The Document Understanding Agent is one of the AI Agents in Procuros. Where the Order Agent digitizes the purchase orders coming in, the Document Understanding Agent handles the documents that come back: order confirmations, shipping notices, invoices, and credit notes. It reads the PDFs your trade partners email you, checks them against the original order, flags anything that needs a look, and delivers them into your system.
What the agent does
When a trade partner emails you a document, the Document Understanding Agent reads the PDF and extracts the data automatically — no copy-pasting into your ERP. The agent:- Classifies the document type.
- Matches the document to the right trade partner.
- Extracts the data you need from the PDF.
- Matches the document to the related order and enriches it with data from that order that isn’t in the PDF itself.
- Flags anything it can’t resolve cleanly, so it can be reviewed.
- Delivers the document into your ERP once it’s ready — or holds it in the Procuros Portal for review first (depending on your setup).
Reviewing transactions
During digitization, each document runs through a set of automatic verification checks that confirm the extracted data lines up with the original order. For any check the agent can’t resolve on its own, it raises a flag for review in the Portal. The review is done by whoever is assigned as the issue resolver — which can vary by document type (order, invoice, etc.) and trade partner. Depending on how your relationship with a given trade partner is set up, that’s either you or them. A flagged document is held in the Portal and is not delivered until the review is complete. The issue resolver receives an email notification whenever a document is waiting for them. If the review falls to you:- Open the transaction in the Portal. The email notification links straight to it, or you can find it in your transaction list.
- Inspect the warnings. Each flag is pinned to the field or line it concerns. See Understanding warnings for what each one means.
- Compare against the original PDF. Check the flagged data against the source document to decide whether the extraction was correct.
- Edit the data if needed. A warning doesn’t always mean the extraction was wrong — sometimes the document genuinely differs from the original order. Correct the data only where the extraction doesn’t match the PDF.
- Mark the transaction as reviewed. The document then continues on its way and is delivered as normal.
Understanding warnings
Each flag appears as a warning pinned to the field or line it concerns.| Flag | What it means |
|---|---|
| Date looks unusual | A date on the document (for example the delivery or document date) is outside the normally expected range. |
| Higher quantity than ordered | A line shows a quantity greater than what was originally ordered. |
| New line not on the original order | A line appears on the document that wasn’t on the original order. |
| Ordered line missing | One or more lines from the original order weren’t found on the document. |
| Total quantity is zero | The document’s total quantity came through as zero. |
| Total quantity doesn’t match | The overall total quantity on the document doesn’t match the sum of its individual line items. |