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Users and Use Cases

Last verified: 2026-07-26 against dev at f0388abb.

This page describes product-facing users. Exact API auth and organization guardrails are covered in Tenancy and permissions.

User Groups

User group What they need
Analyst Upload document packages, review extracted data, correct fields, validate results, and export outputs.
Program/operator user Track assessment status and understand what documents still need processing or review.
Schema author Define the structured fields the product should extract for a document type.
Extractor developer Build or modify extractor workers that satisfy the extractor protocol and deployment contract.
Consumer app developer Integrate another app with SDP through backend/server-side calls.
Tenant/platform engineer Enforce organization access, configure environments, and deploy extractor infrastructure.
Evaluator Run Phoenix/Arize experiments to measure extraction and checklist quality.

Core Use Cases

Process an Assessment

An analyst creates an assessment, uploads files, lets the system process eligible documents, then reviews and validates extracted items.

Relevant docs:

Add a New Extraction Shape

A schema author or developer defines a schema, connects it to extractors through processor registration, and verifies the output through tests or experiments.

Relevant docs:

Add a New Extractor

An extractor developer implements an extractor app, connects the Service Bus queue and backend registry, and deploys matching infrastructure.

Relevant docs:

Integrate a Consumer App

A consumer app calls SDP from a server-side backend/BFF, forwards caller auth, and passes the consumer-owned LLM key only from server to server.

Relevant docs:

Measure Quality

An evaluator registers datasets, runs extraction/checklist experiments, and reviews scores, traces, latency, and output drift.

Relevant docs: