Concept · documents and AI

FORMA

A document-review prototype with source text, key fields and export in one workspace.

An independent FORMIQ concept, not a client commission. Interface and data are for demonstration.

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Idea and visual direction

Source and data side by side.

Teams still find and re-enter invoice and contract data by hand.

Approach: Source and extracted fields sit side by side; selecting a field reveals its source before export.
Visual system: A light paper base and green workspace tones. Source and result are distinguished without visual noise.

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Interaction journey

The prototype includes prepared examples, CSV export and local TXT opening. Documents are fictional.

User journey: Choose a prepared document, verify important fields against the source and export confirmed data.
Interface details: Selecting a field highlights its source. Prepared questions, CSV export and local TXT opening are available.

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Exploration outcome

The demo shows human verification; PDF/OCR and open-ended AI extraction are not connected.

What to explore: The document workflow: receiving the file, verifying its contents and handing useful data onward.
Prototype scope: Extraction and answers for examples are prepared in advance. PDF/OCR and open-ended AI analysis are not connected.