Last updated: 2026-04-25

Manual vs extracted records

Anchorlet has two paths to populate a compliance record. Both end up in the same table; the only difference is provenance and confidence.

Manual entry

  1. Open Compliance in the top nav (or the Compliance tab on a property page).
  2. Click Add manually.
  3. Pick the property + type, fill in cert number / dates / rating.
  4. Anchorlet auto-suggests the expiry date from the issued date using the type's default validity window (BER 10y, RTB 1y, Gas 1y, Electrical 4y) — overrideable.
  5. Save.

Records show a Manual pill on the dashboard.

Extracted from a PDF

  1. Upload the cert PDF via Documents → Bulk upload or the per-property Upload document button.
  2. The Haiku classifier tags it as ber_cert / rtb_registration / gas_safety_cert / electrical_safety_cert.
  3. An Opus 4.7 extractor runs on the file, returning a strict JSON shape: type, certificate number, issued date, expiry date, rating (BER only), property address, confidence.
  4. The extracted property address is matched to one of your properties via the same fuzzy matcher used for statements.
  5. If the match lands at high or medium confidence and the extractor returned an expiry date, Anchorlet inserts a compliance_records row automatically — soft-deleting any existing live record of the same (property, type).

Records show an ✨ Extracted pill on the dashboard, plus a confidence chip (high / medium / low).

When auto-extraction doesn't run

  • The classifier classified the file as something other than the four cert types (e.g. an inspection report or a generic invoice).
  • The extractor couldn't find the expiry date in the document.
  • The property address on the cert doesn't match any property in your workspace at high or medium confidence.

In any of those cases, the document still lands in your vault. Anchorlet attaches the extracted fields (whatever it could read) to the document's metadata, so you can finish the record manually and link it.

Editing an extracted record

Treat extracted records the same as manual ones — open the dashboard, click Replace on the card, and re-enter. Replacing soft-deletes the old record and inserts a new one. The original cert PDF stays in the vault and can be re-linked to the new record.

Cost

Each extraction is a single Opus 4.7 call (~$0.05–0.15 typically, depending on document length). Token usage is logged to your workspace's usage totals at Settings → Usage.