Document validation
«Document Validation» is the review queue for contractor documents that the AI has analysed: detected type, extracted data and the result of the validation rules. A person confirms or rejects each analysis.
1. What is on the screen
At the top, «Reanalyze failed» and the filters «Pending», «All», «Approved», «Rejected» and «Errors». The figures are «Pending Review», «Total analyzed», «Auto-approved» and «With Errors».
When there are analyses, the table shows the document, the detected type, the company, the quality of the analysis, the status (Pending, Confirmed, Overridden, Auto-approved or Error) and the result of the validations.
2. Why the queue is empty
Today the application does not start the AI analysis when a document is uploaded, neither from «Documents» nor from the contractor portal. That is why the queue shows “No documents to display” and every figure at 0.
In the meantime, documentation is reviewed in «Documents», with “Approve” and “Reject” on each row.
3. Reviewing an analysis
Opening a document from the queue shows “Analysis Details” with three blocks: “Document Information” (name, detected type, confidence and quality), “Extracted Data” (company, valid from, valid until) and “Validation Results” with its warnings.
Compare the extracted data with the document. Optionally write a note under “Review” and click “Confirm Approval” or “Reject”. With low confidence or quality, do not confirm without opening the document.
4. Errors and permissions
«Reanalyze failed» runs the analyses that ended in error through the AI again, usually a scanned PDF without text, a damaged file or AI not configured in the installation.
Confirming, rejecting and reanalysing require edit permission. CAE Coordination is, by default, visible only to administrators.