After processing a document, IDP queues it for review if:
-
At least one field marked as visible shows a confidence score lower than the configured threshold.
-
At least one field marked as visible and required is missing or could not be extracted.
In this case, a user must review the document to verify the values for the conflicting fields. After you submit the review, the status of the extraction changes to SUCCEEDED. If you dismiss the review instead, the status changes to DISMISSED and the extraction isn’t approved.
Before You Begin
Before you can review a document, ensure that:
-
You are assigned as a reviewer in the corresponding document action.
Review and Correct Extracted Values
To review the results of a processed document:
-
In the navigation panel, click Review Tasks.
-
Click the name of the document to review.
-
In the Results panel, verify the values extracted from each field.
During this step, you can modify the values that require adjustment.
IDP highlights fields in yellow when the extracted values have a confidence score below the configured threshold.
-
After reviewing all values, click Submit This Page.
If there are more than one results page, click Submit and Next and continue the process until you review all pages.
Dismiss a Review Without Approving the Results
If you don’t want to approve the extracted results of a document, dismiss its review. When you dismiss a review, IDP changes the status of the execution to DISMISSED and doesn’t submit the extracted results. If you defined a callback URL for the execution, IDP calls it to notify that the review was dismissed.
|
You can’t undo this action. To process a dismissed document again, resubmit it as a new execution. Resubmitting the document creates a new execution and consumes additional credits. A dismissed execution remains billable and consumes Automation Credits. |
To dismiss a review:
-
In the navigation panel, click Review Tasks.
-
Click the name of the document whose review you want to dismiss.
-
Click Dismiss Review.
-
In the confirmation message, confirm that you want to dismiss the review.