IDP Requirements and Evaluation Worksheet
Write IDP requirements, test cases, and vendor evidence in one workbook before you buy or build a document-processing platform.
Write the IDP job before you open a vendor trial. This worksheet gives you one shared place for the workflow, corpus, fields, rules, confidence policy, human review, duplicates, exceptions, destination keys, security questions, vendor evidence, weighted scores, hard disqualifiers, proof gates, test results, and a decision record.
It is an evaluation workbook. It is not a live extraction engine and it does not rank vendors.
Download the worksheet
No email or paid account is required.
The ZIP includes the editable workbook, importable CSVs, markdown source tables, the setup guide, the scoring model, and the changelog.
What is inside
- Workflow job, corpus plan, and document types
- Fields, validation rules, and confidence policy
- Human review, duplicates, exceptions, and destination keys
- Security and residency questions
- Vendor evidence and weighted scoring
- Hard disqualifiers, proof gates, and a test-result log
- Decision record and cost categories
- Fictional Cedar & Quay example rows plus blank working rows
Cedar & Quay invoices are the worked example. The same classify → extract → validate → human review → controlled handoff pipeline applies to invoices and receipts, purchase orders and packing slips, forms and applications, contracts and correspondence, and claims and case files.
How to use it
- Download the ZIP and open the workbook or
csv/workflow-job.csv. - Read the setup guide and scoring model.
- Keep the fictional rows or clear the working rows and add your own approved samples.
- Fill required fields and always-review fields before you score a vendor.
- Leave unit prices and residency answers blank until you paste a current official source and the access date.
- If any hard disqualifier is Yes, the vendor is Disqualified. If any required disqualifier is Unknown or blank, or scoring or evidence is incomplete, the vendor is Incomplete. There is no winner badge.
Invoice test pack limit
If you seed an invoice corpus from the Invoice Processing Test Pack, those five fixtures are fictional labelled text. That pack does not measure OCR. Add scans before any read or extraction accuracy claim.
Limits
- The workbook does not extract data from documents.
- It does not create an accounting draft or execute a payment.
- Azure example scores are a documentation-and-gap walkthrough, not a ranking.
- Canadian data residency is not assumed.
All buyers, suppliers, people, and destination ids are fictional.
When the worksheet is no longer enough
If one document family, one intake path, and one controlled destination are already clear, stay on the matching spoke until those cases pass. For invoices, that is the invoice-processing guide and the invoice tracker.
If several document types, unclear scope, or a vendor shortlist is the blocker, start with an AI Success Audit. Already know the workflow and need it built? Scope an AI Automation System after the audit.
Frequently asked questions
Does this worksheet rank IDP platforms?
No. It records evidence you supply. A hard disqualifier of Yes beats a high score. Unknown answers leave the vendor Incomplete.
Does it measure OCR?
No. The Invoice Processing Test Pack fixtures used as a starting corpus are labelled text and do not measure OCR.
Where do approved drafts go?
The tracker receives one intake and review record. If accounting is connected, that system receives one draft only after approval. The worksheet is not the landing place for accounting drafts.
Is this a live Google Sheet?
No. It is an editable workbook plus importable CSVs.