After the Extractor processes your uploaded documents, you'll land on a review page where you can see exactly what was pulled in before it gets added to the client's profile. This is a critical step — take a few minutes to review, exclude anything that's wrong, and make sure the data looks right before finishing.
Think of it as a checkpoint: nothing gets added to the client's profile until you say so.
Where to Find the Review Page
When the Extractor finishes processing, you'll be taken to the review page automatically. You can also get back to it anytime by going to Documents in the client sidebar and clicking on the upload group you want to review.
The review page has two panels:
Left side — A preview of the original document you uploaded. If you uploaded multiple files at once, use the dropdown at the top to switch between them.
Right side — All the extracted data, organized into category groups.
What Gets Extracted
The Extractor pulls data into groups based on what it found in your documents. You'll see categories like:
New Members — Household members (adults, children)
New Assets — Investment accounts, bank accounts, retirement accounts, etc.
New Incomes — Salary, business income, and other income sources
New Liabilities — Mortgages, student loans, credit cards, etc.
New Insurance — Life, disability, homeowners, liability, and other policies
Investment Holdings — Individual holdings within investment accounts
New Tasks — Action items identified from the documents
Changes to Be Made — Recommended changes pulled from the documents
Client Information — Filing status, state of residence, and other client-level details
Member Updates / Asset Updates / etc. — Updates to data that already exists in the profile
Each category group can be expanded or collapsed by clicking its header. Every individual item shows a summary of what was extracted so you can quickly scan for accuracy.
How to Exclude an Item
If the Extractor pulled in something you don't want — a duplicate account, an incorrect value, or data that doesn't belong — click the trash icon in the top-right corner of that item. The item will appear grayed out and crossed through, meaning it won't be added when you finish.
Changed your mind? Click the undo icon (circular arrow) on a rejected item to include it again.
Giving Further Instructions
If the extraction missed something important or got things wrong in a way that individual exclusions won't fix, you can ask the Extractor to try again with more context.
Click Give Further Instructions (below the Finish Extraction button, or shown when no new data was extracted).
Type your correction or additional context into the text box — for example, "The second account on page 2 is a Roth IRA, not a traditional IRA" or "This client has two adults — pull data for both."
Click Re-extract with Instructions.
The Extractor will reprocess the documents using your guidance and present updated results. You can do this multiple times if needed — each round of instructions builds on the previous ones.
Finishing the Extraction
Once you're satisfied with the extracted data:
Review each category group one more time.
Exclude anything you don't want.
Click Finish Extraction.
This accepts all non-excluded items and adds them to the client's profile. You'll be taken back to the Documents page.
After finishing, the extracted data flows into the client's Profile tab — accounts appear under Accounts, income and spending under Cashflow, policies under Insurance, and household members under Household. From there, you can edit any value just like manually entered data.
Tips for a Good Review
Compare side by side — Use the document preview on the left to verify the extracted values on the right. This is especially helpful for account balances and policy details.
Watch for duplicates — If the client already has data in their profile, the Extractor may create new items instead of updating existing ones. Exclude duplicates before finishing.
Check member assignments — Assets, incomes, and liabilities are often assigned to specific household members. Make sure the right person is associated with each item.
Don't skip this step — The data you accept here feeds directly into Goals, Insurance calculators, and everything else in Planning. Getting it right now saves you from chasing down errors later.