflows can receive structured data for order, goods, finance or operational processes, subject to system-specific validation.

Exact field scope, target system handoff and exception rules must be validated for the selected document set.

No-touch does not mean no-control: routine flows may need less manual handling, while exceptions remain visible.