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How to build control testing evidence packs?

Assemble policies, procedures, screenshots, approvals, samples, issue logs, and test results into defensible control evidence packs.

Build control records

Turn control testing into source-backed evidence

Control testing requires proof of design, proof of operation, samples, approvals, screenshots, procedure documents, and issue history. TextMine can help teams assemble, extract, and validate the evidence behind each test.

An illustration of data being extracted from documents

Standardize evidence by control type

Playbooks can define what good evidence looks like for approvals, reconciliations, access reviews, reconciliations, monitoring controls, and manual checks.

an illustration of documents

Route exceptions and missing proof

Workflows can assign failed samples, stale evidence, missing screenshots, unclear ownership, and unresolved issues to control owners.

an illustration of vault extracting data from contracts and answering questions about them

Keep testing decisions auditable

Records can store control objective, sample evidence, reviewer conclusion, exception rationale, remediation status, and audit history.

Collect evidence
Attach samples, screenshots, policies, procedures, and approvals.
Extract test facts
Capture dates, owners, sample results, and exceptions.
Apply standards
Compare evidence against control testing playbooks.
Route gaps
Assign failed or incomplete evidence to owners.
Record conclusions
Store reviewer decisions and exception rationale.
Track remediation
Monitor issue owners, due dates, and closure proof.
Support audit
Show source evidence behind each test conclusion.
Collect evidence
Attach samples, screenshots, policies, procedures, and approvals.
Extract test facts
Capture dates, owners, sample results, and exceptions.
Apply standards
Compare evidence against control testing playbooks.
Route gaps
Assign failed or incomplete evidence to owners.
Record conclusions
Store reviewer decisions and exception rationale.
Track remediation
Monitor issue owners, due dates, and closure proof.
Support audit
Show source evidence behind each test conclusion.

Keep testing decisions auditable

Records can store control objective, sample evidence, reviewer conclusion, exception rationale, remediation status, and audit history.

Collect evidence
Attach samples, screenshots, policies, procedures, and approvals.
Extract test facts
Capture dates, owners, sample results, and exceptions.
Apply standards
Compare evidence against control testing playbooks.
Route gaps
Assign failed or incomplete evidence to owners.
Record conclusions
Store reviewer decisions and exception rationale.
Track remediation
Monitor issue owners, due dates, and closure proof.
Support audit
Show source evidence behind each test conclusion.
Collect evidence
Attach samples, screenshots, policies, procedures, and approvals.
Extract test facts
Capture dates, owners, sample results, and exceptions.
Apply standards
Compare evidence against control testing playbooks.
Route gaps
Assign failed or incomplete evidence to owners.
Record conclusions
Store reviewer decisions and exception rationale.
Track remediation
Monitor issue owners, due dates, and closure proof.
Support audit
Show source evidence behind each test conclusion.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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