Q&A over processed and reviewed documents
Part of Document knowledge inside AXIX IDP.
AXIX IDP
Ask questions across the documents you already processed.
Document knowledge puts Q&A on top of the corpus AXIX IDP has already read and reviewed. Analysts ask about statement periods, counterparties, extracted totals, or recurring exceptions and get answers grounded in the documents your team trusts. It is built for back-office curiosity: “What did last month’s statements show for this account?” without a scavenger hunt.
Primary users: Analysts & reviewers / Operations
Approved PDFs should answer questions later
Document knowledge turns processed, reviewed packets into a Q&A surface. Ask about periods, parties, balances, or recurring exceptions — grounded in the corpus your team already signed off.
Document knowledge
Institutional memory you can query — not a folder of forgotten scans.
Turn approved packets into searchable knowledge — ask about balances, periods, parties, and exceptions without reopening every PDF.
- Q&A over processed and reviewed documents
- Grounded answers tied to source packets
- Bank-statement and generic corpus coverage
- Filter by date, customer, or document family
What Document knowledge includes
Grounded answers tied to source packets
Part of Document knowledge inside AXIX IDP.
Bank-statement and generic corpus coverage
Part of Document knowledge inside AXIX IDP.
Filter by date, customer, or document family
Part of Document knowledge inside AXIX IDP.
Exception and anomaly follow-up questions
Part of Document knowledge inside AXIX IDP.
Shareable answers for ops handoffs
Part of Document knowledge inside AXIX IDP.
Works beside the review dashboard, not instead of it
Part of Document knowledge inside AXIX IDP.
Keeps tribal PDF knowledge out of private inboxes
Part of Document knowledge inside AXIX IDP.
Document knowledge in the wider pipeline
How this module connects to upload → read → classify → extract → review.
Upload
Bring PDFs and scans into AXIX IDP — single files or mixed batches — and choose bank-statement or generic presets. Document knowledge stays available as the packet moves.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work. Document knowledge stays available as the packet moves.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms. Document knowledge stays available as the packet moves.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation. Document knowledge stays available as the packet moves.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off. Document knowledge stays available as the packet moves.
Angles on Document knowledge
Grounded
“Answers point back to the packets you trust.”
“Month-end questions hit the knowledge corpus — not a scavenger hunt through folders.”
Related modules
Stay inside the same Intelligent Document Processing workspace
AXIX IDP modules share status, presets, and review ownership — so switching surfaces never loses the packet.
- Documents: See every file move from intake to signed-off fields.
- Upload: Drop packets in; the pipeline starts without a ticket.
- Schema Discovery: Learn the shape of a document before fields go live.
Document knowledge FAQ
Knowledge is oriented to the processed and reviewed corpus so answers stay aligned with what your team trusts.
From the product overview
AXIX IDP turns unstructured documents into trusted fields
AXIX IDP is Axix Technologies’ Intelligent Document Processing workspace: teams upload PDFs and similar packets, the system reads and classifies them, extracts structured fields (including tables), and reviewers validate results in a web dashboard — with optional page-quota integration against the Axix customer portal. On this page, Document knowledge stays on that same path so products document knowledge never becomes an orphan folder.
- Read → classify → extract → review dashboard
- Bank statement and generic presets built in
- Page usage can tie to axixtechnologies.com plan limits
Who AXIX IDP is for
Three roles from the product brief — same workspace, different first clicks.
Operations / back-office
Digitize bank statements, invoices, forms at scale — Upload starts the pipeline; Documents tracks progress.
Analysts / reviewers
Check extracted fields, fix gaps, export results — open status, classification, and field grids in Documents.
Admins
Configure schemas, settings, and access — Schema Discovery for new types; Settings for portal linkage and capacity.
2
Built-in presets: bank statement & generic
6
UI areas from Documents to agent chat
1
Workspace after login — left nav + top bar
4
Core stages: read, classify, extract, review
Suggested walkthrough from Document knowledge
The same first path the product overview recommends — adapted for every marketing route.
Sign in and open the workspace
After login you get AXIX IDP with left navigation: Documents, Upload, Schema Discovery, Settings, plus knowledge and agent chat where enabled.
Upload a document
Send one or more PDFs to start the pipeline. Track progress from the Documents list while reading, classification, and extraction run.
Review in Documents
Open a packet for status, extracted fields, classification, and page artifacts. Reprocess or remove items when needed; export when fields are trusted.
Refine schemas and capacity
Use Schema Discovery when onboarding a new document type. Admins use Settings for portal / account linkage and processing preferences — including page limits against the Axix portal.
What document teams notice on AXIX IDP
★★★★★
I open a packet to check classification and extracted fields, fix gaps, then export. Review stays in the dashboard — not in email threads.
Daniel OkoyeAnalyst / reviewer
01 / 01
Try Document knowledge in AXIX IDP
Institutional memory you can query — not a folder of forgotten scans. Start a free trial or talk to Axix about your document volume.