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Analysis workflow

Review requirements and scoring criteria

Turn an extracted draft into a clear, fair, and auditable rubric before analysis starts.

Why review is required

DocIQ drafts criteria from the specification, but only a person can confirm that the draft represents the intended decision. Analysis remains locked until the criteria are reviewed and approved.

Review each criterion

  • Title and description: make the requirement precise enough that different reviewers would interpret it similarly.
  • Mandatory status: use this only when failure truly affects eligibility or compliance.
  • Weight or importance: reflect decision value, not how easy the evidence is to find.
  • Expected evidence: describe what would demonstrate the requirement without prescribing irrelevant wording.
  • Scoring guidance: make the anchors distinguish absent, partial, and complete evidence.
  • Source citation: open the cited specification page and confirm the criterion is grounded in it.

Approve the set

  1. Resolve warnings and inspect low-confidence extractions first.
  2. Remove duplicate criteria and separate requirements that need independent judgements.
  3. Check that weights express the intended priorities.
  4. Confirm every criterion has a valid source citation or an explicitly documented human addition.
  5. Save changes, then approve the requirement set to unlock the next stage.

After approval

Approved criteria are versioned. If the requirements change later, create a new revision and rerun affected candidates so historical reports remain reproducible.

Note: Avoid tailoring criteria after seeing candidate results. If a legitimate correction is necessary, document it and reassess every candidate consistently.