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Data Management & Oversight

Source Data Extraction Agent

H1ST-AI-DEN-002 · Task 2.1

Your data managers deserve better than transcription

Every hour your team spends retyping source values is an hour not spent on the judgment only they can bring. The Source Data Extraction Agent ingests source documents — visit notes, lab reports, ECGs, and worksheets — runs OCR and named-entity recognition to lift out the values that belong in the CRF, and strips PHI before anything leaves the source layer. Manual transcription becomes a reviewable, structured extraction, with every value linked back to its source.

The grind you know

Your data managers deserve better than transcription

Your source data arrives as scanned PDFs, faxes, and free-text notes, and someone on your team keys it into the EDC field by field while someone else double-checks every entry. It's slow, it's easy to fat-finger, and later — during monitoring — every one of those values has to be traced back to the exact line it came from. It's transcription work that never really ends.

Part of the Clinical Data Capture family

Source-document extraction & query automation.

Every hour your team spends retyping source values is an hour not spent on the judgment only they can bring. The Source Data Extraction Agent ingests source documents — visit notes, lab reports, ECGs, and worksheets — runs OCR and named-entity recognition to lift out the values that belong in the CRF, and strips PHI before anything leaves the source layer. Manual transcription becomes a reviewable, structured extraction, with every value linked back to its source.

  • CDASH
  • SDTM
  • HIPAA
Explore the Clinical Data Capture family

How it works

  1. 1

    Upload source documents

    Drop in scanned or native visit notes, lab reports, and worksheets — OCR handles image-based files automatically.

  2. 2

    Extract and de-identify

    Clinical NLP lifts out the data points, maps them to CDASH fields, and removes PHI before the values are shown.

  3. 3

    Review and post

    Data managers confirm flagged low-confidence values, then push the cleaned, structured data into the EDC.

Capabilities

What it takes off your plate

OCR + clinical NLP extraction

Reads scanned and native source documents through Paddle OCR, then applies clinical named-entity recognition to identify labs, vitals, medications, and dates as discrete data points.

CDASH-aligned mapping

Maps extracted entities to CDASH variables and expected CRF fields, so values land in the right form with the right units rather than as loose text.

Safe Harbor de-identification

Detects and removes all 18 HIPAA Safe Harbor identifiers at the point of extraction, keeping PHI out of downstream review and audit views.

Source traceability

Every extracted value carries a link back to the page, region, and confidence score of its source, so monitors can verify against the original document in one click.

What you get

  • Structured, CDASH-mapped dataset of extracted source values
  • De-identified source document set (Safe Harbor)
  • Field-level extraction log with confidence scores and source coordinates
  • Exception report flagging low-confidence or unmapped values for review

In practice

What this looks like on a real study

Where the agent shows up in the day-to-day of a live trial — the moments the grind usually lives in.

Site sends 40 scanned source pages

A site uploads a batch of scanned visit notes, lab reports, and worksheets that would otherwise be keyed in by hand. OCR and clinical NLP lift the labs, vitals, medications, and dates out as discrete values, mapped to CDASH fields, so your team confirms rather than transcribes.

PHI you can't let into review

The source documents are full of patient names and MRNs that must never reach a downstream reviewer or audit view. All 18 HIPAA Safe Harbor identifiers are removed at the point of extraction, so PHI stays out of the layer where your team is working.

A monitor asks where a value came from

During monitoring, every posted value has to be traced back to the exact line it came from. Each extracted value carries a link to its source page, region, and confidence score, so verification against the original document is one click instead of a document hunt.

Proof

The impact on your study

92%
Source fields auto-extracted
100%
PHI identifiers removed
3x
Faster than manual transcription

Figures shown are pre-launch targets based on internal benchmarks, not guaranteed outcomes.

Works with your stack

  • Paddle OCR

    OCR

  • Gemini / Anthropic LLM

    LLM

Who it's for

Built for the teams who run trials

More from Data Management & Oversight

Peace of mind

Built to the standards inspectors expect

Every output is generated inside a validated, audit-ready platform, kept under human-in-the-loop control, and mapped to the regulatory and CDISC standards this agent supports.

  • CDASH
  • SDTM
  • HIPAA

Frequently asked questions

See the Source Data Extraction Agent on your study

Walk through it on your own workflow with a clinical-trials expert — no pressure, no obligation, and honest answers, including on the limits.