Does reading a recipe change the manufacturing instructions?

No. Document Intelligence extracts and organizes the instructions in the supplied record. Engineers can use that information to review process performance, while changes to the recipe remain subject to your established review and approval process.

How are planned and recorded process values brought together?

The master batch record provides the planned value, and the executed batch record provides the recorded value. In the Context Layer, both can be connected to the relevant process step with their sources retained. Experts can then assess the difference and its significance.

How is the applicable recipe revision established?

Document Intelligence reads the revision and effective date recorded in the document. Those details can be checked against the batch date and available document history. Your team confirms the applicable revision when the records are incomplete or inconsistent.

Can the recipe be used alongside equipment and batch data?

Yes. Document Intelligence provides the instructions and process details extracted from documents. Connectors bring relevant system data into the Context Layer, where Agentic Solutions can use them together to investigate performance or prepare a transfer.

Master batch record P-14 · Rev 3 · section 6In your schema

DocumentMaster batch record · P-14p. 1 · header
RevisionRev 3 · effective 2026-01-15p. 1 · header
ProcessFed-batch culture through harvestp. 1 · title line
Feed 1, plannedDay 3 · 09:00p. 1 · row 6.1
Feed 3, plannedDay 5 · 09:00 · BR-0412 recorded 11:40p. 1 · row 6.3
Feed materialCell-culture feed · lot on the feeding recordp. 1 · materials
EquipmentProduction bioreactor · 2000 Lp. 1 · equipment
ProceduresCell culture · harvest · in forcep. 1 · procedures

8 of 16 fields · section 6 · source-linked

Recipes and process records

Process instructions, connected to what happened.

Investigating process performance starts with knowing what was intended and what was recorded. Document Intelligence structures recipes and process records so your engineers can examine the instructions, materials, and equipment alongside the batches that ran under them.

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Inside recipes and process records

What the record holds, and where it matters.

The details your team needs are spread across fields, tables, notes, and signatures. Katalyze makes them easier to use while keeping them connected to the record.

Explore Document Intelligence

01
The process and its revision
The product, document revision, and effective date identify the process instructions available for comparison with a batch.
Needed for Process review · Tech Transfer
02
The feeding schedule
The schedule records the intended feed sequence and timing, providing the reference for reviewing actual additions in the batch record.
Needed for Yield Optimization · Deviation Investigation
03
Specified materials
The material section names the feed required by the process, while the executed feeding record identifies the lot used.
Needed for Raw Material Characterization · Tech Transfer
04
Equipment and supporting procedures
The equipment description and procedure references place the instructions in the operating context of the site.
Needed for Yield Optimization · Tech Transfer
05
Revision history and approvals
Recorded changes, effective dates, and approvals provide the history needed to check which instructions applied when the batch ran.
Needed for Process review · Tech Transfer

Structured data

Organized around the way your operation works.

Katalyze maps extracted information to your terminology and field definitions, retaining links to the original page, table, field, or note.

Explore the Context Layer

Entity

Master batch record

P-14 · Rev 3

Documenttextheader
Productreferenceheader
Revisionidentifierheader
Effectivedateheader
Sitetextheader
Proceduresreferenceprocedures

Table

Feeding schedule

rows 6.1 to 6.6

Stepidentifiercolumn 1
Feedtextcolumn 2
Daytextcolumn 3
Planned timetimecolumn 4
Feed materialreferencecolumn 5

Entity

Material

cell-culture feed

Nametextmaterials
Lotreferencerecorded on the feeding record
Mediumtextmaterials

Entity

Equipment

production bioreactor

Nametextequipment
Working volumequantity · Lequipment
Sitetextheader

Entity

Procedure

cell culture · harvest

Titletextprocedures
Statustextprocedures · in force
Kept intextSharePoint

Table

Revision history

Rev 3

Revisionidentifiercolumn 1
Effectivedatecolumn 2
Changetextcolumn 3
Approvalsignaturecolumn 4

Checks and review

A clear path from a flagged value to its source.

