Possible tasks related to processing your records

Once you have uploaded your AE documents to Oracle Safety One Intake or the AE documents have been automatically ingested, you may need to take further action before they are processed.

Table 7-1 Possible tasks related to processing your records

Task	Possible reasons
Check Validity	Multiple documents are uploaded manually at once. For guidance on grouping case documents, see Group your documents. The API or email source which is sending documents over to Oracle Safety One Intake is configured to request manual triage. For more information on marking a record as valid, see Validating a record. The uploaded document is password protected or the email is confidential. In this scenario, you may have to reject the record and reupload it as part of a new record. For more information on rejecting a report, see Reject a report. One or several documents that have been uploaded have been marked as malicious. In this scenario, you may have to reject the record and reupload it as part of a new record. For more information on rejecting a report, see Reject a report. The size of the incoming email exceeds the configured maximum limit. Your administrator is responsible for setting the maximum size for manually uploaded documents. Contact your administrator directly for more information on changing the maximum upload size. The incoming document is not of a supported type. You can reject the record and reupload it as part of a new record. For more information on rejecting a report, see Reject a report. For more information on configuring file types and sizes for incoming email and documents, see Understanding which documents to add.
Review Record	The OCR/ML-extracted data has been marked as Low Confidence. For more information on working with low confidence data, see Work with Low Confidence data. Note: All automated features, including OCR/ML extraction, require an additional subscription to Oracle Safety One Intake. For more information, reach out to your appointed Oracle point of contact. Essential details are missing. In this scenario, you can manually add missing data to a record. For more information, see Add missing data. Various validation issues.
Create New Record	Whenever the document is unidentified, you can add data to a new record manually. For more information, see Manually add data to a new record.
Duplicate Search	Whenever the system is unable to locate a matching case for a document, indicating it may be the initial document of a new case, this task is associated with said document. Users can then manually designate it as a follow-up. For more information, see Process Duplicate Search records.
Merge Follow-up	A record is associated with this task whenever it contains documents that are follow-ups to an existing case record. Only applies to E2B records.