Open a Submitted Document
Navigate to:
Dashboard
Party
Project
Open the submitted document.
Confirm the Assignment
Verify the document is assigned to:
The correct Party
The correct Project (if applicable)
Review AI Assist
AI Assist extracts information from the Certificate of Insurance and compares it against your Compliance Profile.
Review the extracted information for accuracy.
Remember:
AI Assist compares data using rule-based logic. It does not interpret insurance policy language or make compliance decisions.
Complete Human Review
Review each compliance requirement.
Validate:
Policy information
Coverage amounts
Required documents
Endorsements
Resolve Outstanding Items
If requirements remain unmet:
Request additional documentation.
Wait for the updated submission.
Review the updated document.
Repeat until all applicable requirements have been satisfied.
Waive or Override
If permitted by your organization's policies:
Select Waive or Override for applicable requirements.
Mark the Request Compliant
Once all requirements have been satisfied:
Select:
Make Compliant
The Request now reflects a compliant status.
What's Next?
Continue to Training 4, where you'll learn editing, bulk actions, and reporting.