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When UtiliRead reads an uploaded document but isn’t fully confident about one or more extracted fields, it flags the record for manual review instead of creating an invoice straight away. This guide walks through reviewing those records, resolving the flagged fields, and turning an approved extraction into a UMS invoice. For an overview of how the OCR engine works end to end, see UtiliRead. Records that arrive by email are triaged first in the Inbox; once an extraction becomes an invoice, it flows into Invoice Validation.

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Where review fits

A UtiliRead record moves through these statuses: RAISED → IN_PROGRESS → SUCCESS, or FAILED if processing breaks. When extraction succeeds but confidence is low on key fields, the record lands in REVIEW and waits for a person.
Only records in REVIEW (or those with a past review) show a Review tab. A SUCCESS record needs no field resolution — you can migrate it directly.

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Open the review queue

Navigate to UtiliRead from the sidebar. The Processing Overview banner at the top summarises the queue, and the grid below lists every OCR record.
1

Filter to records needing attention

Use the banner chips to spot work: a {n} review chip counts records awaiting manual resolution, {n} failed counts processing failures, and {n} queued shows current queue depth. Open a record with status REVIEW.
2

Open the record

Click into a record to open its detail page. The header title reads UtiliRead Result #.
3

Compare extracted data to the source

The Overview tab shows the source document alongside the extracted metadata — use the zoom and rotate controls to read the original. Cross-check the extracted values in the Invoices, Connections, Line Items, and Raw Output tabs against what the document actually says.

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Resolve the flagged fields

Open the Review tab. A warning banner shows the Review Reason, and each flagged field is listed with a confidence chip — green at 80%+, amber from 50%, red below.
1

Pick the correct value

Each field offers the candidate values UtiliRead produced — AI Primary, AI Secondary, Tiebreaker, and the Source value read from the document. Click the one that matches the original, or choose Manual Entry and type the correct value yourself.
2

Add notes (optional)

Record why you chose a value in the notes box — useful when the document is ambiguous.
3

Submit each field

Click Submit Resolution. The field moves to Resolved and the unresolved count drops.
Resolve every flagged field before approving. When you resolve the last outstanding field, UtiliRead approves the record for you automatically — you’ll see “All fields resolved. Record approved automatically.”

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Approve or reject

The Review Decision bar at the top of the tab carries the final call.
1

Approve

Once all fields are resolved, click Approve. The button stays disabled while any field is unresolved.
2

Reject

If the extraction is unusable — wrong document, unreadable scan — click Reject. Rejection is available at any time, even with fields outstanding.
For records that arrived by email, reprocessing must go through the Inbox, not the OCR record in isolation. The detail header shows Reprocess from inbox for these — it re-runs the whole email pipeline so the inbox, import records, and invoices stay consistent. Direct uploads instead expose Retry, Force process, and Re-run OCR actions.

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Turn the approved extraction into an invoice

Approval confirms the data; it does not yet create the invoice. To do that, migrate the result into UMS.
1

Start the migration

Click Migrate (the primary action in the detail header). This action appears once extraction has produced data.
2

Choose overwrite behaviour

The migration dialog warns that this creates new invoices — and potentially new connections, retail accounts, and suppliers. Toggle Overwrite only if you need to replace records already imported from this result.
3

Confirm

Click Migrate. On success you’re redirected to the Invoices page Uploads tab, where the new invoice record appears and continues through validation.
Need the extracted data outside UMS? Use Export to CSV in the detail header to download the result as utiliread-{id}.csv.

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Accuracy and processing stats

The Processing Overview banner on the UtiliRead list doubles as an at-a-glance accuracy dashboard. It surfaces:
  • Total, Success, Failed, Review, and Queue record counts
  • Avg Duration — average time to process a document
  • Rate (24h), Rate (7d), Rate (30d) — success rate over each window
When failures or review items exist, Retry All Failed and Retry All Review re-queue every record in that state in one click — handy after fixing an upstream issue such as a misconfigured supplier or account match.