Working with the data in your documents
Learn more about working with the AE document data in the topics listed below.
- Get familiar with the Intake Form
Selecting a record from the Intake Worklist often opens the Intake Form, where you can add or modify data before sending the record for case processing. - Work with Low Confidence data
As an intake processor, you can work with Low Confidence data for records associated with the Review Record task. Only data extracted using OCR/ML can be marked as Low Confidence. AI/ML extraction requires an additional subscription to Oracle Safety One Intake. For more information, reach out to your Oracle point of contact. - Add missing data
Once the system has finished extracting textual data from a document, it automatically categorizes it and populates the appropriate fields in the Intake Form. You can use the Quality Check pane to identify fields with missing, incomplete, or invalid data. AI/ML extraction requires an additional subscription to Oracle Safety One Intake. - Use the document pane to review sources and extractions
When one or more documents are present for an intake record, you can use the Case files drop-down to browse the attachments, emails, or other source documents. If you are subscribed to Oracle Safety One Intake, you can use the Extraction Viewer to review the automatically extracted the data from the sources - Use the Extraction Viewer to review extracted data
If you have a subscription to Oracle Safety One Intake, you can use the Extraction Viewer to review the data extracted from the unstructured source files (like email) in an intake record. - Reject a record
As an intake processor, you can reject an entire record based on one of several criteria.
Parent topic: Working with your records