Review flow

Onboarding statusPDF side-by-sideCorrect & validateBatch detail page

Review starts only after the three-phase prepare flow completes (upload → metadata on /batches/{id}/prepare → per-PDF context → POST complete). After parsing, documents enter onboarding. Reviewers open each file from the batch detail page, compare AI fields to the PDF, correct errors, and submit validation.

Document statuses

PendingParsingOnboardingValidatedFailed

Onboarding = awaiting human review. Validated = reviewer confirmed metrics. Failed = parsing or validation error. Batch completes when every document is validated or failed.

Review screen

Metric fieldsPDF viewerJustificationsInsights & tablesPresigned read URL

Left: editable revenue, ARR, gross margin, retention, churn, headcount, plus company, period, currency. Right: PDF from cloud storage. Below: AI source quotes, page hints, confidence scores, and structured insights.

Validation rules

Onboarding onlyValidated replaces AI draftBatch completion gateNo raw AI roll-up

Only onboarding documents can be validated. Portfolio aggregation uses validated extraction — never raw AI output.

Operator tips

Check intake answersARR & revenue firstUse justificationsFlag known exceptions

Read per-PDF intake on the batch detail page before reviewing. Prioritize revenue and ARR when periods look ambiguous. Jump to PDF pages via justification hints. Honor intake notes when a metric is intentionally absent.