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Documentation Index

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Document-heavy workflows connected into one Kodexa platform flow

Welcome to Kodexa

Kodexa is a platform for running document-heavy business processes where automated work, human review, business knowledge, integrations, and audit history need to stay aligned. It gives teams a shared model for turning unstructured documents into governed workflows that can be configured, reviewed, versioned, and reused.

Documentation Structure

This developer portal is organized into the following sections, each designed to help you at different stages of your journey with Kodexa:

Welcome

Start here for an overview of the platform and recent changes

Concepts

Understand the Activity and Task mental model for document-heavy business workflows

CLI Tools

Command-line tools for local development, GitOps workflows, and infrastructure management

SDK

Python and TypeScript SDKs for working with Kodexa Documents programmatically

Guides

In-depth guides for Activity Plans, data definitions, event scripting, service bridges, and review forms

API Reference

Complete REST API documentation for programmatic access to all platform features

Where to Start

New to Kodexa?

1

Learn the Document Model

Read What is a Kodexa Document? to understand the KDDB format, content nodes, tags, and how data extraction works. Then explore the Document Structure Deep Dive for a detailed walkthrough.
2

Model the Data

Learn Data Definitions to describe the business objects, fields, types, and relationships you want Kodexa to extract and validate.
3

Understand Activities and Tasks

Use Concepts to learn how Activities model automated business process runs and Tasks model the human review work inside those processes.
4

Design the Review Experience

Learn Data Forms to see how extracted data is presented for review, correction, validation, and task completion.
5

Build Your First Project

Start with Projects and Project templates to bind documents, data definitions, Activity Plans, review forms, and permissions into a working business workflow.

Building Production Applications?

GitOps Deployment

Automate deployments with GitHub Actions, multi-environment promotion, and PR validation

KDX CLI

Manage resources, sync metadata, and control your Kodexa infrastructure from the command line

API Integration

Integrate Kodexa into your applications with our comprehensive REST API

Data Forms

Build custom UIs for document review, validation, and data extraction

Working with Specific Features?

  • Knowledge Systems - Building intelligent rule systems
  • Formulas - Dynamic calculations and transformations
  • Activity Plans - Automated process runs with scripts, bridge calls, LLM steps, and human review handoffs

Platform Capabilities

Kodexa’s capabilities are organized around the way real work happens: an Activity runs the business process, Tasks bring people into that process, and shared platform resources keep the documents, data, knowledge, integrations, and deployments consistent across projects.

Activity Orchestration

Model business processes as reusable Activity Plans with steps for extraction, scripts, Service Bridges, LLM calls, approvals, and Task handoffs.

Human Review Tasks

Create review, approval, exception, and correction work when an Activity needs human judgment or accountability.

Data Definitions

Define business objects, attributes, types, relationships, selection options, formulas, validation rules, and event-based scripts.

Data Forms

Build Task review experiences that bind extracted data, document context, exceptions, validation messages, and completion actions.

Kodexa Document Model

Work with KDDB documents, content nodes, tags, labels, exceptions, data objects, metadata, and provenance.

Knowledge & Intelligence

Capture reusable knowledge, feature types, rules, examples, prompts, and AI context that shape extraction and decisions.

Integrations & Service Bridges

Connect Activities and scripts to external systems for lookups, enrichment, validation, notifications, and posting results.

CLI, SDK & API

Manage resources with the KDX CLI, version-controlled metadata, SDKs, REST APIs, GitOps deployment, and environment promotion.
Capability layerWhat it owns
ActivityThe automated business process run
TaskThe human work created inside the process
Data DefinitionThe business data model, validation behavior, and event hooks
Data FormThe reviewer experience for task completion
ProjectThe bound set of documents, definitions, activities, forms, users, and permissions

Need Help?

Contact Us

Get in touch with our team for personalized assistance

What’s New?

Check the Change Log to see the latest platform updates, new features, and improvements.