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How to publish approved TextMine Records into BI dashboards?

Turn approved document facts into dashboards for obligations, supplier risk, credit monitoring, remediation, contract exposure, and evidence status.

Publish BI data

Report on reviewed document data

Executives need dashboards built on approved facts, not unverified document extraction. TextMine Records can store reviewed values and publish them to BI tools for reporting.

An illustration of data being extracted from documents

Define trustworthy reporting fields

Playbooks can require source links, reviewer approval, confidence thresholds, data type rules, and refresh cadence before a field reaches a dashboard.

an illustration of documents

Route incomplete data

Workflows can assign missing owners, stale evidence, unresolved exceptions, and failed syncs before reporting snapshots are created.

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

Keep dashboards explainable

Records can preserve source documents, reviewer history, approval status, and export references behind each dashboard value.

Create records
Store approved obligations, risks, dates, statuses, and owners.
Validate fields
Require source links and reviewer approval.
Route gaps
Assign stale or incomplete reporting data.
Publish BI
Send approved records into dashboards.
Track refresh
Monitor update cadence and export status.
Explain values
Link metrics back to source documents.
Report trends
Analyze exposure, gaps, and workflow health.
Create records
Store approved obligations, risks, dates, statuses, and owners.
Validate fields
Require source links and reviewer approval.
Route gaps
Assign stale or incomplete reporting data.
Publish BI
Send approved records into dashboards.
Track refresh
Monitor update cadence and export status.
Explain values
Link metrics back to source documents.
Report trends
Analyze exposure, gaps, and workflow health.

Keep dashboards explainable

Records can preserve source documents, reviewer history, approval status, and export references behind each dashboard value.

Create records
Store approved obligations, risks, dates, statuses, and owners.
Validate fields
Require source links and reviewer approval.
Route gaps
Assign stale or incomplete reporting data.
Publish BI
Send approved records into dashboards.
Track refresh
Monitor update cadence and export status.
Explain values
Link metrics back to source documents.
Report trends
Analyze exposure, gaps, and workflow health.
Create records
Store approved obligations, risks, dates, statuses, and owners.
Validate fields
Require source links and reviewer approval.
Route gaps
Assign stale or incomplete reporting data.
Publish BI
Send approved records into dashboards.
Track refresh
Monitor update cadence and export status.
Explain values
Link metrics back to source documents.
Report trends
Analyze exposure, gaps, and workflow health.

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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