Agentic ETL Pipelines
Extract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.
View the capabilityThinkStack for records and archives
Make the records you already hold searchable and citable.
Contracts, scans, forms, case files, and archives hold answers that nobody can search. ThinkStack agents read them, organize what they find, and answer questions with citations, within the permissions each person already has.
The work to improve
Find out what you already know.
Much of what a regulated company knows sits in scans, attachments, and old systems outside any search. People answer questions from memory, or someone spends days finding the document. Indexing everything without regard to permissions creates a different risk, so access rules come first: each answer is limited to what the person asking may see, and each answer shows where it came from.
01 · Inputs your team can access
Documents and scansPDFs, forms, and attachments
Business systemsConnected apps and databases
Access rulesWho may see which records
Retention rulesWhat to keep, classify, or expire
ThinkStack
Configured agents, tools, and workflow steps
Agentic ETL PipelinesExtract fields, apply configured validation rules, hold uncertain records for review, and retain links to the source documents.Enterprise ConnectorsConnect supported systems and tools. Confirm authentication, permissions, and allowed actions for each integration.Knowledge Base ManagementCurate the reference material available to agents and manage its classification, access, and lifecycle.Enterprise SearchRetrieve relevant passages from connected information within the configured permissions.Policy & GuardrailsConfigure and test runtime rules. Inspect which rule applied, the text that matched, and the action recorded.Observability & TracingInspect tool calls, source retrievals, generated responses, errors, and usage costs for each run.
Defined access · Configured checks · Accountable reviewers
02 · Outputs for review
Structured recordsFields extracted, with links to the sourceCited answersThe passages and sources behind each answerCoverage reportWhat was indexed, and what was not
Where to start
Three places to start
Choose one record set and a handful of questions your staff ask often. These workflows show the pattern; sources, access, and retention depend on your configuration and your records team.
01Extract data from scans and formsTurn documents into records, with each value linked to its source.
- Start with
- A sample of scanned documents and forms, and the fields your team needs.
- Agent preparation
- Read each document, extract the fields, link each value to its source page, and hold the values the agent is unsure about for review.
- What your team receives
- Structured records with a link from each value to its source, and a list of items needing review.
- Human review and approval
- A reviewer approves, corrects, or rejects held values. The data owner approves any change to the fields extracted.
- What to measure
- Share of fields accepted unchanged, reviewer time per document, and errors found in later checks.
02Ask a question across the recordsGet a cited answer from sources you are allowed to see.
- Start with
- Connected sources, their access rules, and a set of questions staff ask often.
- Agent preparation
- Retrieve the relevant passages the person may see and draft an answer with the source, section, and version beside each statement.
- What your team receives
- A cited answer, or the list of documents behind it.
- Human review and approval
- The person asking checks the cited passages. The knowledge owner reviews questions that returned weak or missing sources.
- What to measure
- Time to find an answer, answers with a usable citation, and questions returned with no source.
03Keep the knowledge base currentClassify new content and retire what is out of date.
- Start with
- Classification rules, retention periods, and a review schedule.
- Agent preparation
- Classify documents as they are added, apply expiry dates, and remove superseded versions from retrieval.
- What your team receives
- A knowledge base whose contents carry a classification, an owner, and an expiry date.
- Human review and approval
- The knowledge owner approves the rules and reviews items about to expire.
- What to measure
- Share of content with an owner and an expiry date, and answers that cited an outdated version.
Review example
Check an answer against its source
The reviewer sees the proposed answer, the exact section it came from, and whether the person asking may see it.
- Question
- What notice period does the supplier agreement require?
- Proposed answer
- Ninety days' written notice.
- Source
- Supplier agreement, section 12.3, version dated March 2024
- Access check
- Visible to the requester's legal team only
- Reviewer action
- Open the section and confirm the wording
Your records owner and legal team decide what may be indexed, who may see it, and how long it is kept. The agent retrieves within those rules; it does not widen access.
Pilot measurement
Measure the questions that got answered.
Pick questions your staff ask today and time them. Run the same questions during the pilot and count the answers a reviewer accepted with the citation.
- Time to answer
- Minutes from question to a cited answer.
- Citation quality
- Answers whose source a reviewer confirmed.
- Coverage
- Share of the chosen record set that is searchable.
- Access control
- Results shown to someone without permission. The target is none.
Platform capabilities
The modules behind these workflows
Review the relevant capabilities with your technical team and confirm the configuration for the intended use.
Knowledge Base Management
Curate the reference material available to agents and manage its classification, access, and lifecycle.
View the capabilityEnterprise Search
Retrieve relevant passages from connected information within the configured permissions.
View the capabilityEnterprise Connectors
Connect supported systems and tools. Confirm authentication, permissions, and allowed actions for each integration.
View the capabilityPolicy & Guardrails
Configure and test runtime rules. Inspect which rule applied, the text that matched, and the action recorded.
View the capabilityRelated
Explore related pages
See how this outcome connects to the work of other teams and industries.
Common questions
Before you plan the workflow
Can it read old scans and handwritten forms?
It can extract fields from scans and forms, and it holds values it is unsure about for review. Accuracy depends on scan quality and document type, so test a representative sample before you scope the full archive.
How do we keep it from exposing sensitive records?
Search runs within the permissions each person already has, and guardrails can mask or block specific entities. Agree on access, masking, and retention with your security and legal teams before anything is indexed.
What about records we must keep or delete?
Your retention policy decides. A knowledge base can carry classifications and expiry dates, but legal holds and retention obligations stay with your records team.
How do we start?
Choose one set of records and ten questions your staff ask often. We will map the sources, access rules, and review steps, then test on a sample.