Set up the workflow
Choose the document set and define the fields to compare. Attach each finding to the policy version and relevant passage.
Keep the decision reviewable
Ask a qualified reviewer to resolve ambiguous language before any coverage or customer decision. GoCux provides a general research workflow, not an automated underwriting decision.
Assess the result
The acceptance test is whether the correct project retrieves the right source passage. Another project must not gain access merely because it asks a similar question.
A practical starting point
Work from a project knowledge collection. These steps describe the GoCux workflow and its permission boundaries.
- Choose the project and add the documents you are entitled to use. Record the document title and origin so that a later reader can identify the source.
- Check ingestion before relying on search results. Test a distinctive phrase from the document and compare the retrieved excerpt with the original context.
- Use the retrieved material in a research question or conversation. Review the original passage before treating extracted text as a decision, and remove outdated material from the collection.
What to verify
The acceptance test is whether the correct project retrieves the right source passage. Another project must not gain access merely because it asks a similar question.
Bring this workflow into your workspace.
Set the scope. Review the evidence. Approve the steps that need it.