IngestCore manual

IngestCore is document plumbing: a file goes in, structured data comes out. The diagram below is the full path — each box matches a screen or routine described in this manual.

Download XCODEF-IngestCore-1.0.0-Setup.exe from the product page or the Microsoft Store and run it. The installation:

• Does not ask for administrator — it installs in your user profile;
• Ships everything inside: local API, reading worker, OCR (Portuguese and English) and the local AI manager;
• Creates shortcuts in the Start Menu and on the Desktop;
• Keeps your data outside the program folder, in %LOCALAPPDATA%\XCODEF\IngestCore — updating or reinstalling never takes your documents with it.

Requirements: Windows 10/11 64-bit, 8 GB of RAM (16 GB recommended for local AI), 1 GB of disk for the product plus room for your documents. A graphics card is optional — with one, local AI runs faster and the product itself recommends better models.

On first launch, a nine-step wizard sets up the essentials in about two minutes: input folder, OCR language, local AI (optional) and a summary of the security that stays on. “Not now” is a valid answer at every step — everything can be configured later, and the wizard does not come back on its own.

1. Welcome and preparation — where the data lives;
2. Component check — database, OCR and data area verified on the spot;
3. Input folder — pick a folder of yours (e.g. Documents\IngestCore\Inbox). The wizard refuses the product's internal folders;
4. OCR — main language of your documents;
5. Local AI — “Analyse this computer” measures processor, memory and graphics card and recommends the right model, with the download size visible before any click;
6. Cloud (optional) — off by default; it takes three decisions of yours to exist;
7. Security — summary of what is active;
8. Finish — the product is already working.

The screen that answers what the operation's owner asks: how many documents arrived, how many went through with no human touch, the average confidence, where time is being spent and what needs attention today.

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The indicators can be cut by today, 7 days, 30 days or the whole period. Clicking a document type filters the entire cockpit by it — that is how you find out the delay is only in one supplier's invoices.

The watched folder is the heart of the operation: every file dropped there is imported automatically (XML, PDF, JPG, PNG). Once read, the original is moved to the read\<TYPE> subfolder — organised by document type — and whatever fails goes to _error with the reason in a file next to it.

You can also import manually with the Import button and reprocess any document without it counting again against the licence.

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The Operations screen is the workbench: processing queue, documents waiting for review and the full detail of each one — extracted data, text read, results per stage and audit trail.

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Documents below the type's confidence rule go to review: you see the document and the fields side by side, correct what needs correcting and approve. The rule is configurable per document type — a supplier invoice may demand 95%, an internal receipt may accept 80%.

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The document tabs show each stage separately, which makes it easy to find where something went wrong: if the OCR text is fine but the field came out empty, the problem is extraction, not reading.

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Each type (invoice, service invoice, bank slip, receipt, contract…) has its own pipeline: classification keywords, extraction prompt, validation schema, review rule and confidentiality level. The 19 factory types cover day-to-day tax documents — and new types are data, not code: your installation can gain a type specific to your operation without updating the product (XCODEF service, R$ 150/h).

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The Local AI tab in the AI Center is the smart manager: it measures your computer (processor, memory, graphics card, disk) and recommends the best setup — you do not need to know what VRAM or quantisation means.

• Assisted engine installation (Ollama): official source, integrity checked by SHA-256, real progress and cancellation;
• Approved catalogue: only models tested by XCODEF, with the size visible before the download;
• One-click test: the model is approved on YOUR machine before going into production;
• It also works without AI: the embedded OCR keeps reading everything; AI improves extraction, it is not a prerequisite.

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The remaining tabs cover the full intelligence cycle: test extraction on an isolated bench, teach the AI from real corrections, choose providers and models, and track cost when the cloud is used.

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Every document goes through a deterministic analysis (no AI — there is nothing to “convince”) that looks for content trying to manipulate the reading: hidden instructions, invisible text, divergence between what the PDF shows and what it contains. High risk means automatic quarantine.

• A quarantined document does not export, does not integrate and does not go to the cloud — but stays readable so you can judge it;
• Releasing it requires a justification and is audited;
• Confidentiality matrix: each document type has a level (Public / Internal / Confidential / Restricted) and the consequence is visible — Restricted never leaves the machine, even with the cloud configured;
• Every block becomes an auditable event.

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The trial includes 1,000 documents or 120 days, whichever comes first — with no sign-up. From 80% usage on, a notice shows the consumption bar, the machine code (XCM-…) and the way to buy.

1. Copy the machine code on the Licence tab (one click);
2. Place the order at xcodef.com/ingestcore/pedido informing that code;
3. Pay by Pix, bank slip or card;
4. The key arrives by e-mail — paste it on the Licence tab and click Activate. Activation is offline: nothing from your machine is sent.

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When the trial ends, ingestion of new documents pauses — everything already processed stays accessible, searchable and exportable. Your data is never held hostage. Changed computers? XCODEF reissues the key for the new code.

The result of each document is a canonical JSON — fields, line items, totals and confidence level in a stable format. Export produces JSON and CSV ready to import; layouts specific to your ERP are built to order and become part of your installation.

Quarantined documents are held back with a warning — the export states how many were left out and why, so reconciliation never closes wrong in silence.

Everything configurable lives here, grouped by subject and with built-in diagnostics: component status, automation, reading, AI and OCR, operation, folders, backup, security, system and licence. Profiles let you export and import the whole configuration — useful to standardise several machines.

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• The application opens but says “local service did not start”
  Check %LOCALAPPDATA%\XCODEF\IngestCore\logs\desktop.log — the cause is on the last [ERROR] line. Close it from the tray icon (Exit) and open it again.
• I dropped a file in the folder and nothing happened
  Confirm in Settings Center → Automation that the watcher is on and pointing at the right folder. Failed files go to the _error subfolder with the reason next to them.
• A document went to quarantine
  That is the security analysis doing its job. Open the document → Security tab → look at the findings; if it is a false positive, release it with a justification.
• The licence key does not activate
  Check that you copied the whole key (it starts with XCODEF.) and that it was issued for this machine — the Licence tab shows the local code. Different? Reply to the key e-mail asking for a reissue.
• Local AI became slow
  AI Center → Local AI → Test. If the test suggests a lighter model, accept it — it was chosen for your actual machine.
• I need to move the product to another computer
  Install it on the new one, copy the %LOCALAPPDATA%\XCODEF\IngestCore folder (data) and ask for the key to be reissued with the new machine code.

Still stuck? contato@xcodef.com — attach the diagnostic package (Settings Center → Status → Export diagnostics).