> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/readme.md).

# UPTIQ Knowledgebase

Welcome to UPTIQ's centralised documentation for the Qore platform, UPTIQ Document AI, and UPTIQ Solutions.

UPTIQ Knowledgebase is the documentation hub for Qore, UPTIQ Document AI, and UPTIQ Solutions. It brings platform guidance, document intelligence, and solution documentation together in one place.

UPTIQ helps financial institutions turn complex workflows into intelligent, scalable experiences. Qore, Document AI, and UPTIQ Solutions combine to build, automate, and operate trusted AI workflows.

<button type="button" class="button primary" data-action="ask" data-icon="gitbook-assistant">Ask a question</button> <a href="https://docs.uptiq.ai/ai-workbench-qore/help" class="button secondary" data-icon="life-ring">Get help</a>

### <i class="fa-layer-group">:layer-group:</i> The UPTIQ AI stack

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**Qore** is the platform for building apps and agents.

**Document AI** is the document-processing layer behind UPTIQ Solutions. It classifies, extracts, validates, and delivers document intelligence.

**UPTIQ Solutions** are products built on Qore. Today they serve lending.
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<figure><img src="https://3314308225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2HNakjnzmYueu3bgTBsv%2Fuploads%2Fgit-blob-a8a6d3bd3374eba8866e6c7091c17fefecca40f0%2Fuptiq-product-layers.png?alt=media" alt="Three layers: Qore platform at the base, Document AI above it, and UPTIQ Solutions on top, including Commercial Lending, Equipment Financing, Client Lending, and Wealth Review." width="563"><figcaption></figcaption></figure>
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### <i class="fa-rocket">:rocket:</i> Qore Platform

Qore unifies Agentic AI and app creation, so you can build secure, production-ready apps and agents in one place. You build and run them in **Console**, and operate them across your account in **Control Center**.

<a href="https://docs.uptiq.ai/ai-workbench-qore" class="button primary" data-icon="book">Read Qore documentation</a>

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-rocket" style="color:$primary;">:rocket:</i></h4></td><td><strong>What is Qore</strong></td><td>Core concepts: what Qore is and how an agent works.</td><td><a href="https://docs.uptiq.ai/ai-workbench-qore/start-here/what-is-qore">https://docs.uptiq.ai/ai-workbench-qore/start-here/what-is-qore</a></td></tr><tr><td><h4><i class="fa-compass" style="color:$primary;">:compass:</i></h4></td><td><strong>Platform Guides</strong></td><td>Task guides for the people who use, run, review and administer Qore.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/platform-guides">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/platform-guides</a></td></tr><tr><td><h4><i class="fa-code" style="color:$primary;">:code:</i></h4></td><td><strong>API Reference</strong></td><td>Every service the platform exposes.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/api-reference">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/api-reference</a></td></tr><tr><td><h4><i class="fa-cubes" style="color:$primary;">:cubes:</i></h4></td><td><strong>Object Model</strong></td><td>The objects Qore stores, versions and relates to one another.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-object-model">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-object-model</a></td></tr><tr><td><h4><i class="fa-flask" style="color:$primary;">:flask:</i></h4></td><td><strong>Cookbooks</strong></td><td>API workflows for platform tasks.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/cookbooks">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/cookbooks</a></td></tr><tr><td><h4><i class="fa-shield-halved" style="color:$primary;">:shield-halved:</i></h4></td><td><strong>Implementation and Security</strong></td><td>Implementation and security documentation.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-implementation-and-security">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-implementation-and-security</a></td></tr></tbody></table>

### <i class="fa-file-lines">:file-lines:</i> Document AI

UPTIQ Document AI is the document-processing layer behind UPTIQ Solutions. It turns raw files into structured, reviewable, and actionable data.

Teams use it to classify incoming documents, extract fields, detect fraud signals, generate outputs, measure accuracy, and send results to downstream systems.

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-file-lines" style="color:$primary;">:file-lines:</i></h4></td><td><strong>Document AI overview</strong></td><td>Classifies, extracts, validates, and delivers document intelligence across UPTIQ Solutions.</td><td><a href="https://docs.uptiq.ai/document-ai">https://docs.uptiq.ai/document-ai</a></td></tr></tbody></table>

### <i class="fa-puzzle-piece">:puzzle-piece:</i> UPTIQ Solutions

UPTIQ Solutions are products built on Qore. Today they serve lending.

