📊 Human Review & Straight-Through Processing¶

The Human Review & Straight-Through Processing view is an operational dashboard for understanding how documents move through an AIForged workflow.

It brings together document-journey outcomes and Human-in-the-Loop (HITL) activity so that you can see:

which document journeys completed successfully
which journeys required human review
which journeys completed straight through without review
which review cases are still open, transferred, escalated, completed, or rejected
where failures, archived outcomes, and review queues need attention

Use this view when you need to measure operational performance, investigate a particular document journey, or identify where automation can be improved.

Tip

Use this dashboard together with the HITL Corrections View. This view explains how journeys and review cases are progressing; the HITL Corrections View explains what reviewers changed in extracted or classified results.

Key concepts¶

Document journey¶

A document journey starts with a root input document and includes the linked documents created as it moves through your service flow. One root document can produce more than one journey row when a container creates child documents.

The dashboard uses this journey context to report outcomes across the relevant linked documents rather than treating every output document as an unrelated item.

Human review¶

A journey is considered to have touched human review when it has one or more related HITL review cases. A review case can be open, transferred, escalated, completed, rejected, or otherwise unresolved.

Straight-through processing¶

A straight-through journey completed successfully without touching human review in the counted scope.

In an Agent view, this considers the linked document journey across the Agent.
In a Service view, the straight-through measure applies to the counted path in that Service; branches in other Services are not counted against that Service's straight-through result.

Note

Rates and counts reflect the current report scope, filters, and root-document page. Use a consistent date range and scope when comparing results over time.

Open the dashboard¶

Open the dashboard from either the standard Documents view or the LLM Documents view.

Open the relevant Agent or Service.
Open Documents or LLM Documents.
Optionally select one or more documents to investigate a narrower scope.
In the command bar, select Open the human review and straight-through processing dashboard.

The dashboard carries the active context where available, including the Agent, Service, selected documents, date range, category, filename, external ID, and paging scope.

Info

The dashboard action is available when you have Workflow access for the current Agent. If the action is not visible, confirm that you are in the correct Tenant and have the required access for that Agent.

Scope and filters¶

The dashboard can report at two scopes:

Scope	Use it when you want to
Agent view	Understand end-to-end outcomes and HITL activity across the selected Agent.
Service view	Measure outcomes and review activity for one Service in the Agent.

Use the toolbar to refine the current view:

From / To — limit the reporting date range.
Search — find document names, journey details, review cases, people, statuses, and related identifiers.
Open review cases only — focus on journeys that still have an open review case.
Refresh — reload the current report scope and filters.
Root document paging — move through large result sets or change the page size.

Summary cards¶

The summary cards provide a quick view of the current report scope.

Metric	Meaning
Journeys in view	The document journeys currently loaded after scope, date range, and root-document paging are applied.
Successful journeys	Journeys that ended successfully across the relevant linked journey.
Successful with review	Successful journeys that touched human review.
Straight-through journeys	Successful journeys that completed without human review in the counted scope.
Touched human review	Journeys with one or more related review cases, whether the cases are open or resolved.
Journeys needing review	Journeys with an open or pending review state that currently require attention.
Journeys with failures	Journeys that encountered a processing failure state.
Archived or rejected journeys	Journeys that were archived or rejected and therefore did not complete successfully.

Rates¶

The dashboard also shows two useful rates:

Human review rate = successful journeys that touched human review ÷ successful journeys.
Straight-through rate = straight-through journeys ÷ total journeys in the current view.

A rising straight-through rate can indicate that classification, extraction, prompts, rules, and upstream document preparation are improving. A rising human-review rate can identify a workflow that needs investigation or additional capacity.

Dashboard tabs¶

Document journeys¶

The Document journeys tab is the best starting point for operational investigation.

It shows each journey's:

input document and category
current document status and completion time
result-document count
straight-through result
whether human review was needed
current review outcome, latest review status, and latest activity
concise journey summary

Select a row to open Document journey details. The detail panel shows the linked document steps and related review cases. You can then open an individual document or focus the Review cases tab on the selected journey.

Journey outcomes¶

The Journey outcomes tab groups journeys by their current outcome, such as successful, needing review, archived, failed, in progress, or another terminal state.

Select an outcome row to focus the Review cases tab on the relevant related cases.

Review queue¶

The Review queue tab summarizes human-review activity by review status. It shows review-item volume, distinct documents, distinct review cases, and whether the status is open.

Use it to identify queue pressure and distinguish normal review activity from transfers, escalations, completed work, and unresolved items.

Review cases¶

The Review cases tab provides the detailed case-level view. It includes:

linked document and category
current review status
started and last-updated times
review steps, transfers, escalations, and rejections
participants and current owner
current review note or comment
parent and root-document context

Use this tab for QA, workload investigation, and reviewing the history of a specific HITL case.

Export the current view¶

Use the Download menu in the dashboard toolbar to export the current view.

Available formats:

CSV — exports the currently selected dashboard section as a spreadsheet-friendly file.
JSON — exports the report context, filters, overview, and available dashboard data in a structured format.
PDF — exports the current filtered dashboard view as a management-ready report.