When reporting a problem, include: ● What you were trying to do ● What happened instead ● The batch or document ID if applicable ● Any error messages you saw ● Screenshots if helpful
Use analytics for audit and reporting: ● Document your processing volumes ● Show validation completion rates ● Demonstrate consistent quality over time
Click Analytics in the main menu to see your performance metrics. Processors see: ● Personal processing statistics ● Queue-level metrics for assigned queues ● Time trends for your work Administrators see: ● All queue metrics ● All processor ...
Use analytics to find and fix slowdowns: ● Long processing times may indicate complex documents or system issues ● High reclassification rates may mean the AI needs retraining ● High validation failure rates may indicate data quality issues upstream
Processors do the day-to-day document processing work. If you're a processor, you can: ● Upload document batches ● Start processing (classification and extraction) ● Review extracted data and make corrections ● Run validation against loan tape ● ...