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Workflow detail

Selecting a workflow shows its information at the top and the profiles that belong to it below.
Workflow detail screen

Workflow detail — workflow information and the profile list.

The header card shows the workflow name alongside its playbook ID (PB- prefix), a policy summary, and cumulative metrics. The profile list has the following columns.

Managing profiles

A profile is the container for the data you want verified. Create a profile, upload items (documents), then run the analysis.
Profile creation modal

Profile creation — enter a name, description, and metadata.

Data Objects

Manage folders and items from the Data Objects tab on the profile detail page.
Profile detail - Data Objects

Data Objects — uploaded items appear with ACTIVE status.

Once every item reaches ACTIVE, you can run the analysis. The workflow’s policy, AI model, and output schema are applied automatically.

The analysis result screen

The Analysis Results tab on the profile detail is the report view for an analysis.
Analysis results - Analysis Score and detail tabs

Analysis results — the Analysis Score card sits above five detail tabs.

The top of the screen is laid out as follows.

Analysis Score

Expresses how completely the analysis ran as defined, on a 0–100 scale. It is the weighted average of three inputs, and the score band determines a High / Medium / Low level.
The Analysis Score measures output completeness, not the AI’s confidence. Even when every step passes, the score drops if nothing landed in the output schema. The API exposes the same value as confidence.

Detail tabs

Condenses the result into a single view.
  • Decision variables — key values extracted against the output schema, shown as chips. Which items appear depends on your output schema.
  • Verification steps — the executed steps in order. Each carries a pass indicator plus the rule it applied and the agent’s reasoning.
  • Recommended actions — follow-up actions generated by the system.
Analysis results - Summary tab

Summary tab — decision variables, verification steps, and recommended actions.


Audit trail

Every Omni operation is logged for compliance:
  • Profile creation and updates
  • Item uploads and processing events
  • Analysis runs and results
  • User actions and timestamps
The audit trail provides full traceability for regulatory compliance. Every log entry carries a timestamp, user ID, and operation details.

Routing on verificationStatus

Every analysis response carries a top-level system-assigned verificationStatus. Branch your follow-up handling on it. See GET /analyses/:analysisId for the full response structure.