Understanding Your Dashboard

Understanding Your Dashboard

Your dashboard is organized into tabs based on document status: Pending TabBatches that have been uploaded but not yet processed. These are waiting for you to start classification and extraction.Review TabBatches where extraction is complete and data is ready for your review. This is where you verify accuracy and make corrections.Exported TabSuccessfully processed and exported batches. You can download exports or generate certificates from here.Deleted TabBatches you've deleted. These can be recovered if deleted by mistake.


                                                                        Figure: 2 - Processor Dashboard




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    • Your Dashboard

      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 ...
    • Understanding Your Entity

      ABDP supports multiple organizations (called "entities") on the same platform. When you log in, you'll work within your assigned entity. Each entity has its own: ● Document queues ● Users ● Validation rules ● Data storage If you have access to ...
    • Understanding Validation Results

      The validation screen shows how extracted data compares to your loan tape: Field Extracted Loan Tape Status Borrower Name ABC Company Inc ABC Company Inc ✓ Match Loan Amount $150,000.00 $150,000.00 ✓ Match Contract Date 01/15/2025 01/16/2025 ✗ Not ...
    • Logging In

      To access ABDP: 1. Go to your organization's ABDP URL 2. Enter your credentials or use single sign-on 3. If you have access to multiple entities, select which one to work in 4. You'll land on your dashboard Figure: 1-Login Screen
    • Navigating to Your Work

      From the dashboard: ● Click a batch name to see all the folders (loans) in that batch ● Click a folder to see all documents for that loan ● Click a document to see extracted fields and the original document image Use the search and filter options to ...