name: document-processing version: 1.0.0 description: PDF, PowerPoint, and Form extraction patterns for People workflows author: jac007x source: curated source_urls:

• https://github.com/anthropics/anthropic-cookbook
• https://github.com/Unstructured-IO/unstructured curation_date: 2026-03-18

Compliance

compliance: review_date: 2026-03-18 reviewer: jac007x policies: - AI-01-02 - DG-01-ST-02 - Ethical AI Principles status: compliant risk_level: medium pii_handling: true # Documents may contain PII next_review: 2026-06-18

Model Recommendation

model_recommendation: sonnet model_rationale: > PDF/PPTX analysis and chart interpretation require visual understanding and moderate reasoning. Sonnet handles document analysis well. Use Haiku only for simple text extraction without analysis.

tags:

• pdf
• powerpoint
• forms
• document-extraction
• ocr
• data-extraction
• people
• hr

status: active

capabilities: pdf: - text_extraction - summarization - policy_parsing - benefits_extraction powerpoint: - slide_content_extraction - chart_interpretation - speaker_notes forms: - structured_data_extraction - survey_processing - intake_form_parsing images: - ocr - chart_analysis - diagram_interpretation

requires: python: ">=3.10" packages: - anthropic - unstructured[all-docs] # optional, for advanced parsing api: - anthropic # Claude API key

patterns: pdf_summarization: description: Executive summary extraction from PDFs use_cases: - Policy documents - Benefits guides - Compliance docs

pptx_analysis: description: PowerPoint slide content extraction use_cases: - MBR deck analysis - Training materials - Town hall presentations

form_extraction: description: Structured data from forms use_cases: - Employee intake - Survey responses - Feedback forms

people_function_use_cases:

• Policy document processing
• MBR deck analysis
• Survey response aggregation
• Benefits guide parsing
• Training material extraction
• Compliance document review

integration: mbr_engine: - Parse source data files - Extract policy references - Analyze existing decks