Document Processing
Understanding how Platted processes documents helps you work more effectively with the system.
Processing Pipeline
There are two entry paths, and they converge.
Uploaded PDFs
Split analysis inspects the file for more than one record. If the system is confident the file holds several documents, it splits them automatically and each piece continues on its own. If it is not confident, the document stops at Split Review Required: mark each page as starting a new document, continuing the previous one, or both, then save. A file holding a single record goes straight on.
Plant Documents
The record is created first and its PDF is fetched in the background (Fetching Document). Once the file is in place the system classifies its subtype. Plant documents are single records and are not split.
Then, Both Paths
- Classification - the document's category and type.
- Extraction - parties, recording information, legal description, dates, amounts, and the matters the document contains.
- Validation - for plant documents, the extracted data is checked against the county index.
The document stops at whichever review the system cannot settle on its own.
Processing Status
The Stage column in Processing Documents shows where a document is:
| Stage | What you see |
|---|---|
| Waiting | Pending · Uploaded · Fetching Document |
| Split analysis | Multi-Doc Inspection · Splitting Document · Inspection Complete · Split Review Required |
| Classification | Identifying Document Type · Classifying Subtype · Type Identified · Classification Review Required |
| Extraction | Detecting Matters · Extracting Data · Data Extracted · Extraction Review Required |
| Validation | Validating · Validation Review Required |
| Settled | System Validated · User Verified · Included |
| Off the exam | Excluded from Processing · Not Subject Property |
| Trouble | Processing Failed |
The four bold statuses are the ones waiting on you, and they are the documents Start Review (N) walks. Everything else either moves on by itself or has already settled.
A document that passed validation reads System Validated. If a person also reviewed it, the same document reads User Verified with a check mark instead.
Confidence Scores
Confidence is per field, not per document, and you only see it where it matters: an indicator appears next to a field only when that field has an issue. There are three severities:
- Error (red) - blocks review submission until you fix the value or accept it explicitly.
- Warning (amber) - worth a look, but does not block.
- Information (blue) - context only, never blocking.
Behind the indicator are the system's internal defaults: a required field is accepted automatically at 0.90 confidence and is flagged below 0.65; an optional field is accepted at 0.75 and flagged below 0.50.
Documents that need attention stay in Processing Documents and are counted on the Start Review button.
Retry Processing
A Retry button appears in the Processing Documents table only on rows showing Processing Failed. Use it to send the document back through the pipeline.
Separately, when extraction returned no usable data the document opens with a notice instead of a data panel, offering Re-run extraction or Re-run validation - or Accept without automated validation if you would rather review the PDF yourself.
Split Document Detection
If an uploaded PDF contains multiple distinct records (for example, a deed and its associated affidavit), split analysis catches it. When the system is confident, the file is split automatically and each record continues as its own document. When it is not, the document stops at Split Review Required and waits for you to classify each page.
This applies to uploaded PDFs only - plant documents arrive as single records.