Documents · Data room
The data room with documents read and the R&W placement playbook's answers
The data room (illustrative). Each document with its pages and the pieces read from it, and the R&W placement playbook's data-room questions answered from it — with the one gap.

Every citation in InsightDealDesk — on a rep, a finding, a copilot answer — points at a piece of a document that knows its page. Getting documents into that shape is the reader’s job.

Two readers, one contract

In production, documents uploaded to the data room go to object storage and are read by InsightXtract — OCR, layout and tables — which calls back with fields and citations. On a laptop, in tests and on the illustrative book, a built-in reader produces the same shape from the document’s text. Both return page-level pieces: an SPA section with its number and page, a schedule item with its schedule reference, a diligence finding with its severity and the reps it covers.

flowchart LR U["Upload to the data room"] --> OS["Object storage"] OS --> X{"Xtract
configured?"} X -->|yes| XT["InsightXtract: OCR,
layout, tables"] X -->|no| BI["Built-in reader"] XT --> PC["Pieces: kind, ref,
heading, page, text"] BI --> PC PC --> RP["Reps table"] PC --> FD["Findings"] PC --> SR["Search and copilot"]
Documents · Search
A data room search returning cited passages, on illustrative data
Searching the data room for “sales tax audit” (illustrative). Four passages, each cited to its document, section and page — the schedule, the rep it qualifies, the tax report and the quality of earnings.
sequenceDiagram participant B as Broker participant DD as InsightDealDesk participant S as Object store participant X as InsightXtract B->>DD: Upload SPA DD->>S: Store the file DD->>X: Read request X-->>DD: Callback: pieces with pages DD-->>B: 23 pages, 15 pieces read

Uploads never touch local disk

Without an object store configured, uploads are refused rather than written to the server’s disk. A data room is client-confidential; it lives where the brokerage keeps confidential files.

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