Workflow detail
Select a workflow to see its profiles and workflow summary. You can create profiles or open Workflow modification from here.
Profiles and Data Objects
A profile holds the data for one verification case. Create a profile, upload Items (documents) on the Data Objects tab, then run analysis.
Running an Analysis
Once a profile has all items uploaded and processed (ACTIVE status), you can trigger an analysis. The workflow’s policy, engines, and output schema are applied automatically.
Results Overview
Analysis results are structured according to your workflow’s output schema and include:- Extracted data from documents, matched against your schema fields
verificationStatusin the decision block —pending_review,approved, orrejected- Decision outcome (Approve / Reject / Flag)
- Engine-level details showing which engine produced each result
Reviewing Results in the Dashboard
The dashboard provides a visual interface to review each profile’s analysis:View Analysis Summary
See the overall decision (Approve/Reject/Flag) and
verificationStatus at a glance.Inspect Field-Level Details
Drill into individual fields to see extracted values and the source engine.
Analysis Results tabs
After analysis completes, open the Analysis Results tab on the profile. Use Report, JSON, and Info to review the run.- Report
- JSON (Output Schema)
- Info
Step-by-step verification summary with actions and results.
Audit Trail
Every action in Omni is logged for compliance purposes:- Profile creation and updates
- Item uploads and processing events
- Analysis execution and results
- User actions and timestamps
The audit trail provides complete traceability for regulatory compliance. All logs include timestamps, user IDs, and action details.
Routing with verificationStatus
| verificationStatus | Action |
|---|---|
approved | Auto-accept per your policy — typically no extra human review |
pending_review | Routed for human review with highlighted areas of concern |
rejected | Denied or closed per your policy; escalate or notify as needed |