Common Questions
General
What is Smartflow?
Smartflow helps banks process loan documents faster by extracting key data, showing source evidence, and supporting review and approval in one place.
Is my data safe?
Yes. Your data remains in your institution environment and is not exposed outside your approved deployment boundary.
Who can see my documents?
Only users with the right role and permissions in your Smartflow workspace can view document content.
Upload
What formats are supported?
Smartflow supports PDF, Word documents, and scanned images.
How long does processing take?
Most documents complete extraction in under 5 minutes. Larger or lower-quality files can take longer.
Can I upload multiple documents?
Yes. You can use batch upload and track each file in the queue.
What happens if my upload fails?
You will see an error status. Check file format, size, and connection, then retry.
Extraction
What does confidence score mean?
Confidence score indicates how certain the system is about an extracted value. Use it to prioritize review.
Can I edit extracted fields?
Yes. Analysts and reviewers can edit values during Extraction Review.
What if a field is wrong?
Open the field, check source evidence, correct the value, save, and mark as verified.
Why are some fields marked for review?
Fields may be flagged due to low confidence score, ambiguous source language, or missing context.
Can I approve with missing optional fields?
Yes, if all required fields are verified according to your workflow policy.
Covenants
Availability: Covenant Monitoring is coming in Q3 2026. The answers below describe planned functionality.
How often are covenants checked?
Covenant checks run based on your configured monitoring schedule and available data updates.
What triggers an alert?
Alerts trigger when a covenant approaches or crosses a threshold, or when status needs urgent review.
What does Unknown status mean?
Unknown means Smartflow does not have enough validated data to confirm compliance status yet.
What should I do on Warning status?
Open covenant details, confirm inputs, and plan follow-up before the next test date.
Document Q&A
What questions can I ask?
Ask focused questions about terms, parties, dates, thresholds, and obligations in the selected document.
Why does it say out of scope?
Out of scope means the answer is not present in the selected document or requires external information.
Can I ask about multiple documents at once?
Use one selected document per question session for clear, grounded results.
How do I get better answers?
Use specific terms from the document and ask one topic per question.