#### Lending

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-building-columns" style="color:$primary;">:building-columns:</i></h4></td><td><strong>Commercial Lending</strong></td><td>AI-powered commercial lending automation with human review at every stage.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/commercial-lending">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/commercial-lending</a></td></tr><tr><td><h4><i class="fa-truck" style="color:$primary;">:truck:</i></h4></td><td><strong>Equipment Financing</strong></td><td>Help customers apply for equipment financing and process applications efficiently.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/equipment-financing">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/equipment-financing</a></td></tr><tr><td><h4><i class="fa-compass" style="color:$primary;">:compass:</i></h4></td><td><strong>Client Lending</strong></td><td>Platform guidance, lending workflows, client resources, and support.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/client-lending-advisor-knowledge-centre">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/client-lending-advisor-knowledge-centre</a></td></tr><tr><td><h4><i class="fa-window-maximize" style="color:$primary;">:window-maximize:</i></h4></td><td><strong>Wealth Review</strong></td><td>Compliance and NIGO reviews of account packets.</td><td><a href="https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/wealth-review">https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/wealth-review</a></td></tr></tbody></table>

### <i class="fa-compass">:compass:</i> Find docs for your role

| If you are                             | Start here                                                                                                                                                                                                                                                                                                                                                                                                                    |
| -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Evaluating UPTIQ                       | [The UPTIQ AI stack](#the-uptiq-ai-stack), then [UPTIQ Solutions](#uptiq-solutions)                                                                                                                                                                                                                                                                                                                                           |
| An admin setting up your organization  | [Platform Guides](https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/platform-guides)                                                                                                                                                                                                           |
| A builder creating agents or apps      | [What is Qore](https://docs.uptiq.ai/ai-workbench-qore/start-here/what-is-qore), then [Core concepts](https://docs.uptiq.ai/ai-workbench-qore/start-here/core-concepts)                                                                                                                                                                                                                                                       |
| A developer integrating with UPTIQ     | [API Reference](https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/api-reference), then [Cookbooks](https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/cookbooks) |
| A technical architect                  | [Object Model](https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-object-model), then [Deployment options](https://docs.uptiq.ai/ai-workbench-qore/start-here/deployment-options)                                                                                                          |
| An implementation or security reviewer | [Implementation and Security](https://integrations.gitbook.com/v1/integrations/VA-Azure/installations/e225e56ca772be2c3176b129f445a091bd373c04c414c8915cad8cbd482bde0b/sites/site_YkKEL/visitor-auth?location=/qore-implementation-and-security)                                                                                                                                                                              |

### <i class="fa-lock">:lock:</i> Documentation access

Sign in with your Microsoft account to open protected documentation. Public documentation opens without signing in.

<details>

<summary>View documentation access requirements</summary>

| Documentation               | Access           |
| --------------------------- | ---------------- |
| What is Qore                | Public           |
| Document AI overview        | Public           |
| Platform Guides             | Sign in required |
| API Reference               | Sign in required |
| Object Model                | Sign in required |
| Cookbooks                   | Sign in required |
| Implementation and Security | Sign in required |
| Commercial Lending          | Sign in required |
| Equipment Financing         | Sign in required |
| Client Lending              | Sign in required |
| Wealth Review               | Sign in required |

</details>

### <i class="fa-life-ring">:life-ring:</i> Get help and support

#### Ask AI

The assistant answers your questions from the Qore and Document AI documentation on this site, and links to the pages it uses.

{% hint style="info" %}
**Beta.** Ask AI may contain mistakes. Use the page feedback form when an answer doesn't match the documentation.
{% endhint %}

To open it, select **Ask** next to search. Ask in your own words, then select **Send**. Each answer links to the pages it used.

<button type="button" class="button primary" data-action="ask" data-icon="gitbook-assistant">Ask a question…</button> <a href="https://docs.uptiq.ai/ai-workbench-qore/ask-assistant" class="button secondary" data-icon="sparkles">About Ask Assistant</a>

#### Giving feedback

Pages in the Qore docs include a feedback form. Use it to tell us what helped, what was missing, or what was unclear. The form starts with **Was this helpful?**

{% stepper %}
{% step %}

#### Choose a reaction

Under **Was this helpful?**, select a smiling face (yes), a neutral face (not sure), or a frowning face (no).
{% endstep %}

{% step %}

#### Add details

In **Anything you'd like to add?**, describe what helped, or what was missing or unclear.
{% endstep %}

{% step %}

#### Submit

Select **Submit**.
{% endstep %}
{% endstepper %}

We review feedback and update documentation when needed.

<a href="https://docs.uptiq.ai/ai-workbench-qore/feedback" class="button secondary" data-icon="comment-dots">About feedback</a>

#### More resources

* [Release notes](https://docs.uptiq.ai/ai-workbench-qore/release-notes/2026) — Qore, UPTIQ Document AI, and each UPTIQ Solution have separate changelogs for product-specific updates and improvements.

***

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<p align="right"><em>Maintained by</em> <mark style="color:green;">Abhishek Paul</mark><br><code>AI-assisted, human-approved</code></p>
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<div align="right"><img src="https://3314308225-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2HNakjnzmYueu3bgTBsv%2Fuploads%2Fgit-blob-d034645b4f8f8ee661985f5306b60ded3289653c%2Fmaintainer-abhishek-paul.png?alt=media" alt="" width="64"></div>
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