Document Automation Requirements and Test Pack
A printable workbook for defining one document-processing boundary, schema, review queue, safe destination contract, tests, and implementation plan.
Download the requirements and test pack
Use this printable workbook with the free course Design Reliable Document Processing Automation. Complete one section after each module to create a decision-ready specification for one document family.
What it contains
- System boundary and exclusions
- Owned schema, provenance, versions, and unknown handling
- Validation, confidence, duplicate, and exception rules
- Human review queue and authority evidence
- Draft-only destination, idempotency, retry, and reconciliation contract
- Representative and adversarial test matrix
- Layered platform and implementation plan
- Eight critical safety gates and a dimensional capstone rubric
How to use it
Start with fictional, redacted, or otherwise approved samples. Write expected outcomes before running software. Mark unavailable evidence Not tested. The Cedar & Quay material is fictional and does not establish OCR accuracy, production behavior, compliance, vendor quality, or business outcomes.