What can be extracted from an existing transfer package?

Document Intelligence can structure the process description, site comparison, material and equipment references, and recorded open items. The package's draft or approval status is retained as part of the information. Source links let the transfer team inspect the underlying documentation.

Does reading the package establish transfer readiness?

No. Document Intelligence structures the information already in the package, including unresolved items. Tech Transfer can then use connected evidence to draft documentation and action plans. Your sending and receiving teams assess the remaining work and determine readiness through their transfer process.

How are sending and receiving site details kept distinct?

The comparison retains which site each requirement, description, and status belongs to. A receiving-site item marked under review remains under review after extraction. Your transfer team can use that distinction to assess differences and decide what needs to be resolved.

Can a package be connected to material and equipment records?

Yes. References extracted from the package can be related to available material, lot, equipment, and procedure information in the Context Layer. Document Intelligence supplies document data, and Connectors supply relevant system data. Information missing from the receiving site remains a gap for follow-up.

Transfer package · P-14 · Site A to Site B · Draft 1In your schema

PackageP-14 · Site A to Site Bp. 1 · header
StateDraft 1 · for the receiving teamp. 1 · header
ProcessFed-batch culture through harvestp. 1 · process description
Feed strategyMaster batch record · Site B under reviewp. 1 · items · row 1
Feed materialLot history linked · Site B under reviewp. 1 · items · row 2
Bioreactor operationEquipment linked · differences under reviewp. 1 · items · row 3
Harvest samplingSampling context linked · comparison pendingp. 1 · items · row 4
Open items4 of 4 · every item openp. 1 · open items

8 of 15 fields · page 1 · source-linked

Transfer documentation

Process knowledge the receiving team can use.

A transfer package brings the sending site's process knowledge together with the questions still open at the receiving site. Document Intelligence structures that existing documentation, so your transfer team can review process requirements, site differences, and outstanding items with their sources in view.

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Inside transfer documentation

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 package and participating sites
The product, sending and receiving sites, and document status establish the scope and stage of the transfer package.
Needed for Transfer planning · document review
02
The process description
The description sets out the process at the sending site and the operations covered by the package.
Needed for Tech Transfer · process review
03
The comparison between sites
Each comparison item retains the sending site's definition, the receiving site's recorded position, and the status of the review.
Needed for Tech Transfer · site comparison
04
Materials and equipment
Material, lot, and equipment references identify what the sending site uses and what remains to be assessed at the receiving site.
Needed for Tech Transfer · material review
05
Open items and sign-off
Open items and sign-off fields show the decisions still pending and the review activity recorded for the package.
Needed for Transfer planning · follow-up review

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

Package

P-14 · Site A to Site B

Productreferenceheader
From sitereferenceheader
To sitereferenceheader
Statetextheader
Prepared byinitials · roleprepared for review

Entity

Site

Site A · Site B

Nametextheader
Equipmentreferencematerials and equipment
Procedurestextthe SOPs in force

Table

Items

the table

Itemtextcolumn 1
Sending sitetextcolumn 2
Receiving sitetextcolumn 3
Statustextcolumn 4

Entity

Material

cell-culture feed

Nametextmaterials and equipment
Lotsreferencematerials and equipment
Certificatesreferencematerials and equipment

Entity

Equipment

production bioreactor

Nametextmaterials and equipment
Working volumequantity · Lmaterials and equipment
Sitereferencematerials and equipment

Entity

Open item

4 open

Itemreferenceopen items
What is opentextopen items
Closuretextthe receiving team · as they come

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 technology transfer package's summary page, Site A to Site B, Draft 1: the process description, the four items side by side with every status open, the materials and equipment, the open items

P-14 · Site A to Site BSending site on record · SAP plantChecked

Feed strategy · master batch recordRev 3 · current revisionChecked

Harvest sampling · comparison pendingMethod and sampling · read as pendingChecked

Feed material · lots 2231-A, 2231-BCertificates 0088 and 0091 · on fileChecked

Open items · 4 of 4Nothing closed · for the receiving teamFlagged

Prepared · J. M. · for reviewDraft 1 · not an approvalChecked

ReviewOpen items · 4 of 4 · Site A to Site B

Confirm the read · all four open
Correct the read

J. M. · 2026-03-18 · Draft 1 read as a draft · every item 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
Draft 1 · for the receiving team
Feed strategy · master batch record · Site B under review
Feed material · lots 2231-A, 2231-B · Site B under review
Bioreactor operation · differences under review
Harvest sampling · comparison pending
Site B · equipment under review
Open items · 4 of 4

In the Context LayerWhat is known · what the record adds

Product P-14transferSite A to Site B · Draft 1recipemaster batch record · Rev 3procedurescell culture · harvest · in force

Transfer · P-14 · Site A to Site Bstate feed strategy feed material bioreactor operation harvest sampling open items

Site Aequipmentproduction bioreactor · 2000 L · SAPprocedurescell culture · harvest · in force

Site Bequipment receiving teamDraft 1 · for review

Master batch record P-14 Rev 3feed strategyfeeding schedule · feeds 1 to 6effective2026-01-15

Feed materiallots2231-A · 2231-Bcertificates0088 · 0091 · on file

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
Tech Transfer
Assemble process knowledge and supporting evidence to prepare transfer documentation and action plans.
- Items · Site A against Site B · 4 open
- Feed strategy · master batch record P-14 Rev 3
- Bioreactor operation · equipment differences under review
→

Questions

Questions about transfer documentation.

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 knowledge the receiving team can use.

What the record holds, and where it matters.

The package and participating sites

The process description

The comparison between sites

Materials and equipment

Open items and sign-off

Organized around the way your operation works.

Package

Site

Items

Material

Equipment

Open item

A clear path from a flagged value to its source.

Document data, connected to the wider operation.

Evidence for the work that follows.

Tech Transfer

Questions about transfer documentation.

01What can be extracted from an existing transfer package?

02Does reading the package establish transfer readiness?

03How are sending and receiving site details kept distinct?

04Can a package be connected to material and equipment records?

Less time preparing data. More time using it.