How do I flag documents that need review before loading data downstream?

Direct answer

The workflow should decide which documents can pass straight through and which documents need a person to inspect them before the data is loaded downstream.

Common review flags include missing required values, type mismatches, low-confidence extraction, duplicate submissions, unclassified files, unreadable scans, and values outside expected ranges.

What the workflow should include

Create a review queue or exception sheet with the file name, document type, extracted fields, reason for review, and the action needed from the operations team.

The goal is to reduce manual work by focusing reviewers on the few documents that actually need judgment.

How Lido helps

Lido supports reviewable extraction outputs and workflow rules that can route exceptions separately from approved records.

That helps teams automate high-volume document processing without sacrificing control over edge cases.

Example workflow

1. Define the conditions that require human review.
2. Create an exception queue or sheet with the document and error context.
3. Allow reviewers to correct or approve values.
4. Export only approved records to the downstream system.