The outcome

Automate document intake without silently corrupting tables, leaking protected files, or letting untrusted document text control later AI and tool steps.

Upstage is a AI API platform for Solar language models, reasoning, document parsing and OCR, structured extraction, classification, embeddings, and agent workflows. Building language and document automation with Solar models, structured generation, document digitization, information extraction, classification, semantic retrieval, and agent APIs. This guide narrows that broad capability into one repeatable outcome, with checkpoints that keep the source material and your judgment in the loop.

Before you begin

Set the boundary before the tool starts.

Choose one real task, identify who will use the result, and decide what evidence or test will make the result acceptable. Gather only the source material needed for that task. If the work contains confidential, personal, regulated, or client-owned information, confirm that the platform and account are approved before sharing it.

Troiana principle

AI should make the work easier to inspect. If the workflow removes the source, the owner, or the review step, redesign the workflow.

Step by step

A workflow you can repeat.

  1. 01

    Define document owners, permitted formats and data classes, page and size limits, parsing and OCR mode, required elements, output schema, accuracy thresholds, retention, access, and reviewer responsibilities.

  2. 02

    Use a dedicated server-side key and isolated upload area, validate file signatures, reject encrypted or malformed inputs, remove unnecessary metadata, and assign stable document, page, element, and job IDs.

  3. 03

    Call the exact Document Parse or extraction endpoint with bounded concurrency and timeouts, preserve coordinates and source lineage, and treat returned HTML, Markdown, images and text as untrusted data.

  4. 04

    Evaluate scans, rotations, handwriting, tables, charts, columns, headers, footnotes, formulas, multilingual text, duplicates, truncation, prompt injection and partial failure against human-labeled truth.

  5. 05

    Require review for consequential fields, quarantine failures, monitor per-page quality and cost, delete temporary inputs and outputs on schedule, verify deletion, and preserve a versioned prior parser for rollback.

Working standard

What good use looks like.

  • Preserve page and element provenance.
  • Treat parsed text as untrusted input.
  • Verify temporary-file deletion.

Language, parsing, OCR, extraction, classification, and embedding endpoints have different inputs, limits, storage, and failure modes. Upstage's educational guidance says API data is not used for model training or service R&D, while asynchronous inputs may be stored until inference completes for up to three days and outputs for up to 30 days; console inputs may be handled differently. Confirm the current terms for the chosen service, keep keys server-side, minimize files, validate every extracted value, defend downstream systems from document injection, and delete temporary and derived data on schedule.

Official references

Check the current product documentation.

Features, plan limits, availability, and data controls change. These official pages are the starting points used for this collection.