Working with the data in your documents

Learn more about working with the AE document data in the topics listed below.

• Know the fields in the Review Form
  Whenever records are associated with the Create New Records task, you may be required to manually add data to fields belonging to several categories.
• 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. OCR/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 Oracle Safety One Intake system has finished extracting textual data from a document, it will automatically categorize it, which will be reflected in the Narrative tab. As an intake processor, you can further annotate data in the Narrative tab or add data manually. OCR/ML extraction requires an additional subscription to Oracle Safety One Intake. For more information, reach out to your Oracle point of contact.
• Reject a record
  As an intake processor, you can reject an entire record based on one of several criteria.
• Process Merge Follow-up records
  E2B documents received in Oracle Safety One Intake are automatically checked against existing cases in order to identify them as follow-ups. Whenever a case record is identified as following up on an existing case record, the system automatically assigns the Merge Follow-up task to it. As an Intake Processor, you can manually merge records that have this task associated with existing records.
• Manually add data to a new record
  Whenever a newly uploaded document is not recognized by Safety One Intake, you can transcribe that document manually.