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Records turn document evidence into structured business data. Records screenshot Use Records when you need durable entities such as companies, agreements, people, vendors, properties, obligations, or custom business objects.

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Core concepts

  • A schema defines record types, fields, and relationships.
  • Candidate facts come from Vault documents and extracted tags.
  • Review queues help confirm suggested changes before they update records.
  • Evidence links keep records traceable back to source documents.
  • The graph view shows relationships between records.
  • Ask Records answers questions over structured records and supporting evidence.