Sheaf
Matched Docs
How far a case has come. "3 of 17 Matched Docs" counts the requirements that are settled, and each requirement's tag says why the rest are open.
The Register, Triage and the Workfile measure a case the same way: Matched Docs.
What counts
In "5 of 17 Matched Docs", 17 is every requirement the case's list asks for, and 5 is how many of them are settled:
- Accepted: a document was approved for it, including an incomplete approval. A requirement that expects sets needs a document for every declared set.
- Covered: another requirement in its group was accepted. Example: an accepted Passport covers "Government ID — Driver License".
A document the run matched but nobody approved does not count. Neither does an archived one.
Example: of 17 requirements, a pay stub and a W-2 are approved, and the approved Passport covers the driver's license: 3 of 17 Matched Docs.
The other two figures:
- need you: requirements with a flag to resolve, or a required document missing.
- on the clock ≤30d: requirements whose document expires, or goes stale, within 30 days. The Timeline shows each clock.
Where it shows
| Page | What it shows |
|---|---|
| Register | "3 of 17 Matched Docs" in the header, and the same count for each section. |
| Triage | A Matched Docs card, beside the need you and unassigned counts. |
| Workfile | The count at the top of the section rail and in each section's header, and "all docs matched" at the foot of a finished section. |
Over the API, GET /applications reports the same count for each case.
A requirement's tag
| Tag | Meaning |
|---|---|
| Accepted | A person accepted a document for it. |
| Covered | An accepted alternative satisfies it. |
| Clean | A document is filed here, read with no flags, and not accepted yet. |
| Needs you | A document is filed here with a flag to resolve. |
| Intake | Uploaded through the intake form; no run has read it yet. |
| Filed | Pages were filed here by hand in Doc Review. |
| Missing | Required, and not found in the case. A critical one also reads "Blocks underwriting until filed". |
| Not found | Supporting, and not found in the case. |
Only Accepted and Covered count in Matched Docs.