Layout exploration for new document families
Part of Schema Discovery inside AXIX IDP.
AXIX IDP
Learn the shape of a document before fields go live.
Schema Discovery helps teams understand how a new statement layout or form family is structured before locking extraction rules. Reviewers and admins inspect candidate fields, groupings, and repeating blocks, then refine what AXIX IDP should pull on future runs. It is the bridge between “we just got a new bank format” and “reviewers trust the extracted grid.”
Primary users: Analysts & reviewers / Admins
New bank layouts should not reset your process
Schema Discovery lets reviewers and admins inspect structure, candidate fields, and repeating blocks before promoting a schema. Extraction becomes a governed decision — not a private spreadsheet of coordinates.
Schema Discovery
New formats become governed schemas instead of tribal knowledge.
Explore layouts, candidate fields, and structure so extraction schemas fit your bank statements and forms — not a one-size template.
- Layout exploration for new document families
- Candidate field and label suggestions
- Support for bank-statement and generic presets
- Repeating-row and table-aware structure cues
What Schema Discovery includes
Candidate field and label suggestions
Part of Schema Discovery inside AXIX IDP.
Support for bank-statement and generic presets
Part of Schema Discovery inside AXIX IDP.
Repeating-row and table-aware structure cues
Part of Schema Discovery inside AXIX IDP.
Compare samples before promoting a schema
Part of Schema Discovery inside AXIX IDP.
Handoff into extraction used by the review dashboard
Part of Schema Discovery inside AXIX IDP.
Admin-controlled promotion of discovered schemas
Part of Schema Discovery inside AXIX IDP.
Fewer brittle one-off field maps
Part of Schema Discovery inside AXIX IDP.
Schema Discovery 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. Schema Discovery stays available as the packet moves.
Read
AXIX IDP reads each page so text and layout become usable for classification and field work. Schema Discovery stays available as the packet moves.
Classify
Documents are typed and routed so the right schema and review path apply — statements vs. generic forms. Schema Discovery stays available as the packet moves.
Extract
Fields, tables, and repeating rows are pulled into structured results ready for human confirmation. Schema Discovery stays available as the packet moves.
Review
The review dashboard surfaces confidence, exceptions, and ownership so ops and analysts can sign off. Schema Discovery stays available as the packet moves.
Angles on Schema Discovery
Layouts
“Explore how a new statement family is shaped before go-live.”
“A new statement format is a discovery task now — not a fire drill.”
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.
- Settings: Presets, capacity, and admin controls in one control room.
Schema Discovery FAQ
When a bank or form family changes layout, or when you onboard a format that is not yet trusted in review.
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, Schema Discovery stays on that same path so products schema discovery 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 Schema Discovery
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 Schema Discovery in AXIX IDP
New formats become governed schemas instead of tribal knowledge. Start a free trial or talk to Axix about your document volume.