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Records turn document evidence into structured business data. Use Records when a fact from documents should become a durable business object rather than remain only as a tag, report, or Workbench answer. TextMine Records screen showing structured business data generated from document evidence

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When to use Records

Use Records for durable entities such as:
  • Companies and counterparties.
  • Agreements and amendments.
  • Vendors and suppliers.
  • Customers and accounts.
  • People, signatories, and contacts.
  • Properties, assets, facilities, or systems.
  • Obligations, controls, risks, and issues.
  • Custom business objects defined by the team.
Use Vault tags when the fact is mainly document metadata. Use Records when the fact should be reviewed, related to other objects, queried later, enriched, or maintained over time.

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Core concepts

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How Records relate to Vault

Vault is usually the evidence source. Records use Vault documents, extracted tags, entities, tables, and validated fields to suggest or update structured data. A common flow is:
  1. Upload or import documents into Vault.
  2. Process the documents and extract default/custom tags.
  3. Extract entities and relationships where useful.
  4. Generate record candidates from the evidence.
  5. Review and accept candidates.
  6. Use Records for graph queries, reporting, workflow routing, and downstream exports.

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Common record workflows

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Agent guidance

Agents should not update Records directly from unvalidated guesses. A good agent flow is to discover schemas, inspect existing records, identify candidate changes, cite source evidence, and ask for approval before accepting or creating durable records. For API-backed work, use API and developer docs and the Public API V3 reference.
Last modified on June 22, 2026