
Start with the decision, not the model
Before choosing a model, write down the decision the workflow needs to support. Extracting an invoice number and approving a payment are different tasks. The first can be checked against the source; the second requires authority, context and accountability.
Make uncertainty actionable
A useful review queue shows the original document, the suggested result, the reason for escalation and the named reviewer. A confidence number alone is not a decision rule. Define what happens when required evidence is missing or two sources disagree.
An illustrative review pattern
Consider a document intake workflow: capture the source, extract proposed fields, validate required values, then route exceptions to a reviewer. Store the source and the approved result together. Do not silently replace the original record with an AI-generated interpretation.
Design the fallback first
Provide a manual route for unavailable models, malformed documents and unresolved exceptions. Decide who can override a recommendation and which reason they must record. Test the workflow with difficult examples before extending automation.
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