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Learning objectives

  • Understand review priority by confidence score.
  • Validate extracted fields with provenance.
  • Complete approval-ready review workflow.

Prerequisites

  • Completion of Modules 01 and 02.
  • Access to a document in Ready for Review status.

Concepts (with examples)

Confidence score prioritizationโ€‹

Example: Review low confidence financial fields before high confidence party names.

Provenance verificationโ€‹

Example: Select the margin field and verify against highlighted clause text.

HITL correctionโ€‹

Example: Edit an incorrect date, save it, and mark verified.

Walkthrough (step-by-step with expected outcomes)

  1. Open Extraction Review. Expected outcome: Field list with confidence indicators is visible.
  2. Filter low confidence fields. Expected outcome: Priority review list is focused.
  3. Verify, correct, and mark fields. Expected outcome: Field status updates to verified.
  4. Complete mandatory checks and approve. Expected outcome: Document moves to approved status.

Practice exercise

Review one processed document, correct at least two fields, and complete approval.

Knowledge check questions

  1. Why review low confidence first?
  2. How does provenance support validation?
  3. When should you reject extraction?

Next module

Continue to: Module 05: Document Q&A. Module 04 (Covenant Monitoring) will be added when the capability ships in Q3 2026.