Financial and legal review / Complex path
Diligence review
Compare filings, extract tables, summarize material changes, route review decisions, and package the decision log.
Analyst, diligence, legal, and corporate development teams
Conversion paths
Take this workflow into evaluation
Start the product path, run this recipe in the demo, copy implementation recipes, or inspect the proof view attached to the workflow.
Buyer path
Request access, compare packages, and route the right workflow to the right team.
Request accessDemo path
Pick a public PDF and see the generated tool chain before committing to a rollout.
Run demoDeveloper path
Copy TypeScript, Python, or curl recipes and map them to canonical /v1 routes.
Integration overviewReviewer path
Inspect screenshots, security controls, evidence artifacts, and proof surfaces.
Inspect proof
Example PDF
Adobe FY2025 Form 10-K from U.S. Securities and Exchange Commission EDGAR
Screenshot
Compare and review
API reference
Map routes to jobs, artifacts, and webhooks.
Toolbox
Browse every tool used in this pattern.
Workflow Steps
- 1Load the filing or revision set
- 2Compare versions and detect material changes
- 3Extract financial tables
- 4Summarize cited findings
- 5Resolve review decisions
- 6Export the diligence packet
API Route Sequence
POST /v1/comparePOST /v1/processing/extract-tables/{document_id}POST /v1/ai/chatGET /v1/documents/{document_id}/versions/activity/feedAutomation Blocks
Trigger
- Load the filing or revision set
- Batch or saved pipeline
Watch
- Poll job status
- Handle retry or timeout
Verify
- Comparison report
- Table export
Implementation notes
Idempotency
Send one stable key per document and operation.
Feedback
Surface queued, running, completed, and failed states.
Artifacts
Download outputs only after the job succeeds.