DocProcReview

Represents a document processing review task that manages human verification and correction of data extracted by the Intelligent Document Processing (IDP). This object is available in API version 68.0 and later.

Supported Calls

create(), delete(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), undelete(), update(), upsert()

Special Access Rules

To access the DocProcReview object, your organization must have the flowDocumentProcessingAddon license enabled. This object is available only to users with appropriate permissions in organizations that have purchased the Intelligent Document Processing add-on.

Fields

Field Name	Details
AssignedToId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The user or queue assigned to review this document. This field is a polymorphic relationship field. Relationship Name AssignedTo Refers To Group, User
ContentDocumentId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The uploaded file under review. This field is a relationship field. Relationship Name ContentDocument Refers To ContentDocument
CorrelationIdentifier	Type string Properties Create, Filter, Group, Sort, Update Description Unique correlation ID used by InvocableIdpAsyncAction. Joins this review to the originating extraction and is carried in the post-review platform event so the paused Flow can resume.
CreatedDate	Type datetime Properties Filter, Group, Nillable, Sort Description The date and time when this review was created.
Description	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The description of the review task.
ErrorMessage	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description Error message if the review encounters a failure.
ExtractedData	Type textarea Properties Create, Update Description Extracted document payload (JSON) captured at extraction completion. Surfaced to the reviewer in the Review UI and carried in the post-review platform event payload.
FlowElement	Type string Properties Create, Filter, Group, Nillable, Sort, Update Description The developer name of the flow element that triggered the review.
FlowVersion	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The current running flow version that triggered this review. This field is a relationship field. Relationship Name FlowVersion Refers To InteractionDefinitionVersion
IdpConfigurationId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The IDP configuration associated with this review. This field is a relationship field. Relationship Name IdpConfiguration Refers To IdpConfiguration
LastModifiedDate	Type datetime Properties Filter, Group, Nillable, Sort Description The date and time when this review's status, reviewer, modified data, or error message was last updated.
MasterFlowVersion	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The master flow version that triggered this review. This field is a relationship field. Relationship Name MasterFlowVersion Refers To InteractionDefinitionVersion
ModifiedData	Type textarea Properties Create, Nillable, Update Description Reviewer-modified document payload (JSON) captured after review. Reflects the corrections the reviewer made to the originally extracted data, and is carried in the post-review platform event payload.
Name	Type string Properties Autonumber, Defaulted on create, Filter, idLookup, Sort Description Name of the review task. This is an auto-generated number of format HR-{000000000}.
OwnerId	Type reference Properties Create, Defaulted on create, Filter, Group, Sort, Update Description The owner of this review record. This field is a polymorphic relationship field. Relationship Name Owner Refers To Group, User
ReviewerId	Type reference Properties Create, Filter, Group, Nillable, Sort, Update Description The user currently working on this review. This field is a relationship field. Relationship Name Reviewer Refers To User
Status	Type picklist Properties Create, Filter, Group, Restricted picklist, Sort, Update Description The status of the review task. Possible values are: `Completed` `InProgress`—In Progress `New` `Rejected` `TimedOut`—Timed Out

Associated Objects

This object has the following associated objects. If the API version isn't specified, they're available in the same API versions as this object. Otherwise, they're available in the specified API version and later.

DocProcReviewChangeEvent: Change events are available for the object.
DocProcReviewFeed: Feed tracking is available for the object.
DocProcReviewHistory: History is available for tracked fields of the object.
DocProcReviewOwnerSharingRule: Sharing rules are available for the object.
DocProcReviewShare: Sharing is available for the object.

Object Reference for the Salesforce Platform

DocProcReview

Supported Calls

Special Access Rules

Fields

Associated Objects