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Reviewing Processed Documents

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.

If documents go to review because optional fields are blank, see Prevent Unnecessary Reviews for Blank Optional Fields.

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:

  1. In the navigation panel, click Review Tasks.

  2. Click the name of the document to review.

  3. 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.

  4. 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:

  1. In the navigation panel, click Review Tasks.

  2. Click the name of the document whose review you want to dismiss.

  3. Click Dismiss Review.

  4. In the confirmation message, confirm that you want to dismiss the review.

Prevent Unnecessary Reviews for Blank Optional Fields

When a model doesn’t find a value for a field, it can return an empty string ("") or null. IDP treats these outputs differently when it decides whether to queue a document for review:

Model Output Confidence Score Effect on Review

Empty string ("")

0%

Any configured threshold greater than 0 is not met, so IDP queues the document for review, even if the field is optional.

null

Not scored

Doesn’t trigger a review for a visible, optional field.

Models, such as the Einstein OpenAI GPT-5.x models, might return an empty string for optional fields that don’t appear in the document. In this case, documents are sent to Review Tasks even though the extraction is correct.

To reduce unnecessary reviews:

  • In the prompt for each optional field, instruct the model to return null when the value is absent. For example, If the value isn’t in the document, return null.

  • Avoid instructions such as return an empty response or leave the field blank, which can lead the model to return an empty string.

Model output can vary between runs. Before you change confidence thresholds, test prompt changes against a representative set of real documents, including documents where optional fields are blank. For more guidance, see Handle Optional Fields and Confidence Scores by Model.

See Also