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Document Extraction
Use FilePulse to Digitize What's Sitting in Your Filing Cabinets
Every operations team has a version of this problem: a legacy contract, maybe faxed over a decade ago, maybe a scanned PDF with a signature stamped over another signature. Buried somewhere inside is the pricing your team is supposed to be honoring, and getting it into Salesforce means someone has to open the document, squint, and type.
We built FilePulse360’s Cortex Data Extractor to skip that step. Here’s what happens along the way:
The problem
Contracts don’t come in one format
Pricing schedules, discounts, and equipment details rarely follow a consistent layout, especially in legacy agreements that have been renegotiated or rescanned over the years.
Upload once, let Cortex Data Extractor read it
Upload the contract, click Process Document, and it reads the entire file — pulling out every field that matters, including pricing, line by line.
What lands in Salesforce
A fully built Agreement record: account, contact, and contract dates populated automatically, plus every pricing line item as related Contract Pricing records.
Pricing Confidence, not blind trust
Set a threshold, say, 75%, and FilePulse360 flags every record below it, so a reviewer catches ambiguous fields before anything's finalized.
Cortex Extraction Results
We’re building toward a single-screen view of the entire extraction: total fields captured, duplicate candidates, and a full confidence breakdown at a glance — paired with a review queue that tells reviewers precisely what to check and why.