Creating a New Batch

A batch is a group of loan documents you want to process together. To create a batch:

1. Go to Upload > Create Batch

2. Select your queue

3. Give your batch a meaningful name (e.g., "January 2026 Portfolio Review")

4. Choose your upload method

                                                                                        Figure: 8 - Queue Selection Screen

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• Creating a New Queue

  As an administrator: 1. Go to Admin > Queues > Add Queue 2. Enter a name for the queue (e.g., "Equipment Lease Q1 2026") 3. Configure basic settings like processing level (batch or folder) 4. Save the queue After creating the queue, you'll configure: ...

• Batch Naming

  Use consistent, descriptive batch names: ● Include the portfolio or client name ● Include the date range or period ● Example: "ABC Portfolio - January 2026"

• Batch Statuses

  As you work, batches move through these statuses: Status What It Means Pending Documents uploaded, waiting to be processed Processing AI is currently classifying and extracting data Extracted Data extraction complete, ready for review Reviewed You've ...

• Uploading the Loan Tape

  After creating your batch, upload the loan tape (ground truth data): 1. Go to your batch 2. Click Upload Loan Tape 3. Select your Excel or CSV file 4. ABDP will read the file and match columns to configured field 5. Review the mapping and confirm ...

• Adding Processors

  To add a new processor to your team: 1. Go to Admin > Users > Add Processor 2. Enter their email address and name 3. Set their daily batch limit (how many batches they can work on) 4. Assign them to one or more queues 5. Save The processor will ...