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How to Review Flagged or Mismatched Information with Document Intelligence

In this section, we’ll show you how to identify and review information flagged by Document Intelligence when there are inconsistencies between uploaded documents and applicant data.

Steps to Identify Flagged Fields

  1. From the sidebar, click on Applicants

    Click on Applicants

  2. Click on the applicant’s name

    Click on Walter 2 Test

  3. On the applicant’s profile, Locate the section you want to review (such as License Information or other profile fields)

    Untitled step

  4. Identify fields marked with a “Review” indicator

    • These indicate a mismatch between the uploaded document and the existing applicant data, and will also show you the AI-extracted data.

      Click on License NumberReview

Steps to Edit Flagged Information

  1. Review the information shown:

    • Existing applicant data

    • AI-extracted data

      Click on License NumberReview

  2. Click on Edit

    Click on Edit

  3. Update the information as needed

    Click on License NumberReview

  4. After updating the information:

    • The Review flag will disappear once the mismatch is resolved

      Click on Application

  5. Click Save

    Click on Save

Important

  • These fields require manual review to ensure accuracy

  • Not all flagged fields are incorrect, always verify before making changes

Now you can identify and resolve mismatched fields to ensure your applicant data!


Have Questions or Need help?

Click the question mark in the top right corner of your Double Nickel dashboard to contact our team, or email [email protected] for assistance.

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