Agentic workflow

Route low-confidence exceptions for data office teams using agentic workflows

Help data office teams route uncertain results to reviewers before low-confidence data affects decisions.

Challenge

For data office teams, low-confidence outputs need a clear path to resolution. Without ownership, uncertain values can stall or flow into downstream systems too early.

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Workflow preview for routing data office exceptions

Workflow preview

Challenge

Where work slows down

For data office teams, low-confidence outputs need a clear path to resolution. Without ownership, uncertain values can stall or flow into downstream systems too early.

TextMine workflow

How TextMine helps

TextMine identifies uncertain outputs, packages the document context, assigns the right reviewer, and continues the workflow once the exception is resolved.

Execution time
3-6 min
Estimated time saved
2-4 hrs per run
Estimated from the workflow pattern, including intake, review, routing, output generation, and downstream handoff.

Workflow design

Steps and key blocks

Each workflow page maps the business process to reusable TextMine actions, reviewers, and connected systems.

Workflow pattern

  • Start when extracted values, document classifications, or AI outputs fall below thresholds.
  • Evaluate confidence, document type, entity values, and policy conditions.
  • Assign reviewers or owners with the evidence needed to resolve the exception.
  • Generate follow-up reports, update records, and notify stakeholders when complete.

Key blocks

  • Confidence, Document type is, Entity contains
  • Add reviewer, Add assignee, Create task or reminder
  • Custom report, Create or update record, Send email

See it live

See this workflow in TextMine

Book a demo to map this workflow to your documents, systems, and controls.

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