Results Review

The results review page is where you verify extracted data against the source document. It uses a two-pane layout with extracted fields on the left and the source PDF (or CSV) on the right.

Two-Pane Layout

• Left panel — Extracted field values, field groups, validation results, and action buttons.
• Right panel — The source PDF with highlighted extraction regions, or the uploaded CSV data.

Navigating Between Documents

Use the Previous and Next buttons at the top of the page to move between documents in the job. The current document number and total count are displayed (e.g. “3 / 25”).

Extracted Fields

Each extracted field is shown with its name, value, and type-specific input:

Field Type	Input
Text	Free text input
Number	Numeric input
Money	Numeric input with currency formatting
Date	Date picker
Boolean	Toggle switch

Each extracted field also shows a confidence score indicating how certain the extraction model is about the value. Low-confidence values should be checked more carefully against the source document.

If a field has controlled values configured, a dropdown of valid options is shown instead of a free-text input.

Edit any value inline by clicking on it and typing or selecting a new value.

Field Groups

Grouped fields appear in collapsible accordion sections. For groups with multiple enabled:

• Click Add to create a new instance of the group (e.g. an additional line item).
• Click the delete icon on an instance to remove it.
• Each instance displays its own set of fields.

Validation Results

Below the extracted fields, the validation results section shows the outcome of each logic block from the associated contracts:

• Pass — The rule evaluated to true. Shown with a green indicator.
• Fail — The rule evaluated to false. Shown with a severity-colored badge:
  • Error (red) — This failure causes the document to fail overall.
  • Warning (yellow) — Flagged but does not fail the document.
  • Info (blue) — Informational note only.

AI Error Summary

When the Error Summary AI setting is enabled (see AI Settings), failed logic blocks display a plain-language explanation of what went wrong and why.

AI Remediation Suggestions

When the Suggestions AI setting is enabled, termco provides AI-recommended corrections for extracted field values that may have been misread. Suggestions appear next to the relevant field with a one-click apply option.

Confirming a Document

Once you have reviewed and corrected all values:

1. Click Confirm to mark the document as reviewed.
2. Confirmed documents are flagged in the job detail table and can be filtered in Reports using “confirmed only” mode.

Confirmation is tracked with a timestamp for audit purposes.

Saving Changes

Click Save after editing field values. Saving triggers:

1. The updated values are persisted.
2. All contract logic blocks are re-evaluated against the new values.
3. Validation results update immediately.

PDF Annotations

When the source document is a PDF:

• Extracted field regions are highlighted on the PDF with colored overlays.
• Click a highlighted region on the PDF to jump to the corresponding field in the left panel.
• Click a field name in the left panel to scroll the PDF to its extraction region.

Comments

A collapsible comments section at the bottom of the left panel lets reviewers add notes about the document. Comments are visible to all team members with access to the job.