Apply refiner
The Apply refiner step reformats extracted data according to your specifications, using a linked refiner module.
Refiner is a post-processing tool that takes raw model or agent extraction output and transforms it into the format required by downstream systems and validation rules. It operates on a spreadsheet-like interface where each row is a processed record and each column is a field.
Refiner provides a rich function library organized by category:
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String functions — trimming, splitting, replacing, formatting text values
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Numerical functions — arithmetic, rounding, unit conversions
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Table functions — manipulating extracted tabular data
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Logical functions — conditional logic, branching, null handling
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Parsing functions — date parsing, currency parsing, structured text parsing
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Validation functions — type checks, range checks, format validation
UDFs can also be called from within refiner for custom logic that exceeds the built-in function library. Learn more in Creating refiner programs.
Parameters
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Input file type — Specifies the source file format for the data you’re refining. The default, IBOCR, is a JSON file that represents the output for most flow steps. In typical flows, IBOCR is the appropriate choice. If you’re refining data that you’ve exported to CSV files, select CSV.
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Refiner program — Select a refiner program. The refiner must be listed in the Modules panel to display as an option.