> ## Documentation Index
> Fetch the complete documentation index at: https://developers.argosidentity.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Profiles and items

> Create a profile from the workflow detail screen, manage folders and items on the Data Objects tab, and run the analysis.

**Where:** sidebar **Workflow List** → select a workflow → profile table → **View**

A profile is the container for one verification subject — a single vendor, for example. You put documents (items) inside the profile and select **Analyze Profile** to run the workflow's playbook.

## Creating a profile

Select **+ Create Profile** at the top right of the workflow detail screen.

<Frame caption="Create Profile — enter a name and description, and metadata if you need it.">
  <img src="https://mintcdn.com/argosidentity/OPYUfjaSdQpOBnpM/images/omni/en/profile-create-modal.png?fit=max&auto=format&n=OPYUfjaSdQpOBnpM&q=85&s=1935a1323169471b14c85f61299c665c" alt="Create Profile dialog" width="3756" height="1972" data-path="images/omni/en/profile-create-modal.png" />
</Frame>

| Input        | Required | Description                                                                                                                                   |
| ------------ | -------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| Profile name | ✓        | Shown in the list and as the detail screen title                                                                                              |
| Description  |          | Free text                                                                                                                                     |
| Metadata     |          | Key-value pairs. Put an identifier from your own system here (`vendor_id`, say) and it comes back unchanged as `metadata` in the API response |

The new profile appears in the table on the workflow detail screen.

| Column                                         | Description                                                    |
| ---------------------------------------------- | -------------------------------------------------------------- |
| Profile ID                                     | `pf_` prefix. Use it in API calls                              |
| Profile name · Items · Last analysis · Created | Last analysis shows `-` when there is no run history           |
| Actions                                        | **View** · **Edit** (name, description, metadata) · **Delete** |

Deleting a profile requires typing an administrator email to confirm, and it removes the folders, items, and analysis results with it.

## The Data Objects tab

Profile detail has two tabs, **Analysis Results** and **Data Objects**. Documents are managed on Data Objects.

| Element                   | Description                                                                                                                 |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| Folder count · item count | Totals for the whole profile                                                                                                |
| Add folder                | Creates a folder from a name alone. Items added without a folder go into the **No folder** group (the API's default folder) |
| Add item                  | See below                                                                                                                   |
| Analyze Profile           | Available once every item is `ACTIVE`                                                                                       |

The menu next to a folder name offers **Edit folder** and **Delete folder**. Deleting a folder deletes the items inside it and requires an administrator email to confirm.

## Adding an item

<Frame caption="Add Item — paste text content directly or upload a file. One of the two is required.">
  <img src="https://mintcdn.com/argosidentity/OPYUfjaSdQpOBnpM/images/omni/en/item-add-modal.png?fit=max&auto=format&n=OPYUfjaSdQpOBnpM&q=85&s=2298ec04c7d4cd080fedbf77c42d584d" alt="Add Item dialog" width="3756" height="1972" data-path="images/omni/en/item-add-modal.png" />
</Frame>

| Input        | Description                                                                                                                                      |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Folder       | Selectable when folders exist                                                                                                                    |
| Item name    | Required                                                                                                                                         |
| Text Content | Paste text directly — contract text, text that has already been through OCR, and so on                                                           |
| File Content | Drag and drop, or click. Supported: PDF · DOCX · XLSX · PPTX · images (JPG, PNG, GIF, BMP, WEBP, TIFF) · TXT · MD · HTML · EML · CSV, up to 10MB |
| Metadata     | Key-value pairs (optional)                                                                                                                       |

A new item starts as `PENDING` and becomes `ACTIVE` once text extraction finishes. Text items take a few seconds; images and PDFs take as long as OCR needs. Refresh if the list does not update on its own.

| Status    | Meaning                                       |
| --------- | --------------------------------------------- |
| `PENDING` | Text extraction in progress                   |
| `ACTIVE`  | Ready to be used in an analysis               |
| `FAILED`  | Extraction failed. Delete it and add it again |

The **⋯** menu on an item card:

| Menu         | What it does                                                                                                           |
| ------------ | ---------------------------------------------------------------------------------------------------------------------- |
| View details | Shows basic info (name, ID, status, type), file info (content type, folder), metadata, and the extracted content (RAG) |
| Edit item    | Name and metadata only. Content cannot be changed — delete the item and add it again                                   |
| Delete item  | Deletes after an administrator email confirmation                                                                      |

<Tip>
  If you uploaded an image or a PDF, check the OCR output in the content area of **View details**. The text you see there is everything the agent reads. When a key value is missing, replacing the document with a cleaner copy works better than rewriting the policy.
</Tip>

## Running the analysis

Selecting **Analyze Profile** queues the analysis and switches the screen to the **Analysis Results** tab. While it runs, the status badge reads `Processing` and the score card is empty.

The run is blocked, with a message on screen, in these cases:

| Situation                                      | Why                                                             |
| ---------------------------------------------- | --------------------------------------------------------------- |
| An item is not `ACTIVE`                        | Every item must be `ACTIVE` before a profile analysis can start |
| An analysis is already running on this profile | One analysis at a time per profile                              |
| Over the trial daily limit (10)                | A trial project allows 10 analyses per day                      |

The results screen is covered in [analysis results](/en/omni/dashboard/analysis-results).

## Limits

| Item                          | Value    |
| ----------------------------- | -------- |
| Items per folder              | No limit |
| Total upload size per profile | 100MB    |
| Size of a single file         | 10MB     |
| Folders per profile           | No limit |

## Related API

* [`POST /workflows/:workflowId/profiles`](/en/omni/api-reference/post-profile) · [`POST /folders/:folderId/items/upload`](/en/omni/api-reference/post-item) · [`POST /analyses/:profileId/analyze`](/en/omni/api-reference/post-analysis)
* Polling item status: [`GET /profiles/:profileId/items/status`](/en/omni/api-reference/get-profiles#item-status)
