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About

Citations and validations make it easier to trust AI results. fileAI shows you the original source of information in a file and flags whether the extracted data has been validated. This gives you confidence in the output, improves accuracy, and helps you meet compliance requirements. Citations and Validations are designed specifically for PDFs, JPEGs, tabular data within PDFs and JPEGs, and files under 100 page. That said, there are a few things Citations & Validations can’t handle yet:
  • They don’t support Excel or CSV files.
  • They don’t work on PDFs longer than 100 pages.
Reach out to your account manager or support@file.ai to surface this feature on your workspace.

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How do I enable Citations and Validations in my Project? 

If you’ve requested to surface the feature, you’ll see the option to enable them in your Project settings.
  1. Go to your Project Settings.
  2. Look for the Citations & Validations toggle.
  3. Enable the feature.
  4. Save your settings.
  5. Once enabled, all extracted values will include citations and, when applicable, validation results.
If you don’t see this option, and have requested to surface it, contact your admin or support to upgrade.

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Utilizing Citations and Validations

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How do I view Citations and Validations in my file?

  1. Open the file once it’s done processing.
  2. Switch to the AI Schema tab to view structured data fields automatically extracted from the file.
  3. Click the validation status icon (✅ vs ⚠️) to view the validation status.

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How do I interpret validation icons (✅ vs ⚠️)?

Validation results are shown with simple icons:
  • ✅ Green Check: The extracted value has been validated successfully against the original document.
  • ⚠️ Warning Sign: The value could not be validated automatically and needs manual review.
These icons help you quickly spot fields that need attention.

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How do I manually validate extracted values if a field needs review (⚠️)? 

Sometimes, the system requires human review to confirm accuracy. In these cases, do the following: 
  1. Click the ⚠️validation icon
  2. Hover to the right panel to see the Citation and Validation results. 
  3. Review the comments to check why the field needs review.
  4. You can manually type the correct data based on your records.
  5. Finalize the review by marking as validated, confirming it is correct. 
  6. The icon will update to a ✅green checkmark once done.