Example: a document intake brief
Input and permitted action
Read an approved document set. Extract agreed fields, classify the document, and prepare a summary without altering the source.
Human review and output
A reviewer checks key values and source references, resolves missing information, and approves a structured brief or review table.
Retained record
Keep the source identifier, extracted draft, relevant model route, reviewer corrections, and approved version according to the record plan.
Other document tasks to assess
Keep extraction separate from consequential interpretation. An extracted date or amount still needs the level of checking your process requires.
- Summarize long documents around a specific review question.
- Extract dates, amounts, requirements, and requested fields.
- Compare versions and point to changed passages.
- Classify intake material and flag absent or unreadable pages.
Include scans, missing pages, and conflicting values
Include scans, tables, mixed layouts, duplicate versions, conflicting values, and incomplete files. Measure field accuracy and missed information alongside the effort to verify each result. A pilot should reveal where manual handling remains the better choice.