Core concepts

These are the words the rest of the documentation uses. Each one links to where it is explained in full.

Your company in Cogneris

Concept	What it means
Tenant	Your company's own space in Cogneris. Users, forms, workflows, templates, documents and settings belong to one tenant and are never visible to another.
Region	Where your tenant lives: Europe (where new tenants are created) or the United States. The region decides which addresses you use, for example api-eu.cogneris.ai or api-us.cogneris.ai for the API.
Member	A person of your company with an account in your tenant. Members are invited by an administrator — see Team.
Profile	What a member is allowed to see and do, such as administrator or technical team. See Profiles.

Collecting documents

Concept	What it means
Form	What your customer fills in, designed by your company in the Portal: questions, and the documents to send. See Prepare a form.
Document request	One document a form asks for — an identity card, a proof of address, a selfie. A request can repeat once per value of a form field, for example once per person listed.
Access link	The personal, secure link a customer receives to open a form. It has a deadline, can be limited in the number of accesses, and can be revoked. The screens also call it a magic link. See Send an access link.
Requester	The person outside your company who received the access link and sends the documents.

Processing a case

Concept	What it means
Process	One case: everything a requester sent through one access link, filed together in the Document Center with its own folder.
Document	One file of a process, with its versions, the data extracted from it and its history.
Workflow	The steps a process goes through, designed by your company as a graph and published as numbered versions. See Workflow.
Phase	One step of a workflow: classify, extract, cross-check, face match, call your system, decide, review, generate a document, sign, deliver. Each phase is described in Workflow phases.
Run	One pass of a process through a workflow. The Runs page lists them.
Review	A person approving or rejecting each document when a workflow stops for it. Documents wait in a review queue. See Review a document.
Correction round	When a reviewer rejects a document of a process that came through the Portal, the requester gets a new link and resends only what was rejected. See Return a document for correction.

Document AI and generated documents

Concept	What it means
Extraction template	In Vision, the definition of a document type and the fields to read from it — names, dates, amounts, tables. Also used to recognise the type of a document. See Vision.
Confidence	How sure the AI is of a value it read, from 0 to 100 %. Low confidence is one of the reasons a document goes to review.
Document template	In Template, a Word file with placeholders that becomes a finished document — a declaration, a contract — filled with the data of a case. Not the same as an extraction template. See Template.

Signing

Concept	What it means
Envelope	One or more documents sent for signature, with the people who must sign them. See Send an envelope.
Signer	A person who signs an envelope. They confirm who they are with a code sent by e-mail before they can see and sign the documents.

Connecting your systems

Concept	What it means
API key	The secret your systems use to call the Cogneris API. Shown once when created; keep it out of code and tickets.
Webhook	A call Cogneris makes to your system when something happens — a document was processed, a workflow finished — so you do not have to ask. Each call is signed so your system can check it came from Cogneris.
Connection	In Workflow, the address and credentials of one of your systems, used by the REST integration phase. Credentials live in the connection, never in the workflow.
MCP	A standard way for AI assistants to use Cogneris on your behalf, with tokens your administrator creates. See MCP.