> 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/document-ai/document-ai-1/glossary.md). # Glossary Use this glossary to decode the terms used across Document AI. {% columns %} {% column %} ### A–M #### Account The top-level tenant for Document AI settings, usage, users, API keys, webhook URLs, and billing. #### Active runs In-progress jobs shown on Workspace Home. #### Admin A role with broad operational access. Admin can manage users and API keys, but some account-level controls remain Owner-only. #### Agent instructions Optional guidance passed into extraction to shape how the model interprets a document. #### API key A credential for programmatic access to the platform. #### Assertion A field-level comparison rule in Test Dashboard that checks an extraction result against ground truth. #### Audit log A record of account-level changes, including Zero Data Retention updates. #### Batch run A multi-file processing job, such as ZIP-based extraction or classification. #### Blob storage External storage used when extraction results are too large to store inline. #### Category A grouping applied to document types or fraud rules, depending on context. #### Certification status A form-level tracking state used in Document Types. #### Classification The process of identifying a document's type and category before extraction. #### Collection A named container in Gallery used to organize documents. #### Confidence score A numeric score that shows how certain the system is about a classification or extracted field. #### ContinuationOf A link between segments of a multi-document PDF when later sections continue the same document type. #### Custom document types A caller-supplied subset of document types used to constrain classification. #### Custom extraction prompt Optional prompt text supplied at extraction time to shape the output. #### DOCX The output format used by Document Generation. #### Document type A supported document definition in the shared registry used by classification and extraction. #### Extraction The process of converting a document into structured data using OCR, layout analysis, and LLMs. #### Extraction group A grouped extraction workload, often tied to multi-document or batch processing. #### Field schema The list and structure of fields expected for a given document type. #### Fraud Detection The rules-based and model-assisted analysis that checks documents for fraud signals. #### Gallery The Workspace area used to organize documents into collections. #### Generation The process of turning structured data into a finished report. #### Ground truth The expected result used in Test Dashboard to benchmark extraction accuracy. #### Home The Workspace dashboard for metrics, quick actions, active runs, and pipeline health. #### HMAC-SHA256 The signing method used to verify webhook payloads. #### Idempotency A delivery pattern where a repeated webhook event can be safely ignored by checking its event ID. #### Judge accuracy A Workspace metric tied to LLM-based validation quality. #### Layout analysis The step that identifies structure such as tables, regions, and positions within a document. #### LLM A large language model used in classification, extraction, generation, and AI rule review. #### Metadata Optional caller-supplied context stored with a processing request. #### Model The selected AI engine used for a job, such as GPT-4.1, GPT-5.1, or Gemini 3. {% endcolumn %} {% column %} ### N–Z #### OCR Optical character recognition. The step that reads text from PDFs and images. #### Operator template A reusable assertion pattern in Test Dashboard for comparing expected and actual values. #### Owner The highest-permission account role. #### Pagination The UI pattern for splitting long lists into pages. #### Pending A job status that means work has been accepted but not yet started. #### Post-extraction analysis The fraud detection phase that evaluates extracted values against configured rules. #### Pre-OCR analysis The fraud detection phase that checks the raw uploaded file before OCR runs. #### Processed A terminal job status that means processing finished successfully. #### Processing A live job status that means work is actively running. #### Processor The extraction or classification pipeline variant used to run a job. #### Quick extract A faster extraction mode intended for speed-sensitive workflows. #### Quick links Shortcuts on Workspace Home to common operational screens. #### Raw-extraction-only mode An extraction mode that returns raw extraction output without the full review experience. #### Registry The shared catalog of supported document types used by classification and extraction. #### Retry with backoff Automatic webhook redelivery using increasing delays after failure. #### Risk level The overall fraud outcome, such as CLEAN, LOW, MEDIUM, HIGH, or CRITICAL. #### Rule category A fraud rule grouping such as `math_logic`, `visual_forensic`, or `compliance`. #### Rule weight The value that determines how much a fraud rule contributes to the total risk score. #### Search box A UI search control used on several pages. Some documented instances are currently non-functional. #### Signed URL A time-limited link used to access a generated or source document securely. #### Status filter A list control that narrows records by state, such as Pending, Processing, Processed, or Failed. #### System-supported categories The built-in category list shown in the classification upload flow. #### Template A reusable starting point for fraud rules, report structure, or test configuration, depending on context. #### Test Dashboard The benchmarking workspace used to measure extraction accuracy against expected results. #### Type restriction A classification option that limits results to a caller-specified subset of document types. #### Usage by Member An account usage breakdown visible in usage reporting for supported roles. #### Viewer A read-only role with limited operational access. #### Visual forensic A fraud detection method that inspects raw files for visual signs of tampering. #### Webhook An HTTP callback sent when classification, extraction, or generation finishes. #### Webhook signing key The account secret used to verify signed webhook payloads. #### Workflow The ordered sequence of steps a user follows to complete a task. #### Zero Data Retention An account setting that processes documents without storing them after results are returned. #### ZIP batch A batch upload packaged as a ZIP file for multi-file processing. {% endcolumn %} {% endcolumns %} ### Related pages * [Workspace](/document-ai/document-ai-1/workspace.md) covers navigation and operations. * [Document Types](/document-ai/document-ai-1/document-types.md) defines the shared document registry. * [User Management](/document-ai/document-ai-1/user-management.md) explains roles, account settings, and API keys. --- # Agent Instructions This documentation is published with GitBook. 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