Review & release

After Document ingestion runs, some of what the pipeline produced is certain and some is not. Review is where the uncertain part goes. It is one prioritized queue, not a second view of Rent roll & financial data.

Questions this workflow answers

• What did extraction get wrong, or get twice, or fail to find at all?
• Which findings hold formal release, and which are advisory?
• Where did this number come from, and has a human agreed with it?
• What basis and limitations should travel with analysis or a memo drafted from this data?

What lands in the queue

Review collects several different kinds of doubt into one place:

• Conflicts. Two documents state different values for the same field. The queue shows both, with their sources, and asks you to pick.
• Clarifications. The pipeline extracted something it could not fully interpret.
• Low-confidence values. Extracted, but below the confidence the pipeline needs to assert them.
• Missing data. A field the deal needs that no document supplied.
• Schema review and financial verification. Structural and arithmetic checks on what was parsed.
• Unverified sources. A value in use whose source has not been confirmed.

Document-scoped items show their source document and locator when those are available. Deal-level checks may have no single source document, and an available locator or excerpt is not independent source verification.

Tenant row positions are local to each source document. When a finding has a unique saved source-owned tenant identity, Review can project it to the matching current tenant. If that identity is missing or ambiguous, the finding stays with its source document and does not target a guessed tenant row.

Working the queue

Items are ordered by decision importance, not arrival time. Available actions vary by item: you may confirm or correct a value, choose a conflict candidate, address source evidence, or dismiss an eligible finding.

Conflict decisions remain in history. Review offers Undo when the prior field state is retained and still matches the resolved episode; if history is missing or a later edit makes restoration unsafe, Undo is unavailable.

A manual correction is recorded as human judgment and stays distinct from a source-derived value. Downstream surfaces disclose the supported basis for the fields they consume; a Review decision does not independently verify the underlying document.

Release

The release basis has two primary states. Preliminary means the numbers are usable for exploration, scenario work, drafting, and export, but they remain unconfirmed and must carry their review state and limitations. Released means the deal's data has cleared the formal release gate and can serve as the approved decision basis.

The release gate is deterministic. It does not ask a model whether the deal looks ready. It checks specific conditions and reports exactly which ones are unmet, so "not releasable" always comes with the list of what to do about it. That state governs formal release, not ordinary access to the work in progress.

A cross-tab banner shows release readiness from anywhere in the deal, so you do not have to open Review to learn what is still preliminary, conflicted, stale, or unresolved.

What depends on this

Release gives downstream work a stronger, approved basis. It does not hide preliminary work:

• Valuation assumptions inherit the release basis of the data behind them, while preliminary scenarios remain available.
• IC memo sections disclose whether they were written on preliminary, released, stale, or fallback data.
• Deliverables carry the same disclosure and any readiness limitations into exported artifacts.

Correcting data after a memo is written does not silently rewrite the memo. The affected sections are marked stale so you can see what changed and regenerate deliberately.