Insight Table
The Insight Table is for structured review across many documents at once.
Teams define questions as columns, run them across a document set and compare answers in a table. This helps with batch screening, portfolio comparison, repeatable extraction and audit preparation.
What the Insight Table is for
Some review tasks require the same questions to be asked across many documents.
Typical uses include:
- Comparing limits, clauses or conditions across a portfolio
- Screening submissions against the same criteria
- Extracting the same fields from many files
- Preparing audit samples or management review packs
- Reviewing document sets in a consistent table format
The Insight Table supports this pattern with columns, cells and a detail view for each answer.
How the Insight Table works
Create a table and add documents
Users create an Insight Table and add the documents they want to review.
An Insight Table is useful when the team needs to compare or extract information across multiple documents using the same set of questions.
Define columns and generate cells
Each column defines a prompt or extraction question.
Running a column produces a cell value for each document in the table.
Where available, cells may include:
- The extracted answer
- Supporting references or citations
- Additional explanation to help review the answer
Users can run individual cells, run entire columns or re-run outputs where the product allows it.
Review answers in the detail panel
Selecting a cell opens a detail panel with the full extraction and supporting references where available.
This helps users inspect the answer before relying on it in a business workflow.
Documents can also be previewed from the table where supported.
Add materials from the Library
Where supported, users can add documents from the Library into an Insight Table.
This helps teams reuse uploaded materials without starting from scratch.
What the Insight Table is not
The Insight Table is not a substitute for expert judgment on individual cases.
It does not automatically approve, decline or classify risks without human review.
It is not the same as a Project. Projects are persistent document workspaces for focused work on one document set. The Insight Table is for comparable analysis across many documents.
Related areas
- Projects - persistent document workspaces for focused review
- Library - uploaded reference materials
- Assistant - exploratory analysis before structuring a table
- Underwriting Review - example use case
Getting started
- Create an Insight Table
- Add the documents you want to compare
- Define column prompts that reflect your review questions
- Run columns and review cell outputs before using them
- Use the detail panel to inspect supporting references where available