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Uploading, indexing, and classifying are separate stages. A completed transfer means Plomo has received the file; it does not mean every analysis of that file is finished.

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Receive and process the file

Plomo checks the upload and stores the source. Background processing extracts text and document structure. Supported scanned PDFs and image files can use OCR; document quality and format affect what can be extracted. Processing works across bounded batches of files. Results become available as individual files finish, so you can work with ready sources while others are still processing. A file can fail at one stage even if an earlier stage succeeded; check its status and any reported error.

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Make sources searchable

Extracted content is indexed for retrieval. Search readiness is tracked separately from classification. Dealmate can use indexed sources without waiting for every file in the deal to receive a category. This also means a response produced during an upload may cover only the sources that were ready at that time.

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Classify against your request list

The classifier uses the deal’s taxonomy to propose a category and subcategory, with confidence and supporting evidence. Depending on the processing path, it works from extracted text or rendered PDF pages. Recovery attempts are bounded when a model response cannot be used. Confidence helps prioritize review. It is not a guarantee that a classification is correct, and a category assignment does not establish that the document fully satisfies an information request. See classification.

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Update coverage and review

Coverage matching links evidence to individual request items. The deal’s configuration determines whether confirmed matches can be linked automatically, whether every suggestion needs review, or whether matching is disabled. The Coverage Map keeps receipt, review progress, and risk assessment visible. Your team can review suggestions, manage links, and decide when an item is cleared. See coverage.

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Use the results

Use Sources to inspect files, Dealmate to investigate questions, and Deliverables to develop investment materials. Verify consequential claims against the cited material and revisit analysis after important new sources arrive. See uploading documents for supported formats and security for data handling and access controls.