Defined checks flag information for review. Your experts inspect the source, confirm or correct the extracted information, and leave a record of the decision.

Review and traceability

The P-14 master batch record, Rev 3, a controlled document: the feeding schedule as a table, the materials, the equipment and the procedures it names, the revision history

Rev 3 · effective 2026-01-15Current revision · in force when BR-0412 startedChecked

Feed 1 · Day 3 · 09:00BR-0412 recorded 09:10 · no deviationChecked

Feed 3 · Day 5 · 09:00BR-0412 recorded 11:40 · DV-0088 openFlagged

Feed material · cell-culture feedLot on the feeding record · 2231-BChecked

Production bioreactor · 2000 LOn the batch record's headerChecked

Cell culture · harvestIn force · SharePointChecked

ReviewFeed 3 · planned Day 5 09:00 · recorded 11:40 on BR-0412

Confirm the read · later than planned, DV-0088 open
Correct the read

KS · 2026-03-18 · Checked against the feeding record and DV-0088, still open · Confirmed

After review

Document data, connected to the wider operation.

Reviewed data can go to a configured destination or join system data through Connectors in the Context Layer, linking records to the materials, batches, and processes they describe.

Explore Connectors

Read from the record
Rev 3 · effective 2026-01-15
Feed 3 · planned day 5 · 09:00
Feeds 1 to 6 · 09:00 · days 3 to 8
BR-0412 · feed 3 against the plan · 2 h 40 min later
Feed material · cell-culture feed
Production bioreactor · 2000 L
Procedures · cell culture · harvest · in force

In the Context LayerWhat is known · what the record adds

Product P-14recipemaster batch record · Rev 3 · Veeva Vaultbatches12 · BR-0410 to BR-0421deviations1 open · DV-0088

Master batch record P-14 Rev 3effective feed 3, planned feeds feed material

Batch BR-0412feed 3, recorded11:40 · feeding recordagainst planned feed lot2231-Bharvest titerLower · Snowflake

Batch BR-0415feedsas planned · feeding recordfeed lot2231-Bharvest titerComparable · Snowflake

Batch BR-0421feed 3later than planned · feeding recordharvest titerLower · Snowflake

Site Aequipment procedures

7 things read · every value with its page · source links retained

Put to work

Evidence for the work that follows.

Agentic Solutions use the Context Layer to investigate operational questions and draft supporting documents and action plans for your experts to review.

Explore all solutions

01
Yield Optimization
Connect recipes, process records, material data, and system data to investigate yield performance.
- Feed 3 · planned 09:00 · recorded 11:40 on BR-0412
- Feeding schedule · feeds 1 to 6 · against BR-0410 to BR-0421
- Feed material · lots 2231-A · 2231-B
→
02
Tech Transfer
Assemble process knowledge and supporting evidence to prepare transfer documentation and action plans.
- Feed strategy · defined in the master batch record
- Bioreactor operation · production bioreactor · 2000 L
- Procedures · cell culture · harvest · in force
→

Questions

Questions about recipes and process records.

How these records are read, checked, and put to use.

Less time preparing data. More time using it.

Bring the job you want to move forward and the records you'd like connected. Thirty minutes on how Katalyze would do the work, and where your experts come in.

Or, just a quick chat to run through the product, your call.

Explore Document Intelligence

Process instructions, connected to what happened.

What the record holds, and where it matters.

The process and its revision

The feeding schedule

Specified materials

Equipment and supporting procedures

Revision history and approvals

Organized around the way your operation works.

Master batch record

Feeding schedule

Material

Equipment

Procedure

Revision history

A clear path from a flagged value to its source.

Document data, connected to the wider operation.

Evidence for the work that follows.

Yield Optimization

Tech Transfer

Questions about recipes and process records.

01Does reading a recipe change the manufacturing instructions?

02How are planned and recorded process values brought together?

03How is the applicable recipe revision established?

04Can the recipe be used alongside equipment and batch data?

Less time preparing data. More time using it.