1. Use Live Test with representative documents
Where the current application release exposes Live Test, compare the source PDF beside the available structured JSON output after a test job reaches a terminal state. Check both obvious values and edge cases.
If Live Test is not visible in your environment, use the downloadable structured output and the original source file for the same comparison.
2. Interpret confidence as a review signal
MicroExtract combines extraction confidence with completeness and deterministic validation. A high score does not override a failed business rule, and a lower score does not automatically mean the extracted value is wrong.
Use confidence to prioritise attention, then verify the source when the result matters operationally.
3. Use field-level confidence where available
Field-level or row-level confidence helps reviewers focus on uncertain values instead of rechecking every field equally. In the current product, detailed confidence visibility depends on the active release and extracted field group.
Do not treat a threshold as universal. The right review threshold depends on the risk of the field and the downstream action.
4. Keep exception review human controlled
Jobs can enter review-required states when validation, completeness or source ambiguity needs attention. Review reasons should remain visible so an authorised person can decide whether to accept, correct, reject or escalate the result.
5. Compare against the source, not another AI guess
When resolving an uncertain value, use the original document and the configured business rule. A second generated answer is not a substitute for evidence from the source or an authorised reference system.
6. Retest after template or rule changes
After changing a mapping, template or validation rule, rerun a representative sample set. Include normal documents and known exceptions so the change does not improve one example while breaking another.
Need help with a real document workflow?
Use representative samples, define the required output and validation rules, then test before production use.