Overview

There are three steps to validating a document:

  1. Confirm entities and their network

  2. Validate metrics

  3. Extract and commit everything to the database

‍

Step 1: Validate entities and their investment network

In this step you

  • ‍Confirm that the system has recognized the correct set of entities (= investors, funds and companies)

  • Confirm their investment relations ( = network)

  • Amend or add any entity records or investment relations which have not been recognized correctly

‍

Step 2: Validate metrics

In this step you

  • Spot-check the metrics automatically found by the parsing engine

  • Manually identify and add any metrics missed by the parser

‍

Step 3: Extract data and commit to the database

In this final step you commit everything to the database for downstream export or use in Accelex Explore.