This article explains the information contained in the Document Analyzer overview page for a document analysis package.
It highlights the key information displayed for each analyzed document and how to access them for further review. Document-level validation is covered in Validate a document package.
Note
AI analysis is initiated using a series of APIs. For more information see the API reference in the Lightico developer center.
Importance of a human-in-the-loop
The Document Analyzer AI processes and extracts data automatically, but human validation remains an integral part of processing your documents. As the AI model is trained and refined, the need for human intervention may decrease, allowing for a more automated process. However, human review ensures oversight and provides the flexibility to validate and adjust AI-generated results when necessary.
Open a Document Package for Validation
You can access the Document Analyzer UI through a link provided in the url parameter of the Document Analysis Started webhook event. For details, see Document Analyzer Events in the Lightico Developer Center.
To begin reviewing a document package:
Click the link to the document package provided by your administrator.
The Document Analyzer UI opens to the package overview page.
Document package overview page
The following information is displayed for the documents in this package:
ID - Unique string for this package assigned by Lightico when you initiate the analysis with the Create document analysis endpoint
Creation date - Date that the AI analysis for this package was performed
Title - Name of the document analysis type selected for this package in the Create document analysis endpoint
Client information - Information drawn from Lightico Attributes that were defined in the Create document analysis endpoint
Tip
An administrator can customize what type of information is displayed when they set up this analysis type.
Documents table - Information and status of the documents in this package according to category:
Required - Required documents according to the package rules
Optional - Documents that were classified, but are defined as optional for this analysis type
Unclassified - Documents that the AI model does not recognize and, therefore, cannot classify
Open issues - Extracted information that does not meet the criterion of the rules for this type of analysis
Document table
The document package table presents the following information for each document:
Name - Classification of the document (e.g. pay slip, proof of address, utility bill) according to the AI recognition
Classification confidence - An estimate of how likely it is that the document was classified accurately
# of pages - Number of pages for this classification
Note
Document Analyzer groups all pages of the same classification into one document.
Last viewed - Last time it was viewed by a human reviewer
Status - Status of the document:
Pass - All information is complete and meets the requirements of the rules for this document
Fail - There is missing information or some of the information does not meet the rules requirements
Missing - (only shown for required documents) Document was not provided in the document upload for this package
Waiting for review - Human reviewer has not completed their review and validation
Completed - Human reviewer validated and marked this document completed