Review Documents for Approval

You can manually review documents is flagged for manual review due to configuration or that fail automated acceptance criteria.

This task is created when:

• A document is configured for manual review.
• A document fails automated acceptance criteria.
• An unsolicited document is received with the config flag for review.

To resolve this task:

1. Review the document.
2. Select a Document Owner.
3. Select an Approval Status.
4. Update Metadata Fields as needed.
5. Select Complete Task.

Expected task results are:

• The document Approval Status is saved and is recognized in future processing.

  Once all requested documents requested using the ISIR Code clearing rules are received and accepted, ISIR Code clearing conditions are evaluated.