# Document Review Queue — planning brief

Status: planned product; software not released. Version 1.0, 2026-09-29.

Documents arrive in different formats. Copying fields into a spreadsheet is slow, while blindly accepting model output can propagate mistakes into downstream systems.

## First workflow

An operator uploads a document, compares proposed fields with the source, corrects uncertain values and approves a structured export. Failed or duplicate files remain visible in a review queue.

## Proposed first release

- [ ] One document family and an agreed field schema
- [ ] Upload, extraction and a side-by-side human review interface
- [ ] Field validation, duplicate detection and CSV export
- [ ] Job status, processing errors and an auditable approval record

## Extension points

- [ ] Add document schemas and validators independently
- [ ] Replace OCR or model providers behind a documented adapter
- [ ] Add ERP destinations after the reviewed export flow is accepted

## Acceptance checks

- [ ] Missing and invalid required fields prevent approval
- [ ] The reviewer can trace an extracted value back to its source
- [ ] Reprocessing preserves a clear version history
- [ ] An approved export follows the agreed schema and excludes unapproved files

## Boundaries

Accounting advice, automatic money movement and universal document accuracy are not part of this plan.

## Decisions to fill in

- Business owner:
- Intended users:
- Data sources and retention:
- Existing systems:
- Integrations:
- First release exclusions:
- Deployment owner:
- Acceptance owner and evidence:

## Reuse

You may copy and adapt this planning document for your own or client projects. It contains no software license or promise of implementation.

Discuss a custom build: https://fone.cc/contact/